Beaumont Financial Partners, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 and the average weighting 1.1%.

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
Beaumont Financial Partners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2022$1,938,000
-8.7%
18,541
-1.6%
0.19%
-2.1%
Q2 2022$2,122,000
-24.2%
18,847
-8.3%
0.19%
-10.8%
Q1 2022$2,801,000
-7.6%
20,549
+7.3%
0.21%
-3.2%
Q4 2021$3,033,000
-4.5%
19,154
-1.3%
0.22%
-10.2%
Q3 2021$3,176,000
+4.5%
19,401
-0.7%
0.24%
+5.6%
Q2 2021$3,039,000
+3.4%
19,537
+1.2%
0.23%
-6.8%
Q1 2021$2,939,000
+16.8%
19,306
-2.5%
0.25%
+11.7%
Q4 2020$2,517,000
+26.2%
19,811
-4.3%
0.22%
+17.4%
Q3 2020$1,994,000
+1.7%
20,708
-0.6%
0.19%
-7.3%
Q2 2020$1,960,000
+10.0%
20,834
+5.2%
0.20%
-8.9%
Q1 2020$1,782,000
-49.1%
19,795
-21.2%
0.22%
-34.8%
Q4 2019$3,503,000
+28.6%
25,130
+8.6%
0.34%
+26.8%
Q3 2019$2,723,000
+39.8%
23,141
+32.8%
0.27%
+35.3%
Q2 2019$1,948,000
+27.4%
17,420
+15.4%
0.20%
+22.6%
Q1 2019$1,529,000
+9.8%
15,101
+5.8%
0.16%
-27.8%
Q4 2018$1,393,000
-15.5%
14,271
-2.3%
0.23%
+38.4%
Q3 2018$1,648,000
+48.3%
14,609
+37.0%
0.16%
+39.0%
Q2 2018$1,111,000
+21.7%
10,660
+28.4%
0.12%
+15.7%
Q1 2018$913,000
+39.8%
8,304
+35.9%
0.10%
+32.5%
Q4 2017$653,000
+25.6%
6,110
+12.2%
0.08%
+18.5%
Q3 2017$520,000
-5.8%
5,444
-9.8%
0.06%
-9.7%
Q2 2017$552,000
-19.5%
6,035
-22.8%
0.07%
-23.4%
Q1 2017$686,000
+30.2%
7,815
+27.9%
0.09%
+17.5%
Q4 2016$527,000
+25.8%
6,110
-2.9%
0.08%
+21.2%
Q3 2016$419,000
+5.5%
6,293
-1.5%
0.07%
+1.5%
Q2 2016$397,000
+36.0%
6,388
+32.4%
0.06%
+38.3%
Q1 2016$292,000
-21.5%
4,824
-14.5%
0.05%
-23.0%
Q4 2015$372,000
-2.4%
5,639
+0.4%
0.06%
+10.9%
Q3 2015$381,0000.0%5,6170.0%0.06%0.0%
Q2 2015$381,000
+30.5%
5,617
+16.4%
0.06%
+450.0%
Q1 2015$292,000
-8.8%
4,824
-5.6%
0.01%
-33.3%
Q4 2014$320,000
-17.1%
5,109
-20.2%
0.02%
-40.0%
Q3 2014$386,000
+4.6%
6,4010.0%0.02%
-3.8%
Q2 2014$369,000
-5.1%
6,4010.0%0.03%
-18.8%
Q1 2014$389,000
+5.7%
6,401
+1.6%
0.03%
+6.7%
Q4 2013$368,000
+45.5%
6,301
+28.6%
0.03%
+36.4%
Q3 2013$253,000
-0.8%
4,901
+1.6%
0.02%
-8.3%
Q2 2013$255,0004,8220.02%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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