Truepoint, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,178 filers reported holding JPMORGAN CHASE & CO in Q1 2021. The put-call ratio across all filers is 1.17 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
Truepoint, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,107,943
+28.2%
14,536
+28.5%
0.07%
+23.6%
Q2 2023$1,644,670
+13.7%
11,308
+1.9%
0.06%
+10.0%
Q1 2023$1,446,473
+0.1%
11,100
+3.0%
0.05%
-3.8%
Q4 2022$1,445,218
+30.1%
10,777
+1.4%
0.05%
-8.8%
Q3 2022$1,111,000
-6.6%
10,627
+0.7%
0.06%
-8.1%
Q2 2022$1,189,000
+264.7%
10,556
+341.3%
0.06%
+313.3%
Q1 2022$326,000
-21.8%
2,392
-9.2%
0.02%
-21.1%
Q4 2021$417,000
+8.0%
2,633
+11.8%
0.02%0.0%
Q3 2021$386,000
+0.3%
2,356
-4.8%
0.02%
-9.5%
Q2 2021$385,000
-4.0%
2,474
-6.0%
0.02%
-16.0%
Q1 2021$401,000
+20.1%
2,6320.0%0.02%
+13.6%
Q4 2020$334,000
-23.2%
2,632
-15.7%
0.02%
-33.3%
Q4 2019$435,000
+18.2%
3,1240.0%0.03%
+3.1%
Q3 2019$368,000
-3.9%
3,124
-8.8%
0.03%
+3.2%
Q2 2019$383,000
+12.0%
3,425
+1.4%
0.03%
+6.9%
Q1 2019$342,000
-26.1%
3,378
-28.7%
0.03%
-34.1%
Q4 2018$463,000
-47.9%
4,741
-39.7%
0.04%
-42.9%
Q3 2018$888,000
+6.9%
7,867
-1.3%
0.08%
+2.7%
Q2 2018$831,000
-76.7%
7,972
+1928.5%
0.08%
+167.9%
Q1 2018$3,573,0003930.03%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 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