Hollow Brook Wealth Management 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
Hollow Brook Wealth Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,512,994
-3.7%
10,433
-3.5%
0.63%
-7.1%
Q2 2023$1,571,916
+14.0%
10,808
+2.2%
0.68%
+4.1%
Q1 2023$1,378,419
-0.9%
10,578
+2.0%
0.65%
-1.8%
Q4 2022$1,390,349
+38.9%
10,368
+8.3%
0.66%
+17.1%
Q3 2022$1,001,000
-7.1%
9,5760.0%0.57%
-4.2%
Q2 2022$1,078,000
-17.4%
9,5760.0%0.59%
+2.1%
Q1 2022$1,305,000
-13.9%
9,5760.0%0.58%
-25.3%
Q4 2021$1,516,000
+0.3%
9,576
+3.7%
0.78%
-16.9%
Q3 2021$1,511,000
+5.2%
9,2300.0%0.94%
+4.8%
Q2 2021$1,436,000
+1.0%
9,230
-1.2%
0.89%
-4.4%
Q1 2021$1,422,000
+19.7%
9,342
-0.1%
0.93%
+31.9%
Q4 2020$1,188,000
+33.5%
9,353
+1.2%
0.71%
+27.6%
Q3 2020$890,000
+27.3%
9,240
+24.4%
0.56%
+3.7%
Q2 2020$699,000
-8.4%
7,430
-12.3%
0.54%
-25.0%
Q1 2020$763,000
-70.8%
8,472
-54.8%
0.71%
-47.5%
Q4 2019$2,611,000
+17.8%
18,727
-0.6%
1.36%
-8.9%
Q3 2019$2,217,000
+144.4%
18,840
+132.1%
1.49%
+81.2%
Q2 2019$907,000
+10.3%
8,1160.0%0.82%
-7.6%
Q1 2019$822,000
+3.8%
8,1160.0%0.89%
+5.3%
Q4 2018$792,000
-13.5%
8,1160.0%0.85%
+18.2%
Q3 2018$916,000
-2.7%
8,116
-10.1%
0.72%
-3.8%
Q2 2018$941,000
-11.1%
9,031
-6.2%
0.74%
-12.4%
Q1 2018$1,059,000
+2.8%
9,6310.0%0.85%
+12.2%
Q4 2017$1,030,000
+12.0%
9,6310.0%0.76%
+12.5%
Q3 2017$920,000
+4.5%
9,6310.0%0.67%
+11.2%
Q2 2017$880,000
+2.7%
9,631
-1.2%
0.60%
-9.3%
Q1 2017$857,000
+1.9%
9,7510.0%0.67%
+28.3%
Q4 2016$841,000
+29.6%
9,7510.0%0.52%
+35.4%
Q3 2016$649,000
+181.0%
9,751
+150.0%
0.38%
+178.3%
Q1 2016$231,0003,9010.14%
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