Cornerstone Advisory, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 and the average weighting 1.0%.

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
Cornerstone Advisory, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,808,487
-4.8%
12,471
-4.6%
0.32%
-5.4%
Q2 2023$1,900,318
-5.4%
13,066
-15.2%
0.33%
-7.7%
Q1 2023$2,008,269
-9.0%
15,411
-6.4%
0.36%
-16.8%
Q4 2022$2,207,730
+29.9%
16,463
+1.2%
0.44%
+14.5%
Q3 2022$1,700,000
-1.1%
16,269
+6.6%
0.38%
-3.3%
Q2 2022$1,719,000
-49.2%
15,266
-38.5%
0.39%
-23.8%
Q1 2022$3,386,000
+2.6%
24,835
+19.2%
0.52%
+8.9%
Q4 2021$3,301,000
+1.4%
20,843
+4.8%
0.47%
-12.1%
Q3 2021$3,254,000
+25.6%
19,882
+19.4%
0.54%
+23.6%
Q2 2021$2,590,000
+6.2%
16,655
+4.0%
0.44%
-5.6%
Q1 2021$2,439,000
+15.2%
16,020
-3.9%
0.46%
+7.7%
Q4 2020$2,118,000
+12.1%
16,667
-15.1%
0.43%
-2.7%
Q3 2020$1,889,000
-7.0%
19,622
-9.1%
0.44%
-16.8%
Q2 2020$2,031,000
+106.8%
21,593
+98.0%
0.53%
+77.3%
Q1 2020$982,000
-36.4%
10,903
-1.5%
0.30%
-6.3%
Q4 2019$1,543,000
+35.6%
11,071
+14.5%
0.32%
+29.7%
Q3 2019$1,138,000
-1.1%
9,668
-6.1%
0.25%
-1.6%
Q2 2019$1,151,000
+16.9%
10,297
+5.9%
0.25%
+15.2%
Q1 2019$985,000
-0.7%
9,726
-4.3%
0.22%
-16.5%
Q4 2018$992,000
+22.6%
10,163
+41.8%
0.26%
+8.3%
Q3 2018$809,000
+12.5%
7,168
+3.9%
0.24%
+1.3%
Q2 2018$719,000
-12.6%
6,897
-7.8%
0.24%
-19.9%
Q1 2018$823,000
+16.1%
7,483
+12.9%
0.30%
+21.8%
Q4 2017$709,000
+17.2%
6,626
+4.6%
0.24%
+18.5%
Q3 2017$605,000
-2.4%
6,336
-6.5%
0.20%
-1.0%
Q2 2017$620,000
+9.5%
6,780
+5.1%
0.21%
-27.6%
Q1 2017$566,000
+0.2%
6,448
-1.4%
0.29%
-32.5%
Q4 2016$565,000
+32.3%
6,542
+1.9%
0.42%
+20.8%
Q3 2016$427,000
-4.5%
6,417
-10.9%
0.35%
-6.6%
Q2 2016$447,000
-3.0%
7,200
-7.5%
0.38%
-4.6%
Q1 2016$461,000
-4.8%
7,780
+6.2%
0.39%
-5.5%
Q4 2015$484,0007,3250.42%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 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