YCG, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.9%.

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
YCG, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2023$9,800,135
-6.2%
75,206
-0.5%
0.96%
-14.2%
Q4 2022$10,448,466
+30.9%
75,555
-1.0%
1.12%
+17.7%
Q3 2022$7,979,000
-7.1%
76,354
+0.2%
0.95%
-2.3%
Q2 2022$8,585,000
-17.3%
76,233
+0.1%
0.97%
-0.9%
Q1 2022$10,383,000
-13.8%
76,169
+0.1%
0.98%
-7.5%
Q4 2021$12,048,000
-4.5%
76,085
-1.2%
1.06%
-10.9%
Q3 2021$12,611,000
+4.3%
77,042
-0.9%
1.19%
+1.5%
Q2 2021$12,096,000
-10.4%
77,768
-12.4%
1.17%
-22.3%
Q1 2021$13,507,000
+9.8%
88,727
-8.3%
1.51%
+6.7%
Q4 2020$12,296,000
-34.7%
96,764
-50.3%
1.41%
-42.2%
Q3 2020$18,816,000
+261.9%
194,674
+252.2%
2.44%
+229.8%
Q2 2020$5,199,000
-37.3%
55,274
-41.8%
0.74%
-46.8%
Q1 2020$8,287,000
-44.2%
94,987
-10.8%
1.39%
-28.5%
Q4 2019$14,850,000
+17.8%
106,528
-0.6%
1.95%
+3.8%
Q3 2019$12,607,000
+113.1%
107,119
+104.3%
1.88%
+101.6%
Q2 2019$5,915,000
+154.7%
52,443
+128.6%
0.93%
+131.0%
Q1 2019$2,322,000
+3.7%
22,9380.0%0.40%
-11.2%
Q4 2018$2,239,000
+7620.7%
22,938
+4854.2%
0.45%
+4944.4%
Q2 2016$29,000
+7.4%
4630.0%0.01%0.0%
Q1 2016$27,000
-12.9%
4630.0%0.01%0.0%
Q4 2015$31,000
+10.7%
4630.0%0.01%
+12.5%
Q3 2015$28,000
+16.7%
463
+15.8%
0.01%
+14.3%
Q1 2015$24,000
-4.0%
4000.0%0.01%
-12.5%
Q4 2014$25,0004000.01%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2023
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