Strategic Global Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 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
Strategic Global Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$11,831,747
-5.0%
81,587
-4.8%
1.97%
+2.7%
Q2 2023$12,459,699
+8.2%
85,669
-3.0%
1.92%
+3.7%
Q1 2023$11,513,149
+29.8%
88,352
+33.6%
1.85%
+30.1%
Q4 2022$8,869,374
+26.3%
66,140
-1.6%
1.42%
+21.4%
Q3 2022$7,021,000
-31.5%
67,191
-26.2%
1.17%
-25.1%
Q2 2022$10,250,000
-7.7%
91,026
+11.8%
1.56%
-3.7%
Q1 2022$11,103,000
-9.7%
81,450
+5.0%
1.62%
+2.2%
Q4 2021$12,289,000
+5.3%
77,604
+8.8%
1.59%
-7.1%
Q3 2021$11,671,000
+10.8%
71,300
+5.2%
1.71%
-10.7%
Q2 2021$10,538,000
-3.9%
67,748
-6.0%
1.91%
-3.1%
Q1 2021$10,966,000
+22.2%
72,036
+2.0%
1.98%
+24.6%
Q4 2020$8,974,000
+32.5%
70,619
+0.4%
1.58%
+24.4%
Q3 2020$6,772,000
+95.0%
70,341
+90.5%
1.27%
+71.7%
Q2 2020$3,473,000
-14.7%
36,923
-18.4%
0.74%
-29.1%
Q1 2020$4,071,000
-10.7%
45,223
+38.2%
1.05%
+10.5%
Q4 2019$4,561,000
+17.2%
32,720
-1.0%
0.95%
+7.7%
Q3 2019$3,890,000
+75.9%
33,051
+67.2%
0.88%
+86.6%
Q2 2019$2,211,000
+576.1%
19,772
+511.4%
0.47%
+582.6%
Q1 2019$327,000
-88.0%
3,234
-88.4%
0.07%
-92.9%
Q4 2018$2,719,000
-29.8%
27,850
-18.9%
0.97%
-17.3%
Q3 2018$3,873,000
+2.3%
34,324
-0.3%
1.18%
+22.0%
Q2 2018$3,787,0000.0%34,4350.0%0.96%
-25.7%
Q1 2018$3,787,000
+2.8%
34,435
-0.0%
1.30%
+8.5%
Q4 2017$3,683,000
+8.4%
34,439
-3.2%
1.20%
-8.1%
Q3 2017$3,399,000
+4.5%
35,5890.0%1.30%
+8.6%
Q2 2017$3,253,000
-8.1%
35,589
-11.7%
1.20%
-6.2%
Q1 2017$3,541,000
-5.2%
40,315
-6.9%
1.28%
-7.9%
Q4 2016$3,735,000
+96.4%
43,286
+41.4%
1.39%
+95.2%
Q3 2016$1,902,0000.0%30,6100.0%0.71%
-1.3%
Q2 2016$1,902,000
+4.9%
30,6100.0%0.72%
-6.7%
Q1 2016$1,813,000
-20.3%
30,610
-11.2%
0.77%
-20.4%
Q4 2015$2,276,000
+13.2%
34,464
+4.5%
0.97%
+0.7%
Q3 2015$2,011,000
+65.1%
32,978
+83.5%
0.96%
+35.3%
Q2 2015$1,218,000
+25.6%
17,974
+12.2%
0.71%
-0.8%
Q1 2015$970,000
-17.7%
16,014
-14.9%
0.72%
-31.6%
Q4 2014$1,178,00018,8121.05%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2022
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