Blue Chip 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
Blue Chip Partners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$25,522,634
+0.5%
175,994
+0.8%
3.04%
+5.4%
Q2 2023$25,395,967
+13.8%
174,615
+1.9%
2.89%
+9.0%
Q1 2023$22,323,304
-1.9%
171,309
+0.9%
2.65%
-6.5%
Q4 2022$22,764,326
+28.5%
169,756
+0.1%
2.83%
+16.7%
Q3 2022$17,719,000
-3.5%
169,561
+4.0%
2.43%
+3.8%
Q2 2022$18,357,000
-14.1%
163,010
+3.9%
2.34%
-11.9%
Q1 2022$21,378,000
-11.7%
156,824
+2.6%
2.66%
-12.5%
Q4 2021$24,201,000
-1.4%
152,834
+1.9%
3.04%
-11.9%
Q3 2021$24,554,000
+6.8%
150,003
+1.5%
3.45%
+5.1%
Q2 2021$22,990,000
+3.2%
147,806
+1.0%
3.28%
-4.0%
Q1 2021$22,267,000
+13.9%
146,271
-5.0%
3.42%
+11.7%
Q4 2020$19,555,000
+45.6%
153,894
+10.3%
3.06%
+28.0%
Q3 2020$13,432,000
+8.1%
139,522
+5.7%
2.39%
-1.7%
Q2 2020$12,420,000
+15.2%
132,042
+10.3%
2.43%
-9.1%
Q1 2020$10,781,000
-37.5%
119,749
-3.1%
2.68%
-18.3%
Q4 2019$17,236,000
+23.5%
123,643
+4.3%
3.28%
+11.1%
Q3 2019$13,951,000
+8.0%
118,538
+2.6%
2.95%
+1.9%
Q2 2019$12,921,000
+14.4%
115,575
+3.6%
2.90%
+8.3%
Q1 2019$11,290,000
+13.6%
111,531
+9.5%
2.67%
+7.0%
Q4 2018$9,939,000
-16.8%
101,812
-3.9%
2.50%
-14.2%
Q3 2018$11,950,000
+11.1%
105,900
+2.6%
2.91%
+2.3%
Q2 2018$10,759,000
-1.2%
103,251
+4.2%
2.85%
-5.5%
Q1 2018$10,894,000
+4.4%
99,062
+1.5%
3.02%
-2.3%
Q4 2017$10,438,000
+14.9%
97,606
+2.6%
3.09%
+5.5%
Q3 2017$9,084,000
+7.4%
95,108
+2.8%
2.92%
-0.8%
Q2 2017$8,460,000
+11.7%
92,562
+7.3%
2.95%
+2.8%
Q1 2017$7,576,000
+4.6%
86,252
+2.8%
2.87%
+1.1%
Q4 2016$7,241,000
+42.5%
83,915
+10.0%
2.84%
+26.4%
Q3 2016$5,080,000
+15.3%
76,291
+7.6%
2.24%
+13.2%
Q2 2016$4,406,000
+7.1%
70,910
+2.0%
1.98%
-0.9%
Q1 2016$4,115,000
-8.1%
69,493
+2.5%
2.00%
-14.1%
Q4 2015$4,476,000
+17.6%
67,785
+8.6%
2.33%
-3.8%
Q3 2015$3,807,000
-4.3%
62,440
+6.3%
2.42%
-4.8%
Q2 2015$3,979,000
+15.4%
58,719
+3.2%
2.54%
+8.9%
Q1 2015$3,448,000
-5.2%
56,914
-2.0%
2.34%
-7.9%
Q4 2014$3,636,00058,1012.54%
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