Ahrens Investment Partners LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,331 filers reported holding JPMORGAN CHASE & CO in Q3 2022. The put-call ratio across all filers is 1.34 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
Ahrens Investment Partners LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2023$1,343,108
-16.6%
10,307
-14.2%
0.67%
-9.0%
Q4 2022$1,610,978
+7.0%
12,013
-16.6%
0.73%
-7.7%
Q3 2022$1,505,000
+0.5%
14,400
+8.3%
0.79%
+20.0%
Q2 2022$1,498,000
-16.0%
13,300
+1.7%
0.66%
+17.4%
Q1 2022$1,784,000
-12.0%
13,083
+2.1%
0.56%
-37.2%
Q4 2021$2,028,000
-0.3%
12,808
+3.1%
0.90%
-7.6%
Q3 2021$2,034,000
+10.7%
12,428
+5.2%
0.97%
+14.5%
Q2 2021$1,837,000
+15.5%
11,811
+13.1%
0.85%
+5.6%
Q1 2021$1,590,000
+20.5%
10,442
+0.6%
0.80%
+13.6%
Q4 2020$1,320,000
+34.6%
10,384
+2.0%
0.71%
+8.3%
Q3 2020$981,000
-8.0%
10,185
-10.1%
0.65%
+0.6%
Q2 2020$1,066,000
+4.6%
11,333
+0.1%
0.65%
-11.3%
Q1 2020$1,019,000
-35.2%
11,320
+0.3%
0.73%
+11.9%
Q4 2019$1,573,000
+20.6%
11,282
+1.8%
0.65%
+13.5%
Q3 2019$1,304,000
+6.2%
11,078
+0.8%
0.58%
+3.4%
Q2 2019$1,228,000
+10.6%
10,985
+0.2%
0.56%
+10.1%
Q1 2019$1,110,000
+23.7%
10,962
+19.3%
0.51%
+21.1%
Q4 2018$897,000
-13.7%
9,192
-0.2%
0.42%
+7.2%
Q3 2018$1,039,000
+7.2%
9,206
-1.0%
0.39%
-3.7%
Q2 2018$969,000
-5.8%
9,302
-0.6%
0.40%
-8.6%
Q1 2018$1,029,000
+2.4%
9,358
-0.4%
0.44%
+8.8%
Q4 2017$1,005,000
+13.2%
9,399
+1.1%
0.41%
+7.1%
Q3 2017$888,000
+7.1%
9,296
+2.5%
0.38%
+6.4%
Q2 2017$829,000
-6.2%
9,072
-9.9%
0.36%
-16.0%
Q1 2017$884,000
+4.0%
10,066
+2.2%
0.42%
-4.7%
Q4 2016$850,0009,8510.45%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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