Creative Planning - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,331 filers reported holding JPMORGAN CHASE & CO in Q3 2022. The put-call ratio across all filers is 1.34 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
Creative Planning ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$166,438,660
+13.9%
1,147,696
+14.2%
0.22%
+13.8%
Q2 2023$146,157,984
+16.6%
1,005,080
+4.5%
0.20%
+7.7%
Q1 2023$125,339,084
-4.4%
962,012
-1.6%
0.18%
-8.1%
Q4 2022$131,045,861
+43.2%
977,225
+11.6%
0.20%
+24.7%
Q3 2022$91,490,000
-14.7%
875,579
-8.0%
0.16%
-10.7%
Q2 2022$107,219,000
+5.5%
952,212
+27.5%
0.18%
+12.7%
Q1 2022$101,602,000
+11.3%
746,971
+29.6%
0.16%
+6.8%
Q4 2021$91,255,000
-3.2%
576,289
-0.8%
0.15%
-12.0%
Q3 2021$94,246,000
+3.6%
580,756
-1.6%
0.17%
+3.1%
Q2 2021$90,999,000
-1.2%
590,047
-2.5%
0.16%
-12.9%
Q1 2021$92,133,000
+22.0%
605,221
+1.9%
0.19%
+12.0%
Q4 2020$75,505,000
+37.2%
594,202
+3.9%
0.17%
+15.3%
Q3 2020$55,032,000
+6.1%
571,738
+3.7%
0.14%
-4.0%
Q2 2020$51,859,000
+9.7%
551,441
+4.9%
0.15%
-10.7%
Q1 2020$47,294,000
-36.8%
525,604
-2.6%
0.17%
-25.3%
Q4 2019$74,836,000
+16.8%
539,833
-1.2%
0.22%
+7.7%
Q3 2019$64,084,000
+3.3%
546,454
-1.8%
0.21%0.0%
Q2 2019$62,022,000
+19.7%
556,664
+8.3%
0.21%
+11.8%
Q1 2019$51,793,000
+5.1%
513,955
+1.3%
0.19%
-7.4%
Q4 2018$49,270,000
-10.3%
507,449
+3.6%
0.20%
-1.0%
Q3 2018$54,955,000
+8.0%
489,865
+0.2%
0.20%
+2.0%
Q2 2018$50,900,000
+2.5%
489,074
+8.3%
0.20%
-1.0%
Q1 2018$49,663,000
+7.9%
451,600
+4.9%
0.20%
+2.0%
Q4 2017$46,048,000
+15.1%
430,593
+2.8%
0.20%
+6.5%
Q3 2017$40,013,000
+7.7%
418,941
+2.3%
0.19%
-1.1%
Q2 2017$37,144,000
+10.8%
409,661
+6.7%
0.19%
+2.7%
Q1 2017$33,524,000
+0.5%
383,922
-1.2%
0.18%
-9.9%
Q4 2016$33,341,000
+34.0%
388,626
+3.4%
0.20%
+28.5%
Q3 2016$24,885,000
+10.3%
375,789
+3.2%
0.16%
-3.1%
Q2 2016$22,555,000
+11.4%
364,062
+6.1%
0.16%
+3.2%
Q1 2016$20,252,000
-10.9%
343,044
-0.7%
0.16%
-15.5%
Q4 2015$22,738,000
+24.5%
345,399
+14.9%
0.19%
+16.1%
Q3 2015$18,263,000
-2.2%
300,509
+9.0%
0.16%
-4.7%
Q2 2015$18,678,000
+27.9%
275,647
+13.9%
0.17%
+23.4%
Q1 2015$14,601,000
-8.2%
241,921
-10.1%
0.14%
-17.0%
Q4 2014$15,913,000
+18.3%
269,223
+12.4%
0.16%
+5.8%
Q3 2014$13,451,000
+29.7%
239,457
+21.9%
0.16%
+16.4%
Q2 2014$10,367,000
+12.1%
196,416
+29.0%
0.13%
-3.6%
Q1 2014$9,244,000
+6.8%
152,267
+2.9%
0.14%
-6.1%
Q4 2013$8,652,000
+19.8%
147,943
+5.9%
0.15%
+3.5%
Q3 2013$7,220,000
+7.8%
139,686
+10.1%
0.14%
-8.3%
Q2 2013$6,695,000126,8200.16%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2022
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