Homrich & Berg - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,940 filers reported holding JPMORGAN CHASE & CO in Q4 2015. The put-call ratio across all filers is 1.10 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
Homrich & Berg ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2021$6,978,000
-0.6%
42,629
-5.5%
0.16%
-4.3%
Q2 2021$7,020,000
+64.4%
45,130
+60.9%
0.16%
+48.2%
Q1 2021$4,270,000
+21.1%
28,052
+1.1%
0.11%
+10.0%
Q4 2020$3,527,000
+24.7%
27,753
-5.6%
0.10%
+3.1%
Q3 2020$2,829,000
+5.2%
29,390
+2.8%
0.10%
-10.2%
Q2 2020$2,690,000
+13.1%
28,595
+8.2%
0.11%
-20.0%
Q1 2020$2,378,000
-38.5%
26,417
-4.7%
0.14%
-25.0%
Q4 2019$3,866,000
+25.4%
27,730
+5.9%
0.18%
+13.2%
Q3 2019$3,082,000
+0.2%
26,184
-4.8%
0.16%
-2.5%
Q2 2019$3,075,000
+25.1%
27,501
+13.2%
0.16%
+27.3%
Q1 2019$2,458,000
+17.4%
24,286
+13.3%
0.13%
+4.1%
Q4 2018$2,093,000
+0.4%
21,442
+16.0%
0.12%
-2.4%
Q3 2018$2,085,000
+26.9%
18,477
+17.2%
0.13%
+5.9%
Q2 2018$1,643,000
-39.4%
15,763
-36.1%
0.12%
-36.7%
Q1 2018$2,711,000
+4.2%
24,653
+1.3%
0.19%
+5.6%
Q4 2017$2,602,000
+22.0%
24,334
+9.0%
0.18%
+6.0%
Q3 2017$2,133,000
+110.8%
22,331
+101.7%
0.17%
+88.8%
Q2 2017$1,012,000
+6.4%
11,074
+2.3%
0.09%
+8.5%
Q1 2017$951,000
-2.2%
10,824
-3.9%
0.08%
-6.8%
Q4 2016$972,000
+30.8%
11,267
+0.9%
0.09%
+29.4%
Q3 2016$743,000
+32.7%
11,163
+23.9%
0.07%
+28.3%
Q2 2016$560,000
-25.2%
9,010
-28.8%
0.05%
-28.4%
Q1 2016$749,000
-7.1%
12,650
+3.6%
0.07%
+1.4%
Q4 2015$806,000
+12.7%
12,205
+4.1%
0.07%
-2.7%
Q3 2015$715,000
-13.5%
11,721
-4.0%
0.08%
-7.4%
Q2 2015$827,000
+13.6%
12,205
+1.6%
0.08%
+14.1%
Q1 2015$728,000
-13.5%
12,018
-10.7%
0.07%
-16.5%
Q4 2014$842,000
+85.9%
13,455
+79.1%
0.08%
+84.8%
Q3 2014$453,000
+53.6%
7,513
+46.9%
0.05%
+39.4%
Q2 2014$295,000
+22.4%
5,113
+28.7%
0.03%
+6.5%
Q1 2014$241,000
-17.2%
3,972
-20.1%
0.03%
-22.5%
Q4 2013$291,0004,9720.04%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2015
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