MAI Capital Management - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,201 filers reported holding JPMORGAN CHASE & CO in Q2 2021. The put-call ratio across all filers is 1.21 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
MAI Capital Management ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$46,024,935
+4.1%
317,370
+4.4%
0.68%
+5.1%
Q2 2023$44,224,990
+10.2%
304,077
-1.2%
0.65%
+3.0%
Q1 2023$40,114,264
-4.2%
307,837
-1.4%
0.63%
-10.1%
Q4 2022$41,862,282
+26.8%
312,172
-1.2%
0.70%
+13.2%
Q3 2022$33,011,000
-23.0%
315,897
-17.0%
0.62%
-24.1%
Q2 2022$42,861,000
-18.9%
380,620
-1.9%
0.82%
-8.3%
Q1 2022$52,878,000
-8.7%
387,894
+6.0%
0.89%
-4.4%
Q4 2021$57,924,000
+0.5%
365,794
+3.8%
0.93%
-15.9%
Q3 2021$57,657,000
+13.7%
352,236
+8.0%
1.11%
+10.2%
Q2 2021$50,708,000
+1.6%
326,015
-0.5%
1.01%
-9.7%
Q1 2021$49,894,000
+21.0%
327,755
+1.0%
1.12%
+8.0%
Q4 2020$41,250,000
+36.4%
324,620
+3.3%
1.03%
+17.8%
Q3 2020$30,248,000
-1.1%
314,206
-3.4%
0.88%
-8.8%
Q2 2020$30,594,000
+12.3%
325,269
+7.5%
0.96%
-13.7%
Q1 2020$27,244,000
-30.3%
302,615
+7.9%
1.11%
-12.2%
Q4 2019$39,085,000
+42.3%
280,384
+20.1%
1.27%
+3.4%
Q3 2019$27,473,000
+2.4%
233,436
-2.8%
1.22%
+1.0%
Q2 2019$26,840,000
+12.4%
240,069
+1.7%
1.21%
-0.8%
Q1 2019$23,886,000
+7.0%
235,960
+3.2%
1.22%
-6.0%
Q4 2018$22,315,000
-14.3%
228,587
-0.9%
1.30%
-2.2%
Q3 2018$26,033,000
+8.3%
230,704
-0.0%
1.33%
+2.5%
Q2 2018$24,045,000
-3.7%
230,758
+1.6%
1.30%
-8.5%
Q1 2018$24,981,000
+3.2%
227,162
+0.4%
1.42%
+3.1%
Q4 2017$24,203,000
+9.8%
226,325
-1.9%
1.38%
+2.8%
Q3 2017$22,035,000
+8.1%
230,704
+3.4%
1.34%
+1.9%
Q2 2017$20,386,000
+8.1%
223,041
+3.9%
1.31%
+3.5%
Q1 2017$18,862,000
+3.1%
214,732
+1.2%
1.27%
-4.7%
Q4 2016$18,302,000
+4.5%
212,103
-19.4%
1.33%
+0.8%
Q3 2016$17,519,000
+4.6%
263,087
-2.4%
1.32%
+2.3%
Q2 2016$16,744,000
-2.0%
269,453
-6.6%
1.29%
-1.1%
Q1 2016$17,080,000
-8.3%
288,409
+2.2%
1.31%
-8.1%
Q4 2015$18,634,000
+7.8%
282,203
-0.5%
1.42%
+8.6%
Q3 2015$17,291,000
-10.3%
283,599
-0.4%
1.31%
+2.9%
Q2 2015$19,286,000
+6.1%
284,615
-5.2%
1.27%
+4.4%
Q1 2015$18,179,000
-1.2%
300,088
+2.1%
1.22%
-5.6%
Q4 2014$18,397,000
+6.4%
293,982
+2.4%
1.29%
-22.6%
Q3 2014$17,293,000
+3.7%
287,064
-0.8%
1.67%
+4.0%
Q2 2014$16,669,000
-7.4%
289,300
-2.4%
1.60%
-11.6%
Q1 2014$18,001,000
+8.0%
296,501
+4.1%
1.81%
+2.5%
Q4 2013$16,663,000
+10.9%
284,939
-2.0%
1.77%
-9.5%
Q3 2013$15,024,000
+2.7%
290,665
+4.9%
1.95%
+2.4%
Q2 2013$14,622,000276,9851.91%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2021
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