Holloway Wealth Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,804 filers reported holding JPMORGAN CHASE & CO in Q3 2020. The put-call ratio across all filers is 1.22 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
Holloway Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2022$184,000
+5.7%
1,350
+22.7%
0.05%
+6.0%
Q4 2021$174,000
-3.3%
1,1000.0%0.05%
-9.1%
Q3 2021$180,000
+5.3%
1,1000.0%0.06%
+5.8%
Q2 2021$171,000
+2.4%
1,1000.0%0.05%
-5.5%
Q1 2021$167,000
+19.3%
1,1000.0%0.06%
+1.9%
Q4 2020$140,000
+32.1%
1,1000.0%0.05%
+17.4%
Q3 2020$106,000
+7.1%
1,100
+4.9%
0.05%0.0%
Q2 2020$99,000
+10.0%
1,049
+4.4%
0.05%0.0%
Q1 2020$90,000
-35.7%
1,0050.0%0.05%
-23.3%
Q4 2019$140,000
+1066.7%
1,005
+905.0%
0.06%
+900.0%
Q3 2019$12,000
+9.1%
1000.0%0.01%
+20.0%
Q2 2019$11,000
+10.0%
1000.0%0.01%0.0%
Q1 2019$10,000
-65.5%
100
-64.5%
0.01%
-68.8%
Q4 2018$29,000
+163.6%
282
+182.0%
0.02%
+220.0%
Q3 2018$11,000
+10.0%
1000.0%0.01%0.0%
Q2 2018$10,000
-52.4%
100
-47.4%
0.01%
-54.5%
Q1 2018$21,000
-27.6%
190
-32.6%
0.01%
-31.2%
Q4 2017$29,000
+61.1%
282
+48.4%
0.02%
+45.5%
Q3 2017$18,000
+5.9%
1900.0%0.01%0.0%
Q2 2017$17,0000.0%1900.0%0.01%0.0%
Q1 2017$17,000
+6.2%
1900.0%0.01%0.0%
Q4 2016$16,0001900.01%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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