Charles Schwab Investment Advisory, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,431 filers reported holding JPMORGAN CHASE & CO in Q2 2018. The put-call ratio across all filers is 1.34 and the average weighting 1.2%.

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
Charles Schwab Investment Advisory, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$358,439
-1.9%
2,472
-1.6%
0.00%0.0%
Q2 2023$365,511
+22.7%
2,513
+9.9%
0.00%
Q1 2023$298,002
+13.8%
2,287
+17.2%
0.00%
Q4 2022$261,790
+17.9%
1,952
-8.3%
0.00%
Q3 2022$222,000
+1.8%
2,129
+10.0%
0.00%
Q2 2022$218,000
-3.5%
1,936
+16.6%
0.00%
Q1 2022$226,000
-11.4%
1,661
+3.2%
0.00%
Q4 2021$255,000
-3.0%
1,610
+0.2%
0.00%
Q3 2021$263,000
-99.9%
1,607
-99.9%
0.00%
-100.0%
Q4 2019$389,859,000
+19.1%
2,796,694
+0.5%
0.55%
+9.9%
Q3 2019$327,369,000
+6.7%
2,781,619
+1.3%
0.50%
+2.9%
Q2 2019$306,848,000
+12.2%
2,744,618
+1.6%
0.49%
+5.8%
Q1 2019$273,574,000
+4.7%
2,702,502
+1.0%
0.46%
-6.7%
Q4 2018$261,279,000
-13.3%
2,676,486
+0.2%
0.50%
-5.0%
Q3 2018$301,350,000
+8.1%
2,670,592
-0.2%
0.52%
+2.0%
Q2 2018$278,896,0002,676,5440.51%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2018
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