ISTHMUS 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
ISTHMUS PARTNERS, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$442,021
+9.7%
3,048
+10.0%
0.06%
+16.4%
Q2 2023$402,869
+12.8%
2,770
+1.1%
0.06%
+10.0%
Q1 2023$357,180
+1.0%
2,741
+4.0%
0.05%
-5.7%
Q4 2022$353,488
+28.5%
2,6360.0%0.05%
+12.8%
Q3 2022$275,000
+3.8%
2,636
+12.2%
0.05%
-4.1%
Q2 2022$265,000
-17.2%
2,3490.0%0.05%
-7.5%
Q1 2022$320,000
-13.5%
2,349
+0.4%
0.05%
-14.5%
Q4 2021$370,000
-3.4%
2,3390.0%0.06%
-10.1%
Q3 2021$383,000
+5.2%
2,3390.0%0.07%
+7.8%
Q2 2021$364,000
-1.9%
2,339
-4.1%
0.06%
-5.9%
Q1 2021$371,000
+17.4%
2,439
-2.0%
0.07%
+6.2%
Q4 2020$316,000
+31.7%
2,4880.0%0.06%
+14.3%
Q3 2020$240,000
+2.6%
2,4880.0%0.06%
-3.4%
Q2 2020$234,000
+2.6%
2,488
-2.0%
0.06%
-17.1%
Q1 2020$228,000
-38.4%
2,538
-4.3%
0.07%
-16.7%
Q4 2019$370,000
+17.8%
2,652
-0.6%
0.08%
+13.5%
Q3 2019$314,000
+5.4%
2,6680.0%0.07%
+4.2%
Q2 2019$298,000
+14.6%
2,6680.0%0.07%
-9.0%
Q4 2018$260,000
-4.1%
2,668
+11.0%
0.08%
+14.7%
Q3 2018$271,000
+8.4%
2,4030.0%0.07%
+4.6%
Q2 2018$250,000
-5.3%
2,4030.0%0.06%
-8.5%
Q1 2018$264,000
+0.4%
2,403
-2.4%
0.07%
-1.4%
Q4 2017$263,000
+11.9%
2,4620.0%0.07%
+9.1%
Q3 2017$235,000
+6.8%
2,462
+2.5%
0.07%
+3.1%
Q2 2017$220,000
+4.3%
2,4030.0%0.06%
+3.2%
Q1 2017$211,000
-3.2%
2,403
-4.9%
0.06%
-6.1%
Q4 2016$218,000
+395.5%
2,528
+292.5%
0.07%
+371.4%
Q3 2016$44,000
+37.5%
644
+24.1%
0.01%
+27.3%
Q2 2016$32,000
+3.2%
5190.0%0.01%
+10.0%
Q1 2016$31,000
-8.8%
5190.0%0.01%
-16.7%
Q4 2015$34,000
+6.2%
5190.0%0.01%0.0%
Q3 2015$32,000
-8.6%
5190.0%0.01%0.0%
Q2 2015$35,000
+12.9%
5190.0%0.01%
+20.0%
Q1 2015$31,000
-3.1%
5190.0%0.01%
-9.1%
Q4 2014$32,0005190.01%
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