Van Hulzen Asset Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 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
Van Hulzen Asset Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$6,991
+37.7%
48,210
+38.1%
0.54%
+24.2%
Q2 2023$5,076
-18.7%
34,900
-27.2%
0.43%
-26.2%
Q1 2023$6,245
+12.1%
47,959
+15.2%
0.59%
-8.7%
Q4 2022$5,569
-99.9%
41,626
+1.3%
0.64%
+21.3%
Q3 2022$4,292,000
-5.4%
41,075
+2.0%
0.53%
-2.2%
Q2 2022$4,535,000
-40.9%
40,275
-28.5%
0.54%
-33.4%
Q1 2022$7,675,000
+3.9%
56,303
+20.7%
0.81%
+0.9%
Q4 2021$7,386,000
+332.7%
46,647
+347.3%
0.81%
+217.7%
Q3 2021$1,707,000
+3.5%
10,428
-1.7%
0.25%
+2.8%
Q2 2021$1,650,000
+73.9%
10,609
+70.2%
0.25%
+62.5%
Q1 2021$949,000
-28.8%
6,232
-40.6%
0.15%
-24.8%
Q4 2020$1,333,000
-20.4%
10,488
-39.7%
0.20%
-19.8%
Q3 2020$1,674,000
+1.0%
17,390
-1.3%
0.25%
+1.2%
Q2 2020$1,657,000
+40.3%
17,617
+34.2%
0.25%
-2.0%
Q1 2020$1,181,000
-33.7%
13,123
+2.7%
0.25%
-26.4%
Q4 2019$1,782,000
-56.5%
12,784
-63.3%
0.34%
-60.2%
Q3 2019$4,100,000
+2.1%
34,837
-3.0%
0.87%
-1.3%
Q2 2019$4,014,000
+20.5%
35,903
+9.1%
0.88%
-2.2%
Q1 2019$3,331,000
-2.0%
32,906
-5.5%
0.90%
-8.9%
Q4 2018$3,400,000
-9.7%
34,833
+4.4%
0.98%
-1.7%
Q3 2018$3,764,000
+244.7%
33,361
+218.3%
1.00%
+209.3%
Q2 2018$1,092,000
+121.5%
10,482
+133.6%
0.32%
+114.6%
Q1 2018$493,000
-66.0%
4,487
-66.9%
0.15%
-65.8%
Q4 2017$1,450,000
+73.2%
13,560
+54.8%
0.44%
+56.4%
Q3 2017$837,000
+137.1%
8,760
+126.9%
0.28%
+101.4%
Q2 2017$353,000
+19.7%
3,860
+14.9%
0.14%
+3.7%
Q1 2017$295,000
+1.7%
3,3600.0%0.14%
+0.7%
Q4 2016$290,000
+29.5%
3,3600.0%0.13%
+9.8%
Q3 2016$224,000
+7.2%
3,3600.0%0.12%
+2.5%
Q2 2016$209,000
+5.0%
3,3600.0%0.12%
+5.3%
Q1 2016$199,000
-17.8%
3,360
-8.2%
0.11%
-25.2%
Q4 2015$242,000
+8.5%
3,6600.0%0.15%
+4.9%
Q3 2015$223,000
-10.1%
3,6600.0%0.14%
+7.5%
Q2 2015$248,000
-24.6%
3,660
-32.7%
0.13%
-33.3%
Q1 2015$329,000
-31.6%
5,438
-29.2%
0.20%
-39.6%
Q4 2014$481,000
+116.7%
7,685
+110.0%
0.33%
+48.7%
Q1 2014$222,000
-8.6%
3,660
-12.0%
0.22%
+6.7%
Q4 2013$243,0004,1600.21%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
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