Tortoise Investment Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,365 filers reported holding JPMORGAN CHASE & CO in Q2 2022. The put-call ratio across all filers is 1.33 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
Tortoise Investment Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,308,022
+33.8%
9,020
+34.2%
0.20%
+34.5%
Q2 2023$977,492
+44.6%
6,721
+29.5%
0.14%
+34.3%
Q1 2023$676,153
-2.8%
5,189
+0.0%
0.11%
-11.5%
Q4 2022$695,673
+28.4%
5,188
+0.0%
0.12%
+16.2%
Q3 2022$542,000
+11.5%
5,187
+20.2%
0.10%
+10.5%
Q2 2022$486,000
+7.5%
4,315
+30.1%
0.10%
+13.1%
Q1 2022$452,000
+7.9%
3,317
+25.3%
0.08%
+7.7%
Q4 2021$419,000
-37.4%
2,647
-35.2%
0.08%
-42.2%
Q3 2021$669,000
+5.5%
4,085
+0.2%
0.14%
+3.1%
Q2 2021$634,000
-15.0%
4,077
-16.8%
0.13%
-20.1%
Q1 2021$746,000
+17.7%
4,902
-1.7%
0.16%
+13.1%
Q4 2020$634,000
+31.3%
4,987
-0.6%
0.14%
+22.9%
Q3 2020$483,000
+4.3%
5,018
+2.0%
0.12%
-1.7%
Q2 2020$463,000
+2.9%
4,918
-1.5%
0.12%
-8.4%
Q1 2020$450,000
-38.2%
4,994
-4.3%
0.13%
-23.8%
Q4 2019$728,000
+19.0%
5,219
+0.4%
0.17%
+8.9%
Q3 2019$612,000
+5.3%
5,1970.0%0.16%
+7.5%
Q2 2019$581,000
+10.5%
5,1970.0%0.15%
+6.5%
Q1 2019$526,000
-0.9%
5,197
-4.4%
0.14%
-4.2%
Q4 2018$531,000
-20.7%
5,438
-8.4%
0.14%
-18.2%
Q3 2018$670,000
+6.5%
5,938
-1.7%
0.18%
+1.7%
Q2 2018$629,000
-13.4%
6,038
-8.5%
0.17%
-13.9%
Q1 2018$726,000
-0.1%
6,598
-2.9%
0.20%
-3.8%
Q4 2017$727,000
+15.2%
6,798
+2.9%
0.21%
+8.9%
Q3 2017$631,000
+252.5%
6,609
+237.4%
0.19%
+231.0%
Q2 2017$179,000
+65.7%
1,959
+59.5%
0.06%
+65.7%
Q1 2017$108,000
-20.6%
1,228
-22.2%
0.04%
-25.5%
Q4 2016$136,000
+580.0%
1,578
+434.9%
0.05%
+571.4%
Q3 2016$20,000
-65.5%
295
-68.2%
0.01%
-65.0%
Q2 2016$58,000
-45.8%
929
-48.7%
0.02%
-47.4%
Q1 2016$107,000
+872.7%
1,811
+971.6%
0.04%
+850.0%
Q4 2015$11,000
+10.0%
1690.0%0.00%0.0%
Q3 2015$10,000
-9.1%
1690.0%0.00%0.0%
Q2 2015$11,000
+10.0%
1690.0%0.00%0.0%
Q1 2015$10,000
-78.3%
169
-77.0%
0.00%
-77.8%
Q4 2014$46,000
+9.5%
735
+5.0%
0.02%0.0%
Q3 2014$42,000
+2.4%
700
-2.8%
0.02%
+5.9%
Q2 2014$41,000
-2.4%
720
+2.9%
0.02%
-10.5%
Q1 2014$42,000
-48.8%
700
-50.0%
0.02%
-17.4%
Q4 2013$82,000
+121.6%
1,4000.0%0.02%0.0%
Q3 2013$37,000
-2.6%
1,4000.0%0.02%
-8.0%
Q2 2013$38,000
+15.2%
1,400
+100.0%
0.02%
+4.2%
Q1 2013$33,000
+6.5%
7000.0%0.02%
-4.0%
Q4 2012$31,0007000.02%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2022
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 313,853$34,514,00054.03%
Lloyds Banking Group plc 28,209$3,101,00024.00%
ADAMCAPITAL Gestao de Recursos Ltda. 4,878,139$536,449,00019.10%
LANSDOWNE PARTNERS (UK) LLP 13,523,497$1,487,169,00015.49%
James Hambro & Partners 341,429$37,538,00014.75%
Spectrum Financial Alliance Ltd LLC 182,873$20,009,00013.12%
GREENHAVEN ASSOCIATES INC 6,670,020$733,502,00011.54%
Providence Wealth Advisors, LLC 65,118$7,023,00010.40%
STEWART WEST INDIES TRADING CO., LTD 1,028,000$113,049,0009.79%
Chubb Ltd 200,000$21,994,0009.56%
View complete list of JPMORGAN CHASE & CO shareholders