Stonebridge Capital Advisors LLC - 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
Stonebridge Capital Advisors LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$22,319,611
+1.1%
153,907
+1.4%
2.46%
+4.7%
Q2 2023$22,078,551
+13.8%
151,805
+2.0%
2.35%
+6.0%
Q1 2023$19,393,853
-1.4%
148,829
+1.5%
2.21%
-5.0%
Q4 2022$19,660,270
+33.8%
146,609
+4.3%
2.33%
+23.2%
Q3 2022$14,695,000
-2.2%
140,618
+5.4%
1.89%
+3.8%
Q2 2022$15,025,000
-13.3%
133,426
+4.9%
1.82%
-2.8%
Q1 2022$17,336,000
-7.7%
127,173
+7.2%
1.87%
-9.7%
Q4 2021$18,781,000
-0.9%
118,602
+2.5%
2.07%
-9.9%
Q3 2021$18,943,000
-47.2%
115,723
-50.3%
2.30%
+1.6%
Q2 2021$35,849,000
+102.2%
232,961
+100.0%
2.27%
-3.5%
Q1 2021$17,730,000
+21.7%
116,468
+1.6%
2.35%
+6.4%
Q4 2020$14,567,000
+35.1%
114,640
+2.4%
2.21%
+14.0%
Q3 2020$10,782,000
+4.9%
111,999
+2.5%
1.94%
+1.5%
Q2 2020$10,281,000
+4.8%
109,305
+0.3%
1.91%
-7.9%
Q1 2020$9,807,000
-36.5%
108,931
-1.7%
2.07%
-18.0%
Q4 2019$15,454,000
+13.1%
110,864
-4.5%
2.52%
+7.0%
Q3 2019$13,663,000
+5.2%
116,096
-0.1%
2.36%
+2.1%
Q2 2019$12,992,000
+7.1%
116,208
-3.1%
2.31%
+2.4%
Q1 2019$12,134,000
+9.8%
119,867
+5.9%
2.26%
-12.5%
Q4 2018$11,051,000
-12.7%
113,202
+0.9%
2.58%
+1.1%
Q3 2018$12,665,000
+7.4%
112,237
-0.8%
2.55%
-0.8%
Q2 2018$11,795,000
-3.9%
113,199
+1.4%
2.57%
-9.0%
Q1 2018$12,273,000
+1.6%
111,599
-1.2%
2.82%
+2.2%
Q4 2017$12,081,000
+9.9%
112,970
-1.8%
2.76%
+2.3%
Q3 2017$10,992,000
+4.8%
115,089
+0.3%
2.70%
-1.8%
Q2 2017$10,489,000
+6.4%
114,754
+2.3%
2.75%
+2.6%
Q1 2017$9,856,000
+0.9%
112,209
-0.8%
2.68%
-7.5%
Q4 2016$9,764,000
+26.9%
113,148
-2.1%
2.90%
+20.3%
Q3 2016$7,695,000
+13.5%
115,562
+5.9%
2.41%
+4.7%
Q2 2016$6,778,000
+8.9%
109,081
+3.8%
2.30%
+4.9%
Q1 2016$6,226,000
-8.6%
105,127
+1.9%
2.19%
-11.9%
Q4 2015$6,814,000
+13.2%
103,190
+4.5%
2.49%
+2.9%
Q3 2015$6,019,000
+33.5%
98,724
+48.4%
2.42%
+39.8%
Q2 2015$4,507,000
+21.1%
66,511
+8.3%
1.73%
+20.6%
Q1 2015$3,721,000
+5.8%
61,420
+9.2%
1.44%
-0.6%
Q4 2014$3,518,000
+9.2%
56,220
+5.1%
1.44%
+1.8%
Q3 2014$3,222,000
+19.0%
53,491
+13.9%
1.42%
+16.3%
Q2 2014$2,707,000
+3.2%
46,981
+8.8%
1.22%
-4.8%
Q1 2014$2,623,000
+9.3%
43,199
+5.3%
1.28%
+3.9%
Q4 2013$2,399,00041,0161.24%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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