Family Firm, Inc. - 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
Family Firm, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$633,192
+0.1%
4,366
+0.4%
0.18%
+6.6%
Q2 2023$632,497
+12.1%
4,349
+0.4%
0.17%
+7.1%
Q1 2023$564,177
-1.9%
4,330
+0.9%
0.16%
-7.1%
Q4 2022$575,322
+55.5%
4,290
+21.2%
0.17%
+42.4%
Q3 2022$370,000
-6.6%
3,540
+0.7%
0.12%
+0.9%
Q2 2022$396,000
-17.0%
3,517
+0.6%
0.12%
-6.4%
Q1 2022$477,000
-13.4%
3,496
+0.5%
0.12%
-12.6%
Q4 2021$551,000
-10.3%
3,479
-3.2%
0.14%
-11.2%
Q3 2021$614,000
+10.2%
3,595
+0.4%
0.16%
+5.9%
Q2 2021$557,000
+0.4%
3,580
-1.7%
0.15%
-5.0%
Q1 2021$555,000
+10.3%
3,643
+0.5%
0.16%
+6.7%
Q4 2020$503,000
+49.3%
3,626
+3.5%
0.15%
+24.0%
Q3 2020$337,000
-10.1%
3,502
-12.2%
0.12%
-13.6%
Q2 2020$375,000
-34.0%
3,988
-36.8%
0.14%
-42.1%
Q1 2020$568,000
-35.3%
6,306
+0.2%
0.24%
-18.5%
Q4 2019$878,000
+15.4%
6,295
-2.7%
0.30%
+10.0%
Q3 2019$761,000
+5.4%
6,470
+0.2%
0.27%
+5.9%
Q2 2019$722,000
+61.9%
6,459
+46.5%
0.26%
+57.4%
Q1 2019$446,000
+26.0%
4,410
+21.5%
0.16%
+14.1%
Q4 2018$354,000
-13.2%
3,631
+0.4%
0.14%
-4.1%
Q3 2018$408,000
+12.7%
3,618
+4.1%
0.15%
+8.8%
Q2 2018$362,000
+0.3%
3,476
+5.9%
0.14%
-3.5%
Q1 2018$361,000
-15.3%
3,282
-17.7%
0.14%
-16.6%
Q4 2017$426,000
+4.4%
3,987
-6.6%
0.17%
-0.6%
Q3 2017$408,000
+4.9%
4,268
+0.2%
0.17%
-1.2%
Q2 2017$389,000
+25.5%
4,259
+20.7%
0.17%
+16.2%
Q1 2017$310,000
+4.4%
3,529
+2.5%
0.15%
+5.7%
Q4 2016$297,000
+27.5%
3,443
-1.7%
0.14%
+26.1%
Q3 2016$233,000
+7.4%
3,501
+0.3%
0.11%
+2.8%
Q2 2016$217,000
+5.3%
3,489
+0.3%
0.11%
+2.9%
Q1 2016$206,000
-16.6%
3,478
-6.8%
0.10%
-19.8%
Q4 2015$247,000
+6.5%
3,733
-1.7%
0.13%
+4.0%
Q3 2015$232,000
+1.8%
3,798
+12.7%
0.13%
+7.7%
Q2 2015$228,000
+14.0%
3,370
+5.3%
0.12%
+12.5%
Q4 2014$200,0003,1990.10%
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