Hapanowicz & Associates Financial Services, Inc - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 and the average weighting 1.0%.

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
Hapanowicz & Associates Financial Services, Inc ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$327,601
-0.3%
2,2590.0%0.23%
+5.9%
Q2 2023$328,549
+11.6%
2,2590.0%0.22%
+8.4%
Q1 2023$294,370
-2.8%
2,2590.0%0.20%
-7.7%
Q4 2022$302,933
+9.8%
2,259
-14.6%
0.22%
-13.7%
Q3 2022$276,000
+31.4%
2,645
+42.1%
0.26%
+55.5%
Q2 2022$210,000
-32.3%
1,861
-5.1%
0.16%
+18.8%
Q4 2021$310,000
-24.8%
1,961
-22.2%
0.14%
-22.5%
Q3 2021$412,000
+5.1%
2,5200.0%0.18%
+2.9%
Q2 2021$392,000
+2.1%
2,5200.0%0.17%
-5.5%
Q1 2021$384,000
-30.3%
2,520
-41.9%
0.18%
-35.8%
Q4 2020$551,000
+31.8%
4,3400.0%0.28%
+15.9%
Q3 2020$418,0004,3400.25%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2022
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