Crescent Grove Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
Crescent Grove Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,468,652
+2.4%
10,127
+2.7%
0.18%
+18.8%
Q2 2023$1,434,579
-10.2%
9,864
-19.5%
0.15%
-16.8%
Q1 2023$1,597,748
+12.5%
12,261
+15.8%
0.18%
+25.0%
Q4 2022$1,420,328
+43.2%
10,592
+11.6%
0.15%
+28.7%
Q3 2022$992,000
-9.6%
9,492
-2.6%
0.12%0.0%
Q2 2022$1,097,000
-21.6%
9,742
-5.1%
0.12%
-16.1%
Q1 2022$1,399,000
-25.1%
10,262
-13.0%
0.14%
-21.7%
Q4 2021$1,867,000
+3.0%
11,792
+6.5%
0.18%
-9.3%
Q3 2021$1,812,000
+2.7%
11,070
-2.4%
0.19%
+4.3%
Q2 2021$1,764,000
-3.1%
11,339
-5.2%
0.18%
-13.1%
Q1 2021$1,820,000
+21.8%
11,955
+1.7%
0.21%
+9.2%
Q4 2020$1,494,000
+29.8%
11,759
-1.7%
0.20%
-14.8%
Q3 2020$1,151,000
+8.3%
11,958
+5.8%
0.23%
+1.8%
Q2 2020$1,063,000
+18.5%
11,300
+13.5%
0.22%
+13.1%
Q1 2020$897,000
-33.1%
9,959
+3.6%
0.20%
-14.6%
Q4 2019$1,340,000
+13.9%
9,614
-3.8%
0.23%
+3.1%
Q3 2019$1,176,000
-12.0%
9,993
-16.4%
0.23%
-10.3%
Q2 2019$1,337,000
+14.3%
11,958
+3.5%
0.25%
+5.0%
Q1 2019$1,170,000
-10.9%
11,558
-14.1%
0.24%
-14.3%
Q4 2018$1,313,000
+13.7%
13,450
+31.4%
0.28%
+12.0%
Q3 2018$1,155,000
+11.6%
10,233
+3.0%
0.25%
-2.7%
Q2 2018$1,035,000
-6.5%
9,933
-1.3%
0.26%
-5.2%
Q1 2018$1,107,000
+4.9%
10,067
+2.1%
0.27%
+2.3%
Q4 2017$1,055,000
+12.0%
9,8620.0%0.26%
+9.5%
Q3 2017$942,000
+4.6%
9,8620.0%0.24%
-6.9%
Q2 2017$901,0009,8620.26%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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