Chicago Partners Investment Group LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 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
Chicago Partners Investment Group LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$11,764,195
-14.4%
83,434
-5.7%
0.63%
-11.3%
Q2 2023$13,750,739
+11.4%
88,486
+0.9%
0.72%
-0.7%
Q1 2023$12,342,272
+5.6%
87,702
+7.8%
0.72%
+0.7%
Q4 2022$11,683,570
+11.1%
81,334
+1.6%
0.72%
-4.8%
Q3 2022$10,516,000
+18.1%
80,047
+3.7%
0.75%
+16.6%
Q2 2022$8,901,000
-3.6%
77,162
+0.4%
0.64%
-8.7%
Q1 2022$9,231,000
-20.1%
76,866
+1.4%
0.70%
-13.9%
Q4 2021$11,560,000
-8.5%
75,808
+0.6%
0.82%
-7.5%
Q3 2021$12,629,000
-44.5%
75,347
-49.8%
0.88%
+4.6%
Q2 2021$22,762,000
+98.9%
150,096
+97.5%
0.85%
-10.4%
Q1 2021$11,444,000
+152.7%
76,007
+124.6%
0.94%
+120.0%
Q4 2020$4,528,000
+33.4%
33,844
+3.1%
0.43%
+6.7%
Q3 2020$3,395,000
-32.5%
32,826
-36.8%
0.40%
-36.1%
Q2 2020$5,032,000
+6.8%
51,927
+4.9%
0.63%
-13.6%
Q1 2020$4,713,000
+20.1%
49,513
+73.2%
0.73%
+50.7%
Q4 2019$3,924,000
+51.3%
28,593
+37.9%
0.48%
+32.3%
Q3 2019$2,593,000
+14.9%
20,741
+5.0%
0.36%
+12.7%
Q2 2019$2,256,000
+0.6%
19,747
-0.1%
0.32%
-2.4%
Q1 2019$2,243,000
-4.9%
19,765
-15.9%
0.33%
-5.1%
Q4 2018$2,359,000
-16.7%
23,497
-13.0%
0.35%
-16.9%
Q3 2018$2,831,000
+25.8%
27,005
+25.0%
0.42%
+20.6%
Q2 2018$2,250,000
+30.4%
21,597
+37.6%
0.35%
+17.9%
Q1 2018$1,726,000
+7.3%
15,692
+4.3%
0.30%
+12.5%
Q4 2017$1,608,000
-0.9%
15,038
-11.5%
0.26%
-5.1%
Q3 2017$1,623,000
+490.2%
16,988
+444.5%
0.28%
+284.7%
Q2 2017$275,000
-84.9%
3,120
-85.0%
0.07%
-86.0%
Q1 2017$1,823,000
-0.7%
20,748
-2.4%
0.52%
-22.9%
Q4 2016$1,835,000
+42.9%
21,262
+10.3%
0.67%
+31.2%
Q3 2016$1,284,000
-2.2%
19,280
-8.8%
0.51%
-19.3%
Q2 2016$1,313,000
+10.9%
21,138
+5.7%
0.63%
+3.1%
Q1 2016$1,184,000
-9.7%
19,998
+0.7%
0.61%
-2.1%
Q4 2015$1,311,000
+23.4%
19,856
+14.0%
0.63%
+5.7%
Q3 2015$1,062,000
-7.2%
17,419
+3.2%
0.59%
+13.8%
Q2 2015$1,144,000
+12.0%
16,884
+3.5%
0.52%
+15.3%
Q1 2015$1,021,000
-3.7%
16,311
-3.7%
0.45%
+0.4%
Q4 2014$1,060,00016,9320.45%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2022
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