Callan Capital, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 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
Callan Capital, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,265,876
-11.4%
8,729
-11.1%
0.14%
-13.9%
Q2 2023$1,428,503
+5.3%
9,822
-5.7%
0.16%
+0.6%
Q1 2023$1,356,842
-18.2%
10,412
-15.9%
0.16%
-23.4%
Q4 2022$1,659,509
+147.3%
12,375
+92.8%
0.20%
+88.1%
Q3 2022$671,000
+36.7%
6,417
+47.2%
0.11%
+43.4%
Q2 2022$491,000
-20.7%
4,358
-4.0%
0.08%
-10.6%
Q1 2022$619,000
-5.9%
4,541
+9.2%
0.08%
-11.5%
Q4 2021$658,000
+40.3%
4,158
+45.0%
0.10%
+23.1%
Q3 2021$469,000
-6.2%
2,867
-10.9%
0.08%
-10.3%
Q2 2021$500,000
-11.8%
3,217
-13.6%
0.09%
-15.5%
Q1 2021$567,000
+19.9%
3,7220.0%0.10%
+7.3%
Q4 2020$473,000
+32.1%
3,7220.0%0.10%
+20.0%
Q3 2020$358,000
+2.3%
3,7220.0%0.08%
-9.1%
Q2 2020$350,000
+4.5%
3,7220.0%0.09%
-14.6%
Q1 2020$335,0003,7220.10%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 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