REILLY FINANCIAL ADVISORS, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,595 filers reported holding JPMORGAN CHASE & CO in Q3 2013. The put-call ratio across all filers is 0.95 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
REILLY FINANCIAL ADVISORS, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2021$22,499,000
-6.5%
142,084
-3.3%
1.67%
-18.4%
Q3 2021$24,057,000
+9.1%
146,965
+3.6%
2.05%
+14.8%
Q2 2021$22,055,000
+4.9%
141,794
+2.6%
1.78%
-3.9%
Q1 2021$21,030,000
+20.4%
138,145
+0.5%
1.86%
+13.3%
Q4 2020$17,469,000
+34.9%
137,479
+2.2%
1.64%
+18.1%
Q3 2020$12,945,000
+48.0%
134,469
+44.6%
1.39%
+34.3%
Q2 2020$8,745,000
+15.3%
92,970
+10.3%
1.03%
-5.9%
Q1 2020$7,587,000
+632.3%
84,271
+1034.0%
1.10%
+829.7%
Q4 2019$1,036,000
+23.2%
7,431
+4.0%
0.12%
+14.6%
Q3 2019$841,000
-1.8%
7,142
-6.7%
0.10%
-3.7%
Q2 2019$856,000
+12.8%
7,652
+2.1%
0.11%
+8.1%
Q1 2019$759,000
+0.1%
7,493
-3.6%
0.10%
-10.0%
Q4 2018$758,000
-8.9%
7,770
+5.4%
0.11%0.0%
Q3 2018$832,000
+46.0%
7,371
+34.8%
0.11%
+35.8%
Q2 2018$570,000
+4.4%
5,468
+10.1%
0.08%
+6.6%
Q1 2018$546,000
-5.4%
4,968
-8.0%
0.08%
-7.3%
Q4 2017$577,000
+12.3%
5,399
+0.3%
0.08%
+6.5%
Q3 2017$514,000
+3.4%
5,381
-1.1%
0.08%
+1.3%
Q2 2017$497,000
+3.3%
5,442
-0.7%
0.08%
-1.3%
Q1 2017$481,000
+47.1%
5,480
+44.5%
0.08%
+35.1%
Q4 2016$327,000
+100.6%
3,792
+55.2%
0.06%
+96.6%
Q3 2016$163,000
+21.6%
2,444
+13.0%
0.03%
+16.0%
Q2 2016$134,000
+11.7%
2,163
+7.0%
0.02%
+19.0%
Q1 2016$120,000
-21.1%
2,021
-12.2%
0.02%
-22.2%
Q4 2015$152,000
+10.1%
2,302
+1.5%
0.03%
+8.0%
Q3 2015$138,000
+3.8%
2,267
+15.7%
0.02%
+8.7%
Q2 2015$133,000
+10.8%
1,959
-1.4%
0.02%
+9.5%
Q1 2015$120,000
-36.5%
1,986
-34.1%
0.02%
-53.3%
Q4 2014$189,000
+4.4%
3,0120.0%0.04%
+2.3%
Q3 2014$181,000
-13.4%
3,012
-17.1%
0.04%
-12.0%
Q2 2014$209,000
-36.5%
3,634
-32.9%
0.05%
-35.9%
Q1 2014$329,000
+6.8%
5,416
+2.9%
0.08%
+4.0%
Q4 2013$308,000
+26.7%
5,262
+12.6%
0.08%
+10.3%
Q3 2013$243,000
-8.3%
4,672
-6.8%
0.07%
-12.8%
Q2 2013$265,0005,0140.08%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2013
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