TRILLIUM ASSET MANAGEMENT, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,904 filers reported holding JPMORGAN CHASE & CO in Q1 2016. The put-call ratio across all filers is 0.80 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
TRILLIUM ASSET MANAGEMENT, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2024$2,212,000
-3.3%
10,935
-4.3%
0.06%
-3.4%
Q1 2024$2,288,000
+16.1%
11,425
-1.4%
0.06%
+7.4%
Q4 2023$1,970,000
+16.2%
11,584
-0.9%
0.05%
+5.9%
Q3 2023$1,695,000
-2.0%
11,691
-1.7%
0.05%
+6.2%
Q2 2023$1,729,000
+4.3%
11,889
-0.8%
0.05%
-2.0%
Q1 2023$1,657,000
-20.5%
11,987
-22.8%
0.05%
-23.4%
Q4 2022$2,083,000
+55.7%
15,531
+21.3%
0.06%
+45.5%
Q3 2022$1,338,000
-2.0%
12,801
+5.5%
0.04%
+4.8%
Q2 2022$1,366,000
-22.2%
12,133
-5.7%
0.04%
-10.6%
Q1 2022$1,755,000
-15.5%
12,873
-1.9%
0.05%
-4.1%
Q4 2021$2,077,000
+6.2%
13,117
+9.8%
0.05%
-5.8%
Q3 2021$1,955,000
+6.1%
11,944
+0.9%
0.05%
+2.0%
Q2 2021$1,842,000
+26.3%
11,839
+23.6%
0.05%
+10.9%
Q1 2021$1,458,000
+18.6%
9,578
-1.0%
0.05%
+4.5%
Q4 2020$1,229,000
+28.3%
9,670
-2.8%
0.04%
+10.0%
Q3 2020$958,000
-15.6%
9,953
-17.5%
0.04%
-18.4%
Q2 2020$1,135,000
+25.4%
12,070
+20.1%
0.05%
+2.1%
Q1 2020$905,000
-40.5%
10,050
-8.0%
0.05%
-29.4%
Q4 2019$1,522,000
-2.4%
10,920
-17.6%
0.07%
-6.8%
Q3 2019$1,560,000
+30.8%
13,259
+24.3%
0.07%
+25.9%
Q2 2019$1,193,000
+27.7%
10,669
+15.7%
0.06%
+23.4%
Q1 2019$934,000
-11.0%
9,223
-14.2%
0.05%
-23.0%
Q4 2018$1,049,000
-8.2%
10,751
+6.2%
0.06%
+7.0%
Q3 2018$1,143,000
+6.6%
10,128
-1.5%
0.06%0.0%
Q2 2018$1,072,000
-4.0%
10,284
+1.3%
0.06%
-8.1%
Q1 2018$1,117,000
+105.0%
10,157
+99.4%
0.06%
+106.7%
Q4 2017$545,000
+3.4%
5,094
-7.6%
0.03%0.0%
Q3 2017$527,000
+40.5%
5,514
+34.3%
0.03%
+36.4%
Q2 2017$375,000
+10.9%
4,105
+6.6%
0.02%0.0%
Q1 2017$338,000
-6.9%
3,852
-8.4%
0.02%
-8.3%
Q4 2016$363,000
-37.8%
4,203
-52.1%
0.02%
-35.1%
Q3 2016$584,000
-18.1%
8,777
-23.5%
0.04%
-21.3%
Q2 2016$713,000
-2.5%
11,476
-7.1%
0.05%
-4.1%
Q1 2016$731,000
-19.7%
12,352
-10.4%
0.05%
-19.7%
Q4 2015$910,000
-2.3%
13,781
-9.7%
0.06%
-6.2%
Q3 2015$931,000
-11.2%
15,262
-1.3%
0.06%
-3.0%
Q2 2015$1,048,000
-15.3%
15,463
-24.4%
0.07%
-16.2%
Q1 2015$1,238,000
-83.9%
20,441
-83.3%
0.08%
-84.7%
Q4 2014$7,682,000
-4.7%
122,758
-8.3%
0.52%
-25.1%
Q3 2014$8,063,000
+1.4%
133,853
-3.0%
0.70%
+2.3%
Q2 2014$7,953,000
+3.1%
138,027
+8.6%
0.68%
-6.1%
Q1 2014$7,714,000
-48.1%
127,075
-50.0%
0.72%
-50.4%
Q4 2013$14,873,000
-0.2%
254,329
-11.8%
1.46%
-11.9%
Q3 2013$14,899,000
-0.5%
288,245
+1.6%
1.66%
-10.2%
Q2 2013$14,978,000283,7281.85%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2016
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 333,368$20,082,00016.68%
ADAR Investment Management LP 10,000$602,00016.08%
Western Asset Management Company, LLC 320,000$19,277,00013.68%
LANSDOWNE PARTNERS (UK) LLP 22,648,232$1,364,344,00012.26%
DAVIS CAPITAL PARTNERS, LLC 618,710$37,271,00010.19%
GENDELL JEFFREY L 1,245,000$74,999,00010.06%
ACR Alpine Capital Research, LLC 1,083,595$65,276,0009.74%
Brave Warrior Advisors 3,641,450$219,361,0008.13%
Moon Capital Management, LLC 76,859$4,629,970,0007.68%
WILSEY ASSET MANAGEMENT INC 147,782$8,902,0007.11%
View complete list of JPMORGAN CHASE & CO shareholders