Intersect Capital 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
Intersect Capital LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2022$3,637,000
-32.9%
32,301
-18.7%
1.10%
+5.8%
Q1 2022$5,418,000
-16.2%
39,746
-2.6%
1.04%
-12.8%
Q4 2021$6,465,000
-29.0%
40,826
-26.6%
1.19%
-23.5%
Q3 2021$9,107,000
+5.4%
55,633
+0.1%
1.56%
+2.0%
Q2 2021$8,644,000
+6.6%
55,571
+4.3%
1.53%
-6.9%
Q1 2021$8,112,000
+21.4%
53,288
+1.4%
1.64%
+11.5%
Q4 2020$6,681,000
+37.1%
52,577
+3.9%
1.47%
+12.2%
Q3 2020$4,872,000
+8.7%
50,610
+6.2%
1.31%
-9.2%
Q2 2020$4,483,000
+13.0%
47,666
+8.1%
1.44%
-8.4%
Q1 2020$3,969,000
-37.0%
44,088
-2.4%
1.58%
-25.1%
Q4 2019$6,300,000
+22.7%
45,193
+3.6%
2.11%
+9.9%
Q3 2019$5,135,000
+5.8%
43,631
+0.5%
1.92%
+2.2%
Q2 2019$4,853,000
+23.0%
43,407
+11.4%
1.88%
+12.9%
Q1 2019$3,944,000
+2.6%
38,959
-1.1%
1.66%
-9.8%
Q4 2018$3,844,000
-12.0%
39,377
+1.8%
1.84%
-3.4%
Q3 2018$4,367,000
+20.2%
38,699
+11.0%
1.91%
+8.9%
Q2 2018$3,634,000
+25.1%
34,877
+32.0%
1.75%
+13.9%
Q1 2018$2,905,000
+7.7%
26,413
+4.8%
1.54%
+5.6%
Q4 2017$2,697,000
+9.1%
25,215
-2.6%
1.46%
+3.7%
Q3 2017$2,472,000
+3.5%
25,880
-1.0%
1.40%
-2.0%
Q2 2017$2,388,000
+106.0%
26,131
+98.0%
1.43%
+41.9%
Q1 2017$1,159,000
+185.5%
13,196
+180.3%
1.01%
+231.9%
Q4 2016$406,000
+26.1%
4,707
-2.6%
0.30%
+19.7%
Q3 2016$322,000
-28.9%
4,834
-33.7%
0.25%
-7.0%
Q2 2016$453,000
+16.8%
7,289
+11.3%
0.27%
+11.9%
Q1 2016$388,000
+60.3%
6,547
+78.8%
0.24%
+17.3%
Q4 2015$242,000
+8.0%
3,661
-0.2%
0.21%
+1.0%
Q3 2015$224,000
-17.6%
3,669
-8.7%
0.21%
-10.8%
Q2 2015$272,000
+5.0%
4,018
-1.9%
0.23%
+16.1%
Q1 2015$259,000
-0.4%
4,096
-1.4%
0.20%
-8.7%
Q4 2014$260,0004,1550.22%
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