Hamilton Point Investment Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
Hamilton Point Investment Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,488,805
-4.8%
30,953
-4.5%
1.11%
-1.8%
Q2 2023$4,716,329
+8.8%
32,428
-2.5%
1.13%
+7.3%
Q1 2023$4,334,632
+0.4%
33,264
+3.3%
1.05%
-11.6%
Q4 2022$4,318,825
+29.3%
32,206
+0.7%
1.19%
+17.0%
Q3 2022$3,341,000
-4.2%
31,973
+3.3%
1.02%
+0.1%
Q2 2022$3,487,000
-16.7%
30,961
+0.8%
1.02%
-5.8%
Q1 2022$4,187,000
-18.8%
30,716
-5.7%
1.08%
-12.1%
Q4 2021$5,157,000
+0.4%
32,565
+3.8%
1.23%
-10.0%
Q3 2021$5,135,000
+6.0%
31,368
+0.7%
1.36%
+3.9%
Q2 2021$4,843,000
+2.4%
31,139
+0.2%
1.31%
-4.0%
Q1 2021$4,729,000
+20.9%
31,064
+0.9%
1.37%
+10.9%
Q4 2020$3,913,000
+31.8%
30,796
-0.1%
1.23%
+17.9%
Q3 2020$2,968,000
+3.6%
30,826
+1.2%
1.05%
-5.3%
Q2 2020$2,864,000
+7.8%
30,452
+3.2%
1.10%
-10.7%
Q1 2020$2,656,000
-33.1%
29,503
+3.6%
1.24%
-18.1%
Q4 2019$3,970,000
+17.6%
28,478
-0.8%
1.51%
+9.5%
Q3 2019$3,377,000
+568.7%
28,698
+535.8%
1.38%
+538.4%
Q2 2019$505,000
-4.9%
4,514
-13.9%
0.22%
-8.5%
Q1 2019$531,000
+18.8%
5,244
+14.5%
0.24%
+4.0%
Q4 2018$447,000
-6.7%
4,578
+7.9%
0.23%
+1.3%
Q3 2018$479,000
+8.4%
4,2420.0%0.22%
+2.3%
Q2 2018$442,000
-3.9%
4,242
+1.4%
0.22%
-6.4%
Q1 2018$460,000
+13.3%
4,184
+10.2%
0.23%
+10.4%
Q4 2017$406,000
+11.8%
3,7980.0%0.21%
+8.2%
Q3 2017$363,000
+4.6%
3,7980.0%0.20%
+0.5%
Q2 2017$347,000
+3.9%
3,7980.0%0.20%
+2.6%
Q1 2017$334,000
+1.8%
3,7980.0%0.19%
-6.4%
Q4 2016$328,000
+29.6%
3,7980.0%0.20%
+27.7%
Q3 2016$253,000
+11.9%
3,798
+4.3%
0.16%
+7.4%
Q2 2016$226,000
+4.6%
3,6400.0%0.15%
+2.8%
Q1 2016$216,000
-10.0%
3,6400.0%0.14%
-13.3%
Q4 2015$240,000
+8.1%
3,6400.0%0.17%
-4.6%
Q3 2015$222,0003,6400.17%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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