OBERWEIS ASSET MANAGEMENT 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
OBERWEIS ASSET MANAGEMENT INC/ ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$580,666
-2.5%
4,004
-2.2%
0.06%
-13.9%
Q2 2023$595,518
+11.7%
4,095
+0.1%
0.07%
-13.3%
Q1 2023$533,204
-2.8%
4,092
+0.1%
0.08%
-29.1%
Q4 2022$548,349
+28.4%
4,089
+0.1%
0.12%
+17.0%
Q3 2022$427,000
-7.2%
4,086
+0.1%
0.10%
-13.8%
Q2 2022$460,000
-16.7%
4,083
+0.8%
0.12%
+4.5%
Q1 2022$552,000
-13.9%
4,050
+0.1%
0.11%
-5.1%
Q4 2021$641,000
-8.4%
4,047
-5.3%
0.12%
-19.3%
Q3 2021$700,000
+3.4%
4,275
-1.8%
0.14%
-2.0%
Q2 2021$677,000
+0.4%
4,352
-1.8%
0.15%
+7.2%
Q1 2021$674,000
+18.5%
4,430
-1.0%
0.14%
-8.0%
Q4 2020$569,000
+32.0%
4,477
+0.1%
0.15%
+3.4%
Q3 2020$431,000
+2.6%
4,473
+0.1%
0.14%
-12.1%
Q2 2020$420,000
+4.0%
4,469
-0.4%
0.16%
-26.0%
Q1 2020$404,000
-36.4%
4,486
-1.5%
0.22%
+5.2%
Q4 2019$635,000
+16.5%
4,553
-1.6%
0.21%
+72.4%
Q3 2019$545,000
+1.3%
4,629
-3.8%
0.12%
+25.5%
Q2 2019$538,000
+10.5%
4,813
+0.1%
0.10%0.0%
Q1 2019$487,000
+3.8%
4,809
+0.1%
0.10%
-6.7%
Q4 2018$469,000
-14.6%
4,804
-1.3%
0.10%
-0.9%
Q3 2018$549,000
+8.3%
4,868
+0.1%
0.11%
-16.5%
Q2 2018$507,000
-8.5%
4,865
-3.5%
0.13%
-12.4%
Q1 2018$554,000
-1.1%
5,042
-3.8%
0.14%
+10.7%
Q4 2017$560,000
+12.0%
5,239
+0.1%
0.13%
-5.8%
Q3 2017$500,000
+1.6%
5,236
-2.7%
0.14%
+3.0%
Q2 2017$492,000
+10.1%
5,383
+5.7%
0.14%
+2.3%
Q1 2017$447,000
+1.8%
5,094
+0.0%
0.13%
+0.8%
Q4 2016$439,000
+22.3%
5,092
-5.7%
0.13%
+27.2%
Q3 2016$359,000
-0.8%
5,397
-7.3%
0.10%
-4.6%
Q2 2016$362,000
+5.2%
5,822
+0.1%
0.11%
+9.1%
Q1 2016$344,000
-9.0%
5,817
+1.7%
0.10%
-6.6%
Q4 2015$378,000
+8.3%
5,720
+0.1%
0.11%
+3.9%
Q3 2015$349,000
-9.8%
5,717
+0.0%
0.10%0.0%
Q2 2015$387,000
+8.1%
5,715
-3.3%
0.10%
+1.0%
Q1 2015$358,000
-3.2%
5,911
+0.1%
0.10%
-8.2%
Q4 2014$370,000
+3.9%
5,907
+0.1%
0.11%
+12.2%
Q3 2014$356,000
+4.7%
5,903
+0.1%
0.10%
+16.7%
Q2 2014$340,000
-0.9%
5,899
+4.3%
0.08%
+16.7%
Q1 2014$343,000
+2.1%
5,655
-1.6%
0.07%
-11.1%
Q4 2013$336,000
+12.0%
5,749
-1.0%
0.08%
-4.7%
Q3 2013$300,000
-8.0%
5,807
-6.1%
0.08%
-7.6%
Q2 2013$326,0006,1820.09%
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