PARAMETRIC PORTFOLIO ASSOCIATES LLC - 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
PARAMETRIC PORTFOLIO ASSOCIATES LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2022$1,506,649,000
-15.6%
11,052,296
-2.0%
0.79%
-13.3%
Q4 2021$1,785,669,000
-1.9%
11,276,722
+1.4%
0.91%
-11.7%
Q3 2021$1,819,582,000
+8.6%
11,116,024
+3.2%
1.03%
+10.1%
Q2 2021$1,675,217,000
+5.5%
10,770,331
+3.2%
0.94%
+3.1%
Q1 2021$1,588,168,000
+19.4%
10,432,685
-0.3%
0.91%
+9.8%
Q4 2020$1,329,582,000
+29.7%
10,463,386
-1.7%
0.83%
+12.8%
Q3 2020$1,025,211,000
-1.2%
10,649,332
-3.5%
0.74%
-7.5%
Q2 2020$1,037,592,000
+0.6%
11,031,173
-3.7%
0.80%
-15.7%
Q1 2020$1,031,550,000
-35.6%
11,457,849
-0.4%
0.94%
-19.4%
Q4 2019$1,602,887,000
+20.6%
11,498,469
+1.8%
1.17%
+9.2%
Q3 2019$1,328,972,000
+6.6%
11,292,144
+1.2%
1.07%
+4.1%
Q2 2019$1,247,165,000
+13.2%
11,155,325
+2.5%
1.03%
+8.2%
Q1 2019$1,101,650,000
+5.8%
10,882,640
+2.0%
0.95%
-7.8%
Q4 2018$1,041,106,000
-15.0%
10,664,880
-1.8%
1.03%
-3.6%
Q3 2018$1,225,533,000
+6.1%
10,860,806
-2.0%
1.07%
-2.0%
Q2 2018$1,155,131,000
-2.6%
11,085,709
+2.8%
1.09%
-6.5%
Q1 2018$1,186,182,000
+3.8%
10,786,412
+1.0%
1.17%
+2.7%
Q4 2017$1,142,426,000
+18.7%
10,682,866
+6.0%
1.14%
+9.0%
Q3 2017$962,455,000
+10.6%
10,077,005
+5.8%
1.04%
+0.3%
Q2 2017$870,174,000
+44.9%
9,520,499
+39.3%
1.04%
+13.6%
Q1 2017$600,374,000
-26.0%
6,834,855
-27.3%
0.92%
-18.8%
Q4 2016$811,060,000
+29.0%
9,399,240
-0.5%
1.13%
+19.6%
Q3 2016$628,917,000
+9.3%
9,444,612
+2.0%
0.94%
+4.0%
Q2 2016$575,161,000
+7.2%
9,255,895
+2.2%
0.91%
+4.7%
Q1 2016$536,514,000
-9.1%
9,059,676
+1.4%
0.87%
-13.9%
Q4 2015$589,979,000
+8.8%
8,935,008
+0.4%
1.01%
-4.7%
Q3 2015$542,354,000
+9.6%
8,895,425
+21.8%
1.06%
+9.3%
Q2 2015$495,061,000
+20.1%
7,306,097
+7.3%
0.97%
+16.5%
Q1 2015$412,358,000
+3.0%
6,806,837
+6.4%
0.83%
-1.7%
Q4 2014$400,367,000
+7.0%
6,397,685
+3.0%
0.84%
+2.1%
Q3 2014$374,030,000
+4.8%
6,209,000
+0.2%
0.83%
+2.9%
Q2 2014$356,997,000
-5.4%
6,195,715
-0.3%
0.80%
-10.2%
Q1 2014$377,371,000
+3.7%
6,215,954
-0.1%
0.90%
+1.6%
Q4 2013$363,751,000
+14.1%
6,220,093
+0.9%
0.88%
+1.8%
Q3 2013$318,684,000
-4.6%
6,165,290
-2.5%
0.86%
-11.2%
Q2 2013$333,947,0006,325,9580.97%
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