CHARLES SCHWAB INVESTMENT MANAGEMENT INC - 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
CHARLES SCHWAB INVESTMENT MANAGEMENT INC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,868,412,712
-0.8%
20,015,973
-0.5%
0.82%
-0.5%
Q2 2023$2,891,306,837
+11.0%
20,107,995
-0.5%
0.82%
+4.3%
Q1 2023$2,604,391,774
-2.2%
20,203,962
+0.6%
0.79%
-7.8%
Q4 2022$2,664,256,967
+30.3%
20,082,403
+2.6%
0.86%
+17.2%
Q3 2022$2,044,958,000
-4.0%
19,568,981
+3.4%
0.73%
-1.2%
Q2 2022$2,131,206,000
-16.0%
18,925,555
+1.7%
0.74%
-2.8%
Q1 2022$2,536,598,000
-10.0%
18,607,661
+4.5%
0.76%
-8.5%
Q4 2021$2,819,021,000
-1.8%
17,802,465
+1.6%
0.83%
-11.2%
Q3 2021$2,869,286,000
+10.1%
17,528,772
+4.7%
0.94%
+8.3%
Q2 2021$2,604,931,000
+2.8%
16,747,658
+0.6%
0.87%
-6.7%
Q1 2021$2,533,222,000
+19.2%
16,640,751
-0.5%
0.93%
+10.1%
Q4 2020$2,124,550,000
+29.2%
16,719,559
-2.1%
0.84%
+11.5%
Q3 2020$1,644,249,000
-1.5%
17,079,551
-3.8%
0.76%
-7.6%
Q2 2020$1,669,207,000
+3.0%
17,746,189
-1.4%
0.82%
-14.1%
Q1 2020$1,620,026,000
-21.4%
17,994,298
+21.7%
0.95%
-14.1%
Q4 2019$2,060,534,000
+17.4%
14,781,444
-0.9%
1.11%
+6.9%
Q3 2019$1,755,041,000
+4.5%
14,912,400
-0.7%
1.04%
+1.5%
Q2 2019$1,679,357,000
+12.5%
15,021,076
+1.9%
1.02%
+6.8%
Q1 2019$1,492,659,000
+10.2%
14,745,222
+6.3%
0.96%
-7.8%
Q4 2018$1,354,410,000
-10.6%
13,874,301
+3.3%
1.04%
+2.7%
Q3 2018$1,515,737,000
+11.8%
13,432,614
+3.3%
1.01%
+2.3%
Q2 2018$1,355,582,000
-3.2%
13,009,422
+2.1%
0.99%
-9.4%
Q1 2018$1,400,899,000
+3.2%
12,738,914
+0.4%
1.09%
+1.2%
Q4 2017$1,356,838,000
+15.4%
12,689,478
+3.0%
1.08%
+4.8%
Q3 2017$1,176,259,000
+5.1%
12,315,557
+0.6%
1.03%
-2.3%
Q2 2017$1,118,869,000
+7.8%
12,241,448
+3.6%
1.05%
+1.2%
Q1 2017$1,038,017,000
+5.6%
11,817,131
+3.8%
1.04%
-3.4%
Q4 2016$982,546,000
+34.3%
11,386,547
+3.7%
1.08%
+25.1%
Q3 2016$731,642,000
+0.1%
10,982,664
-6.6%
0.86%
-5.9%
Q2 2016$731,117,000
+1.4%
11,761,612
-3.4%
0.91%
-3.5%
Q1 2016$721,239,000
-9.2%
12,178,962
+1.3%
0.95%
-11.4%
Q4 2015$794,241,000
+9.9%
12,028,480
+1.6%
1.07%
+0.4%
Q3 2015$722,602,000
-10.9%
11,841,598
-1.2%
1.06%
-4.9%
Q2 2015$810,860,000
+11.5%
11,981,007
-0.2%
1.12%
+9.6%
Q1 2015$727,044,000
+4.3%
12,001,372
+7.7%
1.02%
-2.3%
Q4 2014$697,221,000
+17.5%
11,141,273
+13.1%
1.05%
+7.1%
Q3 2014$593,453,000
+6.7%
9,851,473
+2.1%
0.98%
+4.5%
Q2 2014$556,017,000
-2.8%
9,649,722
+2.4%
0.94%
-8.9%
Q1 2014$572,263,000
-7.0%
9,426,158
-10.4%
1.03%
-12.5%
Q4 2013$615,258,000
+1.5%
10,520,814
-9.9%
1.17%
-5.2%
Q3 2013$606,445,000
+0.5%
11,672,510
+1.6%
1.24%
-8.3%
Q2 2013$603,287,00011,492,0861.35%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 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