OARSMAN CAPITAL, INC. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,762 filers reported holding JPMORGAN CHASE & CO in Q1 2020. The put-call ratio across all filers is 1.19 and the average weighting 1.1%.

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
OARSMAN CAPITAL, INC. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,587,807
+1.2%
10,949
+1.5%
0.66%
-3.5%
Q2 2023$1,568,477
-8.9%
10,784
-18.4%
0.69%
-14.7%
Q1 2023$1,722,639
-12.1%
13,220
-9.5%
0.80%
-19.5%
Q4 2022$1,959,837
-3.2%
14,615
-24.6%
1.00%
-7.8%
Q3 2022$2,025,000
-7.8%
19,377
-0.7%
1.08%
-0.5%
Q2 2022$2,196,000
-19.1%
19,504
-2.1%
1.09%
+2.8%
Q1 2022$2,715,000
-14.6%
19,916
-0.9%
1.06%
-15.5%
Q4 2021$3,181,000
-7.0%
20,089
-3.9%
1.25%
-9.5%
Q3 2021$3,421,000
+0.8%
20,901
-4.3%
1.38%
+2.7%
Q2 2021$3,395,000
-6.8%
21,829
-8.7%
1.35%
-14.4%
Q1 2021$3,642,000
+4.0%
23,921
-13.2%
1.58%
+15.9%
Q4 2020$3,501,000
+28.9%
27,553
-2.3%
1.36%
+11.1%
Q3 2020$2,716,000
+1.8%
28,213
-0.6%
1.22%
-7.2%
Q2 2020$2,669,000
+74.0%
28,372
+66.5%
1.32%
-6.9%
Q1 2020$1,534,000
-55.9%
17,041
-31.7%
1.42%
-10.9%
Q4 2019$3,479,000
-6.3%
24,957
-20.9%
1.59%
-10.0%
Q3 2019$3,712,000
-2.8%
31,537
-7.7%
1.77%
+2.1%
Q2 2019$3,820,000
+7.6%
34,172
-2.6%
1.73%
+2.6%
Q1 2019$3,551,000
+5.1%
35,083
+1.3%
1.69%
-2.6%
Q4 2018$3,380,000
-23.8%
34,625
-11.9%
1.73%
-3.0%
Q3 2018$4,435,000
+26.2%
39,301
+16.5%
1.79%
+11.8%
Q2 2018$3,514,000
-14.8%
33,726
-10.1%
1.60%
-15.0%
Q1 2018$4,125,000
+3.8%
37,511
+0.9%
1.88%
+9.8%
Q4 2017$3,975,000
+14.3%
37,174
+2.1%
1.71%
+16.4%
Q3 2017$3,478,000
+6.7%
36,420
+2.1%
1.47%
-1.4%
Q2 2017$3,260,000
+7.5%
35,668
+3.3%
1.49%
+5.6%
Q1 2017$3,033,000
+10.0%
34,530
+8.1%
1.41%
-20.5%
Q4 2016$2,757,000
-3.8%
31,945
-25.7%
1.78%
+21.5%
Q3 2016$2,865,000
+5.6%
43,022
-1.5%
1.46%
+3.5%
Q2 2016$2,714,000
+4.8%
43,670
-0.1%
1.41%
+2.5%
Q1 2016$2,589,000
-11.9%
43,720
-1.8%
1.38%
-16.3%
Q4 2015$2,940,000
+7.1%
44,524
-1.1%
1.64%
+1.4%
Q3 2015$2,744,000
+143.0%
45,002
+170.1%
1.62%
+110.6%
Q2 2015$1,129,000
+19.6%
16,660
+6.9%
0.77%
+18.1%
Q1 2015$944,000
-6.1%
15,590
-2.9%
0.65%
-9.9%
Q4 2014$1,005,000
+7.6%
16,061
+3.6%
0.72%
+5.2%
Q3 2014$934,000
+1.7%
15,505
-2.7%
0.69%
+3.3%
Q2 2014$918,000
-2.8%
15,928
+2.5%
0.67%
-8.6%
Q1 2014$944,000
+3.3%
15,542
-0.6%
0.73%
-0.7%
Q4 2013$914,000
+12.0%
15,636
-1.0%
0.73%
+3.1%
Q3 2013$816,000
+16.4%
15,786
+18.9%
0.71%
+7.4%
Q2 2013$701,00013,2760.66%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2020
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,796$58,123,83023.66%
Global Frontier Investments LLC 339,000$49,16221.31%
Gilfoyle & Co LLC 50$7,71619.81%
Courant Investment Management LLC 114,592$16,618,13218.34%
SEARLE & CO. 261,134$37,869,65312.89%
Gemsstock Ltd. 174,900$25,363,99811.12%
GREENHAVEN ASSOCIATES INC 4,719,004$684,349,9608.87%
CINCINNATI CASUALTY CO 93,000$13,486,8608.61%
Saber Capital Managment, LLC 32,389$4,697,0538.27%
Paralel Advisors LLC 1,028,000$149,080,5608.25%
View complete list of JPMORGAN CHASE & CO shareholders