FLAGSHIP HARBOR ADVISORS, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,445 filers reported holding JPMORGAN CHASE & CO in Q3 2018. The put-call ratio across all filers is 1.32 and the average weighting 1.2%.

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
FLAGSHIP HARBOR ADVISORS, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$6,181,014
-2.8%
42,622
-2.5%
0.51%
-2.1%
Q2 2023$6,360,708
+15.2%
43,734
+3.2%
0.52%
+1.0%
Q1 2023$5,521,686
-4.5%
42,373
-1.8%
0.52%
-12.3%
Q4 2022$5,783,758
+76.4%
43,130
+37.5%
0.59%
+56.1%
Q3 2022$3,278,000
-5.0%
31,372
+2.4%
0.38%
-2.1%
Q2 2022$3,452,000
-9.1%
30,651
+10.0%
0.39%
+6.0%
Q1 2022$3,798,000
-15.4%
27,863
-1.8%
0.37%
-13.9%
Q4 2021$4,491,000
+14.4%
28,364
+12.4%
0.42%
+0.7%
Q3 2021$3,924,0000.0%25,2300.0%0.42%
+0.2%
Q2 2021$3,924,000
+2.8%
25,230
+0.6%
0.42%
-2.8%
Q1 2021$3,818,000
+14.2%
25,081
-4.7%
0.43%
+4.3%
Q4 2020$3,344,000
+27.9%
26,316
-3.2%
0.42%
+17.6%
Q3 2020$2,615,000
-0.6%
27,173
-2.9%
0.35%
-8.5%
Q2 2020$2,632,000
+20.3%
27,982
+15.2%
0.39%
-11.7%
Q1 2020$2,187,000
-35.7%
24,294
-0.5%
0.44%
-26.7%
Q4 2019$3,403,000
+19.6%
24,410
+0.9%
0.60%
+6.8%
Q3 2019$2,846,000
+0.7%
24,189
-4.3%
0.56%
-4.8%
Q2 2019$2,825,000
+10.7%
25,273
+0.2%
0.59%
+11.8%
Q1 2019$2,553,000
-1.9%
25,226
-5.4%
0.52%
-17.2%
Q4 2018$2,603,000
-18.2%
26,674
-4.8%
0.63%
+7.3%
Q3 2018$3,181,000
+10.7%
28,028
+1.6%
0.59%
+2.6%
Q2 2018$2,874,000
+13.1%
27,588
+17.1%
0.58%
-23.8%
Q1 2018$2,540,000
-0.2%
23,554
+0.4%
0.76%
+3.3%
Q4 2017$2,544,000
+22.1%
23,471
+8.6%
0.73%
+8.1%
Q3 2017$2,083,000
-2.6%
21,606
-5.9%
0.68%
-8.9%
Q2 2017$2,138,000
+3.8%
22,969
-3.7%
0.74%
-5.7%
Q1 2017$2,059,000
+53.9%
23,848
+48.8%
0.79%
+36.4%
Q4 2016$1,338,00016,0300.58%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2018
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