Capital Planning Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 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
Capital Planning Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,021,666
+4.3%
7,045
+4.6%
0.21%
+7.0%
Q2 2023$979,393
+30.4%
6,734
+16.9%
0.20%
+24.4%
Q1 2023$750,846
-18.4%
5,762
-16.1%
0.16%
-26.9%
Q4 2022$920,597
-55.6%
6,865
-65.4%
0.22%
-60.6%
Q3 2022$2,072,000
-21.7%
19,826
-15.6%
0.56%
-20.6%
Q2 2022$2,645,000
-26.7%
23,484
-11.2%
0.70%
-9.2%
Q1 2022$3,606,000
-13.0%
26,451
+1.1%
0.77%
-2.3%
Q4 2021$4,144,000
-0.2%
26,169
+3.2%
0.79%
-8.4%
Q3 2021$4,151,000
+4.7%
25,360
-0.5%
0.86%
+5.9%
Q2 2021$3,963,000
-2.0%
25,477
-4.0%
0.81%
-10.3%
Q1 2021$4,042,000
+47.6%
26,550
+23.2%
0.91%
+34.6%
Q4 2020$2,738,000
+34.6%
21,550
+2.0%
0.67%
+20.8%
Q3 2020$2,034,000
+2.5%
21,126
+0.2%
0.56%
-5.8%
Q2 2020$1,984,000
+3.9%
21,093
-0.6%
0.59%
-17.1%
Q1 2020$1,910,000
-39.4%
21,216
-6.2%
0.71%
-13.6%
Q4 2019$3,153,000
+19.8%
22,621
+1.2%
0.82%
+7.7%
Q3 2019$2,631,000
+1.9%
22,353
-3.2%
0.77%
+0.9%
Q2 2019$2,583,000
+11.2%
23,103
+0.7%
0.76%
+7.1%
Q1 2019$2,322,000
+26.3%
22,938
+21.8%
0.71%
+5.8%
Q4 2018$1,839,000
-27.6%
18,838
-16.3%
0.67%
-17.5%
Q3 2018$2,541,000
+63.1%
22,518
+50.6%
0.81%
+15.3%
Q2 2018$1,558,000
+12.4%
14,951
+18.6%
0.70%
+43.1%
Q1 2018$1,386,000
+9.8%
12,602
+6.8%
0.49%
+11.1%
Q4 2017$1,262,000
+33.1%
11,803
+18.9%
0.44%
+19.4%
Q3 2017$948,000
+26.7%
9,924
+21.3%
0.37%
+12.1%
Q2 2017$748,000
+146.1%
8,179
+136.6%
0.33%
+120.7%
Q1 2017$304,0003,4570.15%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2021
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