Johanson Financial Advisors, Inc. - 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
Johanson Financial Advisors, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2021$4,147,000
-4.8%
26,189
-1.6%
1.27%
-15.4%
Q3 2021$4,357,000
+6.0%
26,619
+0.6%
1.50%
+7.9%
Q2 2021$4,112,000
+5.0%
26,448
+2.1%
1.39%
-2.6%
Q1 2021$3,917,000
+19.7%
25,903
+0.6%
1.43%
+8.2%
Q4 2020$3,271,000
+30.7%
25,741
+1.8%
1.32%
+17.9%
Q3 2020$2,503,000
+8.3%
25,277
+2.9%
1.12%
-2.9%
Q2 2020$2,311,000
+8.3%
24,566
+3.7%
1.15%
-6.0%
Q1 2020$2,133,000
-90.8%
23,680
-99.3%
1.23%
+12.1%
Q4 2019$23,073,000
+752.7%
3,216,433
+13859.0%
1.10%
-22.2%
Q3 2019$2,706,000
-4.7%
23,042
-9.5%
1.41%
-6.8%
Q2 2019$2,838,000
+10.5%
25,473
+0.3%
1.51%
+4.9%
Q1 2019$2,569,000
+7.0%
25,390
+2.9%
1.44%
-10.9%
Q4 2018$2,400,000
-9.4%
24,678
+5.1%
1.62%
+5.4%
Q3 2018$2,650,000
+11.8%
23,479
+2.9%
1.53%
+2.0%
Q2 2018$2,371,000
+1.6%
22,817
+7.5%
1.50%
-2.8%
Q1 2018$2,334,000
+11.2%
21,230
+8.0%
1.55%
+11.4%
Q4 2017$2,099,000
+20.8%
19,661
+8.3%
1.39%
+9.4%
Q3 2017$1,737,000
+7.1%
18,158
+1.9%
1.27%
-3.9%
Q2 2017$1,622,000
+8.5%
17,825
+4.9%
1.32%
+0.3%
Q1 2017$1,495,000
+67.8%
16,992
+27.3%
1.32%
+37.5%
Q3 2016$891,000
+15.7%
13,343
+7.1%
0.96%
+5.7%
Q2 2016$770,000
+2.1%
12,463
-1.8%
0.91%
-2.4%
Q1 2016$754,000
-9.5%
12,697
+0.6%
0.93%
-14.5%
Q4 2015$833,00012,6251.09%
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