Curi RMB Capital, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,829 filers reported holding JPMORGAN CHASE & CO in Q2 2020. The put-call ratio across all filers is 1.36 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
Curi RMB Capital, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$55,674,895
-0.9%
383,912
-0.6%
1.90%
+3.2%
Q2 2023$56,156,736
+3.5%
386,116
-7.2%
1.84%
-2.6%
Q1 2023$54,242,719
+0.7%
416,259
+3.6%
1.90%
-1.1%
Q4 2022$53,885,537
+30.2%
401,831
+1.5%
1.92%
+24.3%
Q3 2022$41,381,000
-51.5%
395,989
-47.7%
1.54%
+1.1%
Q2 2022$85,260,000
+67.1%
757,130
+102.2%
1.52%
-5.5%
Q1 2022$51,036,000
-11.5%
374,385
+2.8%
1.61%
-7.3%
Q4 2021$57,682,000
-3.7%
364,270
-0.4%
1.74%
-11.5%
Q3 2021$59,870,000
+7.1%
365,755
+1.8%
1.97%
+5.2%
Q2 2021$55,890,000
+3.5%
359,329
+1.3%
1.87%
-6.4%
Q1 2021$53,991,000
+20.6%
354,668
+0.6%
2.00%
+21.9%
Q4 2020$44,787,000
+44.2%
352,461
+9.2%
1.64%
+21.8%
Q3 2020$31,062,000
+0.2%
322,654
-2.1%
1.34%
-1.5%
Q2 2020$31,012,000
+11.9%
329,704
+7.1%
1.36%
+3.8%
Q1 2020$27,709,000
-50.8%
307,767
-23.8%
1.32%
-16.0%
Q4 2019$56,296,000
+50.3%
403,846
+26.9%
1.56%
+59.0%
Q3 2019$37,458,000
-6.7%
318,273
-11.4%
0.98%
-3.1%
Q2 2019$40,156,000
+9.7%
359,183
-0.7%
1.02%
+9.8%
Q1 2019$36,605,000
-22.4%
361,605
-25.2%
0.92%
-23.2%
Q4 2018$47,182,000
-10.6%
483,325
+3.3%
1.20%
-4.9%
Q3 2018$52,775,000
+8.7%
467,707
+0.4%
1.27%
+9.7%
Q2 2018$48,536,000
+8.3%
465,807
+14.3%
1.16%
+0.9%
Q1 2018$44,818,000
+1.0%
407,545
-1.7%
1.14%
-0.6%
Q4 2017$44,354,000
+100.7%
414,754
+79.3%
1.15%
+101.8%
Q3 2017$22,095,000
+16.5%
231,334
+11.5%
0.57%
+5.2%
Q2 2017$18,966,000
-7.6%
207,501
-11.2%
0.54%
-36.0%
Q1 2017$20,535,000
-8.8%
233,777
-10.4%
0.85%
-29.9%
Q4 2016$22,508,000
+67.3%
260,847
+29.1%
1.21%
+65.7%
Q3 2016$13,453,000
-53.0%
202,016
-56.1%
0.73%
-51.1%
Q2 2016$28,613,000
+174.9%
460,453
+162.0%
1.50%
+120.8%
Q1 2016$10,408,000
+125.3%
175,736
+151.2%
0.68%
+217.8%
Q4 2015$4,620,000
+1849.4%
69,972
+1901.5%
0.21%
+1320.0%
Q2 2015$237,000
+12.3%
3,496
+0.5%
0.02%0.0%
Q1 2014$211,000
-23.8%
3,477
-35.0%
0.02%
-25.0%
Q3 2013$277,000
+26.5%
5,349
+29.0%
0.02%
+17.6%
Q2 2013$219,0004,1480.02%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2020
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