One Capital Management, 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
One Capital Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$9,925,313
+2.6%
68,441
+2.9%
0.44%
+0.9%
Q2 2023$9,669,432
+12.5%
66,484
+0.8%
0.44%
+3.3%
Q1 2023$8,595,377
+2.7%
65,961
+5.7%
0.42%
-5.2%
Q4 2022$8,365,828
+26.2%
62,385
-1.6%
0.45%
+14.1%
Q3 2022$6,627,000
-4.9%
63,420
+2.5%
0.39%
-5.3%
Q2 2022$6,968,000
-12.0%
61,886
+6.5%
0.41%
-1.4%
Q1 2022$7,917,000
-11.7%
58,084
+2.6%
0.42%
-38.3%
Q4 2021$8,964,000
+17.3%
56,614
+21.2%
0.68%
+7.4%
Q3 2021$7,643,000
+4.2%
46,698
-1.0%
0.63%
-2.9%
Q2 2021$7,334,000
+9.3%
47,155
+7.0%
0.65%
-12.3%
Q1 2021$6,709,000
+17.2%
44,074
-2.2%
0.74%
+7.8%
Q4 2020$5,724,000
+41.9%
45,046
+7.5%
0.69%
+25.1%
Q3 2020$4,033,000
+8.1%
41,890
+5.6%
0.55%
+2.6%
Q2 2020$3,732,000
+12.4%
39,675
+7.6%
0.54%
-4.8%
Q1 2020$3,319,000
-34.9%
36,871
+0.7%
0.56%
-28.2%
Q4 2019$5,102,000
+15.7%
36,601
-2.3%
0.78%
+6.8%
Q3 2019$4,409,000
+5.7%
37,461
+0.4%
0.73%
+3.4%
Q2 2019$4,171,000
+10.8%
37,308
+0.3%
0.71%
+6.0%
Q1 2019$3,766,000
-0.6%
37,199
-4.1%
0.67%
-12.9%
Q4 2018$3,787,000
-12.0%
38,795
+1.7%
0.77%
-1.2%
Q3 2018$4,303,000
+17.6%
38,136
+8.6%
0.78%
+12.3%
Q2 2018$3,659,000
-4.1%
35,114
+1.2%
0.69%
-7.5%
Q1 2018$3,816,000
+0.7%
34,698
-2.1%
0.75%
-1.3%
Q4 2017$3,790,000
+12.6%
35,440
+0.6%
0.76%
+8.4%
Q3 2017$3,366,000
+5.2%
35,238
+0.7%
0.70%
-25.5%
Q2 2017$3,199,000
+8.7%
35,002
+4.4%
0.94%
+2.7%
Q1 2017$2,944,000
-5.4%
33,514
-7.0%
0.92%
-7.4%
Q4 2016$3,111,000
+25.9%
36,053
-2.9%
0.99%
+22.6%
Q3 2016$2,471,000
+7.2%
37,111
+0.0%
0.81%
+0.2%
Q2 2016$2,305,000
+1.1%
37,100
-3.7%
0.80%
+793.3%
Q1 2016$2,281,000
-8.0%
38,520
+5.4%
0.09%
-89.3%
Q4 2015$2,480,000
+7.7%
36,552
-3.2%
0.84%
+0.6%
Q3 2015$2,302,000
-7.7%
37,770
+2.6%
0.84%
+17.2%
Q2 2015$2,493,000
+15.2%
36,797
+3.0%
0.71%
+9.7%
Q1 2015$2,165,000
+7.3%
35,733
+10.8%
0.65%
-14.1%
Q4 2014$2,018,000
+10.2%
32,240
+6.0%
0.76%
+15.5%
Q3 2014$1,832,000
+0.6%
30,408
-3.8%
0.66%
-10.6%
Q2 2014$1,821,000
-5.2%
31,608
-0.1%
0.73%
+0.7%
Q1 2014$1,921,00031,6350.73%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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