Oakworth Capital, Inc. - 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
Oakworth Capital, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$29,685,159
-3.8%
204,697
-3.5%
2.70%
+2.9%
Q2 2023$30,859,163
+9.6%
212,178
-1.8%
2.62%
+4.1%
Q1 2023$28,154,406
-2.5%
216,057
+0.4%
2.52%
-9.1%
Q4 2022$28,862,799
+29.1%
215,233
+0.6%
2.77%
+12.0%
Q3 2022$22,354,000
-6.2%
213,913
+1.1%
2.47%
+3.1%
Q2 2022$23,836,000
-14.0%
211,671
+4.1%
2.40%
+0.4%
Q1 2022$27,721,000
-7.0%
203,357
+8.1%
2.39%
-5.8%
Q4 2021$29,798,000
-0.4%
188,177
+2.9%
2.53%
-12.3%
Q3 2021$29,924,000
+7.6%
182,804
+2.3%
2.89%
+4.3%
Q2 2021$27,806,000
+4.4%
178,773
+2.2%
2.77%
-8.4%
Q1 2021$26,628,000
+25.7%
174,918
+4.9%
3.02%
+10.2%
Q4 2020$21,181,000
+39.9%
166,688
+6.0%
2.74%
+11.8%
Q3 2020$15,142,000
+5.5%
157,284
+3.1%
2.46%
-4.8%
Q2 2020$14,351,000
+27.4%
152,575
+22.0%
2.58%
-2.6%
Q1 2020$11,263,000
-32.7%
125,102
+2.4%
2.65%
-9.9%
Q4 2019$16,735,000
+18.7%
122,213
+2.0%
2.94%
+7.5%
Q3 2019$14,094,000
+4.9%
119,759
-0.3%
2.73%
+6.8%
Q2 2019$13,434,000
+14.8%
120,164
+4.0%
2.56%
+6.9%
Q1 2019$11,697,000
+1.6%
115,548
-2.0%
2.40%
-8.7%
Q4 2018$11,513,000
-10.3%
117,943
+3.7%
2.62%
+2.2%
Q3 2018$12,838,000
+10.8%
113,779
+2.3%
2.57%
+6.7%
Q2 2018$11,589,000
-2.9%
111,220
+1.4%
2.40%
-15.6%
Q1 2018$11,935,000
+3.0%
109,717
-1.0%
2.85%
+4.6%
Q4 2017$11,583,000
+23.6%
110,818
+7.4%
2.73%
+13.2%
Q3 2017$9,375,000
+2.8%
103,150
+3.3%
2.41%
-3.6%
Q2 2017$9,123,000
+7.6%
99,819
+3.4%
2.50%
+1.8%
Q1 2017$8,479,000
+19.1%
96,525
+8.7%
2.46%
+4.9%
Q4 2016$7,120,000
+26.0%
88,819
+4.7%
2.34%
+19.6%
Q3 2016$5,652,000
+9.9%
84,872
+7.8%
1.96%
+1.8%
Q2 2016$5,141,000
+14.6%
78,767
+4.0%
1.92%
+7.3%
Q1 2016$4,486,000
-9.8%
75,763
+0.5%
1.79%
-13.4%
Q4 2015$4,975,000
+35.5%
75,355
+25.1%
2.07%
+7.1%
Q3 2015$3,672,000
+15.9%
60,230
+30.3%
1.93%
+29.0%
Q2 2015$3,167,000
+13.5%
46,210
+4.8%
1.50%
+16.3%
Q1 2015$2,790,000
+6.3%
44,114
+5.2%
1.29%
-5.1%
Q4 2014$2,624,000
+5.4%
41,937
+0.1%
1.36%
-7.0%
Q3 2014$2,490,000
+4.4%
41,887
+1.2%
1.46%
+0.8%
Q2 2014$2,384,000
-1.4%
41,377
+3.8%
1.45%
-8.4%
Q1 2014$2,418,000
+7.3%
39,850
+3.4%
1.58%
-0.6%
Q4 2013$2,254,00038,5481.59%
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