SECURITY ASSET MANAGEMENT - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 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
SECURITY ASSET MANAGEMENT ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2023$7,289,057
-11.7%
55,936
-9.1%
4.26%
-6.9%
Q4 2022$8,255,401
+32.9%
61,562
+3.6%
4.58%
+22.9%
Q3 2022$6,211,000
-7.7%
59,436
-0.5%
3.73%
+0.9%
Q2 2022$6,726,000
-34.3%
59,729
-20.5%
3.69%
-16.1%
Q1 2022$10,245,000
-13.6%
75,151
+0.3%
4.40%
-4.5%
Q4 2021$11,862,000
-6.3%
74,908
-3.1%
4.61%
-10.1%
Q3 2021$12,659,000
+1.1%
77,336
-3.9%
5.12%
+3.8%
Q2 2021$12,523,000
-4.5%
80,515
-6.6%
4.94%
-8.6%
Q1 2021$13,118,000
+25.0%
86,173
+4.4%
5.40%
+23.1%
Q4 2020$10,493,000
+53.3%
82,578
+16.1%
4.39%
+4.2%
Q3 2020$6,846,000
-1.9%
71,117
-4.1%
4.21%
-2.4%
Q2 2020$6,978,000
+3.4%
74,189
-1.0%
4.31%
-9.9%
Q1 2020$6,748,000
-37.1%
74,949
-2.6%
4.79%
-25.2%
Q4 2019$10,726,000
+18.4%
76,9470.0%6.40%
+7.4%
Q3 2019$9,056,000
+5.3%
76,9470.0%5.96%
+8.2%
Q2 2019$8,603,000
+5.6%
76,947
-4.4%
5.51%
+2.6%
Q1 2019$8,145,000
+4.0%
80,456
+0.3%
5.37%
-9.9%
Q4 2018$7,835,000
-13.5%
80,2550.0%5.96%
+0.2%
Q3 2018$9,056,000
+8.5%
80,255
+0.2%
5.95%
+1.0%
Q2 2018$8,348,000
-6.1%
80,110
-0.9%
5.89%
-11.3%
Q1 2018$8,893,000
+1.6%
80,863
-1.2%
6.64%
+0.5%
Q4 2017$8,751,000
+8.8%
81,829
-2.8%
6.60%
+4.2%
Q3 2017$8,042,000
+4.5%
84,2000.0%6.34%
+0.4%
Q2 2017$7,696,000
+4.1%
84,2000.0%6.31%
-0.2%
Q1 2017$7,396,000
+1.2%
84,200
-0.6%
6.32%
-6.3%
Q4 2016$7,307,000
+29.7%
84,675
+0.1%
6.75%
+27.9%
Q3 2016$5,635,000
+8.4%
84,620
+1.2%
5.28%
+5.8%
Q2 2016$5,196,000
+4.9%
83,6200.0%4.99%
+3.2%
Q1 2016$4,952,000
+9.7%
83,620
+22.3%
4.83%
+10.6%
Q4 2015$4,514,000
+4.4%
68,368
-3.6%
4.37%
-5.0%
Q3 2015$4,322,000
-10.1%
70,888
-0.1%
4.60%
+3.4%
Q2 2015$4,808,000
+12.6%
70,963
+0.7%
4.45%
+9.1%
Q1 2015$4,271,000
-3.0%
70,504
+0.3%
4.08%
-6.9%
Q4 2014$4,401,00070,3244.38%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2023
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