BADGLEY PHELPS & BELL 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
BADGLEY PHELPS & BELL INC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2021$44,343,000
+7.4%
285,094
+5.1%
1.65%
-3.9%
Q1 2021$41,284,000
+20.3%
271,194
+0.4%
1.71%
+15.1%
Q4 2020$34,311,000
+33.4%
270,018
+1.1%
1.49%
+17.6%
Q3 2020$25,718,000
+3.9%
267,145
+1.5%
1.26%
-7.3%
Q2 2020$24,751,000
+5.0%
263,138
+0.5%
1.36%
-12.0%
Q1 2020$23,565,000
-33.4%
261,751
+3.1%
1.55%
-16.7%
Q4 2019$35,382,000
+21.3%
253,817
+2.4%
1.86%
+11.5%
Q3 2019$29,180,000
+8.7%
247,942
+3.2%
1.67%
+6.3%
Q2 2019$26,851,000
+12.7%
240,172
+2.1%
1.57%
+8.6%
Q1 2019$23,815,000
+11.1%
235,259
+7.1%
1.44%
-6.8%
Q4 2018$21,443,000
-14.2%
219,663
-0.8%
1.55%
+1.6%
Q3 2018$24,979,000
-45.3%
221,370
-48.1%
1.52%
+1.7%
Q2 2018$45,651,000
+96.8%
426,438
+102.2%
1.50%
-2.8%
Q1 2018$23,194,000
+6.6%
210,916
+3.6%
1.54%
+3.3%
Q4 2017$21,766,000
+11.2%
203,535
-0.7%
1.49%
+3.0%
Q3 2017$19,578,000
+6.7%
204,985
+2.1%
1.45%
+1.4%
Q2 2017$18,345,000
+5.0%
200,711
+0.9%
1.43%
+1.2%
Q1 2017$17,474,000
+2.7%
198,928
+0.9%
1.41%
-4.3%
Q4 2016$17,016,000
+62.1%
197,193
+25.1%
1.48%
+59.9%
Q3 2016$10,495,000
+6.0%
157,607
-1.1%
0.92%
+2.1%
Q2 2016$9,901,000
+6.6%
159,326
+1.5%
0.90%
+3.3%
Q1 2016$9,292,000
-6.8%
156,912
+3.9%
0.88%
-10.8%
Q4 2015$9,968,000
+9.4%
150,963
+1.0%
0.98%
+3.4%
Q3 2015$9,111,000
-7.5%
149,437
+2.8%
0.95%
-1.4%
Q2 2015$9,854,000
+11.9%
145,422
+0.0%
0.96%
+11.1%
Q1 2015$8,808,000
-4.6%
145,402
-1.4%
0.87%
-4.1%
Q4 2014$9,230,000
+3.5%
147,491
-0.4%
0.90%
+2.3%
Q3 2014$8,917,000
+5.3%
148,025
+0.7%
0.88%
+4.6%
Q2 2014$8,469,000
-5.9%
146,984
-0.9%
0.84%
-9.1%
Q1 2014$9,002,000
+4.8%
148,284
+0.9%
0.93%
+2.8%
Q4 2013$8,593,000
+14.7%
146,931
+1.4%
0.90%
+7.4%
Q3 2013$7,492,000
-3.0%
144,944
-0.9%
0.84%
-7.4%
Q2 2013$7,720,000146,2390.91%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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