Summit X, LLC - 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
Summit X, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$610,544
-72.9%
4,208
-72.8%
0.19%
-64.5%
Q2 2023$2,251,127
+17.8%
15,475
+5.8%
0.55%
+10.7%
Q1 2023$1,910,192
+12.0%
14,631
-0.8%
0.49%
+0.2%
Q4 2022$1,704,829
+13.5%
14,755
+3.0%
0.49%
+11.3%
Q3 2022$1,502,000
-9.5%
14,332
-2.9%
0.44%
-7.7%
Q2 2022$1,660,000
+5.9%
14,758
+28.6%
0.48%
+24.7%
Q1 2022$1,567,000
-18.6%
11,479
-5.7%
0.38%
-14.1%
Q4 2021$1,925,000
-2.2%
12,170
+1.1%
0.45%
-9.5%
Q3 2021$1,969,000
+5.3%
12,036
+0.3%
0.50%
+4.9%
Q2 2021$1,870,000
-0.8%
12,003
-3.1%
0.47%
-8.9%
Q1 2021$1,886,000
+19.1%
12,385
-0.3%
0.52%
+10.9%
Q4 2020$1,584,000
-83.4%
12,417
+0.9%
0.47%
+199.4%
Q3 2020$9,531,000
+724.5%
12,306
-0.8%
0.16%
-63.5%
Q2 2020$1,156,000
+7.7%
12,402
+4.2%
0.43%
-14.8%
Q1 2020$1,073,000
-32.0%
11,898
+5.0%
0.50%
-14.5%
Q4 2019$1,577,000
+22.4%
11,327
+3.5%
0.59%
+13.6%
Q3 2019$1,288,000
+7.9%
10,945
+2.3%
0.52%
+5.7%
Q2 2019$1,194,000
+11.0%
10,701
+1.1%
0.49%
+5.9%
Q1 2019$1,076,000
+39.7%
10,585
+33.8%
0.46%
+3.8%
Q4 2018$770,000
+4.6%
7,910
+21.1%
0.44%
+23.0%
Q3 2018$736,000
-4.4%
6,534
-11.6%
0.36%
-15.9%
Q2 2018$770,000
-3.0%
7,391
+2.0%
0.43%
-10.1%
Q1 2018$794,000
+4.1%
7,247
+1.9%
0.48%
-1.4%
Q4 2017$763,000
+14.2%
7,112
+1.4%
0.48%
+9.3%
Q3 2017$668,000
+13.6%
7,017
+8.5%
0.44%
+5.7%
Q2 2017$588,0006,4650.42%
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