RPg Family Wealth Advisory, LLC - 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
RPg Family Wealth Advisory, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2022$96,651,000
-13.9%
7090.0%0.04%
-6.8%
Q4 2021$112,270,000
-34.7%
709
-32.5%
0.04%
-38.9%
Q3 2021$171,874,000
+5.2%
1,0500.0%0.07%
+9.1%
Q2 2021$163,317,000
+22.4%
1,0500.0%0.07%
+4.8%
Q4 2020$133,424,000
+6.6%
1,050
-19.2%
0.06%
-4.5%
Q3 2020$125,151,000
+2.3%
1,3000.0%0.07%
-12.0%
Q2 2020$122,278,000
-1.9%
1,300
-6.1%
0.08%
-22.7%
Q1 2020$124,692,000
-40.8%
1,385
-8.3%
0.10%
-19.8%
Q4 2019$210,494,000
+4.7%
1,510
-11.6%
0.12%
-0.8%
Q3 2019$201,015,000
-10.5%
1,708
-14.9%
0.12%
-8.3%
Q2 2019$224,494,000
-7.1%
2,008
-15.9%
0.13%
-7.0%
Q1 2019$241,737,000
-5.2%
2,388
-8.6%
0.14%
-42.3%
Q4 2018$255,081,000
+4.8%
2,613
+21.1%
0.25%
+35.5%
Q3 2018$243,508,000
+21.3%
2,158
+12.0%
0.18%
+17.3%
Q2 2018$200,689,000
+71.4%
1,926
+80.8%
0.16%
+62.5%
Q1 2018$117,118,000
+356.3%
1,065
+343.8%
0.10%
+336.4%
Q4 2017$25,665,000
-49.2%
240
-56.6%
0.02%
-50.0%
Q2 2017$50,544,000
+17.4%
553
+12.9%
0.04%
+22.2%
Q1 2017$43,041,000
-68.3%
490
-68.8%
0.04%
-69.0%
Q4 2016$135,647,000
+53.0%
1,572
+18.1%
0.12%
+84.1%
Q3 2016$88,631,000
+6.4%
1,331
-0.7%
0.06%
+75.0%
Q2 2016$83,329,000
-11.5%
1,341
-15.7%
0.04%
-50.7%
Q1 2016$94,159,000
+166.5%
1,590
+197.2%
0.07%
+128.1%
Q4 2015$35,326,0005350.03%
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