BTR CAPITAL MANAGEMENT INC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,331 filers reported holding JPMORGAN CHASE & CO in Q3 2022. The put-call ratio across all filers is 1.34 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
BTR CAPITAL MANAGEMENT INC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2022$18,326,000
-7.5%
175,371
-0.3%
2.86%
+0.6%
Q2 2022$19,804,000
-14.9%
175,862
+3.0%
2.84%
-0.7%
Q1 2022$23,282,000
-13.2%
170,791
+0.8%
2.86%
-5.4%
Q4 2021$26,837,000
-3.3%
169,482
-0.1%
3.03%
-12.0%
Q3 2021$27,757,000
+7.3%
169,572
+2.0%
3.44%
+6.6%
Q2 2021$25,863,000
+3.2%
166,281
+1.0%
3.23%
-11.5%
Q1 2021$25,055,000
+19.5%
164,586
-0.3%
3.65%
+11.3%
Q4 2020$20,967,000
+31.5%
165,000
-0.4%
3.28%
+16.1%
Q3 2020$15,949,000
+4.0%
165,667
+1.6%
2.82%
-2.0%
Q2 2020$15,342,000
+0.3%
163,105
-4.0%
2.88%
-14.9%
Q1 2020$15,302,000
-32.4%
169,965
+4.6%
3.39%
-13.2%
Q4 2019$22,652,000
+16.9%
162,493
-1.3%
3.90%
+7.1%
Q3 2019$19,380,000
+5.3%
164,672
-0.0%
3.64%
+6.1%
Q2 2019$18,412,000
+11.3%
164,688
+0.7%
3.43%
+7.9%
Q1 2019$16,548,000
+5.0%
163,465
+1.2%
3.18%
-4.2%
Q4 2018$15,766,000
-16.4%
161,506
-3.3%
3.32%
+1.3%
Q3 2018$18,852,000
+7.5%
167,066
-0.8%
3.28%
-2.9%
Q2 2018$17,540,000
-3.8%
168,334
+1.5%
3.38%
-7.4%
Q1 2018$18,238,000
+0.7%
165,845
-2.1%
3.65%
+2.9%
Q4 2017$18,108,000
+10.1%
169,331
-1.6%
3.54%
+5.7%
Q3 2017$16,444,000
+3.1%
172,170
-1.4%
3.35%
+2.4%
Q2 2017$15,954,000
+4.5%
174,553
+0.4%
3.27%
+2.5%
Q1 2017$15,269,000
+5.8%
173,823
-19.8%
3.19%
-1.4%
Q4 2016$14,437,0000.0%216,8040.0%3.24%0.0%
Q3 2016$14,437,000
+7.1%
216,804
-0.0%
3.24%
+4.7%
Q2 2016$13,478,000
+8.0%
216,892
+2.9%
3.09%
+6.6%
Q1 2016$12,480,000
-12.5%
210,737
-2.4%
2.90%
-10.5%
Q4 2015$14,259,000
+10.0%
215,951
+1.6%
3.24%
+4.5%
Q3 2015$12,961,000
-8.3%
212,576
+1.9%
3.10%
-6.8%
Q2 2015$14,136,000
+15.2%
208,611
+3.0%
3.33%
+11.8%
Q1 2015$12,275,000
+11.1%
202,616
+14.7%
2.98%
-1.3%
Q4 2014$11,051,000
+6.7%
176,588
+2.7%
3.01%
+5.4%
Q3 2014$10,361,000
+9.2%
171,998
+4.5%
2.86%
+9.9%
Q2 2014$9,488,000
+11.9%
164,658
+17.9%
2.60%
+5.3%
Q1 2014$8,478,000
+3.5%
139,653
-0.3%
2.47%
+5.7%
Q4 2013$8,195,000
+58.3%
140,128
+39.9%
2.34%
+43.9%
Q3 2013$5,178,000
+96.1%
100,168
+100.3%
1.62%
+97.9%
Q2 2013$2,640,00050,0180.82%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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