Perigon Wealth Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,590 filers reported holding JPMORGAN CHASE & CO in Q4 2018. The put-call ratio across all filers is 0.99 and the average weighting 1.2%.

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
Perigon Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$17,932,057
-50.8%
123,652
-50.6%
0.73%
+1.7%
Q2 2023$36,419,158
+278.8%
250,408
+239.4%
0.72%
+30.7%
Q1 2023$9,615,260
-50.3%
73,788
-48.9%
0.55%
-8.8%
Q4 2022$19,349,288
+179.6%
144,290
+117.9%
0.60%
+0.3%
Q3 2022$6,920,000
-10.0%
66,217
-3.0%
0.60%
-6.9%
Q2 2022$7,687,000
-15.6%
68,263
+2.2%
0.64%
-0.2%
Q1 2022$9,104,000
-16.7%
66,781
-3.3%
0.64%
-17.8%
Q4 2021$10,935,000
+6.0%
69,058
+9.6%
0.78%
-12.6%
Q3 2021$10,313,000
+4.4%
63,003
-0.8%
0.90%
+1.8%
Q2 2021$9,882,000
+7.0%
63,536
+4.7%
0.88%
-6.7%
Q1 2021$9,237,000
+36.8%
60,679
+14.2%
0.94%
+20.0%
Q4 2020$6,753,000
+36.0%
53,142
+3.1%
0.78%
+13.1%
Q3 2020$4,964,000
+2.6%
51,561
+0.3%
0.69%
-9.5%
Q2 2020$4,836,000
-4.7%
51,410
+4.1%
0.77%
-18.8%
Q1 2020$5,075,000
-20.3%
49,384
+7.2%
0.94%
-27.3%
Q4 2019$6,368,000
+14.1%
46,069
-0.9%
1.30%
-0.8%
Q3 2019$5,579,000
+9.3%
46,508
+1.9%
1.31%
+9.6%
Q2 2019$5,105,000
-0.7%
45,662
+1.1%
1.20%0.0%
Q1 2019$5,140,000
+9.5%
45,158
-3.4%
1.20%
-0.3%
Q4 2018$4,696,000
-0.0%
46,724
+12.2%
1.20%
+3.6%
Q3 2018$4,698,000
+31.7%
41,633
+21.6%
1.16%
+7.8%
Q2 2018$3,568,000
+15.3%
34,245
+21.7%
1.07%
-5.9%
Q1 2018$3,094,000
+16.4%
28,135
+13.2%
1.14%
+14.9%
Q4 2017$2,658,000
+3.5%
24,857
-7.5%
0.99%
+19.1%
Q3 2017$2,568,000
+187.2%
26,883
+175.0%
0.83%
+329.4%
Q2 2017$894,000
+9.7%
9,776
+5.4%
0.19%
+12.1%
Q1 2017$815,000
-8.7%
9,278
-3.6%
0.17%
-11.3%
Q4 2016$893,000
+802.0%
9,625
+545.5%
0.20%
+680.0%
Q3 2016$99,000
+22.2%
1,491
+13.7%
0.02%
+13.6%
Q2 2016$81,000
+3.8%
1,311
-13.2%
0.02%
-8.3%
Q1 2016$78,000
-65.8%
1,511
-61.8%
0.02%
-63.1%
Q2 2014$228,000
-3.0%
3,957
-1.9%
0.06%
-50.0%
Q4 2013$235,000
-96.6%
4,034
-93.9%
0.13%
-78.3%
Q3 2011$6,920,00066,2170.60%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2018
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