Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 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
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$378,792
-0.3%
2,6120.0%0.07%
+2.8%
Q2 2023$379,889
+17.2%
2,612
+5.0%
0.07%
+10.8%
Q1 2023$324,081
-2.8%
2,4870.0%0.06%
-3.0%
Q4 2022$333,507
+28.3%
2,4870.0%0.07%
-14.1%
Q3 2022$260,000
-7.1%
2,4870.0%0.08%
+34.5%
Q2 2022$280,000
-17.4%
2,4870.0%0.06%
-4.9%
Q1 2022$339,000
-17.3%
2,487
-3.9%
0.06%
-15.3%
Q4 2021$410,000
-3.1%
2,5870.0%0.07%
-10.0%
Q3 2021$423,000
+5.2%
2,5870.0%0.08%
+3.9%
Q2 2021$402,000
+6.1%
2,587
+4.0%
0.08%
-1.3%
Q1 2021$379,000
+19.9%
2,4870.0%0.08%
+8.3%
Q4 2020$316,000
+35.6%
2,487
+2.9%
0.07%
+18.0%
Q3 2020$233,000
+12.6%
2,417
+9.9%
0.06%
+7.0%
Q2 2020$207,000
-47.1%
2,200
-21.5%
0.06%
-41.2%
Q4 2019$391,000
+18.5%
2,8030.0%0.10%
+7.8%
Q3 2019$330,000
+5.4%
2,8030.0%0.09%
+2.3%
Q2 2019$313,000
+10.2%
2,8030.0%0.09%
+7.3%
Q1 2019$284,000
+3.6%
2,8030.0%0.08%
-6.8%
Q4 2018$274,000
+25.1%
2,803
+44.5%
0.09%
+41.9%
Q3 2018$219,000
-4.4%
1,940
-11.8%
0.06%
-8.8%
Q2 2018$229,000
-10.2%
2,200
-5.2%
0.07%
-12.8%
Q1 2018$255,000
+12.3%
2,320
+9.4%
0.08%
+8.3%
Q4 2017$227,000
+12.4%
2,1200.0%0.07%
+9.1%
Q3 2017$202,000
+110.4%
2,120
+30.9%
0.07%
+57.1%
Q1 2016$96,000
-3.0%
1,6200.0%0.04%
+2.4%
Q3 2015$99,000
-10.0%
1,6200.0%0.04%
-6.8%
Q2 2015$110,000
+12.2%
1,6200.0%0.04%
+10.0%
Q1 2015$98,000
-3.0%
1,6200.0%0.04%
-7.0%
Q4 2014$101,000
+17.4%
1,620
+8.0%
0.04%
-8.5%
Q2 2014$86,000
-5.5%
1,5000.0%0.05%
-9.6%
Q1 2014$91,000
+3.4%
1,5000.0%0.05%
-3.7%
Q4 2013$88,0001,5000.05%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 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