Berkeley Capital Partners, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,102 filers reported holding JPMORGAN CHASE & CO in Q4 2016. The put-call ratio across all filers is 0.87 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
Berkeley Capital Partners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,280,042
+2.7%
8,827
+3.0%
0.46%
+4.5%
Q2 2023$1,246,604
-8.4%
8,571
-17.9%
0.44%
-12.3%
Q1 2023$1,360,398
+1.8%
10,440
+4.7%
0.50%
-2.5%
Q4 2022$1,336,878
+34.0%
9,969
+4.4%
0.52%
+19.7%
Q3 2022$998,000
+3.6%
9,553
+11.7%
0.43%
+8.8%
Q2 2022$963,000
-1.7%
8,554
+18.9%
0.40%
+1.5%
Q1 2022$980,000
+35.7%
7,192
+57.8%
0.39%
+31.6%
Q4 2021$722,000
+9.1%
4,557
+12.6%
0.30%
-2.6%
Q3 2021$662,000
+4.4%
4,046
-0.7%
0.30%
+8.2%
Q2 2021$634,000
-0.5%
4,074
-2.7%
0.28%
-8.1%
Q1 2021$637,000
+24.9%
4,187
+4.4%
0.31%
+17.2%
Q4 2020$510,000
+55.0%
4,010
+17.3%
0.26%
+30.3%
Q3 2020$329,000
-7.1%
3,418
-9.2%
0.20%
-7.8%
Q2 2020$354,000
-40.1%
3,766
-42.6%
0.22%
-45.8%
Q1 2020$591,000
-44.5%
6,561
-14.1%
0.40%
-26.2%
Q4 2019$1,065,000
+20.1%
7,637
+1.3%
0.54%
+16.5%
Q3 2019$887,000
-21.6%
7,536
-25.6%
0.47%
-11.4%
Q2 2019$1,132,000
+45.7%
10,123
+32.0%
0.53%
+37.5%
Q1 2019$777,000
-16.1%
7,671
-19.1%
0.38%
-25.4%
Q4 2018$926,000
+61.6%
9,487
+86.8%
0.52%
+59.4%
Q3 2018$573,000
-27.7%
5,078
-33.3%
0.32%
-30.4%
Q2 2018$793,000
-21.9%
7,612
-17.6%
0.46%
-20.8%
Q1 2018$1,015,000
+135.0%
9,233
+128.8%
0.59%
+106.3%
Q4 2017$432,000
+0.2%
4,036
-10.5%
0.28%
-1.4%
Q3 2017$431,000
-60.5%
4,510
-62.3%
0.29%
-61.3%
Q2 2017$1,092,000
+80.8%
11,950
+73.8%
0.74%
+81.5%
Q1 2017$604,000
-7.6%
6,874
-9.2%
0.41%
-13.0%
Q4 2016$654,000
-10.3%
7,574
-30.8%
0.47%
-9.4%
Q3 2016$729,000
+4.3%
10,943
-2.7%
0.52%
+5.9%
Q2 2016$699,000
-1.1%
11,245
-5.7%
0.49%
-3.9%
Q1 2016$707,000
+13.7%
11,931
+26.6%
0.51%
+1.0%
Q4 2015$622,0009,4240.51%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2016
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