Avidian Wealth Enterprises, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,213 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 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
Avidian Wealth Enterprises, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2024$3,989,284
+16.6%
19,724
+15.5%
0.17%0.0%
Q1 2024$3,421,899
+65.2%
17,084
+40.3%
0.17%
+30.7%
Q4 2023$2,070,963
+14.1%
12,175
-2.8%
0.13%
-0.8%
Q3 2023$1,815,752
-0.4%
12,521
-0.1%
0.13%
+7.6%
Q2 2023$1,823,286
-53.8%
12,536
-58.6%
0.12%
-44.9%
Q1 2023$3,942,473
+3.5%
30,255
+6.5%
0.22%
-12.9%
Q4 2022$3,810,003
+75.2%
28,412
+36.5%
0.25%
+58.0%
Q3 2022$2,175,000
-13.1%
20,818
-6.4%
0.16%
-11.3%
Q2 2022$2,504,000
-26.8%
22,233
-11.4%
0.18%
-15.3%
Q1 2022$3,419,000
-22.7%
25,081
-10.2%
0.21%
-24.0%
Q4 2021$4,422,000
+17.0%
27,926
+20.9%
0.28%
-4.5%
Q3 2021$3,779,000
+14.4%
23,089
+8.7%
0.29%
+13.8%
Q2 2021$3,303,000
+2.1%
21,233
-0.1%
0.25%
-8.3%
Q1 2021$3,235,000
+18.2%
21,249
-1.4%
0.28%
+6.2%
Q4 2020$2,738,000
-31.8%
21,544
-48.4%
0.26%
-15.0%
Q3 2020$4,016,000
+137.8%
41,720
+132.3%
0.31%
+34.2%
Q2 2020$1,689,000
+15.1%
17,960
+10.2%
0.23%
-3.4%
Q1 2020$1,468,000
+13.1%
16,305
+75.1%
0.24%
+28.3%
Q4 2019$1,298,000
+53.4%
9,311
+29.5%
0.18%
+32.4%
Q3 2019$846,000
+51.9%
7,192
+44.2%
0.14%
+5.3%
Q2 2019$557,000
+10.5%
4,986
+0.2%
0.13%
+17.9%
Q1 2019$504,000
+3.9%
4,978
+0.2%
0.11%
-33.7%
Q4 2018$485,000
+10.0%
4,969
+27.0%
0.17%
+22.5%
Q3 2018$441,000
-25.4%
3,912
-31.1%
0.14%
-26.2%
Q2 2018$591,000
-22.9%
5,674
-18.6%
0.19%
-27.2%
Q1 2018$767,000
+3.4%
6,974
+0.4%
0.26%
+29.1%
Q4 2017$742,000
+11.4%
6,943
-0.4%
0.20%
-21.7%
Q3 2017$666,000
+4.7%
6,973
+0.1%
0.25%
-3.8%
Q2 2017$636,000
+9.5%
6,963
+5.4%
0.26%
+18.4%
Q1 2017$581,000
+26.6%
6,609
+24.4%
0.22%
+11.5%
Q4 2016$459,000
+58.8%
5,314
+22.5%
0.20%
+70.9%
Q3 2016$289,000
-21.3%
4,338
+405.6%
0.12%
-22.5%
Q4 2014$367,0008580.15%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2021
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 333,368$20,082,00016.68%
ADAR Investment Management LP 10,000$602,00016.08%
Western Asset Management Company, LLC 320,000$19,277,00013.68%
LANSDOWNE PARTNERS (UK) LLP 22,648,232$1,364,344,00012.26%
DAVIS CAPITAL PARTNERS, LLC 618,710$37,271,00010.19%
GENDELL JEFFREY L 1,245,000$74,999,00010.06%
ACR Alpine Capital Research, LLC 1,083,595$65,276,0009.74%
Brave Warrior Advisors 3,641,450$219,361,0008.13%
Moon Capital Management, LLC 76,859$4,629,970,0007.68%
WILSEY ASSET MANAGEMENT INC 147,782$8,902,0007.11%
View complete list of JPMORGAN CHASE & CO shareholders