Bollard Group LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,810 filers reported holding JPMORGAN CHASE & CO in Q4 2014. The put-call ratio across all filers is 0.74 and the average weighting 1.0%.

About JPMORGAN CHASE & CO

JPMorgan Chase & Co is one of the largest financial institutions in the world, with a market capitalization of over $400 billion. The company provides a wide range of financial services, including investment banking, commercial banking, and asset management. JPMorgan Chase & Co has a strong reputation for its expertise in the financial industry, and its leadership team is highly respected.

The company has a long history of success, and it has weathered many economic downturns over the years. JPMorgan Chase & Co has a strong balance sheet, with a healthy amount of capital and liquidity. The company has also been able to maintain a strong credit rating, which is a testament to its financial strength.

JPMorgan Chase & Co has a diverse range of businesses, which helps to mitigate risk. The company has a strong presence in the United States, but it also has a significant international presence. This allows the company to take advantage of growth opportunities in emerging markets.

Overall, JPMorgan Chase & Co is a well-managed company with a strong track record of success. While there are always risks associated with investing in any company, JPMorgan Chase & Co is a solid choice for investors who are looking for exposure to the financial industry.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Bollard Group LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$21,236
-1.3%
146,435
-1.1%
0.78%
+6.8%
Q2 2023$21,525
+12.4%
148,000
+0.7%
0.73%
+5.8%
Q1 2023$19,153
+2.6%
146,979
+5.6%
0.69%
-2.9%
Q4 2022$18,672
-99.9%
139,241
-0.4%
0.71%
+16.1%
Q3 2022$14,602,000
-6.9%
139,732
+0.3%
0.61%
-3.5%
Q2 2022$15,688,000
-16.8%
139,309
+0.8%
0.64%
+5.5%
Q1 2022$18,845,000
-13.8%
138,243
+0.1%
0.60%
-13.9%
Q4 2021$21,870,000
-3.0%
138,110
+0.3%
0.70%
-5.3%
Q3 2021$22,549,000
+11.5%
137,755
+6.0%
0.74%
+15.3%
Q2 2021$20,216,000
+8.0%
129,974
+5.7%
0.64%
-2.3%
Q1 2021$18,720,000
+20.4%
122,970
+0.5%
0.66%
+13.3%
Q4 2020$15,550,000
+25.6%
122,375
-4.8%
0.58%
+29.8%
Q3 2020$12,377,000
+2.7%
128,564
+0.3%
0.45%
-5.9%
Q2 2020$12,055,000
-4.5%
128,166
-8.6%
0.47%
-15.5%
Q1 2020$12,624,000
-32.2%
140,218
+5.0%
0.56%
-7.1%
Q4 2019$18,610,000
+21.4%
133,499
+2.5%
0.60%
+12.3%
Q3 2019$15,334,000
+34.3%
130,287
+27.6%
0.54%
+36.9%
Q2 2019$11,415,000
+22.5%
102,098
+10.9%
0.39%
+11.6%
Q1 2019$9,319,000
+19.7%
92,056
+15.4%
0.35%
+2.6%
Q4 2018$7,785,000
-7.0%
79,751
+7.6%
0.34%
+2.1%
Q3 2018$8,367,000
+11.8%
74,145
+3.2%
0.34%
-2.3%
Q2 2018$7,484,000
-2.6%
71,819
+2.8%
0.34%
-9.9%
Q1 2018$7,686,000
+5.4%
69,888
+2.5%
0.38%
+9.1%
Q4 2017$7,291,000
+12.4%
68,176
+0.4%
0.35%
+2.3%
Q3 2017$6,489,000
+7.9%
67,935
+3.2%
0.34%
+5.2%
Q2 2017$6,015,000
+5.1%
65,812
+1.0%
0.32%
-0.9%
Q1 2017$5,725,000
+15.2%
65,179
+13.2%
0.33%
+1.2%
Q4 2016$4,970,000
+31.2%
57,596
+1.3%
0.32%
+33.9%
Q3 2016$3,788,000
+11.3%
56,882
+3.9%
0.24%
+4.3%
Q2 2016$3,403,000
+5.4%
54,758
+0.4%
0.23%
-10.8%
Q1 2016$3,229,000
-9.9%
54,529
+0.5%
0.26%
-11.9%
Q4 2015$3,584,000
+8.7%
54,284
+0.4%
0.30%
+9.3%
Q3 2015$3,298,000
-9.4%
54,085
+0.6%
0.27%
-1.8%
Q2 2015$3,642,000
+12.5%
53,745
+0.6%
0.28%
+14.1%
Q1 2015$3,236,000
+4.6%
53,412
+8.1%
0.24%
-11.7%
Q4 2014$3,093,000
+5.1%
49,424
+1.2%
0.27%
-1.8%
Q3 2014$2,943,000
+13.4%
48,850
+8.4%
0.28%
+10.8%
Q2 2014$2,596,000
+98.5%
45,055
+109.1%
0.25%
+90.2%
Q1 2014$1,308,000
+3.8%
21,5450.0%0.13%
-5.0%
Q4 2013$1,260,000
+6.0%
21,545
-6.3%
0.14%
-0.7%
Q3 2013$1,189,000
+463.5%
23,000
+475.0%
0.14%
+241.5%
Q2 2013$211,0004,0000.04%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2014
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders