Hilton Capital Management, 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
Hilton Capital Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$5,821,420
-4.9%
40,142
-4.6%
0.78%
+5.6%
Q2 2023$6,118,173
-47.8%
42,067
-51.1%
0.74%
-41.3%
Q1 2022$11,716,000
-13.7%
85,942
+0.3%
1.25%
+0.3%
Q4 2021$13,574,000
-4.9%
85,719
-1.7%
1.25%
-10.6%
Q3 2021$14,276,000
+6.3%
87,212
+1.0%
1.40%
-1.6%
Q2 2021$13,425,000
-41.8%
86,312
-43.1%
1.42%
-43.2%
Q1 2021$23,080,000
-0.9%
151,611
-17.3%
2.50%
-6.5%
Q4 2020$23,282,000
+23.7%
183,224
+35.7%
2.67%
+17.4%
Q4 2019$18,826,000
+10076.2%
135,048
+8474.5%
2.28%
+9383.3%
Q3 2019$185,000
-69.3%
1,575
-70.8%
0.02%
-70.7%
Q2 2019$603,000
+9.0%
5,391
-1.4%
0.08%
+9.3%
Q1 2019$553,000
+5.5%
5,466
+1.8%
0.08%
-20.2%
Q4 2018$524,000
-97.3%
5,368
-96.9%
0.09%
-96.8%
Q3 2018$19,684,000
+14.2%
174,445
+5.4%
2.94%
+6.0%
Q2 2018$17,238,000
-24.4%
165,430
-20.2%
2.78%
-24.4%
Q1 2018$22,801,000
-16.2%
207,342
-18.5%
3.67%
-10.6%
Q4 2017$27,203,000
+35.0%
254,378
+20.6%
4.11%
+16.8%
Q3 2017$20,152,000
+5.7%
210,996
+1.2%
3.52%
-0.9%
Q2 2017$19,060,000
+2.0%
208,535
-2.0%
3.55%
-1.6%
Q1 2017$18,690,000
+24.8%
212,776
+22.6%
3.61%
+13.8%
Q4 2016$14,981,000173,6103.17%
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