Rockefeller Capital Management L.P. - 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
Rockefeller Capital Management L.P. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$266,250,142
+5.0%
1,835,903
+5.2%
1.03%
+4.6%
Q2 2023$253,540,380
+120871.4%
1,745,788
+8.5%
0.98%
+9.0%
Q1 2023$209,587
-8.9%
1,608,377
-6.3%
0.90%
-22.1%
Q4 2022$230,163
-99.8%
1,716,372
+26.5%
1.16%
+57.8%
Q3 2022$141,820,000
+7.7%
1,357,148
+16.0%
0.73%
+4.7%
Q2 2022$131,721,000
-15.0%
1,169,738
+2.9%
0.70%
-6.3%
Q1 2022$154,900,000
-5.6%
1,136,308
+9.6%
0.75%
-2.5%
Q4 2021$164,105,000
+3.7%
1,036,364
+7.2%
0.77%
-7.9%
Q3 2021$158,295,000
+18.0%
967,056
+12.1%
0.83%
+10.1%
Q2 2021$134,202,000
+24.2%
862,820
+21.6%
0.76%
+3.4%
Q1 2021$108,010,000
+29.2%
709,526
+7.8%
0.73%
+15.5%
Q4 2020$83,601,000
+42.2%
657,927
+7.8%
0.63%
+14.9%
Q3 2020$58,774,000
-9.8%
610,536
-11.9%
0.55%
-19.2%
Q2 2020$65,170,000
+13.1%
692,869
+8.3%
0.68%
-9.8%
Q1 2020$57,599,000
+12.9%
639,772
+74.8%
0.76%
+18.9%
Q4 2019$51,023,000
+11.3%
366,020
-6.1%
0.64%
+2.3%
Q3 2019$45,859,000
-78.2%
389,659
-79.3%
0.62%
-78.8%
Q2 2019$210,387,000
+37.1%
1,881,814
+24.1%
2.93%
+34.0%
Q1 2019$153,496,000
-7.6%
1,516,296
-10.9%
2.19%
-24.8%
Q4 2018$166,096,000
-12.0%
1,701,460
+1.7%
2.91%
+1.6%
Q3 2018$188,819,000
+13.6%
1,673,338
+4.9%
2.87%
+5.9%
Q2 2018$166,256,000
-8.2%
1,595,556
-3.1%
2.71%
-9.6%
Q1 2018$181,162,0001,647,3802.99%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
NameSharesValueWeighting ↓
Guidance Point Advisors, LLC 400,571$45,108,00019.46%
ADAMCAPITAL Gestao de Recursos Ltda. 145,224$16,354,00018.72%
Global Frontier Investments LLC 339,000$38,175,00017.78%
Courant Investment Management LLC 136,592$15,382,00014.69%
Gemsstock Ltd. 80,100$9,020,00011.58%
Integrity Advisory, LLC 101,312$11,409,00011.17%
GREENHAVEN ASSOCIATES INC 4,533,856$510,558,00011.02%
Ardent Capital Management, Inc. 79,240$8,923,00010.99%
TEGEAN CAPITAL MANAGEMENT, LLC 150,000$11,267,6319.86%
PM CAPITAL Ltd 284,889$32,081,0008.31%
View complete list of JPMORGAN CHASE & CO shareholders