Edgewood Management - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 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
Edgewood Management ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,112,709
-0.3%
21,4640.0%0.01%
+11.1%
Q2 2023$3,121,724
+11.6%
21,4640.0%0.01%0.0%
Q1 2023$2,796,974
-2.8%
21,4640.0%0.01%
-10.0%
Q4 2022$2,878,322
+41.5%
21,464
+10.3%
0.01%
+42.9%
Q3 2022$2,034,000
-7.2%
19,4640.0%0.01%
+16.7%
Q2 2022$2,192,000
-17.4%
19,4640.0%0.01%
+20.0%
Q1 2022$2,653,000
-4.1%
19,464
+11.5%
0.01%0.0%
Q4 2021$2,765,000
-3.3%
17,4640.0%0.01%0.0%
Q3 2021$2,859,000
+4.1%
17,464
-1.1%
0.01%0.0%
Q2 2021$2,747,000
+1.3%
17,664
-0.8%
0.01%0.0%
Q1 2021$2,712,000
+19.8%
17,8140.0%0.01%
+25.0%
Q4 2020$2,264,000
+32.0%
17,8140.0%0.00%0.0%
Q3 2020$1,715,000
+59.7%
17,814
+56.1%
0.00%
+33.3%
Q2 2020$1,074,000
+4.5%
11,4140.0%0.00%0.0%
Q1 2020$1,028,000
-25.6%
11,414
+15.1%
0.00%
-25.0%
Q4 2019$1,382,000
+186.1%
9,914
+141.6%
0.00%
+100.0%
Q3 2019$483,000
+5.2%
4,1040.0%0.00%0.0%
Q2 2019$459,000
+10.6%
4,1040.0%0.00%
+100.0%
Q1 2019$415,000
-29.7%
4,104
-32.0%
0.00%
-50.0%
Q4 2018$590,000
-13.4%
6,0390.0%0.00%0.0%
Q3 2018$681,000
+8.3%
6,0390.0%0.00%0.0%
Q2 2018$629,000
-7.1%
6,039
-1.9%
0.00%
-33.3%
Q1 2018$677,000
-8.9%
6,159
-11.4%
0.00%0.0%
Q4 2017$743,000
+10.4%
6,949
-1.4%
0.00%0.0%
Q3 2017$673,000
+4.5%
7,0490.0%0.00%0.0%
Q2 2017$644,000
+3.2%
7,049
-0.7%
0.00%0.0%
Q1 2017$624,000
-0.6%
7,099
-2.5%
0.00%
-25.0%
Q4 2016$628,000
+29.5%
7,2790.0%0.00%
+33.3%
Q3 2016$485,000
+5.4%
7,279
-1.6%
0.00%0.0%
Q2 2016$460,000
+2.4%
7,399
-2.4%
0.00%0.0%
Q1 2016$449,000
-10.2%
7,5790.0%0.00%
-25.0%
Q4 2015$500,000
+8.2%
7,5790.0%0.00%0.0%
Q3 2015$462,000
-10.1%
7,5790.0%0.00%0.0%
Q2 2015$514,000
+12.0%
7,5790.0%0.00%0.0%
Q1 2015$459,000
-3.2%
7,5790.0%0.00%0.0%
Q4 2014$474,000
+3.7%
7,5790.0%0.00%
-20.0%
Q3 2014$457,000
+4.6%
7,5790.0%0.01%
+25.0%
Q2 2014$437,000
-5.0%
7,5790.0%0.00%
-20.0%
Q1 2014$460,000
+3.8%
7,5790.0%0.01%0.0%
Q4 2013$443,000
-6.1%
7,579
-17.0%
0.01%
-16.7%
Q3 2013$472,000
-16.3%
9,129
-14.5%
0.01%
-25.0%
Q2 2013$564,00010,6790.01%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2022
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