CARRET ASSET MANAGEMENT, LLC - 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
CARRET ASSET MANAGEMENT, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$22,782,396
-0.6%
157,098
-0.3%
3.18%
+4.5%
Q2 2023$22,917,604
+10.7%
157,574
-0.8%
3.04%
+5.6%
Q1 2023$20,703,000
+94025.9%
158,875
-3.1%
2.88%
-5.4%
Q4 2022$21,995
-99.9%
164,022
+0.4%
3.04%
+19.3%
Q3 2022$17,069,000
-7.4%
163,344
-0.2%
2.55%
-0.4%
Q2 2022$18,439,000
-17.3%
163,745
+0.1%
2.56%
+0.2%
Q1 2022$22,289,000
-13.5%
163,508
+0.5%
2.55%
-10.5%
Q4 2021$25,765,000
-4.6%
162,709
-1.3%
2.85%
-11.5%
Q3 2021$26,995,000
+4.8%
164,914
-0.4%
3.22%
+6.9%
Q2 2021$25,754,000
+1.5%
165,576
-0.6%
3.01%
-4.2%
Q1 2021$25,361,000
+18.9%
166,594
-0.8%
3.15%
+9.5%
Q4 2020$21,336,000
+29.4%
167,908
-2.0%
2.87%
+15.2%
Q3 2020$16,488,000
+0.4%
171,263
-1.9%
2.49%
-6.4%
Q2 2020$16,424,000
+5.0%
174,612
+0.5%
2.66%
-11.3%
Q1 2020$15,649,000
-36.0%
173,823
-0.8%
3.00%
-15.7%
Q4 2019$24,434,000
+19.8%
175,279
+1.1%
3.56%
+10.1%
Q3 2019$20,397,000
+2.6%
173,309
-2.6%
3.24%
+2.4%
Q2 2019$19,886,000
+9.9%
177,873
-0.5%
3.16%
+7.0%
Q1 2019$18,088,000
+2.5%
178,681
-1.2%
2.95%
-7.2%
Q4 2018$17,647,000
-13.6%
180,774
-0.1%
3.18%
+1.1%
Q3 2018$20,416,000
+6.3%
180,926
-1.8%
3.14%
+0.2%
Q2 2018$19,197,000
-6.4%
184,230
-1.2%
3.14%
-7.0%
Q1 2018$20,505,000
+2.1%
186,459
-0.7%
3.37%
+8.0%
Q4 2017$20,084,000
+10.8%
187,808
-1.0%
3.12%
+6.8%
Q3 2017$18,127,000
+3.3%
189,793
-1.1%
2.93%
-0.6%
Q2 2017$17,546,000
+7.5%
191,973
+3.3%
2.94%
+0.5%
Q1 2017$16,329,000
-1.4%
185,893
-3.1%
2.93%
-6.6%
Q4 2016$16,554,000
+21.1%
191,844
-6.6%
3.14%
+22.6%
Q3 2016$13,675,000
+7.1%
205,365
-0.0%
2.56%
+3.7%
Q2 2016$12,764,000
+5.5%
205,400
+0.6%
2.47%
-3.9%
Q1 2016$12,093,000
-9.7%
204,197
+0.6%
2.57%
-10.2%
Q4 2015$13,396,000
+5.9%
202,880
-2.2%
2.86%
+3.5%
Q3 2015$12,654,000
-11.2%
207,538
-1.3%
2.76%
-2.5%
Q2 2015$14,250,000
+11.8%
210,294
-0.0%
2.83%
+14.3%
Q1 2015$12,741,000
-1.7%
210,324
+1.6%
2.48%
+1.0%
Q4 2014$12,956,000
+3.9%
207,034
+0.0%
2.45%
+1.3%
Q3 2014$12,470,000
+5.0%
207,003
+0.4%
2.42%
+6.5%
Q2 2014$11,876,000
-3.5%
206,114
+1.6%
2.27%
-7.5%
Q1 2014$12,312,000
+3.5%
202,797
-0.3%
2.46%
+1.2%
Q4 2013$11,894,000
+11.1%
203,382
-1.8%
2.43%
+2.3%
Q3 2013$10,703,000
-2.6%
207,068
-0.5%
2.38%
+4.0%
Q2 2013$10,988,000208,1382.28%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders