Krilogy Financial LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 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
Krilogy Financial LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,194,924
-14.6%
15,135
-14.4%
0.20%
-13.0%
Q2 2023$2,570,515
+8.8%
17,674
-2.5%
0.23%
+16.7%
Q1 2023$2,362,281
-4.9%
18,128
-2.1%
0.20%
-16.1%
Q4 2022$2,482,698
+36.7%
18,514
+6.5%
0.24%
+8.8%
Q3 2022$1,816,000
-7.7%
17,380
-0.5%
0.22%
-4.8%
Q2 2022$1,967,000
-16.6%
17,471
+1.0%
0.23%
-5.4%
Q1 2022$2,358,000
-9.3%
17,298
+5.4%
0.24%
-8.0%
Q4 2021$2,600,000
-3.6%
16,417
-0.4%
0.26%
-2.6%
Q3 2021$2,698,000
+6.2%
16,479
+0.9%
0.27%
+6.3%
Q2 2021$2,541,000
+7.5%
16,335
+5.2%
0.25%
+1.6%
Q1 2021$2,363,000
+25.5%
15,521
+4.7%
0.25%
+10.2%
Q4 2020$1,883,000
+27.2%
14,822
-3.6%
0.23%
+10.2%
Q3 2020$1,480,000
-4.1%
15,373
-6.3%
0.20%
-13.1%
Q2 2020$1,544,000
+1.6%
16,411
-2.7%
0.24%
-18.3%
Q1 2020$1,519,000
-32.9%
16,870
+3.9%
0.29%
-22.3%
Q4 2019$2,264,000
+33.3%
16,237
+12.5%
0.37%
+21.2%
Q3 2019$1,698,000
+5.5%
14,428
+0.2%
0.31%
-0.3%
Q2 2019$1,609,000
+13.2%
14,396
+2.6%
0.31%
+2.3%
Q1 2019$1,421,000
-8.3%
14,035
-11.5%
0.30%
-29.5%
Q4 2018$1,549,000
-4.4%
15,861
+10.4%
0.43%
+16.3%
Q3 2018$1,620,000
+11.8%
14,363
+3.3%
0.37%
+0.3%
Q2 2018$1,449,000
+25.5%
13,908
+32.4%
0.37%
+33.1%
Q1 2018$1,155,000
+8.6%
10,502
+5.6%
0.28%
+7.0%
Q4 2017$1,064,000
-17.3%
9,949
-26.1%
0.26%
-21.9%
Q3 2017$1,287,000
+3.7%
13,471
-0.8%
0.33%
-5.2%
Q2 2017$1,241,000
+15.8%
13,575
+9.3%
0.35%
+4.2%
Q1 2017$1,072,0000.0%12,4220.0%0.33%0.0%
Q4 2016$1,072,000
+39.8%
12,422
+7.8%
0.33%
+36.5%
Q3 2016$767,000
+0.7%
11,518
-6.1%
0.24%
-7.9%
Q2 2016$762,000
+23.1%
12,263
+17.2%
0.26%
+3.9%
Q1 2016$619,000
+30.0%
10,461
+45.3%
0.26%
-42.3%
Q4 2015$476,000
+16.4%
7,201
+7.2%
0.44%
+126.7%
Q3 2015$409,0006,7160.20%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 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