WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,729 filers reported holding JPMORGAN CHASE & CO in Q1 2014. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.

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
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$6,810,082
-17.2%
46,960
-17.0%
2.65%
-12.2%
Q2 2023$8,229,374
+9.7%
56,583
-1.7%
3.02%
+6.2%
Q1 2023$7,500,983
-6.2%
57,563
-3.5%
2.85%
-9.4%
Q4 2022$7,995,660
+28.5%
59,625
+0.1%
3.14%
+19.1%
Q3 2022$6,224,000
+5.8%
59,562
+14.0%
2.64%
+13.5%
Q2 2022$5,881,000
-17.6%
52,226
-0.2%
2.32%
-4.0%
Q1 2022$7,136,000
-13.9%
52,3380.0%2.42%
-10.1%
Q4 2021$8,288,000
-7.3%
52,338
-4.2%
2.69%
-11.3%
Q3 2021$8,943,000
+1.4%
54,636
-3.7%
3.04%
-0.2%
Q2 2021$8,823,000
-0.8%
56,737
-2.9%
3.04%
-3.4%
Q1 2021$8,896,000
+14.1%
58,437
-4.7%
3.15%
+11.6%
Q4 2020$7,794,000
+30.6%
61,337
-1.1%
2.82%
+19.2%
Q3 2020$5,970,000
+1.0%
62,009
-1.3%
2.37%
-1.3%
Q2 2020$5,909,000
+747.8%
62,837
+664.0%
2.40%
+765.0%
Q1 2020$697,000
-92.1%
8,225
-87.1%
0.28%
-91.9%
Q4 2019$8,864,000
+3.2%
63,584
-12.8%
3.41%
+4.7%
Q3 2019$8,586,000
+16.3%
72,952
+10.4%
3.26%
+0.2%
Q2 2019$7,385,000
+9.1%
66,052
-1.3%
3.25%
+9.1%
Q1 2019$6,772,000
+5.1%
66,902
+1.4%
2.98%
+2.8%
Q4 2018$6,441,000
-21.5%
65,979
+3.3%
2.90%
+18.0%
Q3 2018$8,205,000
+14.4%
63,853
-7.3%
2.46%
-20.4%
Q2 2018$7,174,000
-9.2%
68,853
-4.2%
3.08%
-9.7%
Q1 2018$7,902,000
+2.8%
71,8530.0%3.42%
+5.8%
Q4 2017$7,684,000
+18.7%
71,853
+6.0%
3.23%
+8.0%
Q3 2017$6,473,000
+6.0%
67,770
+1.5%
2.99%
-2.5%
Q2 2017$6,104,000
+3.7%
66,789
-0.3%
3.06%
+0.4%
Q1 2017$5,885,000
-7.2%
67,003
-8.9%
3.05%
-9.5%
Q4 2016$6,344,000
+20.4%
73,525
-7.1%
3.37%
+16.0%
Q3 2016$5,270,000
+2.9%
79,135
-3.9%
2.91%
+2.0%
Q2 2016$5,119,000
+5.1%
82,382
+0.2%
2.85%
+2.2%
Q1 2016$4,869,000
-6.9%
82,212
+3.8%
2.79%
-8.4%
Q4 2015$5,230,000
+8.3%
79,212
-0.0%
3.05%
+2.1%
Q3 2015$4,831,000
-9.9%
79,241
+0.1%
2.99%
-4.1%
Q2 2015$5,363,000
+11.2%
79,141
-0.5%
3.11%
+14.1%
Q1 2015$4,821,000
-5.6%
79,575
-2.5%
2.73%
-6.1%
Q4 2014$5,105,000
+6.5%
81,575
+2.5%
2.90%
+3.3%
Q3 2014$4,794,000
-10.2%
79,575
-14.1%
2.81%
+0.8%
Q2 2014$5,337,000
-6.6%
92,620
-1.6%
2.79%
-11.1%
Q1 2014$5,717,00094,1173.14%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2014
NameSharesValueWeighting ↓
Florence Capital Advisors, LLC 80,853$7,102,00023.89%
Michael & Susan Dell Foundation 313,853$27,569,00023.54%
Key Square Capital Management LLC 1,204,123$105,770,00023.46%
Lloyds Banking Group plc 28,209$2,478,00022.36%
LANSDOWNE PARTNERS (UK) LLP 22,277,793$1,956,882,00017.01%
GREENHAVEN ASSOCIATES INC 7,323,232$643,273,00010.21%
NatWest Group plc 460,518$40,452,0008.60%
WILSEY ASSET MANAGEMENT INC 134,820$11,904,0008.34%
Cabot-Wellington, LLC 156,565$13,674,0008.12%
STEWART WEST INDIES TRADING CO., LTD 1,028,000$90,300,0007.80%
View complete list of JPMORGAN CHASE & CO shareholders