Osher Van de Voorde Investment Management - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
Osher Van de Voorde Investment Management ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$18,640,001
-1.0%
128,543
-0.7%
4.67%
-3.4%
Q2 2023$18,833,607
+10.7%
129,494
-0.8%
4.84%
+2.6%
Q1 2023$17,006,628
-16.1%
130,509
-13.7%
4.72%
-9.7%
Q4 2022$20,273,238
+22.8%
151,180
-4.3%
5.22%
+14.8%
Q3 2022$16,504,000
-1.4%
157,935
+6.3%
4.55%
-3.6%
Q2 2022$16,730,000
-1.4%
148,568
+19.3%
4.72%
+25.1%
Q1 2022$16,975,000
-10.4%
124,525
+4.1%
3.77%
-9.9%
Q4 2021$18,935,000
-0.9%
119,575
+2.4%
4.19%
-14.5%
Q3 2021$19,110,000
+5.2%
116,744
-0.1%
4.90%
+10.1%
Q2 2021$18,173,000
+2.7%
116,837
+0.5%
4.45%
-1.7%
Q1 2021$17,694,000
+19.7%
116,230
-0.1%
4.52%
+13.8%
Q4 2020$14,783,000
+34.5%
116,340
+1.9%
3.98%
+12.7%
Q3 2020$10,992,000
+6.3%
114,175
+3.9%
3.53%
-5.3%
Q2 2020$10,340,000
+4.1%
109,930
-0.3%
3.72%
-11.8%
Q1 2020$9,931,000
-13.4%
110,303
+34.0%
4.22%
-1.1%
Q4 2019$11,474,000
+15.9%
82,308
-2.1%
4.27%
+5.6%
Q3 2019$9,898,000
+6.5%
84,100
+1.2%
4.04%
+5.3%
Q2 2019$9,295,000
+10.8%
83,141
+0.4%
3.84%
+3.0%
Q1 2019$8,387,000
+5.6%
82,851
+1.8%
3.73%
-9.1%
Q4 2018$7,943,000
-12.5%
81,371
+1.1%
4.10%
+4.5%
Q3 2018$9,078,000
+9.2%
80,446
+0.9%
3.92%
-1.9%
Q2 2018$8,310,000
-6.0%
79,748
-0.8%
4.00%
-11.0%
Q1 2018$8,844,000
-1.4%
80,424
-14.4%
4.49%
-5.5%
Q4 2017$8,970,0000.0%93,9200.0%4.76%0.0%
Q3 2017$8,970,000
+4.0%
93,920
-0.4%
4.76%
+3.4%
Q2 2017$8,621,000
+2.5%
94,320
-1.5%
4.60%
+0.2%
Q1 2017$8,411,000
-10.0%
95,755
-11.6%
4.59%
-10.7%
Q4 2016$9,348,000
+5.0%
108,335
-19.0%
5.14%
+1.2%
Q3 2016$8,904,000
+7.9%
133,719
+0.7%
5.07%
-3.4%
Q2 2016$8,251,000
+7.6%
132,774
+2.6%
5.25%
+8.0%
Q1 2016$7,666,000
-9.7%
129,449
+0.7%
4.86%
-0.3%
Q4 2015$8,486,000
+8.0%
128,524
-0.2%
4.88%
+1.9%
Q3 2015$7,854,000
-7.1%
128,824
+3.3%
4.79%
-2.4%
Q2 2015$8,453,000
+12.2%
124,749
+0.3%
4.91%
+12.3%
Q1 2015$7,532,000
+3.0%
124,324
+6.3%
4.37%
+2.1%
Q4 2014$7,316,000
+5.6%
116,909
+1.6%
4.28%
-3.6%
Q3 2014$6,931,000
+8.7%
115,049
+1.2%
4.44%
+4.9%
Q2 2014$6,374,000
-9.3%
113,669
-1.8%
4.24%
-5.7%
Q1 2014$7,027,000
+6.8%
115,749
+2.8%
4.49%
+5.5%
Q4 2013$6,582,000
+13.6%
112,549
+0.5%
4.26%
-6.7%
Q3 2013$5,792,000
-2.9%
112,044
-0.9%
4.56%
-3.8%
Q2 2013$5,968,000113,0444.74%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders