INVERNESS COUNSEL LLC /NY/ - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 and the average weighting 0.9%.

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
INVERNESS COUNSEL LLC /NY/ ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2022$11,156,000
-6.7%
106,755
+0.5%
0.62%
-7.6%
Q2 2022$11,963,000
-14.4%
106,233
+3.7%
0.67%
+7.2%
Q1 2022$13,971,000
+6.7%
102,486
+23.9%
0.63%
+29.6%
Q4 2021$13,098,000
+66.3%
82,717
+72.0%
0.48%
+67.1%
Q3 2021$7,874,000
+148.7%
48,105
+136.3%
0.29%
+151.3%
Q2 2021$3,166,000
+1.0%
20,356
-1.2%
0.12%
-11.5%
Q1 2021$3,135,000
+12.7%
20,594
-5.9%
0.13%
+14.0%
Q4 2020$2,782,000
+16.6%
21,893
-11.6%
0.11%
+6.5%
Q3 2020$2,385,000
-87.2%
24,772
-87.5%
0.11%
-88.5%
Q2 2020$18,690,000
-20.7%
198,705
-24.1%
0.93%
-37.2%
Q1 2020$23,581,000
-38.9%
261,922
-5.4%
1.48%
-18.8%
Q4 2019$38,577,000
+30.3%
276,733
+10.0%
1.82%
+18.9%
Q3 2019$29,615,000
-17.1%
251,638
-21.2%
1.53%
-16.1%
Q2 2019$35,714,000
+8.9%
319,446
-1.4%
1.82%
+2.1%
Q1 2019$32,796,000
+4.4%
323,980
+0.7%
1.79%
-15.0%
Q4 2018$31,408,000
-14.9%
321,741
-1.6%
2.10%
+8.2%
Q3 2018$36,910,000
-18.6%
327,104
-24.9%
1.94%
-24.7%
Q2 2018$45,370,000
-1.8%
435,416
+3.6%
2.58%
-7.2%
Q1 2018$46,204,000
+33.0%
420,155
+29.4%
2.78%
+27.6%
Q4 2017$34,727,000
+50.4%
324,734
+34.3%
2.18%
+33.6%
Q3 2017$23,088,000
+161.0%
241,739
+149.8%
1.63%
+165.6%
Q2 2017$8,845,000
+336.8%
96,767
+308.2%
0.61%
+335.5%
Q1 2017$2,025,000
+41.5%
23,708
+40.8%
0.14%
+30.6%
Q4 2016$1,431,000
-7.3%
16,843
-27.3%
0.11%
-10.7%
Q3 2016$1,543,000
+0.5%
23,178
-6.3%
0.12%
+1.7%
Q2 2016$1,536,000
+10.7%
24,724
+5.5%
0.12%
+10.2%
Q1 2016$1,388,000
-10.3%
23,4450.0%0.11%
-7.7%
Q4 2015$1,548,000
-5.8%
23,445
-13.0%
0.12%
-15.8%
Q3 2015$1,643,000
-10.0%
26,9510.0%0.14%
+5.3%
Q2 2015$1,826,000
+12.6%
26,951
+0.7%
0.13%
+10.9%
Q1 2015$1,622,000
-15.1%
26,775
-12.3%
0.12%
-19.0%
Q4 2014$1,911,000
-8.8%
30,532
-12.2%
0.15%
-12.5%
Q3 2014$2,095,000
-1.7%
34,782
-6.0%
0.17%
+1.2%
Q2 2014$2,132,000
-15.1%
36,996
-10.5%
0.17%
-17.0%
Q1 2014$2,510,000
-46.5%
41,346
-48.5%
0.20%
-46.4%
Q4 2013$4,695,000
-10.7%
80,287
-21.0%
0.37%
-17.3%
Q3 2013$5,256,000
-64.6%
101,679
-63.9%
0.45%
-65.9%
Q2 2013$14,853,000281,3531.32%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders