RGT Wealth Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 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
RGT Wealth Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2022$544,000
-12.0%
5,201
-5.2%
0.09%
-16.3%
Q2 2022$618,000
-16.6%
5,485
+0.8%
0.10%
-11.9%
Q1 2022$741,000
-22.8%
5,439
-10.3%
0.12%
-19.2%
Q4 2021$960,000
+6.7%
6,063
+10.3%
0.15%
-18.0%
Q3 2021$900,000
+0.7%
5,499
-4.3%
0.18%
+10.6%
Q2 2021$894,000
-0.6%
5,749
-2.6%
0.16%
-8.0%
Q1 2021$899,000
-4.8%
5,904
-20.5%
0.18%
-11.6%
Q4 2020$944,000
+68.0%
7,428
+27.2%
0.20%
+39.4%
Q3 2020$562,000
-0.2%
5,839
-2.5%
0.14%
-12.3%
Q2 2020$563,000
+0.4%
5,987
-3.9%
0.16%
-55.0%
Q1 2020$561,000
-29.5%
6,227
+9.1%
0.36%
-85.0%
Q4 2019$796,000
+30.5%
5,708
+10.2%
2.40%
+35.3%
Q3 2019$610,000
+12.8%
5,180
+7.1%
1.77%
+3.9%
Q2 2019$541,000
+12.0%
4,838
+10.1%
1.70%
+634.9%
Q1 2018$483,000
+34.9%
4,394
+31.3%
0.23%
+20.8%
Q4 2017$358,000
+5.9%
3,346
-5.3%
0.19%
-14.7%
Q3 2017$338,000
+7.3%
3,534
+2.6%
0.22%
+4.7%
Q2 2017$315,000
+12.5%
3,446
+8.2%
0.22%
+13.2%
Q1 2017$280,000
-37.5%
3,186
-38.7%
0.19%
-24.6%
Q4 2016$448,000
+46.9%
5,194
+13.5%
0.25%
+33.3%
Q3 2016$305,0004,5750.19%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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