Modera Wealth Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 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
Modera Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$37,807,478
-3.5%
260,705
-3.3%
0.71%
+0.1%
Q2 2023$39,195,616
+1263.3%
269,497
+1121.4%
0.71%
+535.7%
Q1 2023$2,875,151
-0.2%
22,064
+2.7%
0.11%
-4.3%
Q4 2022$2,882,280
+38.8%
21,494
+8.1%
0.12%
+11.4%
Q3 2022$2,077,000
-13.8%
19,880
-7.1%
0.10%
-8.7%
Q2 2022$2,409,000
-11.7%
21,389
+6.8%
0.12%
-5.0%
Q1 2022$2,729,000
-56.6%
20,018
-49.6%
0.12%
-49.6%
Q4 2021$6,292,000
+233.8%
39,735
+245.0%
0.24%
+147.4%
Q3 2021$1,885,000
+9.5%
11,516
+4.1%
0.10%
+4.3%
Q2 2021$1,721,000
+13.4%
11,067
+10.9%
0.09%
-6.1%
Q1 2021$1,518,000
+18.4%
9,975
-1.1%
0.10%
-2.9%
Q4 2020$1,282,000
+76.8%
10,086
+33.8%
0.10%
-5.6%
Q3 2020$725,000
+2.4%
7,536
+0.1%
0.11%
-4.4%
Q2 2020$708,000
+2.2%
7,525
-2.3%
0.11%
-22.1%
Q1 2020$693,000
-16.9%
7,700
+28.7%
0.14%
+11.5%
Q4 2019$834,000
+45.3%
5,981
+22.6%
0.13%
+36.8%
Q3 2019$574,000
+7.5%
4,880
+2.1%
0.10%
-2.1%
Q2 2019$534,000
+13.4%
4,779
+2.6%
0.10%
+10.2%
Q1 2019$471,000
-7.6%
4,657
-10.9%
0.09%
-12.0%
Q4 2018$510,000
+8.1%
5,227
+24.9%
0.10%
+4.2%
Q3 2018$472,000
+18.3%
4,186
+9.2%
0.10%
+14.3%
Q2 2018$399,000
-3.4%
3,832
+2.0%
0.08%
-2.3%
Q1 2018$413,000
-12.5%
3,757
-14.9%
0.09%
-15.7%
Q4 2017$472,000
+37.6%
4,416
+23.1%
0.10%
+32.5%
Q3 2017$343,000
+6.5%
3,587
+1.7%
0.08%
-1.3%
Q2 2017$322,000
-3.0%
3,528
-6.7%
0.08%
-6.0%
Q1 2017$332,000
+1.8%
3,783
+0.0%
0.08%
-24.5%
Q4 2016$326,000
+47.5%
3,782
+13.9%
0.11%
+48.6%
Q3 2016$221,000
-9.8%
3,321
-15.9%
0.07%
-14.0%
Q2 2016$245,0003,9470.09%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2023
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