Perennial 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
Perennial Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$8,601,709
+0.0%
59,314
+0.3%
2.32%
+5.8%
Q2 2023$8,597,802
+13.9%
59,116
+2.0%
2.19%
+1.4%
Q1 2023$7,551,721
-4.0%
57,952
-1.2%
2.16%
-13.6%
Q4 2022$7,863,246
+24.4%
58,637
-3.1%
2.50%
+20.6%
Q3 2022$6,323,000
-6.6%
60,510
+0.6%
2.07%
-1.6%
Q2 2022$6,772,000
-16.0%
60,135
+1.7%
2.11%
-1.5%
Q1 2022$8,060,000
-10.1%
59,125
+4.4%
2.14%
-11.5%
Q4 2021$8,965,000
-1.6%
56,617
+1.7%
2.42%
-10.0%
Q3 2021$9,109,000
+7.2%
55,646
+1.9%
2.68%
+8.8%
Q2 2021$8,496,000
+4.4%
54,624
+2.2%
2.47%
-3.7%
Q1 2021$8,140,000
+23.2%
53,474
+2.8%
2.56%
+10.0%
Q4 2020$6,609,000
+37.1%
52,007
+3.9%
2.33%
+18.1%
Q3 2020$4,819,000
+4.9%
50,057
+2.5%
1.97%
+0.9%
Q2 2020$4,595,000
+10.5%
48,856
+5.8%
1.95%
-15.7%
Q1 2020$4,159,000
-32.8%
46,195
+4.0%
2.32%
-22.0%
Q4 2019$6,190,000
+18.0%
44,405
-0.3%
2.97%
+9.4%
Q3 2019$5,244,000
+8.1%
44,555
+2.7%
2.72%
+5.2%
Q2 2019$4,850,000
+14.7%
43,377
+3.8%
2.58%
+7.4%
Q1 2019$4,230,000
+0.6%
41,785
-2.9%
2.40%
-11.6%
Q4 2018$4,203,000
-10.5%
43,055
+3.5%
2.72%
+0.7%
Q3 2018$4,696,000
+7.7%
41,617
-0.6%
2.70%
+0.5%
Q2 2018$4,361,000
-3.6%
41,850
+1.7%
2.69%
-5.8%
Q1 2018$4,524,000
+15.1%
41,135
+12.0%
2.86%
+17.1%
Q4 2017$3,929,000
+9.9%
36,739
-1.9%
2.44%
+0.8%
Q3 2017$3,576,000
+8.6%
37,443
+3.9%
2.42%
+1.2%
Q2 2017$3,293,000
+10.6%
36,027
+6.3%
2.39%
+4.3%
Q1 2017$2,977,000
-0.6%
33,887
-2.4%
2.29%
-13.5%
Q4 2016$2,996,00034,7202.65%
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