NEW VERNON INVESTMENT 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
NEW VERNON INVESTMENT MANAGEMENT LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$616,770
-0.3%
4,2530.0%0.94%
-5.9%
Q2 2023$618,556
+11.6%
4,2530.0%1.00%
-12.2%
Q1 2023$554,208
-2.8%
4,2530.0%1.14%
+30.3%
Q4 2022$570,327
+28.5%
4,2530.0%0.88%
-3.2%
Q3 2022$444,000
-7.3%
4,2530.0%0.90%
+9.7%
Q2 2022$479,000
-17.4%
4,2530.0%0.82%
+2.0%
Q1 2022$580,000
-13.8%
4,2530.0%0.81%
-25.0%
Q4 2021$673,000
-3.3%
4,2530.0%1.08%
-8.7%
Q3 2021$696,000
+5.1%
4,2530.0%1.18%
+6.4%
Q2 2021$662,000
+2.3%
4,2530.0%1.11%
+3.5%
Q1 2021$647,000
+19.8%
4,2530.0%1.07%
+4.5%
Q4 2020$540,000
+32.0%
4,2530.0%1.03%
+11.4%
Q3 2020$409,000
+2.2%
4,2530.0%0.92%
-8.4%
Q2 2020$400,000
+4.4%
4,2530.0%1.00%
+0.6%
Q1 2020$383,000
-35.4%
4,2530.0%1.00%
-20.7%
Q4 2019$593,000
+18.4%
4,2530.0%1.26%
+20.1%
Q3 2019$501,000
+5.5%
4,2530.0%1.05%
+11.8%
Q2 2019$475,000
+10.2%
4,2530.0%0.94%
-9.2%
Q1 2019$431,000
+3.9%
4,2530.0%1.03%
-14.0%
Q4 2018$415,000
-38.2%
4,253
-28.6%
1.20%
+50.9%
Q3 2018$672,000
+8.4%
5,9530.0%0.80%
+12.6%
Q2 2018$620,000
-5.3%
5,9530.0%0.71%
-9.7%
Q1 2018$655,000
+2.8%
5,9530.0%0.78%
+18.1%
Q4 2017$637,000
+12.0%
5,9530.0%0.66%
+4.9%
Q3 2017$569,000
+4.6%
5,9530.0%0.63%
-7.7%
Q2 2017$544,000
+4.0%
5,9530.0%0.68%
+0.4%
Q1 2017$523,000
-30.6%
5,953
-31.9%
0.68%
-35.1%
Q4 2016$754,000
+29.6%
8,7360.0%1.05%
+71.5%
Q3 2016$582,000
-35.7%
8,736
-40.0%
0.61%
-22.5%
Q2 2016$905,000
-8.6%
14,560
-12.9%
0.79%
-6.5%
Q1 2016$990,000
-35.4%
16,720
-28.0%
0.85%
-27.3%
Q4 2015$1,533,000
+8.3%
23,2220.0%1.16%
+4.4%
Q3 2015$1,416,000
-10.0%
23,2220.0%1.12%
+3.6%
Q2 2015$1,574,000
-0.9%
23,222
-11.4%
1.08%
-1.1%
Q1 2015$1,588,000
-3.2%
26,2080.0%1.09%
-1.8%
Q4 2014$1,640,00026,2081.11%
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