South Street Advisors 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
South Street Advisors LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,457,016
+6.3%
10,047
+6.6%
0.29%
+7.7%
Q2 2023$1,370,627
+4.9%
9,424
-6.0%
0.27%
+1.5%
Q1 2023$1,306,227
+5.6%
10,024
+8.7%
0.27%
-1.8%
Q4 2022$1,236,938
+19.9%
9,224
-6.6%
0.27%
+7.5%
Q3 2022$1,032,000
-7.2%
9,871
-0.1%
0.25%
+0.4%
Q2 2022$1,112,000
-12.9%
9,879
+5.6%
0.25%
+4.5%
Q1 2022$1,276,000
-11.6%
9,359
+2.7%
0.24%
-4.3%
Q4 2021$1,443,000
+5.2%
9,114
+8.7%
0.25%
-3.4%
Q3 2021$1,372,000
+125.7%
8,384
+114.3%
0.26%
+131.9%
Q2 2021$608,000
+7.6%
3,912
+5.4%
0.11%
-36.9%
Q1 2021$565,000
+23.1%
3,712
+2.8%
0.18%
+84.5%
Q4 2020$459,000
+48.5%
3,612
+12.5%
0.10%
+29.3%
Q3 2020$309,000
+7.3%
3,212
+5.1%
0.08%
-2.6%
Q2 2020$288,000
+29.7%
3,057
+24.2%
0.08%
+5.5%
Q1 2020$222,000
-35.3%
2,4620.0%0.07%
-18.0%
Q4 2019$343,000
+18.3%
2,4620.0%0.09%
+4.7%
Q3 2019$290,000
+5.5%
2,4620.0%0.08%
+3.7%
Q2 2019$275,000
+10.4%
2,4620.0%0.08%
+7.9%
Q1 2019$249,000
+3.8%
2,4620.0%0.08%
-10.6%
Q4 2018$240,000
-13.4%
2,4620.0%0.08%
+97.7%
Q3 2018$277,000
+8.2%
2,4620.0%0.04%
-44.9%
Q2 2018$256,000
-5.2%
2,4620.0%0.08%
+188.9%
Q1 2018$270,000
+2.7%
2,4620.0%0.03%
-66.2%
Q4 2017$263,000
+11.9%
2,4620.0%0.08%
+73.9%
Q3 2017$235,000
+4.4%
2,4620.0%0.05%
-37.8%
Q2 2017$225,0002,4620.07%
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