Curtis Advisory Group, 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
Curtis Advisory Group, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$217,530
-8.0%
1,500
-7.7%
0.07%
-5.3%
Q2 2023$236,340
+11.6%
1,6250.0%0.08%
-1.3%
Q1 2023$211,754
-13.7%
1,625
-11.2%
0.08%
-21.4%
Q4 2022$245,334
+7.6%
1,829
-9.9%
0.10%
+8.9%
Q2 2022$228,000
-16.5%
2,029
+1.4%
0.09%
-2.2%
Q1 2022$273,000
-14.7%
2,000
-1.0%
0.09%
-12.4%
Q4 2021$320,000
-5.3%
2,021
-2.0%
0.10%
-14.6%
Q3 2021$338,000
-13.1%
2,062
-17.5%
0.12%
-27.2%
Q2 2021$389,000
+2.1%
2,5000.0%0.17%0.0%
Q1 2021$381,000
+11.1%
2,500
-7.4%
0.17%
+1.2%
Q4 2020$343,000
+31.9%
2,7000.0%0.17%
+9.2%
Q3 2020$260,000
+2.4%
2,7000.0%0.15%
-15.9%
Q2 2020$254,000
+4.5%
2,7000.0%0.18%
+13.8%
Q1 2020$243,000
-35.4%
2,7000.0%0.16%
-25.9%
Q4 2019$376,0002,7000.22%
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