Intellectus Partners, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,762 filers reported holding JPMORGAN CHASE & CO in Q1 2020. The put-call ratio across all filers is 1.19 and the average weighting 1.1%.

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
Intellectus Partners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,079,691
-3.7%
21,236
-3.4%
0.97%
+1.5%
Q2 2023$3,198,000
+12.8%
21,988
+1.0%
0.96%
+7.3%
Q1 2023$2,836,170
-1.9%
21,765
+0.9%
0.90%
-11.1%
Q4 2022$2,891,448
+28.7%
21,562
+0.3%
1.01%
+26.0%
Q3 2022$2,247,000
-1.7%
21,503
+6.0%
0.80%
+1.8%
Q2 2022$2,285,000
-14.7%
20,288
+3.2%
0.78%
-1.9%
Q1 2022$2,680,000
-13.4%
19,656
+0.6%
0.80%
+1.5%
Q4 2021$3,093,000
-9.1%
19,536
-6.0%
0.79%
-4.3%
Q3 2021$3,402,000
+5.4%
20,781
+0.2%
0.82%
+13.0%
Q2 2021$3,227,000
+1.4%
20,744
-0.7%
0.73%
-16.7%
Q1 2021$3,182,000
+26.4%
20,900
+5.5%
0.87%
+16.1%
Q4 2020$2,517,000
+35.6%
19,811
+2.8%
0.75%
+7.4%
Q3 2020$1,856,000
-1.3%
19,277
-3.6%
0.70%
-3.8%
Q2 2020$1,881,000
+15.3%
20,001
+10.4%
0.73%
-6.2%
Q1 2020$1,631,000
-42.2%
18,114
-10.5%
0.78%
-32.3%
Q4 2019$2,820,000
+28.8%
20,230
+8.7%
1.15%
+19.2%
Q3 2019$2,189,000
+4.3%
18,603
-0.9%
0.96%
+5.9%
Q2 2019$2,099,000
+10.8%
18,778
+0.4%
0.91%
+11.4%
Q1 2019$1,894,000
+2.8%
18,706
-0.8%
0.82%
-35.5%
Q4 2018$1,842,000
-39.2%
18,865
-29.7%
1.26%
+19.4%
Q3 2018$3,029,000
+7.3%
26,845
-1.0%
1.06%
+2.7%
Q2 2018$2,824,000
-6.2%
27,103
-1.0%
1.03%
-0.5%
Q1 2018$3,012,000
+3.5%
27,389
+0.6%
1.04%
-4.7%
Q4 2017$2,910,000
+11.6%
27,213
-0.3%
1.09%
+0.6%
Q3 2017$2,607,000
+4.5%
27,298
-0.0%
1.08%
-3.9%
Q2 2017$2,495,000
+20.8%
27,299
+16.1%
1.12%
+7.0%
Q1 2017$2,066,000
+0.4%
23,518
-1.4%
1.05%
-1.9%
Q4 2016$2,058,00023,8541.07%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2020
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