GIRARD PARTNERS LTD. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,804 filers reported holding JPMORGAN CHASE & CO in Q3 2020. The put-call ratio across all filers is 1.22 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
GIRARD PARTNERS LTD. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$10,802,979
-4.0%
74,493
-3.8%
1.22%
+2.5%
Q2 2023$11,257,972
+8.8%
77,406
-2.5%
1.19%
+3.9%
Q1 2023$10,350,568
-9.4%
79,430
-6.8%
1.14%
-11.6%
Q4 2022$11,424,610
+29.2%
85,194
+0.7%
1.29%
+10.2%
Q3 2022$8,843,000
-7.2%
84,623
-0.0%
1.17%
-3.5%
Q2 2022$9,530,000
-16.5%
84,629
+1.0%
1.22%
-2.7%
Q1 2022$11,418,000
-8.4%
83,763
+6.5%
1.25%
-7.7%
Q4 2021$12,459,000
-50.5%
78,680
-12.1%
1.35%
-14.8%
Q3 2021$25,174,000
+118.4%
89,483
+20.8%
1.59%
+7.3%
Q2 2021$11,525,000
-0.1%
74,101
-2.2%
1.48%
-11.0%
Q1 2021$11,535,000
+15.5%
75,777
-3.6%
1.66%
+8.2%
Q4 2020$9,983,000
+28.3%
78,570
-2.8%
1.54%
+18.0%
Q3 2020$7,784,000
+0.6%
80,861
-1.7%
1.30%
-6.7%
Q2 2020$7,739,000
+2.2%
82,278
-2.2%
1.40%
-7.7%
Q1 2020$7,574,000
-31.3%
84,123
+6.5%
1.51%
-16.9%
Q4 2019$11,024,000
+18.0%
78,974
-0.5%
1.82%
+4.8%
Q3 2019$9,340,000
-1.8%
79,367
-6.7%
1.74%
+3.7%
Q2 2019$9,507,000
+12.5%
85,038
+1.9%
1.68%
+6.5%
Q1 2019$8,450,000
+9.9%
83,477
+6.0%
1.58%
-2.5%
Q4 2018$7,687,000
-5.2%
78,751
+9.6%
1.62%
+12.3%
Q3 2018$8,109,000
+3.8%
71,869
-4.2%
1.44%
-2.5%
Q2 2018$7,814,000
+0.5%
74,990
+6.1%
1.48%
-18.9%
Q1 2018$7,775,000
+4.9%
70,697
+2.0%
1.82%
+27.9%
Q4 2017$7,414,000
+15.4%
69,326
+3.1%
1.42%
+7.2%
Q3 2017$6,424,000
+11.0%
67,261
+6.3%
1.33%
+5.9%
Q2 2017$5,785,000
+44.6%
63,294
+39.0%
1.25%
+29.6%
Q1 2017$4,000,000
+21.9%
45,544
+19.8%
0.97%
+1.4%
Q4 2016$3,281,000
+33.5%
38,026
+3.1%
0.95%
+16.5%
Q3 2016$2,457,000
+10.5%
36,899
+3.2%
0.82%
-3.3%
Q2 2016$2,223,000
+23.9%
35,771
+18.1%
0.85%
+7.9%
Q1 2016$1,794,000
+10.3%
30,296
+23.0%
0.78%
-0.3%
Q4 2015$1,626,000
+6.4%
24,629
-1.7%
0.79%
-9.2%
Q3 2015$1,528,000
-3.3%
25,067
+7.5%
0.87%
-1.9%
Q2 2015$1,580,000
+16.2%
23,321
+3.9%
0.88%
+9.6%
Q1 2015$1,360,000
+0.8%
22,452
+4.2%
0.81%
-4.5%
Q4 2014$1,349,000
+42.4%
21,550
+37.1%
0.84%
+33.1%
Q3 2014$947,000
-4.2%
15,716
-8.5%
0.63%
-7.2%
Q2 2014$989,000
-6.7%
17,167
-1.7%
0.68%
-9.2%
Q1 2014$1,060,000
+7.0%
17,463
+3.1%
0.75%
-4.4%
Q4 2013$991,00016,9380.79%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2020
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 313,853$34,514,00054.03%
Lloyds Banking Group plc 28,209$3,101,00024.00%
ADAMCAPITAL Gestao de Recursos Ltda. 4,878,139$536,449,00019.10%
LANSDOWNE PARTNERS (UK) LLP 13,523,497$1,487,169,00015.49%
James Hambro & Partners 341,429$37,538,00014.75%
Spectrum Financial Alliance Ltd LLC 182,873$20,009,00013.12%
GREENHAVEN ASSOCIATES INC 6,670,020$733,502,00011.54%
Providence Wealth Advisors, LLC 65,118$7,023,00010.40%
STEWART WEST INDIES TRADING CO., LTD 1,028,000$113,049,0009.79%
Chubb Ltd 200,000$21,994,0009.56%
View complete list of JPMORGAN CHASE & CO shareholders