CHARTWELL INVESTMENT PARTNERS, 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
CHARTWELL INVESTMENT PARTNERS, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$27,385
-99.9%
188,832
-4.5%
1.06%
+1.8%
Q2 2023$28,769,486
+105732.4%
197,810
-5.2%
1.04%
+0.8%
Q1 2023$27,184
-20.5%
208,606
-18.2%
1.03%
-23.4%
Q4 2022$34,195
-99.9%
255,000
-7.9%
1.35%
+9.9%
Q3 2022$28,925,000
+2.6%
276,787
+10.6%
1.23%
+8.7%
Q2 2022$28,189,000
-16.0%
250,325
+1.7%
1.13%
+1.1%
Q1 2022$33,557,000
-14.5%
246,161
-0.7%
1.12%
-2.1%
Q4 2021$39,245,000
-10.5%
247,834
-7.5%
1.14%
-16.3%
Q3 2021$43,871,000
+5.4%
268,013
+0.1%
1.36%
+11.6%
Q2 2021$41,631,000
-3.6%
267,652
-5.6%
1.22%
-5.4%
Q1 2021$43,173,000
+20.7%
283,602
+0.8%
1.29%
+13.5%
Q4 2020$35,760,000
+27.5%
281,417
-3.4%
1.14%
+10.8%
Q3 2020$28,051,000
-5.2%
291,376
-7.4%
1.03%
-10.1%
Q2 2020$29,590,000
+10.7%
314,584
+6.0%
1.14%
-8.8%
Q1 2020$26,725,000
-33.1%
296,844
+3.6%
1.25%
-5.1%
Q4 2019$39,947,000
+15.1%
286,559
-2.9%
1.32%
+13.7%
Q3 2019$34,717,000
+1.5%
294,988
-3.6%
1.16%
+3.9%
Q2 2019$34,220,000
+18.3%
306,087
+7.1%
1.12%
+19.5%
Q1 2019$28,925,000
+6.3%
285,736
+2.5%
0.94%
-2.4%
Q4 2018$27,207,000
-11.7%
278,705
+2.1%
0.96%
+5.9%
Q3 2018$30,795,000
+1.9%
272,907
-5.9%
0.90%
+0.8%
Q2 2018$30,232,000
+5.1%
290,136
+10.9%
0.90%
-8.7%
Q1 2018$28,758,000
+1.3%
261,507
-1.5%
0.98%
+2.0%
Q4 2017$28,398,000
+2.4%
265,553
-8.5%
0.96%
+2.0%
Q3 2017$27,726,000
+11.5%
290,303
+6.7%
0.95%
+1.4%
Q2 2017$24,876,000
+0.5%
272,163
-3.4%
0.93%
+3.4%
Q1 2017$24,755,000
+24.1%
281,823
+21.9%
0.90%
+32.5%
Q4 2016$19,950,000
-11.1%
231,191
-31.4%
0.68%
+70.2%
Q3 2016$22,440,000
+10.9%
336,991
+3.5%
0.40%
+10.8%
Q2 2016$20,238,000
+7.6%
325,681
+2.6%
0.36%
+1.7%
Q1 2016$18,805,000
-9.3%
317,546
+1.2%
0.36%
-16.3%
Q4 2015$20,727,000
-17.1%
313,908
-23.5%
0.42%
-21.0%
Q3 2015$25,010,000
-16.7%
410,195
-7.4%
0.54%
-8.4%
Q2 2015$30,027,000
+9.5%
443,130
-2.1%
0.59%
+9.7%
Q1 2015$27,423,000
-3.9%
452,675
-0.7%
0.53%
-10.4%
Q4 2014$28,524,000
+9.2%
455,799
+5.2%
0.60%
+1.4%
Q3 2014$26,110,000
+3.1%
433,439
-1.4%
0.59%
+11.4%
Q2 2014$25,330,000439,5990.53%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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