Capstone Financial Advisors, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,331 filers reported holding JPMORGAN CHASE & CO in Q3 2022. The put-call ratio across all filers is 1.34 and the average weighting 0.9%.

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
Capstone Financial Advisors, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$8,001,613
+0.1%
55,176
+0.3%
0.63%
+5.0%
Q2 2023$7,996,992
+12.8%
54,985
+1.0%
0.60%
+7.1%
Q1 2023$7,091,775
-2.3%
54,422
+0.5%
0.56%
-8.6%
Q4 2022$7,260,800
+29.0%
54,145
+0.6%
0.61%
+18.3%
Q3 2022$5,627,000
-5.9%
53,845
+1.4%
0.52%
+2.0%
Q2 2022$5,980,000
-16.9%
53,107
+0.6%
0.51%
-2.5%
Q1 2022$7,197,000
-13.8%
52,797
+0.2%
0.52%
-13.6%
Q4 2021$8,346,000
-1.7%
52,704
+1.6%
0.60%
-9.2%
Q3 2021$8,490,000
+6.1%
51,863
+0.8%
0.66%
+5.2%
Q2 2021$8,004,000
+3.9%
51,458
+1.7%
0.63%
-7.5%
Q1 2021$7,700,000
+20.6%
50,582
+0.6%
0.68%
+12.7%
Q4 2020$6,386,000
+31.3%
50,259
-0.5%
0.61%
+17.9%
Q3 2020$4,862,000
+2.4%
50,502
+0.0%
0.51%
-5.3%
Q2 2020$4,750,000
+3.9%
50,501
-0.5%
0.54%
-9.0%
Q1 2020$4,570,000
-36.5%
50,761
-1.7%
0.60%
-41.0%
Q4 2019$7,195,000
+18.7%
51,616
+0.2%
1.01%
+9.2%
Q3 2019$6,064,000
+0.9%
51,523
-4.1%
0.93%
-4.6%
Q2 2019$6,008,000
+11.3%
53,738
+0.8%
0.97%
+5.3%
Q1 2019$5,399,000
+4.9%
53,334
+1.1%
0.92%
-10.6%
Q4 2018$5,147,000
-20.8%
52,729
-8.4%
1.03%
-36.0%
Q3 2018$6,499,000
+8.3%
57,593
+0.0%
1.62%
-10.3%
Q2 2018$6,001,000
-5.2%
57,588
+0.0%
1.80%
-13.8%
Q1 2018$6,333,000
+1.7%
57,584
-1.1%
2.09%
-10.2%
Q4 2017$6,229,000
+9.4%
58,245
-2.3%
2.32%
-8.2%
Q3 2017$5,695,000
+4.4%
59,623
-0.1%
2.53%
-4.0%
Q2 2017$5,455,000
+5.7%
59,678
+1.6%
2.64%
+0.8%
Q1 2017$5,161,000
+2.7%
58,751
+0.9%
2.62%
+14.1%
Q4 2016$5,026,000
+29.6%
58,251
+0.1%
2.29%
+11.4%
Q3 2016$3,877,000
+7.2%
58,217
+0.0%
2.06%
+5.3%
Q2 2016$3,618,000
+2.6%
58,216
-2.3%
1.96%
+39.9%
Q1 2016$3,528,000
-12.3%
59,577
-2.2%
1.40%
-2.2%
Q4 2015$4,023,000
+6.5%
60,930
-1.6%
1.43%
-14.6%
Q3 2015$3,776,000
-10.0%
61,929
-0.0%
1.67%
+2.3%
Q2 2015$4,197,000
+8.8%
61,939
-2.7%
1.64%
+10.5%
Q1 2015$3,857,000
-2.3%
63,666
+0.9%
1.48%
+20.8%
Q4 2014$3,947,000
+2.1%
63,072
-1.7%
1.23%
-47.8%
Q3 2014$3,865,000
+4.7%
64,158
+0.2%
2.35%
-8.4%
Q2 2014$3,691,000
-6.3%
64,059
-1.3%
2.57%
+6.4%
Q1 2014$3,941,000
+1.3%
64,909
-2.4%
2.41%
-3.8%
Q4 2013$3,891,00066,5392.51%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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