Burt Wealth Advisors - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,804 filers reported holding JPMORGAN CHASE & CO in Q3 2020. The put-call ratio across all filers is 1.22 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
Burt Wealth Advisors ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$786,879
-0.3%
5,4260.0%0.24%
+1.7%
Q2 2023$789,157
+7.9%
5,426
-3.3%
0.24%
+4.8%
Q1 2023$731,560
-2.1%
5,614
+0.8%
0.23%
-9.2%
Q4 2022$747,071
+31.1%
5,571
+2.1%
0.25%
+9.2%
Q3 2022$570,000
-6.2%
5,457
+1.1%
0.23%
+8.5%
Q2 2022$608,000
-17.4%
5,3970.0%0.21%
-4.5%
Q1 2022$736,000
-13.9%
5,3970.0%0.22%
-20.8%
Q4 2021$855,000
-3.2%
5,3970.0%0.28%
-0.7%
Q3 2021$883,000
+5.4%
5,397
+0.2%
0.28%
-7.3%
Q2 2021$838,000
+2.2%
5,3870.0%0.30%
+0.3%
Q1 2021$820,000
+19.7%
5,387
-0.1%
0.30%
+28.0%
Q4 2020$685,000
+32.0%
5,3930.0%0.24%
+21.6%
Q3 2020$519,000
+2.0%
5,393
-0.4%
0.19%
-5.8%
Q2 2020$509,000
+36.5%
5,415
+30.6%
0.21%
+22.6%
Q1 2020$373,000
-34.0%
4,147
+2.3%
0.17%
-23.6%
Q4 2019$565,000
+15.8%
4,052
-2.2%
0.22%
+9.5%
Q3 2019$488,000
+5.4%
4,1450.0%0.20%
-1.0%
Q2 2019$463,000
+9.2%
4,145
-1.0%
0.20%
+6.3%
Q1 2019$424,000
+4.7%
4,185
+1.0%
0.19%
-0.5%
Q4 2018$405,000
-13.5%
4,1450.0%0.19%
-9.4%
Q3 2018$468,000
-5.5%
4,145
-12.8%
0.21%
-10.5%
Q2 2018$495,000
-6.8%
4,755
-1.6%
0.24%
-12.2%
Q1 2018$531,000
-1.5%
4,830
-4.1%
0.27%
-19.4%
Q4 2017$539,000
+20.6%
5,036
+7.6%
0.34%
+14.3%
Q3 2017$447,000
+12.9%
4,679
+7.9%
0.29%
+6.9%
Q2 2017$396,000
+3.9%
4,3360.0%0.27%
-0.4%
Q1 2017$381,000
-1.3%
4,336
-3.0%
0.28%
-20.3%
Q4 2016$386,000
+39.9%
4,470
+7.7%
0.34%
+16.9%
Q3 2016$276,000
+7.4%
4,149
+0.0%
0.30%
+3.5%
Q2 2016$257,000
+3.6%
4,148
-0.9%
0.28%
+26.1%
Q1 2016$248,000
+785.7%
4,185
-3.7%
0.23%
+927.3%
Q4 2015$28,000
-88.9%
4,346
+4.8%
0.02%
-93.0%
Q3 2015$252,000
-6.3%
4,146
+4.4%
0.31%
+6.8%
Q2 2015$269,000
+12.1%
3,970
+0.0%
0.29%
+20.1%
Q1 2015$240,000
-3.2%
3,969
+0.0%
0.24%
-7.6%
Q4 2014$248,0003,9680.26%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2020
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