FRANKLIN STREET ADVISORS INC /NC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,424 filers reported holding JPMORGAN CHASE & CO in Q4 2017. The put-call ratio across all filers is 1.18 and the average weighting 1.2%.

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
FRANKLIN STREET ADVISORS INC /NC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$26,748
-4.8%
184,445
-4.5%
2.37%
-0.5%
Q2 2023$28,083
+30.3%
193,093
+16.7%
2.38%
+21.5%
Q1 2023$21,557
-15.0%
165,428
-12.5%
1.96%
-18.6%
Q4 2022$25,367
-99.9%
189,167
+6.5%
2.41%
+28.1%
Q3 2022$18,557,000
+1.8%
177,577
+9.7%
1.88%
+9.0%
Q2 2022$18,235,000
-30.7%
161,928
-16.1%
1.72%
-18.8%
Q1 2022$26,308,000
-26.4%
192,985
-14.5%
2.12%
-21.5%
Q4 2021$35,757,000
-4.6%
225,809
-1.4%
2.70%
-15.1%
Q3 2021$37,499,000
+13.8%
229,083
+8.2%
3.18%
+14.3%
Q2 2021$32,938,000
-6.0%
211,768
-8.0%
2.78%
-14.4%
Q1 2021$35,037,000
+17.2%
230,157
-2.1%
3.25%
+12.0%
Q4 2020$29,883,000
+35.7%
235,170
+2.8%
2.90%
+22.4%
Q3 2020$22,019,000
+4.0%
228,722
+1.6%
2.37%
-5.7%
Q2 2020$21,170,000
+26.6%
225,072
+21.2%
2.51%
+3.2%
Q1 2020$16,721,000
-27.1%
185,732
+12.9%
2.44%
-10.2%
Q4 2019$22,938,000
+28.6%
164,548
+8.6%
2.71%
+20.5%
Q3 2019$17,832,000
+6.0%
151,520
+0.7%
2.25%
+4.0%
Q2 2019$16,823,000
+13.2%
150,474
+2.5%
2.16%
+4.6%
Q1 2019$14,865,000
-3.3%
146,840
-6.7%
2.07%
-14.9%
Q4 2018$15,368,000
-17.0%
157,424
-4.0%
2.43%
-3.0%
Q3 2018$18,510,000
+5.6%
164,034
-2.5%
2.51%
-2.0%
Q2 2018$17,528,000
-2.9%
168,211
+2.5%
2.56%
-5.5%
Q1 2018$18,050,000
+4.0%
164,134
+1.1%
2.71%
+4.2%
Q4 2017$17,357,000
+14.2%
162,305
+2.0%
2.60%
+4.1%
Q3 2017$15,195,000
+11.5%
159,097
+6.7%
2.49%
+7.0%
Q2 2017$13,628,000
+47.6%
149,101
+41.9%
2.33%
+43.0%
Q1 2017$9,233,000
+594.2%
105,110
+582.0%
1.63%
+593.2%
Q4 2016$1,330,000
+27.2%
15,411
-1.9%
0.24%
+23.7%
Q3 2016$1,046,000
+20.8%
15,711
+12.7%
0.19%
+15.9%
Q2 2016$866,000
+5.6%
13,936
+0.6%
0.16%
+1.2%
Q1 2016$820,000
+1.6%
13,848
+13.3%
0.16%
+1.9%
Q4 2015$807,000
+6.5%
12,223
-1.6%
0.16%
+6.0%
Q3 2015$758,000
-13.3%
12,423
-3.7%
0.15%
-4.5%
Q2 2015$874,000
+12.1%
12,907
+0.2%
0.16%
+9.8%
Q1 2015$780,000
-0.1%
12,882
+3.3%
0.14%
-4.0%
Q4 2014$781,000
+7.1%
12,473
+3.1%
0.15%
+7.2%
Q3 2014$729,000
+1.7%
12,098
-2.8%
0.14%
+1.5%
Q2 2014$717,000
+8.0%
12,441
+13.7%
0.14%
+3.0%
Q1 2014$664,000
-3.1%
10,941
-6.7%
0.13%
-3.6%
Q4 2013$685,000
+12.5%
11,724
-0.5%
0.14%
+0.7%
Q3 2013$609,000
-2.2%
11,7880.0%0.14%
-10.5%
Q2 2013$623,00011,7880.15%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2017
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