Baltimore-Washington Financial Advisors, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
Baltimore-Washington Financial Advisors, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$10,968,676
-0.7%
75,636
-0.4%
0.89%
+0.9%
Q2 2023$11,041,507
-22.1%
75,918
-30.2%
0.88%
-29.5%
Q1 2023$14,177,212
-3.2%
108,796
-0.4%
1.25%
-12.8%
Q4 2022$14,642,562
+26.6%
109,192
-1.0%
1.43%
+47.3%
Q3 2022$11,570,000
-8.3%
110,333
-1.6%
0.97%
-28.1%
Q2 2022$12,624,000
-19.8%
112,107
+8.4%
1.35%
-12.0%
Q1 2022$15,738,000
-10.2%
103,425
-6.5%
1.54%
+8.6%
Q4 2021$17,520,000
-1.1%
110,642
+2.3%
1.41%
-9.3%
Q3 2021$17,708,000
+9.4%
108,185
+3.9%
1.56%
+3.5%
Q2 2021$16,191,000
+3.2%
104,100
+1.0%
1.51%
-5.8%
Q1 2021$15,695,000
+22.1%
103,104
+1.9%
1.60%
+14.1%
Q4 2020$12,854,000
+30.8%
101,160
-0.9%
1.40%
+10.1%
Q3 2020$9,830,000
+4.7%
102,112
+2.3%
1.27%
-1.5%
Q2 2020$9,386,000
+5.0%
99,789
+0.5%
1.29%
-19.7%
Q1 2020$8,936,000
-33.8%
99,261
+2.6%
1.61%
-18.7%
Q4 2019$13,490,000
+23.3%
96,773
+4.1%
1.98%
+10.2%
Q3 2019$10,943,000
+4.4%
92,982
-0.8%
1.80%
+1.9%
Q2 2019$10,484,000
+9.8%
93,772
-0.6%
1.76%
+5.7%
Q1 2019$9,547,000
+4.4%
94,310
+0.7%
1.67%
-11.6%
Q4 2018$9,142,000
-13.8%
93,654
-0.4%
1.89%
-1.5%
Q3 2018$10,607,000
+13.7%
94,003
+5.0%
1.92%
+3.7%
Q2 2018$9,327,000
+1.6%
89,514
+7.2%
1.85%
-7.7%
Q1 2018$9,181,000
+14.5%
83,487
+11.3%
2.00%
+19.0%
Q4 2017$8,021,000
+109.3%
75,006
+87.0%
1.68%
+93.7%
Q3 2017$3,832,000
+95700.0%
40,120
+58044.9%
0.87%
+86900.0%
Q3 2015$4,000
+33.3%
69
+19.0%
0.00%0.0%
Q2 2015$3,000
-25.0%
580.0%0.00%0.0%
Q1 2015$4,000
-20.0%
58
-20.5%
0.00%0.0%
Q4 2014$5,000
+25.0%
730.0%0.00%0.0%
Q3 2014$4,000
+33.3%
73
+25.9%
0.00%0.0%
Q2 2014$3,000
-25.0%
580.0%0.00%0.0%
Q1 2014$4,000
+33.3%
580.0%0.00%0.0%
Q4 2013$3,000580.00%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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