Triangle Securities Wealth Management - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,698 filers reported holding JPMORGAN CHASE & CO in Q3 2014. The put-call ratio across all filers is 0.74 and the average weighting 1.0%.

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
Triangle Securities Wealth Management ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,243,054
-0.5%
29,258
-0.3%
1.51%
+2.8%
Q2 2023$4,266,268
+10.2%
29,334
-1.3%
1.47%
+6.0%
Q1 2023$3,872,493
-5.0%
29,718
-2.2%
1.38%
-7.3%
Q4 2022$4,076,179
+26.4%
30,397
-1.5%
1.49%
+13.4%
Q3 2022$3,226,000
-8.8%
30,874
-1.7%
1.32%
-4.4%
Q2 2022$3,538,000
-15.1%
31,422
+2.8%
1.38%
-1.1%
Q1 2022$4,165,000
-17.2%
30,552
-3.8%
1.39%
-11.4%
Q4 2021$5,031,000
-4.0%
31,772
-0.8%
1.57%
-11.6%
Q3 2021$5,243,000
+4.1%
32,027
-1.1%
1.78%
+4.5%
Q2 2021$5,037,0000.0%32,382
-2.1%
1.70%
-6.5%
Q1 2021$5,037,000
+17.6%
33,088
-1.8%
1.82%
+7.4%
Q4 2020$4,282,000
+30.9%
33,698
-0.8%
1.70%
+14.7%
Q3 2020$3,270,000
+3.2%
33,967
+0.8%
1.48%
-2.5%
Q2 2020$3,169,000
+6.6%
33,696
+2.0%
1.52%
-11.6%
Q1 2020$2,974,000
-30.9%
33,030
+7.0%
1.71%
-8.0%
Q4 2019$4,302,000
+17.2%
30,862
-1.0%
1.86%
+3.9%
Q3 2019$3,670,000
+2.9%
31,181
-1.4%
1.79%
-1.0%
Q2 2019$3,568,000
+9.0%
31,615
-2.2%
1.81%
+5.7%
Q1 2019$3,274,000
+0.6%
32,342
-3.0%
1.72%
-10.7%
Q4 2018$3,255,000
-9.2%
33,344
+5.0%
1.92%
+1.0%
Q3 2018$3,583,000
+7.3%
31,754
-0.9%
1.90%
+1.9%
Q2 2018$3,340,000
-6.8%
32,054
-1.7%
1.87%
-9.3%
Q1 2018$3,585,000
-1.7%
32,602
-4.4%
2.06%
-1.2%
Q4 2017$3,648,000
+11.9%
34,112
-0.1%
2.08%
+7.4%
Q3 2017$3,260,000
+4.2%
34,136
-0.3%
1.94%
-6.2%
Q2 2017$3,130,000
+2.0%
34,248
-2.0%
2.07%
+5.6%
Q1 2017$3,069,000
-2.4%
34,938
-4.1%
1.96%
-6.8%
Q4 2016$3,144,000
+23.1%
36,434
-5.0%
2.10%
+18.9%
Q3 2016$2,553,000
+5.3%
38,338
-1.7%
1.77%
-2.4%
Q2 2016$2,424,000
-8.9%
39,002
-13.2%
1.81%
+4.3%
Q1 2016$2,660,000
-5.6%
44,918
+5.3%
1.74%
-8.1%
Q4 2015$2,817,000
+8.3%
42,657
+0.0%
1.89%
-4.0%
Q3 2015$2,601,000
-10.0%
42,656
-0.0%
1.97%
-3.7%
Q2 2015$2,891,000
+11.7%
42,668
-0.1%
2.04%
+14.0%
Q1 2015$2,588,000
-3.1%
42,718
+0.1%
1.79%
-5.7%
Q4 2014$2,671,000
+4.6%
42,678
+0.7%
1.90%
-3.1%
Q3 2014$2,553,000
+4.5%
42,3730.0%1.96%
+4.9%
Q2 2014$2,442,000
+25.2%
42,373
+3.1%
1.87%
+6.7%
Q1 2014$1,950,000
-18.5%
41,083
+0.4%
1.75%
-9.7%
Q4 2013$2,392,000
+13.3%
40,903
+0.2%
1.94%
+5.5%
Q3 2013$2,111,000
-9.4%
40,835
-7.5%
1.84%
+6.7%
Q2 2013$2,330,00044,1331.72%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2014
NameSharesValueWeighting ↓
Florence Capital Advisors, LLC 80,853$7,102,00023.89%
Michael & Susan Dell Foundation 313,853$27,569,00023.54%
Key Square Capital Management LLC 1,204,123$105,770,00023.46%
Lloyds Banking Group plc 28,209$2,478,00022.36%
LANSDOWNE PARTNERS (UK) LLP 22,277,793$1,956,882,00017.01%
GREENHAVEN ASSOCIATES INC 7,323,232$643,273,00010.21%
NatWest Group plc 460,518$40,452,0008.60%
WILSEY ASSET MANAGEMENT INC 134,820$11,904,0008.34%
Cabot-Wellington, LLC 156,565$13,674,0008.12%
STEWART WEST INDIES TRADING CO., LTD 1,028,000$90,300,0007.80%
View complete list of JPMORGAN CHASE & CO shareholders