Edgemoor Investment Advisors, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,331 filers reported holding JPMORGAN CHASE & CO in Q3 2022. The put-call ratio across all filers is 1.34 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
Edgemoor Investment Advisors, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$947,363
-0.3%
6,532
+0.0%
0.11%
+4.7%
Q2 2023$949,984
+11.6%
6,531
+0.0%
0.11%
+3.9%
Q1 2023$851,036
-9.8%
6,530
-7.2%
0.10%
-12.7%
Q4 2022$943,250
+70.3%
7,033
+32.7%
0.12%
+59.5%
Q3 2022$554,000
-7.2%
5,300
+0.0%
0.07%
-1.3%
Q2 2022$597,000
-18.2%
5,299
-1.0%
0.08%
-2.6%
Q1 2022$730,000
+20.1%
5,355
+39.5%
0.08%
+24.2%
Q4 2021$608,000
-1.0%
3,840
+2.3%
0.06%
-11.4%
Q3 2021$614,000
-6.1%
3,752
-10.7%
0.07%
+14.8%
Q2 2021$654,000
+2.2%
4,2020.0%0.06%
-4.7%
Q1 2021$640,000
+21.0%
4,202
+0.9%
0.06%
+8.5%
Q4 2020$529,000
+29.0%
4,165
-2.3%
0.06%
+15.7%
Q3 2020$410,000
+0.7%
4,262
-1.6%
0.05%
-7.3%
Q2 2020$407,000
+4.4%
4,3310.0%0.06%
-14.1%
Q1 2020$390,000
-35.4%
4,3310.0%0.06%
-7.2%
Q4 2019$604,000
+18.4%
4,331
-0.1%
0.07%
+9.5%
Q3 2019$510,000
+0.4%
4,335
-4.6%
0.06%
-1.6%
Q2 2019$508,000
+10.4%
4,5420.0%0.06%
+4.9%
Q1 2019$460,000
+15.0%
4,542
+11.0%
0.06%
+1.7%
Q4 2018$400,000
-13.4%
4,0930.0%0.06%
+5.3%
Q3 2018$462,000
-2.3%
4,093
-9.8%
0.06%
-9.5%
Q2 2018$473,000
-5.2%
4,5390.0%0.06%
-4.5%
Q1 2018$499,000
+0.4%
4,539
+2.5%
0.07%
+4.8%
Q4 2017$497,000
+5.5%
4,429
-10.3%
0.06%
-1.6%
Q3 2017$471,000
+8.5%
4,935
+3.9%
0.06%
+8.5%
Q2 2017$434,000
+50.7%
4,749
+44.8%
0.06%
+43.9%
Q1 2017$288,000
+1.8%
3,2790.0%0.04%
-4.7%
Q4 2016$283,000
+14.6%
3,279
-11.5%
0.04%
+13.2%
Q3 2016$247,000
+7.4%
3,7060.0%0.04%
+5.6%
Q2 2016$230,000
+5.0%
3,7060.0%0.04%
+5.9%
Q1 2016$219,000
-48.0%
3,706
-41.9%
0.03%
-46.0%
Q4 2015$421,000
+9.6%
6,382
+1.4%
0.06%
+8.6%
Q3 2015$384,000
-2.0%
6,292
+8.6%
0.06%
+1.8%
Q2 2015$392,000
+9.8%
5,792
-1.8%
0.06%
+11.8%
Q1 2015$357,000
-11.2%
5,898
-8.2%
0.05%
-13.6%
Q4 2014$402,000
-41.6%
6,428
-43.7%
0.06%
-41.6%
Q3 2014$688,000
+5.7%
11,423
+1.1%
0.10%
+5.2%
Q2 2014$651,000
+130.0%
11,297
+142.7%
0.10%
+113.3%
Q1 2014$283,000
+16.5%
4,655
+12.0%
0.04%
+15.4%
Q4 2013$243,0004,1550.04%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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