Evanson Asset Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 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
Evanson Asset Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,305,091
-1.9%
8,999
-1.6%
0.12%
-0.8%
Q2 2023$1,330,469
+2.4%
9,148
-8.3%
0.12%
-6.2%
Q1 2023$1,299,650
-2.7%
9,974
+0.1%
0.13%
-10.4%
Q4 2022$1,336,082
-1.1%
9,963
-22.9%
0.14%
-9.4%
Q3 2022$1,351,000
+51.3%
12,930
+63.1%
0.16%
+62.2%
Q2 2022$893,000
-36.2%
7,928
-22.7%
0.10%
-27.9%
Q1 2022$1,399,000
-12.6%
10,261
+1.5%
0.14%
-4.2%
Q4 2021$1,601,000
-6.0%
10,110
-8.6%
0.14%
-18.9%
Q3 2021$1,704,000
+0.3%
11,056
+1.2%
0.18%
-1.1%
Q2 2021$1,699,000
+2.6%
10,922
+0.4%
0.18%
-27.8%
Q1 2021$1,656,000
+21.1%
10,876
+1.1%
0.24%
+12.9%
Q4 2020$1,367,000
+44.8%
10,759
+9.7%
0.22%
+26.9%
Q3 2020$944,000
+13.2%
9,807
+10.6%
0.17%
+3.6%
Q2 2020$834,000
+2.0%
8,865
-2.4%
0.16%
-15.4%
Q1 2020$818,000
-23.5%
9,085
+18.4%
0.20%
-7.1%
Q4 2019$1,069,000
+16.8%
7,672
-1.3%
0.21%
+11.7%
Q3 2019$915,000
+6.3%
7,772
+0.9%
0.19%
+8.0%
Q2 2019$861,000
+5.8%
7,702
-4.3%
0.17%
+3.6%
Q1 2019$814,000
+8.2%
8,046
+4.5%
0.17%
-2.3%
Q4 2018$752,000
-5.5%
7,702
+9.2%
0.17%
+6.2%
Q3 2018$796,000
+8.3%
7,054
-0.0%
0.16%
+11.0%
Q2 2018$735,000
-5.2%
7,057
+0.1%
0.15%
-8.2%
Q1 2018$775,000
-2.4%
7,047
-5.1%
0.16%
-1.2%
Q4 2017$794,000
+39.1%
7,428
+24.3%
0.16%
+32.0%
Q3 2017$571,000
+6.3%
5,975
+1.8%
0.12%
-1.6%
Q2 2017$537,000
+7.8%
5,871
+3.5%
0.12%
+0.8%
Q1 2017$498,000
+7.3%
5,674
+5.6%
0.12%
-4.7%
Q4 2016$464,000
+40.6%
5,374
+8.3%
0.13%
+37.2%
Q3 2016$330,000
+6.8%
4,962
-0.1%
0.09%
+1.1%
Q2 2016$309,000
+5.5%
4,969
+0.4%
0.09%
-7.0%
Q1 2016$293,000
-20.4%
4,951
-11.2%
0.10%
-25.4%
Q4 2015$368,000
+51.4%
5,573
+55.5%
0.13%
+57.6%
Q2 2015$243,0003,5850.08%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
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