Joel Isaacson & Co., LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 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
Joel Isaacson & Co., LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$6,183,460
+0.4%
42,639
+0.6%
0.42%
+2.7%
Q2 2023$6,161,384
+12.5%
42,364
+0.8%
0.41%
+4.8%
Q1 2023$5,474,769
-3.6%
42,013
-0.8%
0.39%
-10.1%
Q4 2022$5,680,858
+32.8%
42,363
+3.5%
0.44%
+18.1%
Q3 2022$4,277,000
-1.0%
40,927
+6.7%
0.37%
+1.9%
Q2 2022$4,319,000
-13.5%
38,350
-1.3%
0.36%
-1.1%
Q1 2022$4,993,000
-18.5%
38,865
+0.5%
0.37%
-12.8%
Q4 2021$6,124,000
-3.2%
38,671
+0.0%
0.42%
-11.9%
Q3 2021$6,327,000
+17.1%
38,652
+11.3%
0.48%
+13.8%
Q2 2021$5,401,000
+3.2%
34,725
+1.0%
0.42%
-8.5%
Q1 2021$5,234,000
+21.1%
34,381
+1.1%
0.46%
+8.5%
Q4 2020$4,322,000
+37.2%
34,012
+4.0%
0.42%
+3.4%
Q3 2020$3,150,000
+0.0%
32,717
-2.3%
0.41%
-8.7%
Q2 2020$3,149,000
+9.4%
33,483
+4.7%
0.45%
-10.6%
Q1 2020$2,878,000
-39.9%
31,965
-6.9%
0.50%
-20.3%
Q4 2019$4,788,000
+20.7%
34,349
+1.9%
0.63%
+11.3%
Q3 2019$3,966,000
+1.4%
33,695
-3.7%
0.56%
-0.7%
Q2 2019$3,912,000
-12.6%
34,995
-20.9%
0.57%
-12.9%
Q1 2019$4,478,000
+16.0%
44,237
+14.4%
0.65%
+6.7%
Q4 2018$3,862,000
+21.4%
38,657
+37.1%
0.61%
+22.4%
Q3 2018$3,181,000
+8.4%
28,186
+0.1%
0.50%
+1.8%
Q2 2018$2,934,000
-3.5%
28,162
+1.9%
0.49%
-7.4%
Q1 2018$3,039,000
+27.5%
27,637
+24.0%
0.53%
+28.0%
Q4 2017$2,384,000
+8.4%
22,295
-3.1%
0.41%
+3.0%
Q3 2017$2,199,000
+0.9%
23,019
-3.5%
0.40%
-2.4%
Q2 2017$2,180,000
+6.7%
23,848
+2.5%
0.41%
+2.7%
Q1 2017$2,044,000
+1.6%
23,265
-0.2%
0.40%
-1.0%
Q4 2016$2,011,000
+23.2%
23,302
-4.9%
0.40%
+20.9%
Q3 2016$1,632,000
+10.3%
24,505
+2.9%
0.34%
+6.3%
Q2 2016$1,480,000
-9.5%
23,816
-13.7%
0.32%
-12.7%
Q1 2016$1,635,000
-2.9%
27,602
+8.2%
0.36%
-12.8%
Q4 2015$1,684,000
+11.3%
25,505
+2.8%
0.41%
+2.5%
Q3 2015$1,513,000
-9.5%
24,813
+0.6%
0.40%
-5.8%
Q2 2015$1,672,000
+10.7%
24,674
-1.0%
0.43%
+12.6%
Q1 2015$1,511,000
+2.4%
24,935
+5.7%
0.38%
-4.0%
Q4 2014$1,476,000
+6.1%
23,588
+2.1%
0.40%
-6.6%
Q3 2014$1,391,000
+6.6%
23,093
+2.0%
0.42%
+3.9%
Q2 2014$1,305,000
-3.0%
22,642
+2.1%
0.41%
-9.5%
Q1 2014$1,346,000
+3.9%
22,168
+0.1%
0.45%
-3.8%
Q4 2013$1,295,000
+20.9%
22,143
+6.9%
0.47%
+7.6%
Q3 2013$1,071,000
-0.1%
20,720
+2.1%
0.44%
-13.3%
Q2 2013$1,072,000
+20.9%
20,302
+8.7%
0.50%
+12.2%
Q1 2013$887,000
+6.4%
18,682
-1.5%
0.45%
-17.5%
Q4 2012$834,00018,9760.54%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
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