Polaris Wealth Advisory Group, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 and the average weighting 1.1%.

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
Polaris Wealth Advisory Group, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$29,181,745
+19.8%
201,226
+20.1%
2.22%
+20.1%
Q2 2023$24,364,137
+17.1%
167,520
+4.9%
1.85%
+20.4%
Q1 2023$20,812,195
-11.7%
159,713
-5.4%
1.54%
-12.5%
Q4 2022$23,561,554
+25.7%
168,743
-5.4%
1.76%
+12.6%
Q3 2022$18,737,000
-45.3%
178,467
-41.3%
1.56%
-43.0%
Q2 2022$34,243,000
-2.1%
304,087
+14.0%
2.74%
+17.2%
Q1 2022$34,968,000
+204.1%
266,747
+267.4%
2.34%
+253.8%
Q4 2021$11,498,000
-2.1%
72,613
+5.2%
0.66%
-6.1%
Q3 2021$11,742,000
+536.8%
69,034
+488.1%
0.70%
+539.1%
Q2 2021$1,844,000
+2.0%
11,738
+1.5%
0.11%
-5.2%
Q1 2021$1,807,000
+24.5%
11,560
+8.4%
0.12%
+7.4%
Q4 2020$1,451,000
+103.5%
10,669
+48.1%
0.11%
+61.2%
Q3 2020$713,000
-96.7%
7,202
-96.9%
0.07%
-96.1%
Q2 2020$21,834,000
+3311.6%
234,125
+3194.8%
1.73%
+2367.1%
Q1 2020$640,000
-33.9%
7,106
+0.8%
0.07%
+7.7%
Q4 2019$968,000
+28.9%
7,051
+6.4%
0.06%
+6.6%
Q3 2019$751,000
-2.8%
6,629
-2.5%
0.06%
+3.4%
Q2 2019$773,000
-18.1%
6,800
-24.6%
0.06%
-16.9%
Q1 2019$944,000
-8.1%
9,021
-14.3%
0.07%
-26.8%
Q4 2018$1,027,000
-96.5%
10,523
-96.0%
0.10%
-95.2%
Q3 2018$29,425,000
+8.4%
260,767
+5.7%
2.03%
-11.5%
Q2 2018$27,135,000
-2.1%
246,749
-2.1%
2.29%
+1.4%
Q1 2018$27,725,000
+8.5%
252,111
+5.5%
2.26%
+7.7%
Q4 2017$25,564,000
+17.3%
239,053
+4.8%
2.10%
+9.5%
Q3 2017$21,786,000
+8.0%
228,106
+3.4%
1.92%
-16.5%
Q2 2017$20,166,000
+60.1%
220,640
+3.7%
2.30%
+16.6%
Q1 2016$12,596,000
+29.3%
212,694
+44.1%
1.97%
+25.2%
Q4 2015$9,745,000
+48625.0%
147,581
+45732.6%
1.57%
+31360.0%
Q1 2014$20,000
+5.3%
3220.0%0.01%0.0%
Q4 2013$19,000
-99.9%
3220.0%0.01%0.0%
Q3 2013$16,644,000
-2.1%
3220.0%0.01%
-28.6%
Q2 2013$16,998,0003220.01%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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