Cascade Investment Advisors, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
Cascade Investment Advisors, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$513,128
-0.3%
3,5380.0%0.41%
+5.7%
Q2 2023$514,614
+14.0%
3,538
+2.2%
0.38%
+7.6%
Q1 2023$451,306
-1.4%
3,463
+1.5%
0.36%
-6.3%
Q4 2022$457,727
+6.4%
3,4130.0%0.38%
+3.0%
Q3 2022$430,000
-99.9%
3,4130.0%0.37%
+22.5%
Q2 2022$384,374,000
-17.4%
3,4130.0%0.30%
+6.7%
Q1 2022$465,304,000
-12.9%
3,413
+1.2%
0.28%
-9.6%
Q4 2021$534,166,000
-3.3%
3,3730.0%0.31%
-13.1%
Q3 2021$552,179,000
+5.2%
3,3730.0%0.36%
+9.1%
Q2 2021$524,687,000
-1.4%
3,373
-3.5%
0.33%
-4.6%
Q1 2021$532,397,000
+15.8%
3,497
-3.3%
0.35%
+2.7%
Q4 2020$459,653,000
+25.1%
3,617
-5.2%
0.34%
+8.0%
Q3 2020$367,493,000
+2.3%
3,8170.0%0.31%
-8.0%
Q2 2020$359,057,000
+6.4%
3,817
+1.9%
0.34%
-8.9%
Q1 2020$337,371,000
-35.4%
3,7470.0%0.37%
-6.8%
Q4 2019$522,377,000
-2.7%
3,747
-17.9%
0.40%
-3.6%
Q3 2019$537,058,000
+28.2%
4,563
+21.8%
0.41%
+16.3%
Q2 2019$418,951,000
+10.4%
3,7470.0%0.36%
+4.7%
Q1 2019$379,341,000
+3.7%
3,7470.0%0.34%
-8.1%
Q4 2018$365,813,000
-15.7%
3,747
-2.6%
0.37%
+0.8%
Q3 2018$434,132,000
+8.3%
3,8470.0%0.37%
+2.5%
Q2 2018$400,891,000
+2.7%
3,847
+8.4%
0.36%
+16.6%
Q1 2018$390,394,000
+33.5%
3,550
+29.8%
0.31%
+32.3%
Q4 2017$292,373,000
+13.0%
2,734
+0.9%
0.23%
+7.4%
Q3 2017$258,832,000
+0.8%
2,710
-3.6%
0.22%
-1.4%
Q2 2017$256,834,000
+4.1%
2,8100.0%0.22%
+1.4%
Q1 2017$246,830,000
-21.8%
2,810
-23.1%
0.22%
-19.7%
Q4 2016$315,476,000
+72.7%
3,656
+24.4%
0.27%
+52.8%
Q2 2016$182,691,0002,9400.18%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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