Moloney Securities Asset Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,201 filers reported holding JPMORGAN CHASE & CO in Q2 2021. The put-call ratio across all filers is 1.21 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
Moloney Securities Asset Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,040,673
-4.8%
27,863
-4.6%
0.73%
-3.1%
Q2 2023$4,246,480
+12.7%
29,197
+1.0%
0.75%
+7.0%
Q1 2023$3,766,579
+9.8%
28,905
+13.0%
0.70%
-7.3%
Q4 2022$3,431,480
+24.7%
25,589
-2.8%
0.76%
+13.7%
Q3 2022$2,751,000
-5.5%
26,329
+1.8%
0.67%
-2.3%
Q2 2022$2,911,000
-22.6%
25,853
-6.3%
0.68%
-6.6%
Q1 2022$3,762,000
-12.1%
27,597
+2.1%
0.73%
+0.4%
Q4 2021$4,280,000
-5.6%
27,032
-2.4%
0.73%
-11.9%
Q3 2021$4,534,000
-10.7%
27,696
-15.2%
0.82%
-10.8%
Q2 2021$5,080,000
+15.9%
32,659
+13.4%
0.92%
+7.2%
Q1 2021$4,384,000
-6.6%
28,801
-22.0%
0.86%
-17.1%
Q4 2020$4,694,000
+49.3%
36,939
+13.1%
1.04%
+25.4%
Q3 2020$3,143,000
+13.5%
32,649
+10.9%
0.83%
+3.0%
Q2 2020$2,769,000
+13.5%
29,441
+8.7%
0.81%
-7.8%
Q1 2020$2,439,000
+67.6%
27,096
+159.5%
0.87%
+94.7%
Q4 2019$1,455,000
+22.4%
10,440
+3.4%
0.45%
+13.1%
Q3 2019$1,189,000
+7.1%
10,101
+1.8%
0.40%
+7.3%
Q2 2019$1,110,000
+21.3%
9,927
+9.8%
0.37%
+17.1%
Q1 2019$915,000
+8.0%
9,038
+4.1%
0.32%
-8.7%
Q4 2018$847,000
+12.0%
8,679
+29.5%
0.35%
+32.1%
Q3 2018$756,000
+17.9%
6,703
+8.9%
0.26%
+7.8%
Q2 2018$641,000
-5.2%
6,155
+0.1%
0.24%
-11.3%
Q1 2018$676,000
+20.7%
6,151
+17.5%
0.27%
+16.6%
Q4 2017$560,000
+8.5%
5,235
-3.1%
0.24%
+2.2%
Q3 2017$516,000
+4.5%
5,4030.0%0.23%
-6.5%
Q2 2017$494,000
-10.5%
5,403
-14.0%
0.25%
-14.0%
Q1 2017$552,000
+22.7%
6,279
+20.3%
0.29%
+5.1%
Q4 2016$450,0005,2200.27%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2021
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,796$58,123,83023.66%
Global Frontier Investments LLC 339,000$49,16221.31%
Gilfoyle & Co LLC 50$7,71619.81%
Courant Investment Management LLC 114,592$16,618,13218.34%
SEARLE & CO. 261,134$37,869,65312.89%
Gemsstock Ltd. 174,900$25,363,99811.12%
GREENHAVEN ASSOCIATES INC 4,719,004$684,349,9608.87%
CINCINNATI CASUALTY CO 93,000$13,486,8608.61%
Saber Capital Managment, LLC 32,389$4,697,0538.27%
Paralel Advisors LLC 1,028,000$149,080,5608.25%
View complete list of JPMORGAN CHASE & CO shareholders