StrategIQ Financial Group, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 and the average weighting 1.1%.

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
StrategIQ Financial Group, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,719,275
-10.1%
25,647
-9.8%
0.43%
-8.9%
Q2 2023$4,135,677
+13.1%
28,436
+1.3%
0.47%
+11.8%
Q1 2023$3,658,185
-2.4%
28,073
+0.4%
0.42%
-2.8%
Q4 2022$3,748,931
+28.1%
27,956
-0.2%
0.43%
+16.7%
Q3 2022$2,927,000
-6.5%
28,013
+0.7%
0.37%
-2.1%
Q2 2022$3,132,000
-10.5%
27,809
+8.3%
0.38%0.0%
Q1 2022$3,501,000
-12.8%
25,685
+1.3%
0.38%
-5.5%
Q4 2021$4,015,000
+44.6%
25,354
+49.5%
0.40%
-27.2%
Q3 2021$2,776,000
+4.9%
16,960
-0.3%
0.55%
+5.5%
Q2 2021$2,647,000
+0.8%
17,018
-1.4%
0.52%
-5.3%
Q1 2021$2,627,000
+4.0%
17,258
-13.2%
0.55%
-2.3%
Q4 2020$2,526,000
+20.6%
19,876
-8.7%
0.56%
+7.6%
Q3 2020$2,095,000
+5.4%
21,761
+3.0%
0.52%
-2.1%
Q2 2020$1,988,000
-0.2%
21,130
-4.5%
0.54%
-13.1%
Q1 2020$1,992,000
-34.0%
22,121
+2.2%
0.62%
-20.7%
Q4 2019$3,017,000
+271.6%
21,644
+213.7%
0.78%
+239.7%
Q3 2019$812,000
+6.8%
6,900
+1.5%
0.23%
+4.1%
Q2 2019$760,000
+24.8%
6,800
+13.1%
0.22%
+17.6%
Q1 2019$609,000
+3.7%
6,014
+0.0%
0.19%
-7.0%
Q4 2018$587,000
-9.6%
6,013
+4.6%
0.20%
-2.4%
Q3 2018$649,000
+24.3%
5,747
+14.6%
0.21%
+14.4%
Q2 2018$522,000
+42.2%
5,014
+50.4%
0.18%
+24.1%
Q1 2018$367,0003,3330.14%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2021
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