Sheaff Brock Investment Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,365 filers reported holding JPMORGAN CHASE & CO in Q2 2022. The put-call ratio across all filers is 1.33 and the average weighting 0.9%.

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
Sheaff Brock Investment Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$10,953,043
-1.2%
75,528
-0.9%
0.99%
+6.2%
Q2 2023$11,086,402
-18.4%
76,227
-26.9%
0.93%
-25.2%
Q1 2023$13,585,058
+32.1%
104,252
+35.9%
1.25%
+23.2%
Q4 2022$10,283,938
+21.2%
76,689
-5.5%
1.01%
+11.2%
Q3 2022$8,485,000
-8.0%
81,195
-0.8%
0.91%
+18.4%
Q2 2022$9,221,000
-34.0%
81,885
-20.1%
0.77%
-20.8%
Q1 2022$13,975,000
-12.7%
102,514
+1.5%
0.97%
-9.2%
Q4 2021$15,999,000
-3.2%
101,035
+0.0%
1.07%
-11.8%
Q3 2021$16,534,000
+6.2%
101,006
+0.9%
1.21%
+8.4%
Q2 2021$15,565,000
+31.0%
100,076
+28.2%
1.12%
+19.7%
Q1 2021$11,884,000
-10.6%
78,061
-25.4%
0.94%
-15.9%
Q4 2020$13,296,000
+41.1%
104,635
+6.9%
1.11%
+28.2%
Q3 2020$9,421,000
-0.8%
97,855
-3.1%
0.87%
-7.7%
Q2 2020$9,500,000
+4.7%
100,999
+0.2%
0.94%
-21.7%
Q1 2020$9,070,000
-37.2%
100,749
-2.8%
1.20%
-14.5%
Q4 2019$14,454,000
-6.0%
103,685
-20.7%
1.40%
-15.6%
Q3 2019$15,380,000
+29.5%
130,682
+23.0%
1.66%
+30.4%
Q2 2019$11,874,000
+7.3%
106,209
-2.8%
1.28%
-5.2%
Q1 2019$11,062,000
+2.5%
109,274
-1.1%
1.35%
-20.6%
Q4 2018$10,789,000
-15.9%
110,516
-2.8%
1.70%
+39.9%
Q3 2018$12,824,000
+6.9%
113,650
-1.2%
1.21%
+3.5%
Q2 2018$11,991,000
-5.4%
115,079
-0.1%
1.17%
-10.7%
Q1 2018$12,671,000
+7.4%
115,218
+4.4%
1.31%
-14.3%
Q4 2017$11,800,000
+10.9%
110,344
-0.9%
1.53%
+9.4%
Q3 2017$10,640,000
+2.2%
111,402
-2.2%
1.40%
+2.0%
Q2 2017$10,416,000
+121.4%
113,960
+112.8%
1.37%
+124.0%
Q1 2017$4,704,000
+4.8%
53,553
+2.9%
0.61%
+7.7%
Q4 2016$4,490,000
+27.6%
52,039
-1.5%
0.57%
+20.9%
Q3 2016$3,519,000
-59.9%
52,841
-62.6%
0.47%
-57.8%
Q2 2016$8,775,000
-2.0%
141,204
-6.6%
1.11%
+1.3%
Q1 2016$8,957,000
-16.4%
151,238
-6.8%
1.10%
-9.4%
Q4 2015$10,716,000162,2931.21%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 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