Baird Financial Group, Inc. - 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
Baird Financial Group, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$765,420,065
+1.3%
5,278,030
+1.6%
2.09%
+4.7%
Q2 2023$755,882,064
-9.7%
5,197,209
-19.1%
2.00%
-3.3%
Q1 2023$836,867,958
+100549.0%
6,422,131
+3.6%
2.06%
-5.7%
Q4 2022$831,472
-99.9%
6,200,393
+11.6%
2.19%
+28.0%
Q3 2022$580,355,000
-7.0%
5,553,631
+0.2%
1.71%
-1.3%
Q2 2022$624,004,000
-15.3%
5,541,281
+2.6%
1.73%
-4.8%
Q1 2022$736,477,000
-16.2%
5,402,565
-2.7%
1.82%
-11.4%
Q4 2021$879,065,000
-1.4%
5,551,407
+1.9%
2.06%
-9.9%
Q3 2021$891,627,000
+7.1%
5,447,050
+1.8%
2.28%
+5.4%
Q2 2021$832,622,000
+2.6%
5,353,102
+0.4%
2.16%
-5.0%
Q1 2021$811,830,000
+22.6%
5,332,917
+2.3%
2.28%
+15.0%
Q4 2020$662,384,000
+35.3%
5,212,751
+2.5%
1.98%
+18.0%
Q3 2020$489,656,000
+2.5%
5,086,280
+0.2%
1.68%
-6.7%
Q2 2020$477,551,000
+6.8%
5,077,092
+2.3%
1.80%
-11.9%
Q1 2020$446,941,000
-33.3%
4,964,359
+3.2%
2.04%
-15.2%
Q4 2019$670,276,000
+19.9%
4,808,293
+1.2%
2.41%
+9.3%
Q3 2019$558,965,000
+6.6%
4,749,475
+1.3%
2.20%
+8.0%
Q2 2019$524,144,000
+204.0%
4,688,230
+175.2%
2.04%
+102.2%
Q1 2019$172,430,000
+24.1%
1,703,347
+19.7%
1.01%
+6.9%
Q4 2018$138,947,000
+8.2%
1,423,348
+25.8%
0.94%
+17.1%
Q3 2018$128,406,000
+10.5%
1,131,355
+1.5%
0.80%
+2.0%
Q2 2018$116,194,000
-0.8%
1,115,101
+4.7%
0.79%
-4.4%
Q1 2018$117,164,000
+0.5%
1,065,412
-2.3%
0.82%
-0.1%
Q4 2017$116,603,000
+8.2%
1,090,354
-3.4%
0.83%
+1.6%
Q3 2017$107,811,000
+8.1%
1,128,797
+3.5%
0.81%
+4.1%
Q2 2017$99,689,000
+2.6%
1,090,687
-1.4%
0.78%
-0.6%
Q1 2017$97,160,000
+0.7%
1,106,097
-1.1%
0.79%
-6.2%
Q4 2016$96,484,000
+24.2%
1,118,136
-4.1%
0.84%
+20.4%
Q3 2016$77,664,000
+8.0%
1,166,299
+2.3%
0.70%
+5.5%
Q2 2016$71,938,000
+69.8%
1,140,164
+59.4%
0.66%
+63.0%
Q1 2016$42,366,000
-0.0%
715,404
+11.5%
0.40%
-4.5%
Q4 2015$42,370,000
+15.3%
641,682
+6.5%
0.42%
+8.4%
Q3 2015$36,740,000
-10.2%
602,595
-0.2%
0.39%
-3.0%
Q2 2015$40,930,000604,0370.40%
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