Carroll Financial Associates, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,724 filers reported holding JPMORGAN CHASE & CO in Q4 2013. The put-call ratio across all filers is 0.97 and the average weighting 1.1%.

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
Carroll Financial Associates, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2021$9,309,000
+0.8%
58,862
+4.4%
0.50%
-3.9%
Q3 2021$9,232,000
+5.7%
56,401
+0.5%
0.52%
+4.5%
Q2 2021$8,732,000
-0.9%
56,140
-3.0%
0.49%
-8.9%
Q1 2021$8,810,000
+21.1%
57,876
+1.1%
0.54%
+12.0%
Q4 2020$7,273,000
+32.8%
57,236
+0.6%
0.48%
+14.4%
Q3 2020$5,478,000
-7.6%
56,904
-9.7%
0.42%
-14.5%
Q2 2020$5,929,000
+4.7%
63,043
+0.2%
0.50%
-11.0%
Q1 2020$5,664,000
-41.2%
62,918
-8.9%
0.56%
-27.3%
Q4 2019$9,632,000
+20.1%
69,098
+1.4%
0.76%
+9.3%
Q3 2019$8,017,000
+16.3%
68,125
+10.5%
0.70%
+16.7%
Q2 2019$6,892,000
+12.1%
61,646
+1.5%
0.60%
+4.2%
Q1 2019$6,147,000
-9.2%
60,727
-9.6%
0.58%
-23.5%
Q4 2018$6,772,000
-13.9%
67,210
-3.6%
0.75%
-9.5%
Q3 2018$7,867,000
+6.6%
69,719
-1.6%
0.83%
+5.7%
Q2 2018$7,379,000
-6.2%
70,823
-1.0%
0.79%
-8.8%
Q1 2018$7,865,000
-1.1%
71,523
-3.8%
0.86%
-0.8%
Q4 2017$7,951,000
-2.2%
74,357
-11.2%
0.87%
-6.0%
Q3 2017$8,126,000
+4.0%
83,699
-2.1%
0.93%
-2.0%
Q2 2017$7,816,000
+3.3%
85,521
-0.7%
0.94%
-2.0%
Q1 2017$7,563,000
+0.8%
86,101
-1.0%
0.96%
-9.9%
Q4 2016$7,500,000
+28.1%
86,927
-1.2%
1.07%
+21.7%
Q3 2016$5,856,000
+7.7%
87,955
+0.5%
0.88%
-3.4%
Q2 2016$5,439,000
+3.9%
87,530
-1.0%
0.91%
-6.5%
Q1 2016$5,237,000
-11.1%
88,434
-0.8%
0.97%
-20.6%
Q4 2015$5,888,000
+1.8%
89,177
-4.3%
1.23%
-4.4%
Q3 2015$5,783,000
-7.0%
93,187
+1.6%
1.28%
-7.8%
Q2 2015$6,216,000
+149.6%
91,735
+123.2%
1.39%
+27.1%
Q1 2015$2,490,000
+21.2%
41,098
+12.8%
1.09%
-16.6%
Q4 2014$2,055,000
-63.3%
36,448
-60.0%
1.31%
-24.0%
Q3 2014$5,593,000
-2.7%
91,138
-8.7%
1.72%
+7.2%
Q2 2014$5,749,000
-2.4%
99,773
+2.8%
1.61%
-16.8%
Q1 2014$5,893,000
+8.5%
97,064
+4.5%
1.93%
+0.2%
Q4 2013$5,430,000
-0.9%
92,860
-12.4%
1.93%
-6.5%
Q3 2013$5,479,000
-2.4%
106,015
-0.3%
2.06%
-24.9%
Q2 2013$5,611,000106,2902.75%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2013
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