ADVISORY RESEARCH INC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
ADVISORY RESEARCH INC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,026,945
-8.1%
13,977
-7.8%
0.28%
-0.7%
Q2 2023$2,204,434
+35.7%
15,157
+21.5%
0.28%
+6.0%
Q1 2023$1,624,966
-2.8%
12,4700.0%0.27%
+70.1%
Q4 2022$1,672,227
+14.7%
12,470
-10.6%
0.16%
+9.8%
Q3 2022$1,458,000
-7.7%
13,949
-0.6%
0.14%
-7.1%
Q2 2022$1,580,000
+6.8%
14,033
+29.3%
0.15%
+30.5%
Q1 2022$1,479,000
-31.7%
10,849
-20.7%
0.12%
-30.6%
Q4 2021$2,165,000
-89.2%
13,677
-88.8%
0.17%
-86.8%
Q3 2021$20,073,000
-20.8%
122,631
-24.7%
1.29%
-22.7%
Q2 2021$25,334,000
-21.3%
162,879
-23.0%
1.67%
-26.5%
Q1 2021$32,199,000
+17.1%
211,517
-2.3%
2.27%
+12.4%
Q4 2020$27,507,000
+53.1%
216,469
+16.0%
2.02%
+15.2%
Q3 2020$17,961,000
-8.8%
186,567
-10.9%
1.75%
-0.1%
Q2 2020$19,698,000
+5.0%
209,424
+0.5%
1.75%
+34.8%
Q1 2020$18,753,000
-38.7%
208,294
-5.1%
1.30%
-7.6%
Q4 2019$30,608,000
-28.9%
219,568
-40.0%
1.41%
-32.2%
Q3 2019$43,073,000
+1.8%
365,986
-3.3%
2.07%
+149.3%
Q2 2019$42,309,000
+10.0%
378,433
-0.4%
0.83%
+12.0%
Q1 2019$38,449,000
+2.3%
379,816
-1.4%
0.74%
-6.7%
Q4 2018$37,602,000
-14.2%
385,188
-0.8%
0.80%
+11.0%
Q3 2018$43,817,000
+2.4%
388,314
-5.4%
0.72%
+4.7%
Q2 2018$42,788,000
-6.3%
410,635
-1.1%
0.68%
-16.6%
Q1 2018$45,644,000
-27.0%
415,061
-29.0%
0.82%
-20.6%
Q4 2017$62,502,000
+13.7%
584,460
+1.6%
1.03%
+18.2%
Q3 2017$54,953,000
+38.2%
575,359
+32.2%
0.88%
+39.6%
Q2 2017$39,774,000
+135.8%
435,168
+126.6%
0.63%
+151.8%
Q1 2017$16,869,000
+335.3%
192,047
+327.6%
0.25%
+329.3%
Q4 2016$3,875,000
-89.2%
44,909
-92.3%
0.06%
-71.1%
Q3 2016$35,871,000
+977.2%
580,692
+983.7%
0.20%
+252.6%
Q2 2016$3,330,000
-44.7%
53,584
-47.4%
0.06%
-50.0%
Q1 2016$6,027,000
-69.0%
101,775
-65.4%
0.11%
-61.4%
Q4 2015$19,442,000
+4.5%
294,445
-3.5%
0.30%
+11.3%
Q3 2015$18,610,000
-15.1%
305,227
-5.7%
0.26%
+6.4%
Q2 2015$21,929,000
-7.2%
323,629
-17.1%
0.25%
-3.5%
Q1 2015$23,639,000
-9.1%
390,217
-6.1%
0.26%
-4.8%
Q4 2014$26,016,000
-5.0%
415,729
-8.5%
0.27%
+2.3%
Q3 2014$27,371,000
+1.4%
454,359
-3.0%
0.26%
+6.0%
Q2 2014$26,994,000
-6.5%
468,486
-1.5%
0.25%
-16.1%
Q1 2014$28,881,000
-2.0%
475,722
-5.6%
0.30%
-1.7%
Q4 2013$29,471,000
+10.3%
503,946
-2.5%
0.30%
+5.2%
Q3 2013$26,726,000
-14.6%
517,042
-12.7%
0.29%
-18.6%
Q2 2013$31,281,000592,5550.35%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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