M Holdings Securities, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,201 filers reported holding JPMORGAN CHASE & CO in Q2 2021. The put-call ratio across all filers is 1.21 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
M Holdings Securities, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2023$610
-84.2%
4,195
-85.8%
0.13%
-68.4%
Q1 2023$3,855
-27.9%
29,602
-25.8%
0.40%
-29.1%
Q4 2022$5,346
-99.9%
39,874
-0.1%
0.56%
+22.1%
Q3 2022$4,169,000
-7.8%
39,899
-0.6%
0.46%
+0.7%
Q2 2022$4,522,000
-15.0%
40,155
+2.9%
0.46%
+13.6%
Q1 2022$5,322,000
-27.4%
39,038
-17.2%
0.40%
-43.8%
Q2 2021$7,333,000
-5.3%
47,144
-7.3%
0.72%
+1.7%
Q1 2021$7,744,000
+75.2%
50,868
+46.2%
0.70%
+25.0%
Q4 2020$4,420,000
+35.0%
34,783
+2.2%
0.56%
+8.0%
Q3 2020$3,275,000
+6.0%
34,019
+3.5%
0.52%
-5.6%
Q2 2020$3,091,000
-31.5%
32,864
-34.5%
0.55%
-17.2%
Q1 2020$4,515,000
+7.6%
50,149
+66.7%
0.67%
-45.5%
Q4 2019$4,195,000
+11.7%
30,092
-5.7%
1.23%
+6.5%
Q3 2019$3,754,000
+2.2%
31,900
-2.9%
1.15%
-7.4%
Q2 2019$3,674,000
-38.4%
32,866
-44.2%
1.24%
-9.9%
Q1 2019$5,961,000
+103.0%
58,883
+95.8%
1.38%
+51.4%
Q4 2018$2,936,000
-17.6%
30,075
-4.7%
0.91%
-2.4%
Q3 2018$3,562,000
+9.5%
31,567
+1.1%
0.93%
+4.4%
Q2 2018$3,253,000
+6.3%
31,220
+12.2%
0.89%
-4.4%
Q1 2018$3,061,000
-14.7%
27,834
-50.4%
0.94%
+73.1%
Q4 2017$3,589,000
+35.9%
56,150
+103.1%
0.54%
-35.2%
Q3 2017$2,640,000
+5.0%
27,640
+0.4%
0.83%
-2.9%
Q2 2017$2,515,000
-1.1%
27,521
-4.9%
0.86%
-12.4%
Q1 2017$2,543,000
-1.7%
28,954
-3.5%
0.98%
+9.3%
Q4 2016$2,588,000
+28.9%
29,989
-0.5%
0.90%
-1.9%
Q3 2016$2,007,000
+7.2%
30,139
+0.1%
0.91%
-4.6%
Q2 2016$1,872,000
+27.8%
30,120
+21.8%
0.96%
+6.8%
Q1 2016$1,465,000
+13.9%
24,731
+27.0%
0.90%
+4.3%
Q4 2015$1,286,000
+13.0%
19,475
+4.4%
0.86%
+6.2%
Q3 2015$1,138,000
+3.0%
18,663
+14.5%
0.81%
+9.6%
Q2 2015$1,105,000
+10.5%
16,305
-1.2%
0.74%
+13.2%
Q1 2015$1,000,000
+4.9%
16,502
+8.4%
0.65%
+5.7%
Q4 2014$953,000
-5.5%
15,226
-9.9%
0.62%
+9.8%
Q3 2014$1,008,000
+5.2%
16,902
+1.7%
0.56%
-8.0%
Q2 2014$958,000
+320.2%
16,623
+342.1%
0.61%
+156.1%
Q1 2014$228,000
-68.9%
3,760
-70.0%
0.24%
-54.3%
Q4 2013$733,00012,5260.52%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 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