Atria Investments, Inc - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 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
Atria Investments, Inc ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$39,279,949
+8.6%
270,852
+8.9%
0.70%
+7.2%
Q2 2023$36,157,730
+20.8%
248,603
+8.3%
0.65%
+15.4%
Q1 2023$29,919,929
+1.3%
229,580
+4.2%
0.57%
-6.4%
Q4 2022$29,535,402
+34.3%
220,228
+4.6%
0.60%
+24.5%
Q3 2022$21,996,000
-1.3%
210,486
+6.3%
0.49%
+4.1%
Q2 2022$22,290,000
-14.6%
197,940
+3.4%
0.47%
+2.2%
Q1 2022$26,097,000
-10.0%
191,436
+4.6%
0.46%
-11.6%
Q4 2021$28,989,000
+6.5%
183,071
+10.1%
0.52%
+5.1%
Q3 2021$27,214,000
+18.1%
166,255
+12.2%
0.49%
+10.6%
Q2 2021$23,040,000
+8.5%
148,131
+6.2%
0.44%
-5.3%
Q1 2021$21,243,000
+16.6%
139,547
-2.7%
0.47%
+6.8%
Q4 2020$18,216,000
+33.4%
143,355
+1.1%
0.44%
+6.0%
Q3 2020$13,652,000
+2.0%
141,807
-0.4%
0.42%
-9.6%
Q2 2020$13,388,000
+12.1%
142,332
+7.3%
0.46%
-49.9%
Q1 2020$11,940,000
-22.5%
132,625
+20.0%
0.92%
+119.4%
Q4 2019$15,413,000
+72.1%
110,563
+45.3%
0.42%
+31.0%
Q3 2019$8,958,000
+45.8%
76,115
+32.4%
0.32%
+39.3%
Q2 2019$6,144,000
+38.1%
57,505
+30.8%
0.23%
+21.8%
Q1 2019$4,450,000
-13.4%
43,961
-16.5%
0.19%
-17.5%
Q4 2018$5,139,000
-10.7%
52,645
+3.2%
0.23%0.0%
Q3 2018$5,756,000
+16.5%
51,014
+7.6%
0.23%
+5.1%
Q2 2018$4,940,000
-3.6%
47,412
+1.8%
0.22%
-12.1%
Q1 2018$5,124,000
+4.8%
46,591
+1.9%
0.25%
+1.6%
Q4 2017$4,890,000
+35.0%
45,730
+20.5%
0.24%
+23.4%
Q3 2017$3,623,000
+8.2%
37,936
+3.6%
0.20%
-3.9%
Q2 2017$3,347,000
+3.1%
36,622
-0.9%
0.20%
-2.8%
Q1 2017$3,247,000
+9.1%
36,967
+7.2%
0.21%
-7.0%
Q4 2016$2,975,000
+42.2%
34,473
+9.8%
0.23%
+18.2%
Q3 2016$2,092,000
+21.6%
31,410
+13.3%
0.19%
+3.8%
Q2 2016$1,721,000
+46.8%
27,715
+40.0%
0.18%
+39.1%
Q1 2016$1,172,000
+11.9%
19,798
+11.4%
0.13%
+15.7%
Q4 2015$1,047,000
+42.4%
17,773
+47.5%
0.12%
+12.7%
Q3 2015$735,000
+1.8%
12,052
+13.1%
0.10%
+20.0%
Q2 2015$722,000
+10.6%
10,659
-1.1%
0.08%
+14.9%
Q1 2015$653,000
-26.5%
10,778
-24.2%
0.07%
-21.3%
Q4 2014$889,000
-1.1%
14,212
-4.8%
0.09%
+2.2%
Q3 2014$899,000
+2.7%
14,931
-1.7%
0.09%
+5.7%
Q2 2014$875,000
-8.6%
15,193
-3.7%
0.09%
-11.2%
Q1 2014$957,000
+3.1%
15,771
-0.7%
0.10%
+6.5%
Q4 2013$928,000
+5.6%
15,876
-6.7%
0.09%
+1.1%
Q3 2013$879,000
-11.7%
17,015
-9.8%
0.09%
-24.8%
Q2 2013$996,00018,8650.12%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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