HCR Wealth Advisors - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,365 filers reported holding JPMORGAN CHASE & CO in Q2 2022. The put-call ratio across all filers is 1.33 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
HCR Wealth Advisors ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,797,447
-22.0%
19,290
-21.8%
0.61%
-7.8%
Q2 2023$3,588,596
+22.2%
24,674
+9.5%
0.66%
+14.5%
Q1 2023$2,937,195
-4.5%
22,540
-1.7%
0.58%
-9.9%
Q4 2022$3,074,384
+24.0%
22,926
-3.4%
0.64%
+22.4%
Q3 2022$2,479,000
-8.3%
23,726
-1.2%
0.53%
-2.9%
Q2 2022$2,704,000
-18.5%
24,011
-1.4%
0.54%
+0.2%
Q1 2022$3,319,000
-12.5%
24,349
+1.6%
0.54%
-7.8%
Q4 2021$3,795,000
-3.9%
23,963
-0.6%
0.59%
-10.8%
Q3 2021$3,948,000
+12.4%
24,119
+6.8%
0.66%
+8.0%
Q2 2021$3,514,000
+9.6%
22,591
+7.3%
0.61%
-3.8%
Q1 2021$3,205,000
+8.5%
21,051
-9.5%
0.63%
+2.6%
Q4 2020$2,955,000
+44.4%
23,256
+9.5%
0.62%
+32.1%
Q3 2020$2,046,000
+6.5%
21,246
+3.1%
0.47%
+3.8%
Q2 2020$1,921,000
+9.4%
20,598
+5.6%
0.45%
-10.2%
Q1 2020$1,756,000
-74.1%
19,500
-59.9%
0.50%
-69.5%
Q4 2019$6,777,000
+23.5%
48,617
+4.3%
1.64%
-9.8%
Q3 2019$5,489,000
+2.7%
46,623
-2.4%
1.82%
+19.9%
Q2 2019$5,343,000
+9.7%
47,792
-0.9%
1.52%
+8.6%
Q1 2019$4,870,000
+1.4%
48,244
-1.9%
1.40%
-9.8%
Q4 2018$4,801,000
-7.5%
49,183
-0.2%
1.55%
-8.3%
Q3 2018$5,192,000
+6.0%
49,298
+5.0%
1.69%
+5.2%
Q2 2018$4,897,000
-4.7%
46,966
+0.5%
1.61%
-9.9%
Q1 2018$5,141,000
+3.0%
46,748
+0.2%
1.78%
+2.3%
Q4 2017$4,989,000
+7.5%
46,654
-4.0%
1.74%
-10.8%
Q3 2017$4,643,000
+7.5%
48,614
+2.9%
1.95%
-8.3%
Q2 2017$4,318,000
+5.7%
47,248
+1.6%
2.13%
+1.9%
Q1 2017$4,087,000
+5.4%
46,523
+3.5%
2.09%
+2.1%
Q4 2016$3,879,00044,9482.05%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 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