Klingman & Associates, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 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
Klingman & Associates, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,616,468
-22.6%
11,147
-22.4%
0.13%
-22.5%
Q2 2023$2,089,662
+14.4%
14,368
+2.5%
0.17%
+7.6%
Q1 2023$1,826,963
-2.6%
14,020
+0.3%
0.16%
-4.3%
Q4 2022$1,874,772
+24.7%
13,980
-2.8%
0.16%
+10.8%
Q3 2022$1,503,000
-2.3%
14,386
+5.4%
0.15%
-1.3%
Q2 2022$1,538,000
-15.7%
13,655
+2.0%
0.15%
-3.2%
Q1 2022$1,825,000
+4.0%
13,392
+20.9%
0.16%
+2.6%
Q4 2021$1,754,000
-0.3%
11,079
+3.1%
0.15%
-7.9%
Q3 2021$1,760,000
+2.8%
10,750
-2.4%
0.16%0.0%
Q2 2021$1,712,000
-32.3%
11,009
-33.7%
0.16%
-37.2%
Q1 2021$2,529,000
+26.6%
16,610
+5.6%
0.26%
+13.0%
Q4 2020$1,998,000
+105.1%
15,722
+55.5%
0.23%
+76.3%
Q3 2020$974,000
+43.4%
10,113
+40.1%
0.13%
+26.0%
Q2 2020$679,000
+0.1%
7,216
-4.2%
0.10%
-24.6%
Q1 2020$678,000
-41.9%
7,532
-10.0%
0.14%
-27.7%
Q4 2019$1,167,000
+50.4%
8,369
+26.9%
0.19%
+37.4%
Q3 2019$776,000
+6.2%
6,596
+0.9%
0.14%
+2.2%
Q2 2019$731,000
-18.9%
6,536
-26.6%
0.14%
-22.7%
Q1 2019$901,000
+48.9%
8,902
+43.5%
0.18%
+29.4%
Q4 2018$605,000
+9.0%
6,202
+26.1%
0.14%
+19.3%
Q3 2018$555,000
+11.2%
4,917
+2.6%
0.11%
+6.5%
Q2 2018$499,000
-14.8%
4,791
-10.2%
0.11%
-18.3%
Q1 2018$586,000
+14.5%
5,333
+11.3%
0.13%
+17.0%
Q4 2017$512,000
+5.1%
4,791
-6.1%
0.11%
-6.7%
Q3 2017$487,000
+2.3%
5,102
-2.1%
0.12%
-5.5%
Q2 2017$476,000
+22.4%
5,213
+17.9%
0.13%
+17.6%
Q1 2017$389,000
-41.2%
4,423
-42.4%
0.11%
-46.3%
Q4 2016$662,000
-55.6%
7,677
-65.7%
0.20%
-55.2%
Q3 2016$1,490,000
+8.6%
22,378
+1.4%
0.45%
+1.1%
Q2 2016$1,372,000
+0.6%
22,078
-4.1%
0.44%
-9.2%
Q1 2016$1,364,000
-10.3%
23,0300.0%0.49%
-14.1%
Q4 2015$1,521,000
+11.3%
23,030
+2.7%
0.57%
+6.2%
Q3 2015$1,367,000
-10.5%
22,428
-0.6%
0.54%
-10.8%
Q2 2015$1,528,000
+12.4%
22,554
+0.6%
0.60%
+7.5%
Q1 2015$1,359,000
-3.1%
22,4280.0%0.56%
-4.1%
Q4 2014$1,403,00022,4280.58%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2022
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,571$45,108,00019.46%
ADAMCAPITAL Gestao de Recursos Ltda. 145,224$16,354,00018.72%
Global Frontier Investments LLC 339,000$38,175,00017.78%
Courant Investment Management LLC 136,592$15,382,00014.69%
Gemsstock Ltd. 80,100$9,020,00011.58%
Integrity Advisory, LLC 101,312$11,409,00011.17%
GREENHAVEN ASSOCIATES INC 4,533,856$510,558,00011.02%
Ardent Capital Management, Inc. 79,240$8,923,00010.99%
TEGEAN CAPITAL MANAGEMENT, LLC 150,000$11,267,6319.86%
PM CAPITAL Ltd 284,889$32,081,0008.31%
View complete list of JPMORGAN CHASE & CO shareholders