Pinkerton Retirement Specialists, LLC - 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
Pinkerton Retirement Specialists, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,929,619
-1.7%
20,201
-1.4%
0.64%
+8.3%
Q2 2023$2,979,041
+15.8%
20,483
+3.7%
0.59%
+22.2%
Q1 2023$2,573,569
-0.9%
19,750
+2.0%
0.48%
-14.4%
Q4 2022$2,597,756
+39.5%
19,372
+8.7%
0.56%
-21.7%
Q3 2022$1,862,000
-9.4%
17,818
-2.4%
0.72%
+15.4%
Q2 2022$2,056,000
-63.3%
18,256
-55.5%
0.62%
-50.2%
Q1 2022$5,596,000
-7.1%
41,054
+8.0%
1.25%
+18.5%
Q4 2021$6,022,000
-1.5%
38,030
+1.8%
1.05%
-11.0%
Q3 2021$6,115,000
+6.5%
37,358
+1.2%
1.18%
+6.9%
Q2 2021$5,744,000
+3.2%
36,927
+1.0%
1.11%
-5.1%
Q1 2021$5,566,000
+17.6%
36,563
-1.9%
1.17%
+2.6%
Q4 2020$4,735,000
+27.2%
37,266
-3.6%
1.14%
+12.0%
Q3 2020$3,722,000
-1.1%
38,665
-3.4%
1.02%
-15.2%
Q2 2020$3,764,000
+143.2%
40,014
+132.7%
1.20%
+11.0%
Q1 2020$1,548,000
+8500.0%
17,194
+10134.5%
1.08%
+13375.0%
Q2 2018$18,000
-93.7%
168
-94.9%
0.01%
-94.0%
Q4 2016$286,000
+27.7%
3,318
-1.2%
0.13%
+41.5%
Q3 2016$224,000
+3.7%
3,360
-3.5%
0.09%
-13.8%
Q2 2016$216,000
+5300.0%
3,483
+5905.2%
0.11%
+3533.3%
Q1 2016$4,000
-55.6%
58
-56.7%
0.00%
-50.0%
Q4 2015$9,000
+12.5%
1340.0%0.01%
-45.5%
Q3 2015$8,000
-11.1%
1340.0%0.01%
+83.3%
Q2 2015$9,0001340.01%
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