Linscomb Wealth, Inc. - 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
Linscomb Wealth, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$17,371,092
-5.3%
119,784
-5.0%
1.02%
+2.6%
Q2 2023$18,346,526
+10.0%
126,145
-1.5%
0.99%
+13.1%
Q1 2023$16,684,903
-4.0%
128,040
-1.2%
0.88%
-0.9%
Q4 2022$17,385,224
+29.9%
129,644
+1.2%
0.88%
+8.7%
Q3 2022$13,381,000
-6.1%
128,044
+1.2%
0.81%
-0.6%
Q2 2022$14,255,000
-12.6%
126,587
+5.8%
0.82%
+4.9%
Q1 2022$16,314,000
-12.6%
119,676
+1.6%
0.78%
-12.6%
Q4 2021$18,659,000
-2.6%
117,835
+0.7%
0.89%
-9.7%
Q3 2021$19,148,000
+4.1%
116,980
-1.0%
0.99%
+4.8%
Q2 2021$18,388,000
+4.2%
118,220
+2.0%
0.94%
-1.8%
Q1 2021$17,644,000
+22.9%
115,906
+2.6%
0.96%
+11.9%
Q4 2020$14,353,000
+35.5%
112,952
+2.6%
0.86%
+17.4%
Q3 2020$10,593,000
+5.9%
110,039
+3.5%
0.73%
-0.3%
Q2 2020$10,004,000
+23.1%
106,355
+17.8%
0.73%
+1.9%
Q1 2020$8,126,000
-31.9%
90,258
+5.5%
0.72%
-7.7%
Q4 2019$11,930,000
+21.1%
85,583
+2.3%
0.78%
-1.8%
Q3 2019$9,849,000
+18.3%
83,686
+12.4%
0.79%
+16.0%
Q2 2019$8,325,000
+10.2%
74,467
-0.2%
0.68%
+7.4%
Q1 2019$7,552,000
+4.9%
74,598
+1.2%
0.64%
-6.5%
Q4 2018$7,197,000
-12.7%
73,720
+0.9%
0.68%
+0.4%
Q3 2018$8,247,000
+8.8%
73,089
+0.5%
0.68%
+5.1%
Q2 2018$7,581,000
-3.7%
72,752
+1.6%
0.64%
-3.9%
Q1 2018$7,875,000
+0.9%
71,615
-1.9%
0.67%
+4.5%
Q4 2017$7,803,000
+17.3%
72,968
+4.8%
0.64%
+12.3%
Q3 2017$6,650,000
+6.6%
69,631
+2.0%
0.57%
+2.3%
Q2 2017$6,237,000
+5.6%
68,238
+1.5%
0.56%
+4.3%
Q1 2017$5,906,000
+5.1%
67,234
+3.2%
0.54%
+2.3%
Q4 2016$5,621,000
+30.9%
65,144
+1.0%
0.52%
+25.4%
Q3 2016$4,294,000
+18.3%
64,484
+10.4%
0.42%
+13.9%
Q2 2016$3,630,000
+2.3%
58,414
-2.5%
0.37%
-4.7%
Q1 2016$3,548,000
-8.2%
59,908
+2.4%
0.38%
-12.1%
Q4 2015$3,864,000
+11.5%
58,519
+2.9%
0.44%
+7.1%
Q3 2015$3,467,000
-6.9%
56,857
+3.5%
0.41%
+0.5%
Q2 2015$3,723,000
+14.9%
54,946
+2.8%
0.41%
+16.7%
Q1 2015$3,239,000
-1.2%
53,474
+2.0%
0.35%
-4.1%
Q4 2014$3,280,000
+7.6%
52,405
+3.6%
0.36%
+8.0%
Q3 2014$3,048,000
+12.1%
50,591
+7.2%
0.34%
+17.1%
Q2 2014$2,718,000
-2.3%
47,174
+3.0%
0.29%
-6.5%
Q1 2014$2,781,000
+28.4%
45,805
+23.7%
0.31%
+15.4%
Q4 2013$2,166,000
+14.5%
37,032
+1.2%
0.27%
+7.3%
Q3 2013$1,891,000
+3.6%
36,583
+5.8%
0.25%
-0.8%
Q2 2013$1,826,00034,5840.25%
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