Grassi Investment Management - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 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
Grassi Investment Management ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$15,741
-0.5%
108,544
-0.2%
1.81%
+4.0%
Q2 2023$15,823
+11.6%
108,792
+0.0%
1.74%
-1.0%
Q1 2023$14,176
-3.2%
108,789
-0.4%
1.76%
-11.1%
Q4 2022$14,652
-99.9%
109,262
+0.0%
1.98%
+18.8%
Q3 2022$11,418,000
-7.4%
109,259
-0.2%
1.66%
+2.2%
Q2 2022$12,326,000
-18.0%
109,456
-0.8%
1.63%
+3.6%
Q1 2022$15,036,000
-13.7%
110,303
+0.3%
1.57%
-9.7%
Q4 2021$17,419,000
-3.3%
110,000
-0.0%
1.74%
-14.2%
Q3 2021$18,014,000
+5.1%
110,048
-0.1%
2.03%
+9.0%
Q2 2021$17,132,000
+2.4%
110,146
+0.2%
1.86%
-2.0%
Q1 2021$16,737,000
+18.6%
109,944
-1.0%
1.90%
+6.0%
Q4 2020$14,110,000
+16.2%
111,042
-12.0%
1.79%
+3.9%
Q3 2020$12,146,000
+0.2%
126,164
-2.1%
1.72%
-1.4%
Q2 2020$12,121,000
+4.4%
128,861
-0.1%
1.75%
-13.9%
Q1 2020$11,610,000
-37.2%
128,958
-2.8%
2.03%
-18.9%
Q4 2019$18,499,000
+17.2%
132,704
-1.1%
2.50%
+5.8%
Q3 2019$15,785,000
+3.9%
134,126
-1.3%
2.37%
+5.5%
Q2 2019$15,188,000
+8.1%
135,849
-2.1%
2.24%
+7.7%
Q1 2019$14,051,000
+3.7%
138,803
+0.0%
2.08%
-10.6%
Q4 2018$13,550,000
-12.7%
138,800
+0.8%
2.33%
+1.3%
Q3 2018$15,530,000
+9.1%
137,631
+0.7%
2.30%
+0.6%
Q2 2018$14,237,000
-1.4%
136,629
+4.0%
2.28%
-2.5%
Q1 2018$14,445,000
+4.1%
131,354
+1.2%
2.34%
+4.2%
Q4 2017$13,876,000
+14.1%
129,752
+1.9%
2.25%
+9.9%
Q3 2017$12,160,000
+6.0%
127,316
+1.5%
2.05%
+1.3%
Q2 2017$11,470,000
+6.4%
125,494
+2.2%
2.02%
+7.8%
Q1 2017$10,784,000
+25.0%
122,768
+22.7%
1.87%
+19.6%
Q4 2016$8,630,000
+30.0%
100,017
+0.4%
1.57%
+25.9%
Q3 2016$6,637,000
+6.6%
99,665
-0.5%
1.24%
+5.8%
Q2 2016$6,224,000
+4.2%
100,164
-0.7%
1.18%
-0.8%
Q1 2016$5,975,000
-11.6%
100,888
-1.5%
1.19%
-14.3%
Q4 2015$6,762,000
+8.5%
102,407
+0.1%
1.38%
+4.6%
Q3 2015$6,235,000
-10.2%
102,256
-0.3%
1.32%
+1.4%
Q2 2015$6,947,000
+11.0%
102,530
-0.7%
1.30%
+12.4%
Q1 2015$6,257,000
-3.2%
103,279
+0.0%
1.16%
+2.6%
Q4 2014$6,463,000
+5.4%
103,274
+1.4%
1.13%
-2.6%
Q3 2014$6,133,000
+4.4%
101,803
-0.2%
1.16%
-9.6%
Q2 2014$5,877,000102,0021.29%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2023
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