Relative Value Partners Group, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,331 filers reported holding JPMORGAN CHASE & CO in Q3 2022. The put-call ratio across all filers is 1.34 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
Relative Value Partners Group, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,458,988
+35.8%
10,061
+36.1%
0.10%
+42.0%
Q2 2023$1,074,744
-42.0%
7,390
-48.0%
0.07%
+9.5%
Q1 2023$1,853,164
+78.6%
14,222
+83.8%
0.06%
-13.7%
Q4 2022$1,037,398
+79.8%
7,736
+40.0%
0.07%
+55.3%
Q3 2022$577,000
-14.3%
5,525
+12.0%
0.05%0.0%
Q1 2022$673,000
+84.4%
4,934
+113.8%
0.05%
+80.8%
Q4 2021$365,000
-3.4%
2,3080.0%0.03%
-7.1%
Q3 2021$378,000
-13.3%
2,308
-17.7%
0.03%
-17.6%
Q2 2021$436,000
+6.3%
2,806
+4.2%
0.03%
-2.9%
Q1 2021$410,000
+19.9%
2,6930.0%0.04%
+9.4%
Q4 2020$342,000
+47.4%
2,693
+11.6%
0.03%
+33.3%
Q3 2020$232,000
-46.0%
2,414
-48.7%
0.02%
-52.0%
Q2 2017$430,000
-17.0%
4,710
-19.0%
0.05%
-20.6%
Q1 2017$518,000
+3.2%
5,8180.0%0.06%
-3.1%
Q4 2016$502,000
+29.7%
5,8180.0%0.06%
+30.0%
Q3 2016$387,000
+25.6%
5,818
+16.4%
0.05%
+11.1%
Q2 2016$308,000
-6.7%
5,0000.0%0.04%
+9.8%
Q1 2016$330,0000.0%5,0000.0%0.04%
+2.5%
Q4 2015$330,000
+8.2%
5,0000.0%0.04%
+8.1%
Q3 2015$305,000
-10.0%
5,0000.0%0.04%
-7.5%
Q2 2015$339,0005,0000.04%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2022
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