OneDigital Investment Advisors LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,586 filers reported holding JPMORGAN CHASE & CO in Q1 2019. The put-call ratio across all filers is 1.12 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
OneDigital Investment Advisors LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$19,366,828
+4.9%
133,546
+5.2%
0.42%
+2.4%
Q2 2023$18,469,441
+18.2%
126,990
+5.9%
0.41%
+11.4%
Q1 2023$15,631,031
+5.5%
119,952
+8.6%
0.37%
-14.7%
Q4 2022$14,814,445
+109.5%
110,473
+63.2%
0.43%
+64.1%
Q3 2022$7,072,000
+20.4%
67,681
+29.8%
0.26%
+4.0%
Q2 2022$5,874,000
-15.8%
52,158
+1.9%
0.25%
-4.5%
Q1 2022$6,978,000
-7.4%
51,191
+7.6%
0.26%
-1.1%
Q4 2021$7,534,000
+2.9%
47,576
+6.3%
0.27%
-7.9%
Q3 2021$7,323,000
+10.0%
44,738
+4.5%
0.29%
+5.8%
Q2 2021$6,657,000
+5.2%
42,800
+3.0%
0.27%
-7.4%
Q1 2021$6,326,000
+13.5%
41,559
-4.6%
0.30%
+2.1%
Q4 2020$5,576,000
+34.8%
43,546
+1.5%
0.29%
+1.4%
Q3 2020$4,136,000
-9.5%
42,896
-11.3%
0.29%
-13.1%
Q2 2020$4,568,000
+11.6%
48,351
+5.7%
0.33%
-9.4%
Q1 2020$4,094,000
-28.0%
45,755
+12.2%
0.36%
-19.0%
Q4 2019$5,686,000
+16.7%
40,787
-1.5%
0.45%
+2.5%
Q3 2019$4,874,000
-12.9%
41,417
-17.2%
0.44%
+0.9%
Q2 2019$5,593,000
+33.5%
50,030
+22.0%
0.43%
-29.2%
Q1 2019$4,189,000
+11.6%
41,014
+6.6%
0.61%
-3.3%
Q4 2018$3,755,000
+362.4%
38,469
+435.0%
0.63%
+233.2%
Q3 2018$812,000
+22.5%
7,191
+12.9%
0.19%
+36.7%
Q2 2018$663,000
+11.2%
6,367
+17.4%
0.14%
+6.1%
Q1 2018$596,000
+22.9%
5,423
+19.6%
0.13%
+138.2%
Q4 2017$485,000
+340.9%
4,535
+292.3%
0.06%
+37.5%
Q3 2017$110,000
-71.7%
1,156
-72.9%
0.04%
-65.5%
Q2 2017$389,0004,2650.12%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2019
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