Horan Securities, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 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
Horan Securities, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$757,994
-1.0%
5,227
-0.7%
0.40%
+24.4%
Q2 2023$765,806
+59.0%
5,265
+42.4%
0.32%
+31.2%
Q1 2023$481,708
+1.3%
3,697
+4.2%
0.25%
-7.5%
Q4 2022$475,737
+34.8%
3,548
+5.0%
0.27%
+22.5%
Q3 2022$353,000
+2.3%
3,379
+10.5%
0.22%
+4.8%
Q2 2022$345,000
-10.2%
3,058
+8.7%
0.21%
-8.0%
Q1 2022$384,000
-4.0%
2,814
+11.4%
0.23%
-5.0%
Q4 2021$400,000
+37.5%
2,525
+35.0%
0.24%
+15.0%
Q2 2021$291,000
+56.5%
1,870
+53.2%
0.21%
+32.7%
Q1 2021$186,000
+95.8%
1,221
+63.2%
0.16%
+100.0%
Q4 2020$95,000
+75.9%
748
+34.5%
0.08%
+44.4%
Q3 2020$54,0000.0%556
-3.6%
0.05%
-8.5%
Q2 2020$54,000
+20.0%
577
+14.9%
0.06%
-4.8%
Q1 2020$45,000
-36.6%
502
-16.9%
0.06%
-21.5%
Q3 2019$71,000
-4.1%
604
-9.2%
0.08%
-6.0%
Q2 2019$74,000
+21.3%
665
+10.6%
0.08%
+29.2%
Q1 2019$61,000
+1.7%
601
+0.3%
0.06%
-7.1%
Q4 2018$60,000
-6.2%
599
+0.3%
0.07%
+12.9%
Q3 2018$64,000
-3.0%
597
+0.2%
0.06%
-1.6%
Q2 2018$66,0000.0%596
+0.2%
0.06%
+8.6%
Q1 2018$66,000
-1.5%
595
+0.2%
0.06%
-4.9%
Q4 2017$67,000
+17.5%
594
+0.2%
0.06%
+8.9%
Q3 2017$57,000
+3.6%
593
+0.2%
0.06%
-5.1%
Q2 2017$55,000
+10.0%
592
+0.3%
0.06%
+1.7%
Q1 2017$50,000
+51.5%
590
+22.2%
0.06%
+28.9%
Q3 2016$33,0004830.04%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 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