Blue Fin Capital, Inc. - 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
Blue Fin Capital, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$5,306,476
-0.9%
36,591
-0.7%
1.55%
+1.3%
Q2 2023$5,357,113
+61.7%
36,834
+49.1%
1.53%
+43.0%
Q1 2023$3,312,856
+0.3%
24,696
+0.2%
1.07%
-11.6%
Q4 2022$3,304,479
+26.7%
24,642
-1.3%
1.21%
+22.7%
Q3 2022$2,609,000
-2.1%
24,968
+5.5%
0.99%
+4.4%
Q2 2022$2,665,000
-13.9%
23,670
+4.2%
0.94%
+5.1%
Q1 2022$3,097,000
-13.7%
22,720
+0.2%
0.90%
-9.7%
Q4 2021$3,590,000
-2.7%
22,677
+0.6%
0.99%
-11.7%
Q3 2021$3,689,000
+4.8%
22,538
-0.4%
1.13%
+3.9%
Q2 2021$3,519,000
+0.4%
22,625
-1.7%
1.08%
-9.7%
Q1 2021$3,505,000
+26.4%
23,027
+5.5%
1.20%
+21.1%
Q4 2020$2,773,000
+38.1%
21,825
+4.6%
0.99%
+22.2%
Q3 2020$2,008,000
-3.3%
20,864
-5.5%
0.81%
-11.6%
Q2 2020$2,076,000
+1.0%
22,078
-3.3%
0.92%
-19.0%
Q1 2020$2,055,000
-32.0%
22,828
+5.0%
1.13%
-20.3%
Q4 2019$3,020,000
+22.9%
21,737
+4.0%
1.42%
+10.6%
Q3 2019$2,458,000
+3.0%
20,891
-2.2%
1.29%
+4.6%
Q2 2019$2,387,000
+14.3%
21,355
+3.5%
1.23%
+12.2%
Q1 2019$2,088,000
-47.3%
20,629
-49.2%
1.10%
-7.4%
Q4 2018$3,962,000
+58.4%
40,588
+83.0%
1.18%
-4.5%
Q3 2018$2,502,000
+14.4%
22,175
+5.6%
1.24%
+6.0%
Q2 2018$2,187,000
-4.9%
20,998
+0.4%
1.17%
-9.9%
Q1 2018$2,299,000
+6.4%
20,914
+3.5%
1.30%
+3.2%
Q4 2017$2,160,000
+16.3%
20,199
+3.8%
1.26%
+10.5%
Q3 2017$1,857,000
+8.7%
19,453
+4.1%
1.14%
+3.5%
Q2 2017$1,708,000
-0.4%
18,693
-4.2%
1.10%
+4.7%
Q1 2017$1,714,000
+2.2%
19,508
+0.3%
1.05%
-5.3%
Q4 2016$1,677,000
+51.9%
19,443
+17.3%
1.11%
+23.9%
Q3 2016$1,104,000
+4.9%
16,579
-2.1%
0.90%
+2.6%
Q2 2016$1,052,000
+4.4%
16,929
-0.6%
0.87%
+1.6%
Q1 2016$1,008,000
-22.2%
17,029
-13.2%
0.86%
-14.0%
Q4 2015$1,295,000
+5.1%
19,618
-2.9%
1.00%
+4.1%
Q3 2015$1,232,000
-11.7%
20,208
-1.9%
0.96%
-4.6%
Q2 2015$1,396,000
+27.5%
20,608
+14.0%
1.00%
+27.1%
Q1 2015$1,095,000
-2.1%
18,081
+1.2%
0.79%
-6.2%
Q4 2014$1,118,000
+2.9%
17,868
-0.9%
0.84%
-2.2%
Q3 2014$1,087,000
+1.8%
18,038
-2.7%
0.86%
+0.7%
Q2 2014$1,068,000
-5.5%
18,538
-0.4%
0.86%
-14.1%
Q1 2014$1,130,000
+6.3%
18,608
+2.4%
1.00%
+5.2%
Q4 2013$1,063,00018,1720.95%
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