LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 and the average weighting 0.9%.

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
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$7,106,497
-3.5%
50,251
-0.8%
0.08%
+1.3%
Q2 2023$7,366,390
+4.3%
50,649
-6.5%
0.08%
-2.5%
Q1 2023$7,059,553
-7.2%
54,175
-4.5%
0.08%
-13.8%
Q4 2022$7,608,569
+26.5%
56,738
-1.4%
0.09%
+20.5%
Q3 2022$6,016,000
-7.2%
57,567
-0.0%
0.08%
-2.5%
Q2 2022$6,484,000
-15.2%
57,575
+2.7%
0.08%
+2.6%
Q1 2022$7,646,000
-5.8%
56,087
+9.4%
0.08%
+5.4%
Q4 2021$8,118,000
+3.0%
51,267
+6.5%
0.07%
-5.1%
Q3 2021$7,879,000
+1.6%
48,136
-3.4%
0.08%
-1.3%
Q2 2021$7,752,000
+9.6%
49,838
+7.2%
0.08%
+1.3%
Q1 2021$7,076,000
+19.6%
46,484
-0.1%
0.08%
+18.2%
Q4 2020$5,915,000
+36.6%
46,553
+3.5%
0.07%
+22.2%
Q3 2020$4,331,000
-6.6%
44,989
-8.8%
0.05%
-15.6%
Q2 2020$4,639,000
+0.8%
49,320
-3.5%
0.06%
-16.9%
Q1 2020$4,603,000
-38.5%
51,127
-4.8%
0.08%
-23.8%
Q4 2019$7,486,000
+19.2%
53,700
+0.6%
0.10%
+11.0%
Q3 2019$6,282,000
+5.3%
53,375
+0.0%
0.09%
+4.6%
Q2 2019$5,966,000
+10.0%
53,360
-0.4%
0.09%
+4.8%
Q1 2019$5,426,000
+3.5%
53,599
-0.2%
0.08%
-12.6%
Q4 2018$5,244,000
-20.9%
53,722
-8.5%
0.10%
-9.5%
Q3 2018$6,627,000
+6.5%
58,726
-1.7%
0.10%
-2.8%
Q2 2018$6,225,000
-6.3%
59,741
-1.2%
0.11%
-10.7%
Q1 2018$6,647,000
+9.3%
60,441
+6.3%
0.12%
+8.0%
Q4 2017$6,079,000
+7.3%
56,841
-4.1%
0.11%
+2.8%
Q3 2017$5,663,000
+6.4%
59,296
+2.3%
0.11%
+2.8%
Q2 2017$5,322,000
+4.5%
57,978
-0.1%
0.11%0.0%
Q1 2017$5,095,000
-6.4%
58,009
-8.0%
0.11%
-12.4%
Q4 2016$5,442,000
+29.6%
63,0650.0%0.12%
+26.0%
Q3 2016$4,200,000
+7.8%
63,065
+0.6%
0.10%
+6.7%
Q2 2016$3,897,000
+4.8%
62,708
-0.1%
0.09%
+2.3%
Q1 2016$3,718,000
-18.4%
62,779
-9.0%
0.09%
-22.1%
Q4 2015$4,557,000
+0.2%
69,018
+2.8%
0.11%
-2.6%
Q3 2015$4,548,0000.0%67,1230.0%0.12%0.0%
Q2 2015$4,548,000
+11.9%
67,1230.0%0.12%
+12.6%
Q1 2015$4,066,000
-53.0%
67,123
-51.5%
0.10%
-7.2%
Q4 2014$8,658,000
+132.1%
138,346
+123.4%
0.11%
+9.9%
Q3 2014$3,730,000
+0.6%
61,923
-3.8%
0.10%
+1.0%
Q2 2014$3,708,000
-3.4%
64,352
+1.7%
0.10%
-4.8%
Q1 2014$3,840,000
+1.1%
63,257
-2.6%
0.10%0.0%
Q4 2013$3,798,000
+22.0%
64,951
+7.8%
0.10%
+10.5%
Q3 2013$3,114,000
+0.2%
60,240
+2.3%
0.10%
-2.1%
Q2 2013$3,108,00058,8820.10%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
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