GOULD ASSET MANAGEMENT LLC /CA/ - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,178 filers reported holding JPMORGAN CHASE & CO in Q1 2021. The put-call ratio across all filers is 1.17 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
GOULD ASSET MANAGEMENT LLC /CA/ ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$955,102
+0.1%
6,586
+0.4%
0.27%
+1.5%
Q2 2023$954,086
+11.6%
6,5600.0%0.27%
+9.0%
Q1 2023$854,834
-3.1%
6,560
-0.3%
0.24%
-7.9%
Q4 2022$882,378
+29.8%
6,580
+1.2%
0.26%
+14.7%
Q3 2022$680,000
+44.4%
6,505
+55.4%
0.23%
+52.0%
Q2 2022$471,000
-43.0%
4,185
-31.0%
0.15%
-35.9%
Q1 2022$826,000
+4.0%
6,061
+20.8%
0.24%
+6.3%
Q4 2021$794,000
+36.9%
5,016
+41.5%
0.22%
+24.6%
Q3 2021$580,000
+51.0%
3,546
+43.8%
0.18%
+64.2%
Q2 2021$384,000
+21.9%
2,466
+19.4%
0.11%
+13.5%
Q1 2021$315,000
-10.3%
2,066
-25.3%
0.10%
-10.3%
Q4 2020$351,000
+32.0%
2,7660.0%0.11%
+18.9%
Q3 2020$266,000
+5.6%
2,766
+53.1%
0.09%
+7.1%
Q4 2019$252,000
-7.4%
1,807
-21.7%
0.08%
-12.5%
Q3 2019$272,000
+5.4%
2,3070.0%0.10%
+3.2%
Q2 2019$258,000
-9.2%
2,307
-17.8%
0.09%
-12.3%
Q1 2019$284,000
+11.8%
2,807
+7.7%
0.11%0.0%
Q4 2018$254,000
-2.3%
2,607
+13.0%
0.11%
+1.9%
Q3 2018$260,000
+16.6%
2,307
+8.0%
0.10%
+8.3%
Q2 2018$223,000
+4.2%
2,136
-4.5%
0.10%0.0%
Q3 2017$214,000
-14.4%
2,236
-18.3%
0.10%
-20.7%
Q2 2017$250,000
+4.2%
2,7360.0%0.12%0.0%
Q1 2017$240,0002,7360.12%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 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