Sigma Planning Corp - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,201 filers reported holding JPMORGAN CHASE & CO in Q2 2021. The put-call ratio across all filers is 1.21 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
Sigma Planning Corp ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$11,473,798
-7.9%
79,118
-7.7%
0.43%
-3.8%
Q2 2023$12,462,470
-7.2%
85,688
-16.8%
0.45%
+0.2%
Q1 2023$13,425,199
+7.4%
103,025
+10.5%
0.45%
-0.2%
Q4 2022$12,499,111
+20.0%
93,207
-6.5%
0.45%
+12.6%
Q3 2022$10,419,000
-10.6%
99,705
-3.6%
0.40%
-2.0%
Q2 2022$11,651,000
-19.8%
103,467
-2.9%
0.40%
-6.9%
Q1 2022$14,529,000
-28.6%
106,576
-17.0%
0.44%
-23.3%
Q4 2021$20,338,000
-1.0%
128,436
+2.3%
0.57%
-8.3%
Q3 2021$20,548,000
+4.0%
125,529
-1.2%
0.62%
+4.9%
Q2 2021$19,760,000
+3.7%
127,042
+1.5%
0.59%
-3.3%
Q1 2021$19,057,000
+19.1%
125,183
-0.6%
0.61%
+11.9%
Q4 2020$15,999,000
+58.8%
125,903
+20.3%
0.54%
+36.3%
Q3 2020$10,078,000
+5.0%
104,687
+2.6%
0.40%
-5.5%
Q2 2020$9,601,000
+24.3%
102,072
+19.0%
0.42%
-7.9%
Q1 2020$7,724,000
-41.0%
85,796
-8.7%
0.46%
-17.0%
Q4 2019$13,093,000
+22.2%
93,922
+3.2%
0.55%
+7.4%
Q3 2019$10,712,000
+22.2%
91,020
+16.1%
0.51%
+13.7%
Q2 2019$8,765,000
+5.2%
78,401
-4.8%
0.45%
-4.4%
Q1 2019$8,335,000
+16.0%
82,338
+11.9%
0.47%
-9.6%
Q4 2018$7,185,000
-35.1%
73,601
-25.0%
0.52%
-19.7%
Q3 2018$11,075,000
+39.0%
98,149
+28.3%
0.65%
+22.1%
Q2 2018$7,969,000
+3.5%
76,476
+9.2%
0.53%
-5.3%
Q1 2018$7,701,000
+6.5%
70,025
+3.5%
0.56%
+1.1%
Q4 2017$7,234,000
+27.7%
67,647
+14.0%
0.56%
+19.3%
Q3 2017$5,666,000
+21.3%
59,322
+16.1%
0.47%
+6.4%
Q2 2017$4,671,000
+13.8%
51,102
+9.3%
0.44%
+10.3%
Q1 2017$4,106,000
+5.9%
46,740
+4.0%
0.40%
-6.1%
Q4 2016$3,878,000
+43.0%
44,945
+10.4%
0.42%
+31.7%
Q3 2016$2,712,000
+6.9%
40,724
-0.2%
0.32%
-2.7%
Q2 2016$2,536,000
+4.4%
40,804
-0.5%
0.33%
-0.3%
Q1 2016$2,428,000
-10.4%
41,000
-0.1%
0.33%
-12.6%
Q4 2015$2,711,000
+3.4%
41,050
-4.5%
0.38%
-8.4%
Q3 2015$2,621,000
-7.8%
42,982
+2.4%
0.42%
+5.6%
Q2 2015$2,844,000
+16.8%
41,978
+4.5%
0.39%
+22.0%
Q1 2015$2,434,000
-10.1%
40,176
-7.1%
0.32%
-10.1%
Q4 2014$2,706,00043,2440.36%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 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