LAFFER TENGLER INVESTMENTS, INC. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 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
LAFFER TENGLER INVESTMENTS, INC. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$6,131,736
+21.4%
42,282
+21.8%
1.80%
+34.6%
Q2 2023$5,050,259
+11.5%
34,724
-0.1%
1.34%
+9.2%
Q1 2023$4,529,184
-1.5%
34,757
+1.4%
1.23%
-7.3%
Q4 2022$4,598,825
-99.8%
34,294
+18.2%
1.32%
+18.9%
Q3 2022$3,033,008,000
-0.8%
29,024
+6.9%
1.11%
+3.7%
Q2 2022$3,058,600,000
-14.5%
27,161
+3.5%
1.07%
-0.4%
Q1 2022$3,576,900,000
-13.8%
26,239
+0.2%
1.08%
-10.0%
Q4 2021$4,147,819,000
-2.2%
26,194
+1.1%
1.20%
-2.4%
Q3 2021$4,242,844,000
+55.2%
25,920
+47.4%
1.23%
+19.8%
Q2 2021$2,734,548,000
-14.3%
17,581
-16.2%
1.02%
-15.1%
Q1 2021$3,192,263,000
+18.1%
20,970
-2.8%
1.21%
+6.0%
Q4 2020$2,703,639,000
+35.8%
21,567
+4.3%
1.14%
+14.6%
Q3 2020$1,990,189,000
+9.1%
20,673
+6.6%
1.00%
-5.1%
Q2 2020$1,824,952,000
+36.4%
19,402
+30.6%
1.05%
+0.5%
Q1 2020$1,337,665,000
-31.0%
14,858
+6.8%
1.04%
-19.1%
Q4 2019$1,939,890,000
+138.6%
13,916
+101.5%
1.29%
+86.0%
Q3 2019$812,884,000
+4.6%
6,907
-0.7%
0.69%
+4.4%
Q2 2019$777,345,000
-88.4%
6,953
-89.5%
0.66%
-63.0%
Q1 2019$6,685,735,000
+3.6%
66,045
-0.1%
1.80%
-5.8%
Q4 2018$6,455,415,000
-13.7%
66,128
-0.2%
1.91%
+3.1%
Q3 2018$7,477,455,000
+7.6%
66,266
-0.6%
1.85%
+4.2%
Q2 2018$6,948,889,000
-5.6%
66,688
-0.3%
1.78%
-3.1%
Q1 2018$7,357,762,000
-6.7%
66,907
-9.3%
1.83%
-7.3%
Q4 2017$7,887,039,000
+8.9%
73,752
-2.8%
1.98%
+3.3%
Q3 2017$7,245,484,000
-2.2%
75,861
-6.4%
1.91%
+1.4%
Q2 2017$7,405,319,000
+4.0%
81,021
-0.0%
1.89%
+0.9%
Q1 2017$7,119,959,000
-0.5%
81,056
-2.3%
1.87%
-2.7%
Q4 2016$7,156,115,000
+31.1%
82,931
+1.1%
1.92%
+26.6%
Q3 2016$5,460,446,000
+8.1%
82,001
+0.8%
1.52%
+5.7%
Q2 2016$5,052,727,000
+139.4%
81,312
+128.1%
1.44%
+151.5%
Q1 2016$2,110,956,000
-7.2%
35,646
+3.5%
0.57%
-7.0%
Q4 2015$2,273,544,000
-23.3%
34,432
-29.2%
0.61%
-21.8%
Q3 2015$2,965,756,000
-23.1%
48,642
-14.6%
0.78%
-16.1%
Q2 2015$3,859,066,000
-70.0%
56,952
-73.1%
0.94%
-47.9%
Q1 2015$12,842,536,000211,9931.80%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2022
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