Cresset Asset Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,875 filers reported holding JPMORGAN CHASE & CO in Q4 2019. The put-call ratio across all filers is 1.14 and the average weighting 1.2%.

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
Cresset Asset Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$68,232,095
-58.8%
470,501
-58.7%
0.26%
+28.3%
Q2 2023$165,592,605
+945.3%
1,138,563
+836.6%
0.20%
-35.3%
Q1 2023$15,841,461
+5.5%
121,566
-7.9%
0.32%
+66.8%
Q4 2022$15,022,427
+8.9%
131,989
-0.1%
0.19%
+9.2%
Q3 2022$13,799,000
-11.1%
132,059
-5.8%
0.17%
-8.9%
Q2 2022$15,516,000
-18.6%
140,225
+0.3%
0.19%
-3.5%
Q1 2022$19,055,000
-26.4%
139,788
-14.5%
0.20%
-20.8%
Q4 2021$25,897,000
-4.4%
163,543
-1.2%
0.25%
-31.5%
Q3 2021$27,095,000
+13.1%
165,526
+7.5%
0.36%
+7.7%
Q2 2021$23,953,000
+3.1%
153,999
+0.9%
0.34%
-7.9%
Q1 2021$23,226,000
+33.4%
152,575
+11.3%
0.37%
+30.5%
Q4 2020$17,412,000
+35.8%
137,024
+2.9%
0.28%
+17.5%
Q3 2020$12,822,000
+14.3%
133,181
+11.7%
0.24%
-2.4%
Q2 2020$11,214,000
+32.4%
119,226
+26.8%
0.25%
-4.7%
Q1 2020$8,468,000
-28.2%
94,061
+11.2%
0.26%
-19.1%
Q4 2019$11,793,000
+36.4%
84,597
+15.1%
0.32%
+20.4%
Q3 2019$8,647,000
-4.4%
73,474
-9.2%
0.26%
-6.0%
Q2 2019$9,049,000
+10.0%
80,943
-0.4%
0.28%
-11.6%
Q1 2019$8,226,000
+28.5%
81,260
+23.9%
0.32%
-16.1%
Q4 2018$6,403,00065,5870.38%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2019
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 313,853$34,514,00054.03%
Lloyds Banking Group plc 28,209$3,101,00024.00%
ADAMCAPITAL Gestao de Recursos Ltda. 4,878,139$536,449,00019.10%
LANSDOWNE PARTNERS (UK) LLP 13,523,497$1,487,169,00015.49%
James Hambro & Partners 341,429$37,538,00014.75%
Spectrum Financial Alliance Ltd LLC 182,873$20,009,00013.12%
GREENHAVEN ASSOCIATES INC 6,670,020$733,502,00011.54%
Providence Wealth Advisors, LLC 65,118$7,023,00010.40%
STEWART WEST INDIES TRADING CO., LTD 1,028,000$113,049,0009.79%
Chubb Ltd 200,000$21,994,0009.56%
View complete list of JPMORGAN CHASE & CO shareholders