PRIO WEALTH LIMITED PARTNERSHIP - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,762 filers reported holding JPMORGAN CHASE & CO in Q1 2020. The put-call ratio across all filers is 1.19 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
PRIO WEALTH LIMITED PARTNERSHIP ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$56,483,741
-4.3%
389,489
-4.0%
2.17%
+2.9%
Q2 2023$58,991,092
+10.0%
405,604
-1.5%
2.11%
+2.7%
Q1 2023$53,639,467
-5.6%
411,630
-2.9%
2.06%
-9.8%
Q4 2022$56,835,490
+29.9%
423,829
+1.3%
2.28%
+21.6%
Q3 2022$43,737,488
-7.3%
418,541
-0.1%
1.87%
-0.6%
Q2 2022$47,186,917
+82306.7%
419,030
-0.2%
1.88%
-0.3%
Q1 2022$57,261
-99.9%
420,048
+0.2%
1.89%
-7.1%
Q4 2021$66,351,000
-4.0%
419,012
-0.8%
2.04%
-12.6%
Q3 2021$69,134,000
+4.6%
422,345
-0.6%
2.33%
+4.6%
Q2 2021$66,110,000
-4.8%
425,037
-6.8%
2.23%
-11.0%
Q1 2021$69,414,000
+17.2%
455,982
-2.2%
2.50%
+12.5%
Q4 2020$59,244,000
+30.1%
466,228
-1.4%
2.22%
+17.4%
Q3 2020$45,527,000
+3.9%
472,912
+1.5%
1.90%
-6.2%
Q2 2020$43,810,000
+3.5%
465,769
-1.0%
2.02%
-13.5%
Q1 2020$42,340,000
-39.7%
470,287
-6.6%
2.34%
-21.5%
Q4 2019$70,220,000
+18.8%
503,733
+0.3%
2.98%
+10.1%
Q3 2019$59,107,000
+4.7%
502,225
-0.6%
2.70%
+4.4%
Q2 2019$56,461,000
+11.2%
505,022
+0.7%
2.59%
+8.9%
Q1 2019$50,784,000
+2.9%
501,676
-0.8%
2.38%
-9.5%
Q4 2018$49,373,000
-13.6%
505,767
-0.1%
2.63%
+1.1%
Q3 2018$57,116,000
+7.9%
506,174
-0.3%
2.60%
-0.5%
Q2 2018$52,914,000
-6.7%
507,818
-1.5%
2.62%
-7.4%
Q1 2018$56,700,000
-3.0%
515,596
-5.7%
2.82%
+3.5%
Q4 2017$58,453,000
+9.2%
546,601
-2.4%
2.73%
+4.3%
Q3 2017$53,506,000
+3.4%
560,218
-1.0%
2.62%
+1.6%
Q2 2017$51,722,000
+4.0%
565,893
-0.0%
2.58%
+0.9%
Q1 2017$49,714,000
+2.4%
565,968
+0.6%
2.55%
-1.6%
Q4 2016$48,529,000
+22.3%
562,396
-5.6%
2.59%
+22.9%
Q3 2016$39,667,000
+7.0%
595,697
-0.1%
2.11%
+3.9%
Q2 2016$37,064,000
+4.3%
596,473
-0.6%
2.03%
+4.7%
Q1 2016$35,541,000
-11.1%
600,156
-0.9%
1.94%
-11.3%
Q4 2015$40,000,000
+7.8%
605,787
-0.4%
2.19%
+4.0%
Q3 2015$37,095,000
-9.6%
608,416
+0.4%
2.10%
-0.4%
Q2 2015$41,048,000
+8.3%
605,795
-3.1%
2.11%
+12.8%
Q1 2015$37,887,000
-11.2%
625,414
-8.2%
1.87%
-12.0%
Q4 2014$42,657,000
+5.5%
681,640
+1.6%
2.13%
+1.9%
Q3 2014$40,431,000
+2.9%
671,170
-1.6%
2.09%
+5.5%
Q2 2014$39,300,000
-7.9%
682,068
-2.9%
1.98%
-8.5%
Q1 2014$42,649,000
+3.6%
702,517
-0.2%
2.16%
+4.2%
Q4 2013$41,150,000
+15.8%
703,662
+2.4%
2.08%
+3.1%
Q3 2013$35,532,000
-0.2%
687,415
+1.9%
2.02%
-5.9%
Q2 2013$35,616,000674,6782.14%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2020
NameSharesValueWeighting ↓
Florence Capital Advisors, LLC 80,853$7,102,00023.89%
Michael & Susan Dell Foundation 313,853$27,569,00023.54%
Key Square Capital Management LLC 1,204,123$105,770,00023.46%
Lloyds Banking Group plc 28,209$2,478,00022.36%
LANSDOWNE PARTNERS (UK) LLP 22,277,793$1,956,882,00017.01%
GREENHAVEN ASSOCIATES INC 7,323,232$643,273,00010.21%
NatWest Group plc 460,518$40,452,0008.60%
WILSEY ASSET MANAGEMENT INC 134,820$11,904,0008.34%
Cabot-Wellington, LLC 156,565$13,674,0008.12%
STEWART WEST INDIES TRADING CO., LTD 1,028,000$90,300,0007.80%
View complete list of JPMORGAN CHASE & CO shareholders