Fusion Family Wealth 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
Fusion Family Wealth LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2021$152,000
+19.7%
1,0000.0%0.02%
+9.1%
Q4 2020$127,000
+32.3%
1,0000.0%0.02%
+15.8%
Q3 2020$96,000
-21.3%
1,000
-23.1%
0.02%
-34.5%
Q2 2020$122,000
+4.3%
1,3000.0%0.03%
-6.5%
Q1 2020$117,000
-35.4%
1,3000.0%0.03%
-26.2%
Q4 2019$181,000
+18.3%
1,3000.0%0.04%
+2.4%
Q3 2019$153,000
-83.9%
1,300
-84.7%
0.04%
-82.7%
Q2 2019$952,000
+570.4%
8,515
+507.3%
0.24%
+507.7%
Q1 2019$142,000
-82.8%
1,402
-83.5%
0.04%
-84.0%
Q4 2018$827,000
-15.1%
8,475
-1.8%
0.24%
-6.9%
Q3 2018$974,000
+10.3%
8,634
+1.8%
0.26%
+5.2%
Q2 2018$883,000
-4.5%
8,478
+0.8%
0.25%
-20.3%
Q1 2018$925,000
-1.7%
8,413
-4.4%
0.31%
+32.3%
Q4 2017$941,000
+796.2%
8,799
+699.9%
0.24%
+552.8%
Q3 2017$105,000
-84.9%
1,100
-85.5%
0.04%
-84.9%
Q2 2017$696,000
+3.9%
7,612
-0.2%
0.24%
-5.2%
Q1 2017$670,0007,6280.25%
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