FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,810 filers reported holding JPMORGAN CHASE & CO in Q4 2014. The put-call ratio across all filers is 0.74 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
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2022$16,109,827
+28.1%
120,133
-0.2%
3.59%
+20.5%
Q3 2022$12,579,494
-7.2%
120,378
+0.0%
2.98%
+2.1%
Q2 2022$13,551,573
-16.8%
120,341
+0.7%
2.91%
-3.6%
Q1 2022$16,295,774
-12.7%
119,541
+1.4%
3.02%
-8.6%
Q4 2021$18,667,637
-4.4%
117,888
-1.2%
3.31%
-7.3%
Q3 2021$19,532,037
+4.0%
119,323
-1.2%
3.57%
+3.5%
Q2 2021$18,785,076
+1.9%
120,773
-0.3%
3.45%
-7.5%
Q1 2021$18,440,119
+20.0%
121,133
+0.1%
3.73%
+6.3%
Q4 2020$15,370,364
+33.2%
120,960
+0.9%
3.51%
+14.4%
Q3 2020$11,541,501
+3.1%
119,887
+0.7%
3.07%
-4.9%
Q2 2020$11,197,000
+5.0%
119,037
+0.5%
3.22%
-5.3%
Q1 2020$10,665,385
-6.2%
118,465
+1.7%
3.40%
-9.2%
Q4 2018$11,374,000
-11.7%
116,518
+2.1%
3.75%
+2.5%
Q3 2018$12,874,000
+8.7%
114,088
+0.3%
3.66%
+1.5%
Q2 2018$11,847,000
-6.4%
113,698
-1.2%
3.60%
-5.6%
Q1 2018$12,656,000
-2.3%
115,089
-5.0%
3.82%
+59.6%
Q4 2017$12,951,000
+11.5%
121,109
-0.4%
2.39%
+7.7%
Q3 2017$11,616,000
+6.5%
121,624
+1.9%
2.22%
-2.5%
Q2 2017$10,908,000
+3.5%
119,349
-0.6%
2.28%
-1.5%
Q1 2017$10,544,000
-19.4%
120,034
-20.8%
2.31%
-26.5%
Q4 2016$13,082,000
+8.6%
151,603
-14.1%
3.14%
+2.9%
Q3 2016$12,044,000
+9.5%
176,443
-0.4%
3.06%
+3.9%
Q2 2016$11,003,000
+4.5%
177,067
-0.4%
2.94%
+12.7%
Q1 2016$10,532,000
-7.9%
177,837
+2.7%
2.61%
-4.0%
Q4 2015$11,432,000
+5.8%
173,132
-2.3%
2.72%
+0.3%
Q3 2015$10,802,000
-6.1%
177,162
+4.4%
2.71%
-3.7%
Q2 2015$11,499,000
+9.4%
169,697
-2.2%
2.82%
+6.8%
Q1 2015$10,515,000
-0.0%
173,567
+3.3%
2.64%
-7.6%
Q4 2014$10,519,000
+7.0%
168,090
+3.0%
2.86%
+0.9%
Q3 2014$9,832,000
+4.3%
163,217
-0.2%
2.83%
-1.6%
Q2 2014$9,427,000
-0.1%
163,612
+5.2%
2.88%
-6.0%
Q1 2014$9,441,000
+0.6%
155,507
-3.1%
3.06%
-1.2%
Q4 2013$9,389,000
+18.8%
160,551
+5.0%
3.10%
-1.6%
Q3 2013$7,904,000
-2.4%
152,911
-0.3%
3.15%
-13.4%
Q2 2013$8,095,000153,3473.64%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2014
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