Harvest Investment Services, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
Harvest Investment Services, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$679,419
+188.5%
4,685
+189.4%
0.44%
+226.1%
Q2 2023$235,534
-39.9%
1,619
-34.6%
0.13%
-18.8%
Q4 2021$392,000
-41.7%
2,477
-39.7%
0.16%
-40.0%
Q3 2021$672,000
+5.3%
4,109
+0.1%
0.28%
+2.6%
Q2 2021$638,000
+8.3%
4,103
+6.0%
0.27%
+1.1%
Q1 2021$589,000
+32.7%
3,872
+10.6%
0.26%
+15.7%
Q4 2020$444,000
+35.4%
3,500
+2.6%
0.23%
+21.8%
Q3 2020$328,000
+26.6%
3,412
+23.7%
0.19%
+22.9%
Q2 2020$259,000
+7.9%
2,758
+3.4%
0.15%
-52.0%
Q1 2020$240,000
-56.5%
2,668
-32.7%
0.32%
+8.9%
Q4 2019$552,000
+29.3%
3,966
+7.1%
0.29%
+36.9%
Q3 2019$427,000
+18.0%
3,702
+16.1%
0.21%
+3.9%
Q2 2019$362,000
+9.4%
3,190
+0.8%
0.21%
+7.3%
Q1 2019$331,000
+16.5%
3,166
+16.0%
0.19%
-26.7%
Q4 2018$284,0002,7290.26%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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