Wellington Shields Capital Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,201 filers reported holding JPMORGAN CHASE & CO in Q2 2021. The put-call ratio across all filers is 1.21 and the average weighting 1.0%.

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
Wellington Shields Capital Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$9,812,898
-1.5%
67,666
-1.2%
1.30%
+6.5%
Q2 2023$9,960,108
+9.3%
68,483
-60.5%
1.22%
+10.9%
Q1 2023$9,110,745
-7.2%
173,364
-3.5%
1.10%
-8.0%
Q4 2022$9,813,199
+28.7%
179,658
+15.3%
1.19%
-34.3%
Q3 2022$7,627,000
-8.7%
155,789
-4.7%
1.81%
+74.8%
Q2 2022$8,351,000
-18.5%
163,444
-10.9%
1.04%
-7.6%
Q1 2022$10,251,000
-9.4%
183,451
+156.8%
1.12%
-22.5%
Q4 2021$11,314,000
-4.1%
71,449
-0.9%
1.45%
-10.0%
Q3 2021$11,796,000
+3.0%
72,064
-2.1%
1.61%
+16.3%
Q2 2021$11,451,000
+5.9%
73,623
+3.6%
1.38%
+34.8%
Q1 2021$10,814,000
+16.0%
71,037
-3.2%
1.03%
-17.6%
Q4 2020$9,321,000
+28.6%
73,352
-2.6%
1.25%
+8.4%
Q3 2020$7,249,000
-1.6%
75,296
-3.8%
1.15%
-2.7%
Q2 2020$7,366,000
+2.1%
78,307
-2.3%
1.18%
-13.2%
Q1 2020$7,216,000
-31.4%
80,146
+6.2%
1.36%
-15.7%
Q4 2019$10,517,000
+20.8%
75,448
+2.0%
1.62%
+14.0%
Q3 2019$8,708,000
+3.2%
73,992
-2.0%
1.42%
+1.3%
Q2 2019$8,440,000
+10.7%
75,490
+0.2%
1.40%
+7.9%
Q1 2019$7,626,000
+2.1%
75,332
-1.5%
1.30%
-8.1%
Q4 2018$7,468,000
-11.8%
76,500
+1.9%
1.41%
+3.3%
Q3 2018$8,470,000
+8.2%
75,060
-0.1%
1.37%
+5.5%
Q2 2018$7,831,000
-21.8%
75,158
-17.5%
1.30%
-14.5%
Q1 2018$10,014,000
+7.1%
91,057
+4.1%
1.51%
+4.3%
Q4 2017$9,351,000
+25.9%
87,440
+12.5%
1.45%
+19.1%
Q3 2017$7,425,000
+8.9%
77,739
+4.2%
1.22%
+9.5%
Q2 2017$6,820,000
+37.4%
74,622
+32.0%
1.11%
+39.0%
Q1 2017$4,965,000
+4.6%
56,521
+2.8%
0.80%
+1.8%
Q4 2016$4,746,000
+26.8%
54,998
-2.1%
0.79%
+20.9%
Q3 2016$3,742,000
+8.9%
56,196
+1.6%
0.65%
+12.0%
Q2 2016$3,436,000
+1.9%
55,294
-2.9%
0.58%
-1.7%
Q1 2016$3,372,000
-14.6%
56,942
-4.8%
0.59%
-11.8%
Q4 2015$3,949,000
+5.2%
59,800
-2.8%
0.67%
+3.7%
Q3 2015$3,753,000
-5.6%
61,548
+4.9%
0.65%
+6.1%
Q2 2015$3,977,000
+270.0%
58,697
+230.8%
0.61%
+278.3%
Q1 2015$1,075,000
-5.0%
17,745
-1.9%
0.16%
-10.6%
Q4 2014$1,132,000
+4.5%
18,083
+0.6%
0.18%0.0%
Q3 2014$1,083,000
+6.0%
17,983
+1.4%
0.18%
+12.5%
Q2 2014$1,022,000
-8.2%
17,740
-3.3%
0.16%
-15.8%
Q1 2014$1,113,000
-5.9%
18,338
-9.4%
0.19%
-10.4%
Q4 2013$1,183,000
+5.8%
20,236
-6.5%
0.21%
-0.9%
Q3 2013$1,118,000
-32.4%
21,634
-31.0%
0.21%
-27.0%
Q2 2013$1,654,00031,3320.29%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 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