Addenda Capital Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
Addenda Capital Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$9,865,711
-8.5%
68,030
-8.2%
0.43%
-4.9%
Q2 2023$10,779,576
-7.0%
74,117
-16.7%
0.45%
-5.2%
Q1 2023$11,595,244
-12.3%
88,982
-9.7%
0.48%
-16.9%
Q4 2022$13,221,590
+25.9%
98,595
-1.9%
0.57%
+19.6%
Q3 2022$10,505,000
-17.7%
100,528
-11.3%
0.48%
-21.4%
Q2 2022$12,770,000
-18.0%
113,397
-0.7%
0.61%
-4.1%
Q1 2022$15,566,000
+0.4%
114,185
+16.6%
0.64%
-4.4%
Q4 2021$15,511,000
-1.1%
97,956
+2.2%
0.67%
-9.9%
Q3 2021$15,683,000
+7.1%
95,807
+1.7%
0.74%
+7.4%
Q2 2021$14,647,000
+41.3%
94,169
+15.4%
0.69%
+29.8%
Q1 2021$10,368,0000.0%81,5930.0%0.53%
-18.8%
Q4 2020$10,368,000
+40.7%
81,593
+6.6%
0.65%
+21.4%
Q3 2020$7,371,000
-0.9%
76,567
-3.2%
0.54%
+3.7%
Q2 2020$7,440,000
+14.7%
79,097
+9.7%
0.52%
-5.8%
Q1 2020$6,488,000
-20.9%
72,075
+22.6%
0.55%
+1.7%
Q4 2019$8,198,000
+24.3%
58,807
+4.9%
0.54%
+16.8%
Q3 2019$6,594,000
+4.8%
56,040
-0.4%
0.46%
+1.8%
Q2 2019$6,289,000
-10.1%
56,244
-18.6%
0.46%
-10.1%
Q1 2019$6,996,000
+10.1%
69,098
+6.1%
0.51%
-9.1%
Q4 2018$6,357,000
-11.4%
65,121
+2.4%
0.56%
-5.9%
Q3 2018$7,178,000
-15.0%
63,601
-21.5%
0.59%
-13.6%
Q2 2018$8,443,000
-0.8%
81,019
+4.7%
0.69%
+7.4%
Q1 2018$8,508,000
-0.1%
77,363
-2.9%
0.64%
+8.7%
Q4 2017$8,518,000
+4.8%
79,664
-6.4%
0.59%
+3.5%
Q3 2017$8,126,000
+8.3%
85,086
+3.7%
0.57%
+1.4%
Q2 2017$7,500,000
-0.1%
82,052
-4.0%
0.56%
-3.3%
Q1 2017$7,506,000
+9.8%
85,447
+7.9%
0.58%
+6.0%
Q4 2016$6,836,000
+38.1%
79,213
-0.6%
0.55%
+32.5%
Q3 2016$4,950,0000.0%79,6880.0%0.41%0.0%
Q2 2016$4,950,000
+6.7%
79,688
+1.8%
0.41%
+1.7%
Q1 2016$4,638,000
-18.4%
78,297
-9.0%
0.40%
-24.4%
Q4 2015$5,684,000
+0.5%
86,080
-7.2%
0.54%
-0.6%
Q3 2015$5,654,000
-12.2%
92,747
-2.4%
0.54%
-1.6%
Q2 2015$6,438,000
+51.3%
94,996
+35.2%
0.55%
+52.2%
Q1 2015$4,256,000
-5.9%
70,254
-2.8%
0.36%
+0.3%
Q4 2014$4,523,000
+14.2%
72,264
+9.9%
0.36%
+3.2%
Q3 2014$3,961,000
+9.1%
65,744
+4.3%
0.35%
+13.0%
Q2 2014$3,630,000
-41.0%
63,014
-37.9%
0.31%
-44.3%
Q1 2014$6,157,000
-3.3%
101,401
-6.8%
0.55%
-2.3%
Q4 2013$6,365,000
+7.3%
108,830
-5.1%
0.57%
+3.9%
Q3 2013$5,930,000
+4.8%
114,725
+5.9%
0.54%
-1.4%
Q2 2013$5,661,000108,3050.55%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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