Bragg Financial Advisors, Inc - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,590 filers reported holding JPMORGAN CHASE & CO in Q4 2018. The put-call ratio across all filers is 0.99 and the average weighting 1.2%.

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
Bragg Financial Advisors, Inc ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$15,028,568
-1.5%
103,631
-1.2%
0.79%
-5.3%
Q2 2023$15,253,166
+13.1%
104,876
+1.4%
0.84%
+5.4%
Q1 2023$13,481,352
-2.1%
103,456
+0.7%
0.80%
-5.0%
Q4 2022$13,771,400
+32.8%
102,695
+3.5%
0.84%
+17.1%
Q3 2022$10,369,000
-5.1%
99,226
+2.2%
0.72%
-1.5%
Q2 2022$10,929,000
-13.5%
97,049
+4.7%
0.73%
-1.5%
Q1 2022$12,640,000
-11.9%
92,721
+5.8%
0.74%
-19.8%
Q4 2021$14,342,0000.0%87,6140.0%0.92%0.0%
Q3 2021$14,342,000
+6.4%
87,614
+1.1%
0.92%
+6.7%
Q2 2021$13,479,000
+3.7%
86,657
+1.5%
0.86%
-1.6%
Q1 2021$12,993,000
+22.6%
85,352
+2.3%
0.88%
-5.6%
Q4 2020$10,600,000
+35.7%
83,417
+2.8%
0.93%
+15.7%
Q3 2020$7,811,000
+4.3%
81,134
+1.9%
0.80%
-3.8%
Q2 2020$7,486,000
+9.6%
79,590
+4.9%
0.83%
-9.3%
Q1 2020$6,831,000
-26.7%
75,875
+13.4%
0.92%
-12.1%
Q4 2019$9,325,000
+20.5%
66,895
+1.7%
1.04%
+10.9%
Q3 2019$7,738,000
+8.3%
65,745
+2.8%
0.94%
+6.8%
Q2 2019$7,148,000
+12.0%
63,934
+1.4%
0.88%
+6.3%
Q1 2019$6,383,000
+7.4%
63,055
+3.6%
0.83%
-7.2%
Q4 2018$5,941,000
-8.5%
60,855
+5.8%
0.89%
+2.4%
Q3 2018$6,491,000
+11.8%
57,523
+3.2%
0.87%
+5.2%
Q2 2018$5,806,000
+0.6%
55,715
+6.2%
0.83%
-1.8%
Q1 2018$5,770,000
+10.7%
52,465
+7.7%
0.84%
+12.8%
Q4 2017$5,211,000
+20.4%
48,728
+7.5%
0.75%
+12.8%
Q3 2017$4,329,000
+7.9%
45,324
+3.3%
0.66%
+4.7%
Q2 2017$4,012,000
+10.9%
43,897
+6.6%
0.63%
+9.1%
Q1 2017$3,619,000
+11.2%
41,198
+9.2%
0.58%
+8.0%
Q4 2016$3,255,000
+52.7%
37,727
+17.8%
0.54%
+40.9%
Q3 2016$2,132,000
+19.2%
32,021
+11.3%
0.38%
+18.3%
Q2 2016$1,788,000
+45.6%
28,773
+38.8%
0.32%
+36.4%
Q1 2016$1,228,000
+38.9%
20,731
+54.8%
0.24%
+24.2%
Q4 2015$884,000
+7.7%
13,395
-0.6%
0.19%
-3.1%
Q3 2015$821,000
-9.6%
13,470
+0.6%
0.20%
-5.8%
Q2 2015$908,000
+12.0%
13,3950.0%0.21%
+11.2%
Q1 2015$811,000
-3.2%
13,395
+0.0%
0.19%
-7.9%
Q4 2014$838,000
+3.5%
13,389
-0.4%
0.20%
-1.0%
Q3 2014$810,000
+1.9%
13,439
-2.6%
0.20%
+7.3%
Q2 2014$795,000
-7.2%
13,801
-2.2%
0.19%
-8.6%
Q1 2014$857,000
+1.7%
14,116
-2.1%
0.21%
+2.5%
Q4 2013$843,000
+20.8%
14,417
+6.8%
0.20%
+12.1%
Q3 2013$698,000
+4.3%
13,501
+6.6%
0.18%
-0.5%
Q2 2013$669,00012,6660.18%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2018
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