Capital Asset Advisory Services LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,875 filers reported holding JPMORGAN CHASE & CO in Q4 2019. The put-call ratio across all filers is 1.14 and the average weighting 1.2%.

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
Capital Asset Advisory Services LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$5,687,896
+3.6%
38,918
+6.2%
0.39%
+1.8%
Q2 2023$5,487,917
+17.2%
36,642
+2.0%
0.38%
+10.1%
Q1 2023$4,682,555
+3.3%
35,934
+7.1%
0.35%
-3.9%
Q4 2022$4,533,679
+35.1%
33,556
+4.5%
0.36%
-17.2%
Q3 2022$3,357,000
-1.9%
32,120
+5.7%
0.44%
+15.9%
Q2 2022$3,421,000
-20.4%
30,377
-3.7%
0.38%
-17.5%
Q1 2022$4,300,000
+6.0%
31,541
+23.1%
0.46%
+6.3%
Q4 2021$4,056,000
-5.7%
25,613
-2.6%
0.43%
-10.2%
Q3 2021$4,303,000
+3.3%
26,290
-1.8%
0.48%
+4.8%
Q2 2021$4,164,000
-5.7%
26,773
-7.7%
0.46%
-30.5%
Q1 2021$4,415,000
+20.9%
29,004
+0.9%
0.66%
+1.4%
Q4 2020$3,652,000
+69.9%
28,737
+28.7%
0.65%
+44.2%
Q3 2020$2,150,000
-12.7%
22,334
-5.8%
0.45%
-14.9%
Q2 2020$2,463,000
+31.9%
23,720
+6.8%
0.53%
+6.7%
Q1 2020$1,867,000
-40.4%
22,215
-2.1%
0.50%
-32.6%
Q4 2019$3,132,000
+190.0%
22,697
+147.3%
0.74%
+2.4%
Q3 2019$1,080,000
+10.7%
9,177
+5.1%
0.72%
-4.4%
Q2 2019$976,000
+293.5%
8,734
+256.5%
0.75%
+134.3%
Q1 2019$248,000
-76.0%
2,450
-76.9%
0.32%
-67.5%
Q4 2018$1,034,000
-16.3%
10,588
-3.3%
0.99%
-5.0%
Q3 2018$1,235,000
+11.5%
10,944
+2.9%
1.04%
+4.2%
Q2 2018$1,108,000
-10.4%
10,633
-5.4%
1.00%
-12.7%
Q1 2018$1,236,000
+3.5%
11,242
+0.7%
1.14%
+5.6%
Q4 2017$1,194,000
+9.4%
11,163
-2.3%
1.08%
+9.5%
Q3 2017$1,091,000
+4.8%
11,4260.0%0.99%
+47.8%
Q2 2017$1,041,000
-9.9%
11,426
-41.4%
0.67%
-46.9%
Q1 2016$1,155,00019,5031.26%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2019
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