AVITY INVESTMENT MANAGEMENT INC. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,830 filers reported holding JPMORGAN CHASE & CO in Q3 2015. The put-call ratio across all filers is 0.73 and the average weighting 1.1%.

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
AVITY INVESTMENT MANAGEMENT INC. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2024$23,236,236
+0.0%
114,883
-0.9%
1.87%
-2.5%
Q1 2024$23,228,390
+18.9%
115,968
+1.0%
1.92%
+9.8%
Q4 2023$19,540,238
+30.3%
114,875
+11.1%
1.75%
+16.7%
Q3 2023$14,994,343
-2.2%
103,395
-2.0%
1.50%
+5.6%
Q2 2023$15,338,393
+9.5%
105,462
-1.9%
1.42%
+4.2%
Q1 2023$14,006,240
+93537.1%
107,484
-3.6%
1.36%
-10.9%
Q4 2022$14,958
-99.9%
111,544
+0.7%
1.53%
+21.7%
Q3 2022$11,576,000
-55.3%
110,771
-51.8%
1.26%
-52.7%
Q2 2022$25,879,000
-27.8%
229,813
-12.6%
2.66%
-15.4%
Q1 2022$35,835,000
-12.3%
262,873
+1.9%
3.14%
-1.3%
Q4 2021$40,849,000
-2.1%
257,966
+1.2%
3.18%
-9.6%
Q3 2021$41,737,000
+4.6%
254,978
-0.6%
3.52%
+4.5%
Q2 2021$39,906,000
+1.6%
256,563
-0.5%
3.37%
-5.3%
Q1 2021$39,266,000
+19.2%
257,939
-0.5%
3.56%
+13.2%
Q4 2020$32,936,000
+34.7%
259,195
+2.1%
3.14%
+23.4%
Q3 2020$24,446,000
+6.2%
253,935
+3.7%
2.55%
-1.5%
Q2 2020$23,023,000
+10.7%
244,771
+6.0%
2.58%
-10.7%
Q1 2020$20,796,000
-41.1%
230,994
-8.7%
2.90%
-25.8%
Q4 2019$35,287,000
+16.4%
253,137
-1.7%
3.90%
+6.9%
Q3 2019$30,306,000
+10.4%
257,503
+4.8%
3.65%
+11.8%
Q2 2019$27,460,000
+24.3%
245,621
+12.5%
3.26%
+21.9%
Q1 2019$22,100,000
+10.0%
218,312
+6.1%
2.68%
-4.3%
Q4 2018$20,093,000
+43.1%
205,827
+65.4%
2.80%
+67.8%
Q3 2018$14,043,000
+5.6%
124,447
-2.5%
1.67%
-1.1%
Q2 2018$13,295,000
-5.5%
127,590
-0.2%
1.68%
-8.3%
Q1 2018$14,065,000
+0.0%
127,902
-2.7%
1.84%
+3.4%
Q4 2017$14,063,000
+15.8%
131,506
+3.4%
1.78%
+9.8%
Q3 2017$12,142,000
+7.8%
127,132
+3.2%
1.62%
+5.8%
Q2 2017$11,264,000
+33.6%
123,237
+28.4%
1.53%
+29.4%
Q1 2017$8,429,000
+12.4%
95,957
+10.4%
1.18%
+4.7%
Q4 2016$7,502,000
+24.2%
86,937
-1.2%
1.13%
+21.1%
Q3 2016$6,038,000
+8.8%
87,965
-1.5%
0.93%
+4.7%
Q2 2016$5,552,000
-13.0%
89,345
-13.4%
0.89%
-13.2%
Q1 2016$6,381,000
-9.0%
103,140
-2.9%
1.02%
-7.2%
Q4 2015$7,014,000
-1.3%
106,230
-7.2%
1.10%
-3.9%
Q3 2015$7,106,000
-11.4%
114,495
-3.3%
1.15%
-8.9%
Q2 2015$8,022,000
+8.2%
118,395
+1.0%
1.26%
+7.1%
Q1 2015$7,412,000
-48.9%
117,204
-49.4%
1.18%
-49.3%
Q4 2014$14,494,000
+7.5%
231,604
+3.5%
2.32%
+1.4%
Q3 2014$13,478,000
+8.6%
223,744
+3.8%
2.29%
+7.9%
Q2 2014$12,416,000
-6.7%
215,489
-1.7%
2.13%
-14.6%
Q1 2014$13,303,000
+4.8%
219,129
+1.0%
2.49%
+2.8%
Q4 2013$12,688,000
+10.1%
216,966
-2.7%
2.42%
+1.6%
Q3 2013$11,521,000
-3.0%
222,881
-0.9%
2.38%
-6.2%
Q2 2013$11,872,000224,8822.54%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2015
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 333,368$20,082,00016.68%
ADAR Investment Management LP 10,000$602,00016.08%
Western Asset Management Company, LLC 320,000$19,277,00013.68%
LANSDOWNE PARTNERS (UK) LLP 22,648,232$1,364,344,00012.26%
DAVIS CAPITAL PARTNERS, LLC 618,710$37,271,00010.19%
GENDELL JEFFREY L 1,245,000$74,999,00010.06%
ACR Alpine Capital Research, LLC 1,083,595$65,276,0009.74%
Brave Warrior Advisors 3,641,450$219,361,0008.13%
Moon Capital Management, LLC 76,859$4,629,970,0007.68%
WILSEY ASSET MANAGEMENT INC 147,782$8,902,0007.11%
View complete list of JPMORGAN CHASE & CO shareholders