BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,926 filers reported holding JPMORGAN CHASE & CO in Q3 2016. The put-call ratio across all filers is 0.76 and the average weighting 1.0%.

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
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$391,699
+3.8%
2,701
+4.1%
0.11%
+6.0%
Q2 2023$377,417
+38.2%
2,595
+23.9%
0.10%
+22.0%
Q1 2023$272,999
-2.8%
2,0950.0%0.08%
-10.9%
Q4 2022$280,940
+20.1%
2,095
-6.5%
0.09%
+9.5%
Q3 2022$234,000
-7.1%
2,2400.0%0.08%
-1.2%
Q2 2022$252,000
-17.1%
2,240
+0.6%
0.08%
-1.2%
Q1 2022$304,000
-13.9%
2,2270.0%0.09%
-6.5%
Q4 2021$353,000
+97.2%
2,227
-16.8%
0.09%
-11.5%
Q3 2016$179,000
+19.3%
2,676
+11.5%
0.10%
+7.2%
Q2 2016$150,000
-6.8%
2,401
-11.8%
0.10%
-11.8%
Q1 2016$161,000
+22.9%
2,721
+37.4%
0.11%
+23.6%
Q4 2015$131,000
+8.3%
1,9810.0%0.09%
+7.2%
Q3 2015$121,000
-9.7%
1,9810.0%0.08%
+2.5%
Q2 2015$134,000
+11.7%
1,9810.0%0.08%
+12.5%
Q1 2015$120,000
-2.4%
1,9810.0%0.07%0.0%
Q4 2014$123,000
+3.4%
1,9810.0%0.07%
+1.4%
Q3 2014$119,000
+4.4%
1,9810.0%0.07%
+2.9%
Q2 2014$114,000
-11.6%
1,981
-7.0%
0.07%
-20.7%
Q1 2014$129,000
+3.2%
2,1300.0%0.09%
-9.4%
Q4 2013$125,0002,1300.10%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2016
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