Archford Capital Strategies, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,102 filers reported holding JPMORGAN CHASE & CO in Q4 2016. The put-call ratio across all filers is 0.87 and the average weighting 1.2%.

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
Archford Capital Strategies, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,204,905
-4.0%
22,100
+4.6%
0.64%
+1.3%
Q2 2023$3,338,466
+29.0%
21,130
+4.2%
0.63%
+17.4%
Q1 2023$2,587,802
+11.1%
20,279
+16.8%
0.54%
+0.7%
Q4 2022$2,328,521
+32.8%
17,364
+3.4%
0.54%
+18.1%
Q3 2022$1,754,000
-4.2%
16,785
+3.3%
0.45%
-1.5%
Q2 2022$1,830,000
-7.4%
16,247
+9.6%
0.46%
+4.5%
Q1 2022$1,976,000
-7.1%
14,820
+10.3%
0.44%
-9.5%
Q4 2021$2,127,000
+0.8%
13,434
+4.2%
0.49%
-2.2%
Q3 2021$2,110,000
+8.9%
12,889
+3.5%
0.50%
+2.5%
Q2 2021$1,937,000
+16.8%
12,452
+14.2%
0.48%
+10.0%
Q1 2021$1,659,000
-46.8%
10,903
-52.4%
0.44%
-38.5%
Q4 2020$3,118,000
+44.2%
22,922
+2.1%
0.72%
+23.8%
Q3 2020$2,162,000
+3.2%
22,455
+0.8%
0.58%
-7.2%
Q2 2020$2,095,000
+10.6%
22,276
+5.9%
0.62%
-15.7%
Q1 2020$1,894,000
-41.8%
21,040
-9.9%
0.74%
-34.1%
Q4 2019$3,257,000
+7.0%
23,363
-9.7%
1.12%
-1.1%
Q3 2019$3,044,000
+6.0%
25,864
+0.7%
1.14%
+8.7%
Q2 2019$2,871,000
+18.3%
25,675
+7.1%
1.04%
+16.9%
Q1 2019$2,427,000
+1.9%
23,974
-1.7%
0.89%
-6.5%
Q4 2018$2,381,000
-10.5%
24,387
+3.5%
0.96%
-1.1%
Q3 2018$2,659,000
+49.5%
23,567
+38.1%
0.97%
+54.5%
Q2 2018$1,779,000
-6.8%
17,071
-4.4%
0.63%
-21.4%
Q1 2018$1,909,000
+0.3%
17,854
+0.3%
0.80%
+12.3%
Q4 2017$1,903,000
+16.1%
17,802
+3.7%
0.71%
+15.3%
Q3 2017$1,639,000
+8.3%
17,168
+3.7%
0.62%
+2.8%
Q2 2017$1,514,000
+0.6%
16,556
-3.6%
0.60%
+5.5%
Q1 2017$1,505,000
+10.4%
17,177
+8.6%
0.57%
-1.4%
Q4 2016$1,363,000
+32.3%
15,812
+2.1%
0.58%
+35.3%
Q3 2016$1,030,000
+15.5%
15,482
+7.8%
0.42%
-9.4%
Q2 2016$892,000
-99.9%
14,361
+4.5%
0.47%
+28.1%
Q1 2016$781,594,000
+97721.5%
13,749
+11.1%
0.37%
+0.8%
Q4 2015$799,000
+181.3%
12,374
+165.9%
0.36%
+71.2%
Q3 2015$284,000
-12.6%
4,653
-3.0%
0.21%
-8.6%
Q2 2015$325,000
-99.9%
4,799
-14.1%
0.23%
-0.4%
Q1 2015$338,589,000
+103444.0%
5,589
+7.0%
0.23%
-2.9%
Q4 2014$327,000
-4.1%
5,221
-7.9%
0.24%
-11.4%
Q3 2014$341,000
-99.9%
5,667
-4.6%
0.27%
+2.3%
Q2 2014$342,479,000
-12.8%
5,943
-8.1%
0.26%
-19.2%
Q1 2014$392,792,0006,4700.33%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2016
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