CONFLUENCE INVESTMENT MANAGEMENT LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,445 filers reported holding JPMORGAN CHASE & CO in Q3 2018. The put-call ratio across all filers is 1.32 and the average weighting 1.2%.

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
CONFLUENCE INVESTMENT MANAGEMENT LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2023$234,297
+93245.4%
1,798
-4.0%
0.00%
-25.0%
Q4 2022$251
-99.9%
1,872
+2.1%
0.00%
+33.3%
Q2 2022$206,000
-19.2%
1,833
-2.0%
0.00%
-25.0%
Q1 2022$255,000
-12.1%
1,870
+2.0%
0.00%0.0%
Q4 2021$290,000
-4.9%
1,833
-1.6%
0.00%0.0%
Q3 2021$305,000
+9.7%
1,863
+4.4%
0.00%0.0%
Q2 2021$278,000
-40.1%
1,785
-41.4%
0.00%
-42.9%
Q1 2021$464,000
+30.7%
3,048
+9.0%
0.01%
+40.0%
Q4 2020$355,000
+27.2%
2,797
-3.5%
0.01%0.0%
Q3 2020$279,000
+2.6%
2,8970.0%0.01%0.0%
Q2 2020$272,000
+1.1%
2,897
-3.0%
0.01%0.0%
Q1 2020$269,000
-62.5%
2,988
-53.5%
0.01%
-54.5%
Q4 2019$718,000
+33.0%
6,419
+39.9%
0.01%
+37.5%
Q3 2019$540,000
-24.8%
4,587
-28.5%
0.01%
-27.3%
Q2 2019$718,000
-3.0%
6,419
-12.2%
0.01%
-15.4%
Q1 2019$740,000
-8.1%
7,309
-11.4%
0.01%
-13.3%
Q4 2018$805,000
-39.0%
8,251
-29.5%
0.02%
-31.8%
Q3 2018$1,320,000
+8.1%
11,700
-0.1%
0.02%
+4.8%
Q2 2018$1,221,000
+16.1%
11,716
+22.5%
0.02%
+10.5%
Q1 2018$1,052,000
+40.1%
9,564
+36.3%
0.02%
+35.7%
Q4 2017$751,000
+9.5%
7,018
-2.3%
0.01%
+7.7%
Q3 2017$686,000
+2.7%
7,184
-1.7%
0.01%
-7.1%
Q2 2017$668,000
+98.2%
7,310
+90.4%
0.01%
+75.0%
Q1 2017$337,000
+34.8%
3,840
-10.3%
0.01%
-42.9%
Q4 2013$250,000
-1.2%
4,279
-12.5%
0.01%
-12.5%
Q3 2013$253,000
-22.6%
4,889
-21.1%
0.02%
-30.4%
Q2 2013$327,0006,1950.02%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2018
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