CONGRESS ASSET MANAGEMENT CO /MA - 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
CONGRESS ASSET MANAGEMENT CO /MA ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$16,252,011
-0.6%
112,067
-0.3%
0.14%
+1.4%
Q2 2023$16,350,345
+11.9%
112,420
+0.3%
0.14%
+4.4%
Q1 2023$14,610,867
-2.7%
112,124
+0.1%
0.14%
-9.9%
Q4 2022$15,021,239
+29.5%
112,015
+0.9%
0.15%
+21.8%
Q3 2022$11,597,000
-31.0%
110,971
-25.7%
0.12%
-23.0%
Q2 2022$16,812,000
-29.9%
149,293
-15.1%
0.16%
-21.1%
Q1 2022$23,985,000
-14.3%
175,945
-0.5%
0.20%
-4.2%
Q4 2021$27,992,000
-12.6%
176,773
-9.7%
0.21%
-14.8%
Q3 2021$32,044,000
+18.6%
195,761
+12.7%
0.25%
+10.6%
Q2 2021$27,019,000
+4.0%
173,712
+1.8%
0.23%
-3.8%
Q1 2021$25,972,000
+20.3%
170,610
+0.5%
0.24%
+15.8%
Q4 2020$21,581,000
+38.9%
169,837
+5.3%
0.20%
+20.8%
Q3 2020$15,532,000
+19.5%
161,333
+16.8%
0.17%
+9.1%
Q2 2020$12,996,000
+7.9%
138,168
+3.3%
0.15%
-15.8%
Q1 2020$12,045,000
-32.8%
133,791
+4.0%
0.18%
-16.1%
Q4 2019$17,937,000
+20.8%
128,674
+2.0%
0.22%
+14.1%
Q3 2019$14,852,000
+7.4%
126,195
+2.1%
0.19%
+9.1%
Q2 2019$13,824,000
+12.8%
123,651
+2.2%
0.18%
+9.4%
Q1 2019$12,252,000
+8.9%
121,028
+5.0%
0.16%
-5.3%
Q4 2018$11,248,000
-13.6%
115,223
-0.2%
0.17%
+0.6%
Q3 2018$13,022,000
+9.9%
115,402
+1.4%
0.17%
+3.1%
Q2 2018$11,854,000
-9.6%
113,764
-4.6%
0.16%
-11.4%
Q1 2018$13,115,000
+10.0%
119,261
+7.0%
0.18%
+5.7%
Q4 2017$11,922,000
+12.1%
111,487
+0.2%
0.17%
+6.1%
Q3 2017$10,631,000
+6.1%
111,305
+1.5%
0.16%
-8.4%
Q2 2017$10,020,000
+6.7%
109,631
+2.6%
0.18%0.0%
Q1 2017$9,390,000
+7.0%
106,896
+5.1%
0.18%
-2.7%
Q4 2016$8,775,000
+122.0%
101,689
+71.3%
0.18%
+111.5%
Q3 2016$3,953,000
+17.8%
59,369
+10.0%
0.09%
+13.0%
Q2 2016$3,355,000
+8.1%
53,983
+3.0%
0.08%
+2.7%
Q1 2016$3,103,000
-7.6%
52,391
+3.0%
0.08%
-9.6%
Q4 2015$3,359,000
+21.5%
50,872
+12.2%
0.08%
+16.9%
Q3 2015$2,764,000
-2.6%
45,338
+8.2%
0.07%
-13.4%
Q2 2015$2,838,000
+15.6%
41,884
+3.4%
0.08%
+39.0%
Q1 2015$2,454,000
+5.1%
40,513
+8.6%
0.06%0.0%
Q4 2014$2,334,000
+14.6%
37,302
+10.4%
0.06%
+13.5%
Q3 2014$2,036,000
+15.6%
33,790
+10.6%
0.05%
+15.6%
Q2 2014$1,761,000
-0.5%
30,559
+4.8%
0.04%
+2.3%
Q1 2014$1,770,000
+8.1%
29,153
+4.1%
0.04%
+2.3%
Q4 2013$1,637,000
+9.8%
27,993
-3.0%
0.04%
+2.4%
Q3 2013$1,491,000
+10.5%
28,853
+12.9%
0.04%
+5.0%
Q2 2013$1,349,00025,5580.04%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2022
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders