Moisand Fitzgerald Tamayo, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 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
Moisand Fitzgerald Tamayo, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$112,101
+3.2%
773
+3.5%
0.02%
+9.1%
Q2 2023$108,644
+3.3%
747
-7.4%
0.02%0.0%
Q1 2023$105,161
-0.4%
807
+2.5%
0.02%
-8.3%
Q4 2022$105,537
+70.2%
787
+32.3%
0.02%
+41.2%
Q3 2022$62,000
+40.9%
595
+51.0%
0.02%
+41.7%
Q2 2022$44,000
-15.4%
394
+4.0%
0.01%
-50.0%
Q1 2022$52,000
-11.9%
379
+1.3%
0.02%
+41.2%
Q4 2021$59,000
-3.3%
3740.0%0.02%
-19.0%
Q3 2021$61,000
+154.2%
374
+146.1%
0.02%
+133.3%
Q2 2021$24,000
+4.3%
1520.0%0.01%
-10.0%
Q1 2021$23,000
+15.0%
152
-5.0%
0.01%
+11.1%
Q4 2020$20,000
+33.3%
160
+5.3%
0.01%
+12.5%
Q3 2020$15,000
+15.4%
152
+13.4%
0.01%
+14.3%
Q2 2020$13,000
-40.9%
134
-45.1%
0.01%
-50.0%
Q1 2020$22,000
-35.3%
2440.0%0.01%
-22.2%
Q4 2019$34,000
+17.2%
2440.0%0.02%
+12.5%
Q3 2019$29,000
+7.4%
2440.0%0.02%
+6.7%
Q2 2019$27,000
+8.0%
2440.0%0.02%
+7.1%
Q1 2019$25,000
+4.2%
2440.0%0.01%
-6.7%
Q4 2018$24,000
-14.3%
2440.0%0.02%
-6.2%
Q3 2018$28,000
+12.0%
2440.0%0.02%
+6.7%
Q2 2018$25,000
-7.4%
2440.0%0.02%
-6.2%
Q1 2018$27,000
+3.8%
2440.0%0.02%
+6.7%
Q4 2017$26,000
+13.0%
2440.0%0.02%
+7.1%
Q3 2017$23,000
+666.7%
244
+320.7%
0.01%
+1300.0%
Q1 2016$3,000
-25.0%
580.0%0.00%
-66.7%
Q4 2015$4,000580.00%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2023
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