RB Capital Management, LLC - 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
RB Capital Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,427,044
+0.3%
23,632
+0.6%
1.07%
+3.9%
Q2 2023$3,417,092
+12.4%
23,495
+0.7%
1.03%
+6.9%
Q1 2023$3,039,355
+1.4%
23,324
+4.4%
0.96%
-9.1%
Q4 2022$2,996,488
+30.6%
22,345
+1.8%
1.06%
+20.4%
Q3 2022$2,294,000
+2.1%
21,951
+10.1%
0.88%
+5.0%
Q2 2022$2,246,000
-13.5%
19,943
+4.7%
0.84%
+0.5%
Q1 2022$2,597,000
-12.0%
19,048
+2.2%
0.83%
-9.6%
Q4 2021$2,951,000
-3.7%
18,638
-0.4%
0.92%
-20.0%
Q3 2021$3,063,000
+6.9%
18,715
+1.6%
1.15%
+6.4%
Q2 2021$2,865,000
+6.5%
18,423
+4.3%
1.08%
-8.8%
Q1 2021$2,689,000
+21.6%
17,664
+1.5%
1.19%
+16.0%
Q4 2020$2,212,000
+35.6%
17,406
+5.7%
1.02%
+33.2%
Q3 2020$1,631,000
+7.4%
16,467
+2.0%
0.77%
-4.7%
Q2 2020$1,519,000
+9.9%
16,152
+2.3%
0.80%
-9.3%
Q1 2020$1,382,000
-32.8%
15,787
+6.2%
0.89%
-24.3%
Q4 2019$2,056,000
+21.7%
14,859
+0.6%
1.17%
+8.2%
Q3 2019$1,689,000
+8.9%
14,765
+6.4%
1.08%
-4.0%
Q2 2019$1,551,000
+15.6%
13,876
+4.7%
1.13%
+3.2%
Q1 2019$1,342,000
+5.0%
13,259
+1.3%
1.09%
-15.1%
Q4 2018$1,278,000
-10.9%
13,088
+3.0%
1.29%
+1.3%
Q3 2018$1,434,000
-0.5%
12,711
-8.1%
1.27%
+19.1%
Q2 2018$1,441,000
+4.2%
13,833
+10.0%
1.07%
-1.7%
Q1 2018$1,383,000
+8.3%
12,574
+5.3%
1.09%
+19.6%
Q4 2017$1,277,000
+13.2%
11,946
+1.2%
0.91%
+5960.0%
Q3 2017$1,128,000
+11.9%
11,809
+7.1%
0.02%
-98.3%
Q2 2017$1,008,000
+16.3%
11,025
+11.7%
0.87%
+6.0%
Q1 2017$867,000
+117.3%
9,866
+113.6%
0.82%
+105.8%
Q4 2016$399,0004,6190.40%
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