INVESTMENT PARTNERS, LTD. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 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
INVESTMENT PARTNERS, LTD. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,864,513
-5.7%
19,753
-5.4%
1.51%
-4.8%
Q2 2023$3,037,260
+11.5%
20,883
-0.1%
1.58%
+10.8%
Q1 2023$2,723,420
-2.4%
20,900
+0.4%
1.43%
-3.2%
Q4 2022$2,791,004
-66.7%
20,813
-74.0%
1.48%
-40.8%
Q3 2022$8,379,000
+244.8%
80,186
+271.7%
2.49%
+110.1%
Q2 2022$2,430,000
-16.7%
21,575
+0.8%
1.19%
-3.8%
Q1 2022$2,918,000
-16.1%
21,407
-2.6%
1.23%
-13.2%
Q4 2021$3,479,000
+0.1%
21,970
+3.4%
1.42%
-10.1%
Q3 2021$3,477,000
+4.9%
21,241
-0.3%
1.58%
+4.5%
Q2 2021$3,315,000
+15.8%
21,313
+13.3%
1.51%
+8.8%
Q1 2021$2,863,000
+19.4%
18,807
-0.3%
1.39%
+9.2%
Q4 2020$2,397,000
+26.4%
18,866
-4.2%
1.27%
+12.6%
Q3 2020$1,896,000
+0.1%
19,694
-2.2%
1.13%
+1.6%
Q2 2020$1,895,000
+7.1%
20,144
+2.5%
1.11%
-12.7%
Q1 2020$1,770,000
-35.7%
19,657
-0.5%
1.28%
-31.3%
Q4 2019$2,754,000
+18.9%
19,753
+0.3%
1.86%
+9.8%
Q3 2019$2,317,000
-0.2%
19,690
-5.2%
1.69%
+1.6%
Q2 2019$2,321,000
+8.3%
20,761
-2.0%
1.66%
+7.4%
Q1 2019$2,144,000
+2.5%
21,178
-1.1%
1.55%
-12.2%
Q4 2018$2,091,000
+272.7%
21,416
-2.4%
1.76%
+465.7%
Q3 2018$561,000
-72.4%
21,950
+12.5%
0.31%
-79.3%
Q2 2018$2,033,000
-10.4%
19,514
-5.4%
1.51%
-10.6%
Q1 2018$2,268,000
+15.7%
20,623
+12.5%
1.69%
+16.2%
Q4 2017$1,961,000
+30.6%
18,338
+16.6%
1.45%
+13.1%
Q3 2017$1,502,000
+10.3%
15,729
+5.5%
1.29%
+3.9%
Q2 2017$1,362,000
+1.5%
14,902
-2.4%
1.24%
-4.2%
Q1 2017$1,342,000
+1.9%
15,275
+0.1%
1.29%
+0.4%
Q4 2016$1,317,000
-74.7%
15,260
-80.5%
1.29%
-56.3%
Q3 2016$5,202,000
+398.3%
78,127
+365.1%
2.94%
+183.2%
Q2 2016$1,044,000
-78.6%
16,797
-77.3%
1.04%
-67.3%
Q1 2016$4,887,000
+384.3%
74,003
+385.1%
3.18%
+162.1%
Q4 2015$1,009,000
+7.9%
15,256
-0.5%
1.22%
-0.7%
Q3 2015$935,000
-12.2%
15,336
-2.4%
1.22%
-4.7%
Q2 2015$1,065,000
+12.5%
15,720
+0.6%
1.28%
+23.3%
Q1 2015$947,000
-4.5%
15,622
-1.2%
1.04%
-8.8%
Q4 2014$992,00015,8111.14%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 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