UNITED CAPITAL FINANCIAL ADVISORS, LLC - 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
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$92,696,463
-5.6%
639,198
-5.3%
0.61%
+13.5%
Q2 2023$98,185,158
+6.6%
675,090
-4.5%
0.54%
+4.1%
Q1 2023$92,132,102
-5.9%
707,023
-3.2%
0.51%
-6.4%
Q4 2022$97,917,651
+27.3%
730,184
-0.8%
0.55%
+20.9%
Q3 2022$76,942,000
-10.0%
736,286
-3.0%
0.45%
-3.2%
Q2 2022$85,447,000
-13.5%
758,791
+4.7%
0.47%
-2.3%
Q1 2022$98,810,000
-13.7%
724,837
+0.2%
0.48%
-8.9%
Q4 2021$114,538,000
-3.5%
723,324
-0.2%
0.53%
-11.1%
Q3 2021$118,662,000
+6.1%
724,921
+0.8%
0.59%
+5.3%
Q2 2021$111,859,000
+2.5%
719,167
+0.3%
0.56%
-6.8%
Q1 2021$109,165,000
+18.2%
717,107
-1.3%
0.60%
+8.6%
Q4 2020$92,325,000
+26.6%
726,565
-4.1%
0.56%
+16.8%
Q3 2020$72,927,000
+5.6%
757,526
+3.2%
0.48%
-5.2%
Q2 2020$69,059,000
+8.5%
734,197
+3.9%
0.50%
-4.6%
Q1 2020$63,626,000
-37.9%
706,717
-3.9%
0.53%
-20.4%
Q4 2019$102,464,000
+24.0%
735,033
+4.7%
0.66%
+14.4%
Q3 2019$82,635,000
-7.0%
702,137
-11.7%
0.58%
-0.5%
Q2 2019$88,874,000
+15.1%
794,935
+4.2%
0.58%
+7.0%
Q1 2019$77,240,000
+10.0%
763,021
+6.1%
0.54%
-2.7%
Q4 2018$70,211,000
-11.6%
719,225
+2.2%
0.56%0.0%
Q3 2018$79,403,000
+11.1%
703,680
+2.6%
0.56%
+4.7%
Q2 2018$71,490,000
-6.1%
686,083
-0.9%
0.53%
-8.3%
Q1 2018$76,139,000
+2.7%
692,361
+0.7%
0.58%
-0.7%
Q4 2017$74,137,000
+13.3%
687,792
+0.4%
0.58%
+5.4%
Q3 2017$65,433,000
+6.2%
685,095
+1.6%
0.56%
+0.5%
Q2 2017$61,608,000
+5.0%
674,049
+0.9%
0.55%
+0.9%
Q1 2017$58,696,000
-2.5%
668,210
-4.2%
0.55%
-6.5%
Q4 2016$60,211,000
+26.0%
697,772
-2.8%
0.58%
+26.1%
Q3 2016$47,790,000
+11.2%
717,677
+3.5%
0.46%
+5.9%
Q2 2016$42,992,000
+6.7%
693,427
+1.9%
0.44%
-1.4%
Q1 2016$40,297,000
-7.8%
680,459
+2.8%
0.44%
-11.7%
Q4 2015$43,698,000
+5.9%
661,784
-2.2%
0.50%
+1.6%
Q3 2015$41,252,000
-18.9%
676,588
-9.8%
0.50%
-16.0%
Q2 2015$50,838,000
+8.1%
750,266
+0.9%
0.59%
+2.4%
Q1 2015$47,036,000
-36.8%
743,529
-37.5%
0.58%
+2.9%
Q4 2014$74,467,000
+130.8%
1,189,963
+122.2%
0.56%
-0.2%
Q3 2014$32,259,000
+6.9%
535,514
+2.3%
0.56%0.0%
Q2 2014$30,174,000
+2.5%
523,676
+8.0%
0.56%
-10.7%
Q1 2014$29,440,000
+24.7%
484,936
+20.1%
0.63%
-21.9%
Q4 2013$23,607,000
-22.3%
403,669
-31.3%
0.80%
-17.1%
Q3 2013$30,384,000
+18.7%
587,821
+21.3%
0.97%
+42.5%
Q2 2013$25,591,000484,7710.68%
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