Dakota Wealth Management - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 4,026 filers reported holding JPMORGAN CHASE & CO in Q1 2024. The put-call ratio across all filers is 0.92 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
Dakota Wealth Management ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2024$36,916,615
+1.7%
182,521
+0.7%
0.87%
-3.8%
Q1 2024$36,315,524
+50.5%
181,306
+27.8%
0.90%
-3.8%
Q4 2023$24,136,494
-11.1%
141,896
-24.2%
0.94%
-21.7%
Q3 2023$27,154,197
+4.4%
187,245
+4.7%
1.20%
-2.0%
Q2 2023$26,001,036
+31.1%
178,775
+17.4%
1.22%
-7.6%
Q1 2023$19,835,280
+4.1%
152,217
+7.1%
1.32%
-2.0%
Q4 2022$19,052,167
+129.8%
142,075
+79.1%
1.35%
+101.3%
Q3 2022$8,292,000
+30.5%
79,348
+40.6%
0.67%
+14.7%
Q2 2022$6,356,000
-47.9%
56,443
-37.0%
0.58%
-40.9%
Q1 2022$12,211,000
-39.0%
89,573
-29.2%
0.99%
-53.1%
Q4 2021$20,032,000
-0.2%
126,505
+3.2%
2.11%
-8.5%
Q3 2021$20,074,000
+5.1%
122,632
-0.1%
2.31%
+1.6%
Q2 2021$19,091,000
+12.1%
122,739
+9.7%
2.27%
+1.7%
Q1 2021$17,036,000
+140.3%
111,908
+100.6%
2.24%
+142.5%
Q4 2020$7,088,000
+83.8%
55,778
+39.3%
0.92%
+51.6%
Q3 2020$3,856,000
-23.5%
40,054
-25.2%
0.61%
-29.5%
Q2 2020$5,038,000
+18.2%
53,560
+13.1%
0.86%
-7.4%
Q1 2020$4,264,000
-27.2%
47,360
+12.7%
0.93%
-0.9%
Q4 2019$5,857,000
+15.6%
42,015
-2.4%
0.94%
+7.7%
Q3 2019$5,065,000
-3.9%
43,034
-8.7%
0.87%
-13.6%
Q2 2019$5,273,000
+27.7%
47,159
+15.6%
1.01%
+22.9%
Q1 2019$4,128,000
-17.4%
40,806
-10.4%
0.82%
-27.5%
Q4 2018$4,998,000
-2.1%
45,556
+0.7%
1.13%
-1.3%
Q3 2018$5,103,000
+41.5%
45,226
+30.6%
1.15%
+14.4%
Q2 2018$3,607,000
+714.2%
34,622
+760.0%
1.00%
+339.9%
Q1 2018$443,000
+0.7%
4,026
-2.2%
0.23%
-2.1%
Q4 2017$440,0004,1160.23%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2024
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 333,368$20,082,00016.68%
ADAR Investment Management LP 10,000$602,00016.08%
Western Asset Management Company, LLC 320,000$19,277,00013.68%
LANSDOWNE PARTNERS (UK) LLP 22,648,232$1,364,344,00012.26%
DAVIS CAPITAL PARTNERS, LLC 618,710$37,271,00010.19%
GENDELL JEFFREY L 1,245,000$74,999,00010.06%
ACR Alpine Capital Research, LLC 1,083,595$65,276,0009.74%
Brave Warrior Advisors 3,641,450$219,361,0008.13%
Moon Capital Management, LLC 76,859$4,629,970,0007.68%
WILSEY ASSET MANAGEMENT INC 147,782$8,902,0007.11%
View complete list of JPMORGAN CHASE & CO shareholders