Round Hill Asset Management - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,762 filers reported holding JPMORGAN CHASE & CO in Q1 2020. The put-call ratio across all filers is 1.19 and the average weighting 1.1%.

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
Round Hill Asset Management ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,311,126
-5.4%
9,041
-5.1%
0.86%
+0.6%
Q2 2023$1,385,898
+10.5%
9,529
-1.0%
0.86%
+9.6%
Q1 2023$1,254,364
-5.1%
9,626
-2.3%
0.78%
-4.3%
Q4 2022$1,321,690
+25.5%
9,856
-2.2%
0.82%
+14.3%
Q3 2022$1,053,000
-7.1%
10,077
+0.2%
0.72%
+3.2%
Q2 2022$1,133,000
-17.6%
10,057
-0.3%
0.69%
-4.4%
Q1 2022$1,375,000
-13.9%
10,0840.0%0.72%
-9.5%
Q4 2021$1,597,000
-4.7%
10,084
-1.5%
0.80%
-4.8%
Q3 2021$1,676,000
+4.6%
10,234
-0.6%
0.84%
+7.1%
Q2 2021$1,602,000
+2.2%
10,2960.0%0.78%
-5.4%
Q1 2021$1,568,000
+19.3%
10,296
-0.4%
0.83%
+12.6%
Q4 2020$1,314,000
+31.0%
10,342
-0.5%
0.74%
+21.4%
Q3 2020$1,003,000
+11.0%
10,391
+8.1%
0.61%
+6.3%
Q2 2020$904,000
+3.6%
9,608
-1.1%
0.57%
-6.5%
Q1 2020$873,000
-2.7%
9,718
+50.9%
0.61%
+25.2%
Q4 2019$897,000
+16.6%
6,438
-1.5%
0.49%
+9.2%
Q3 2019$769,000
+5.3%
6,5350.0%0.45%
+5.9%
Q2 2019$730,000
+9.6%
6,535
-0.7%
0.42%
+5.5%
Q1 2019$666,000
+3.4%
6,578
-0.2%
0.40%
-6.5%
Q4 2018$644,000
-13.6%
6,592
-0.1%
0.43%
-2.7%
Q3 2018$745,000
+10.4%
6,599
+4.4%
0.44%
+5.3%
Q2 2018$675,000
-8.7%
6,318
-6.0%
0.42%
-6.3%
Q1 2018$739,000
+1.5%
6,722
-1.1%
0.45%
+7.7%
Q4 2017$728,000
+12.0%
6,795
-0.2%
0.41%
+11.6%
Q3 2017$650,000
+4.3%
6,8100.0%0.37%
+3.9%
Q2 2017$623,000
+2.5%
6,810
-1.6%
0.36%
+3.2%
Q1 2017$608,000
-2.1%
6,918
-3.8%
0.35%
-5.5%
Q4 2016$621,0007,1940.37%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2020
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$23,586,00034.80%
Guidance Point Advisors, LLC 400,471$38,553,00021.25%
ADAMCAPITAL Gestao de Recursos Ltda. 1,602,072$154,231,00021.20%
Courant Investment Management LLC 166,592$16,038,00013.14%
Consulta Ltd 2,000,000$192,540,00012.89%
Gemsstock Ltd. 87,200$8,394,00012.20%
Banco BTG Pactual S.A. 100,000$9,627,00010.04%
Brave Warrior Advisors 2,245,142$216,140,0009.65%
EJF Capital LLC 924,000$88,953,0007.42%
Hi-Line Capital Management, LLC 137,049$13,164,0007.19%
View complete list of JPMORGAN CHASE & CO shareholders