BEESE FULMER INVESTMENT MANAGEMENT, INC. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
BEESE FULMER INVESTMENT MANAGEMENT, INC. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$13,020,200
+0.1%
89,782
+0.4%
1.47%
+4.3%
Q2 2023$13,004,968
+12.3%
89,418
+0.6%
1.41%
+6.5%
Q1 2023$11,578,056
-1.0%
88,850
+1.9%
1.32%
-6.2%
Q4 2022$11,692,862
+31.7%
87,195
+2.6%
1.41%
+18.0%
Q3 2022$8,878,000
-4.6%
84,954
+2.8%
1.19%
+0.3%
Q2 2022$9,303,000
-17.2%
82,611
+0.2%
1.19%
-2.4%
Q1 2022$11,242,000
-13.5%
82,467
+0.5%
1.22%
-9.8%
Q4 2021$12,994,000
-2.3%
82,058
+1.0%
1.35%
-9.7%
Q3 2021$13,301,000
+6.3%
81,258
+1.0%
1.50%
+5.7%
Q2 2021$12,516,000
+1.6%
80,465
-0.6%
1.42%
-4.3%
Q1 2021$12,323,000
+20.1%
80,949
+0.2%
1.48%
+12.9%
Q4 2020$10,261,000
+31.1%
80,748
-0.7%
1.31%
+18.3%
Q3 2020$7,825,000
+0.7%
81,277
-1.6%
1.11%
-3.2%
Q2 2020$7,769,000
+2.3%
82,599
-2.1%
1.14%
-14.9%
Q1 2020$7,595,000
-32.6%
84,363
+4.3%
1.35%
-14.7%
Q4 2019$11,276,000
+20.2%
80,888
+1.5%
1.58%
+12.0%
Q3 2019$9,381,000
+34.6%
79,710
+27.9%
1.41%
+6.7%
Q2 2019$6,968,000
+11.2%
62,322
+0.7%
1.32%
+6.8%
Q1 2019$6,265,000
+3.5%
61,893
-0.2%
1.24%
-9.3%
Q4 2018$6,056,000
-10.9%
62,035
+3.0%
1.36%
+2.0%
Q3 2018$6,797,000
+8.6%
60,235
+0.3%
1.34%
+1.8%
Q2 2018$6,259,000
-3.7%
60,069
+1.6%
1.31%
-7.9%
Q1 2018$6,500,000
+6.0%
59,103
+3.1%
1.42%
+8.4%
Q4 2017$6,131,000
+11.5%
57,336
-0.4%
1.31%
+4.8%
Q3 2017$5,501,000
+4.6%
57,594
+0.1%
1.25%0.0%
Q2 2017$5,260,000
+4.9%
57,549
+0.8%
1.25%
+2.7%
Q1 2017$5,015,000
-0.7%
57,102
-2.5%
1.22%
-6.4%
Q4 2016$5,052,000
+32.9%
58,548
+2.5%
1.30%
+27.2%
Q3 2016$3,802,000
+12.2%
57,095
+4.7%
1.03%
+6.7%
Q2 2016$3,388,000
+4.4%
54,536
-2.9%
0.96%
+1.7%
Q1 2016$3,244,000
-9.5%
56,175
+3.5%
0.95%
-14.4%
Q4 2015$3,584,000
+10.8%
54,273
+2.3%
1.10%
+3.9%
Q3 2015$3,235,000
-2.3%
53,057
+8.6%
1.06%
-0.1%
Q2 2015$3,310,000
+12.2%
48,849
+0.3%
1.06%
+8.1%
Q1 2015$2,950,000
+0.5%
48,696
+3.8%
0.98%
+7.1%
Q4 2014$2,936,000
+8.1%
46,919
+4.1%
0.92%
+4.3%
Q3 2014$2,716,000
+11.6%
45,089
+6.8%
0.88%
+11.8%
Q2 2014$2,433,000
+2.0%
42,223
+7.4%
0.79%
-4.8%
Q1 2014$2,386,000
+12.7%
39,304
+8.6%
0.83%
+10.2%
Q4 2013$2,117,000
+15.2%
36,200
+1.9%
0.75%
+4.2%
Q3 2013$1,837,000
-42.6%
35,530
-41.3%
0.72%
+5.4%
Q2 2013$3,198,00060,5760.68%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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