Heritage Way Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 and the average weighting 0.9%.

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
Heritage Way Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2021$3,517,000
-4.2%
22,211
-1.0%
1.32%
-13.7%
Q3 2021$3,672,000
+5.1%
22,434
-0.2%
1.52%
+6.1%
Q2 2021$3,495,000
+0.7%
22,473
-1.4%
1.44%
-5.5%
Q1 2021$3,469,000
+15.7%
22,788
-3.4%
1.52%
+10.1%
Q4 2020$2,997,000
+34.4%
23,582
+1.8%
1.38%
+17.9%
Q3 2020$2,230,000
+4.3%
23,167
+1.9%
1.17%
-6.2%
Q2 2020$2,139,000
+4.7%
22,742
+0.2%
1.25%
-15.0%
Q1 2020$2,043,000
-36.4%
22,690
-1.6%
1.47%
-21.1%
Q4 2019$3,214,000
+18.9%
23,057
+0.4%
1.86%
+8.9%
Q3 2019$2,703,000
+7.5%
22,965
+2.1%
1.71%
+6.5%
Q2 2019$2,514,000
+11.8%
22,484
+1.2%
1.60%
+6.5%
Q1 2019$2,249,000
+3.9%
22,214
+0.2%
1.51%
-9.5%
Q4 2018$2,165,000
-8.3%
22,177
+6.0%
1.66%
+2.0%
Q3 2018$2,361,000
+9.5%
20,925
+1.1%
1.63%
+3.3%
Q2 2018$2,157,000
-10.0%
20,700
-5.0%
1.58%
-15.2%
Q1 2018$2,397,000
-65.8%
21,800
-66.8%
1.86%
+5.8%
Q4 2017$7,018,000
+239.0%
65,625
+202.8%
1.76%
+3.9%
Q3 2017$2,070,000
+3.8%
21,675
-0.7%
1.70%
-0.5%
Q2 2017$1,995,000
+10.8%
21,825
+6.5%
1.70%
+2.6%
Q1 2017$1,801,000
+3.2%
20,500
+1.4%
1.66%
-3.4%
Q4 2016$1,745,00020,2251.72%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
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