Mendel Money Management - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,627 filers reported holding JPMORGAN CHASE & CO in Q2 2019. The put-call ratio across all filers is 1.02 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
Mendel Money Management ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,750,391
-1.5%
12,070
-1.2%
0.94%
+2.8%
Q2 2023$1,776,404
-32.0%
12,214
-39.1%
0.91%
-35.1%
Q1 2023$2,611,934
-6.0%
20,044
-3.2%
1.41%
-10.9%
Q4 2022$2,777,345
+24.8%
20,711
-2.8%
1.58%
+13.8%
Q3 2022$2,226,000
-22.4%
21,303
-16.3%
1.39%
-18.7%
Q2 2022$2,867,000
-30.7%
25,462
-16.1%
1.71%
-15.5%
Q1 2022$4,137,000
-16.4%
30,348
-2.9%
2.02%
-29.2%
Q4 2021$4,950,000
-4.3%
31,261
-1.1%
2.85%
-11.8%
Q3 2021$5,172,000
+7.7%
31,599
+2.4%
3.24%
+7.2%
Q2 2021$4,802,000
+6.4%
30,872
+4.1%
3.02%
+2.4%
Q1 2021$4,514,000
+300.5%
29,650
+234.3%
2.95%
+273.6%
Q4 2020$1,127,000
+79.5%
8,870
+36.0%
0.79%
+60.7%
Q3 2020$628,000
+16.1%
6,520
+13.4%
0.49%
+3.2%
Q2 2020$541,000
+68.0%
5,751
+149.0%
0.48%
+70.6%
Q4 2019$322,000
+18.4%
2,310
-0.2%
0.28%
+11.2%
Q3 2019$272,000
+9.2%
2,315
+4.0%
0.25%
+5.5%
Q2 2019$249,0002,2250.24%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2019
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