Corbenic Partners LLC - 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
Corbenic Partners LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2022$10,017,000
-11.0%
88,956
+7.7%
2.64%
+7.9%
Q1 2022$11,255,000
+36.7%
82,567
+58.8%
2.45%
+53.2%
Q4 2021$8,231,000
+7.0%
51,979
+10.6%
1.60%
-14.4%
Q3 2021$7,693,000
+20.8%
46,997
+14.7%
1.87%
+11.7%
Q2 2021$6,370,000
+7.9%
40,956
+5.6%
1.67%
+10.9%
Q1 2021$5,902,000
+6.4%
38,770
-11.2%
1.51%
-34.2%
Q4 2020$5,546,000
+61.5%
43,643
+22.4%
2.29%
+39.0%
Q3 2020$3,433,000
+7.7%
35,665
+5.2%
1.65%
-5.7%
Q2 2020$3,188,000
+3.0%
33,891
-1.5%
1.75%
-26.9%
Q1 2020$3,096,000
-36.3%
34,393
-1.4%
2.39%
-32.3%
Q4 2019$4,862,000
+6470.3%
34,880
+4911.5%
3.53%
+3694.6%
Q4 2017$74,000
+5.7%
696
-5.2%
0.09%
+1.1%
Q3 2017$70,000
+59.1%
734
+54.2%
0.09%
+50.8%
Q2 2017$44,000
+4.8%
4760.0%0.06%
+19.6%
Q1 2017$42,000
+2.4%
4760.0%0.05%
+15.9%
Q4 2016$41,000
+28.1%
4760.0%0.04%
+29.4%
Q3 2016$32,000
+6.7%
4760.0%0.03%
+9.7%
Q2 2016$30,000
+7.1%
4760.0%0.03%
+6.9%
Q1 2016$28,000
-20.0%
476
-9.8%
0.03%
-14.7%
Q4 2015$35,000
+20.7%
528
+10.9%
0.03%
+30.8%
Q3 2015$29,000
-9.4%
4760.0%0.03%
-3.7%
Q2 2015$32,000
+10.3%
4760.0%0.03%
+17.4%
Q1 2015$29,000
-23.7%
476
-20.8%
0.02%
-17.9%
Q4 2014$38,000
-5.0%
601
-11.6%
0.03%
-26.3%
Q4 2013$40,000
+14.3%
6800.0%0.04%
-19.1%
Q3 2013$35,000
+133.3%
680
+147.3%
0.05%
+235.7%
Q2 2013$15,0002750.01%
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