Intercontinental Wealth Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,600 filers reported holding JPMORGAN CHASE & CO in Q3 2019. The put-call ratio across all filers is 1.28 and the average weighting 1.2%.

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
Intercontinental Wealth Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2023$2,827,226
+15.6%
19,439
+3.6%
0.68%
+8.0%
Q1 2023$2,445,264
-2.8%
18,765
+0.0%
0.62%
-16.4%
Q4 2022$2,515,180
+22.9%
18,756
-4.3%
0.75%
+16.5%
Q3 2022$2,047,000
-5.8%
19,589
+1.5%
0.64%
+9.0%
Q2 2022$2,174,000
-22.4%
19,302
-6.1%
0.59%
-7.7%
Q1 2022$2,801,000
-2.4%
20,547
+13.3%
0.64%
+5.5%
Q4 2021$2,871,000
-0.5%
18,133
+2.9%
0.60%
-10.1%
Q3 2021$2,885,000
-1.4%
17,627
-6.3%
0.67%
+16.2%
Q2 2021$2,925,000
+5.5%
18,808
+3.3%
0.58%
-4.0%
Q1 2021$2,772,000
+5.2%
18,212
-12.1%
0.60%
-4.7%
Q4 2020$2,634,000
+15.3%
20,729
-12.7%
0.63%
-5.4%
Q3 2020$2,285,000
+17.3%
23,736
+14.6%
0.67%
+5.7%
Q2 2020$1,948,000
+30.0%
20,708
+24.3%
0.63%
-20.1%
Q1 2020$1,499,000
+157.1%
16,654
+293.2%
0.79%
+63.0%
Q4 2019$583,000
-22.7%
4,235
-33.9%
0.49%
+4.7%
Q3 2019$754,000
+17.3%
6,403
+11.4%
0.46%
+39.8%
Q2 2019$643,000
+10.7%
5,747
+0.2%
0.33%
+15.3%
Q1 2019$581,000
+3.8%
5,7370.0%0.29%
-8.0%
Q4 2018$560,000
+5.1%
5,737
+21.4%
0.31%
+17.2%
Q3 2018$533,000
+66.0%
4,725
+53.2%
0.27%
+50.0%
Q2 2018$321,000
-5.3%
3,084
+0.1%
0.18%
-9.2%
Q1 2018$339,000
+5.0%
3,081
+2.0%
0.20%
+8.3%
Q4 2017$323,000
+13.3%
3,020
+1.3%
0.18%
+4.0%
Q3 2017$285,000
+4.4%
2,980
-0.2%
0.17%
-0.6%
Q2 2017$273,000
-22.0%
2,987
-24.9%
0.18%
-16.7%
Q1 2017$350,000
+1.4%
3,980
-0.4%
0.21%
-5.8%
Q4 2016$345,000
+35.3%
3,995
+4.3%
0.22%
+22.5%
Q3 2016$255,000
+6.7%
3,830
-0.6%
0.18%
+3.4%
Q2 2016$239,000
+4.4%
3,853
-0.3%
0.18%
+2.3%
Q1 2016$229,000
-11.9%
3,866
-1.8%
0.17%
-3.9%
Q4 2015$260,0003,9360.18%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2019
NameSharesValueWeighting ↓
Florence Capital Advisors, LLC 80,853$7,102,00023.89%
Michael & Susan Dell Foundation 313,853$27,569,00023.54%
Key Square Capital Management LLC 1,204,123$105,770,00023.46%
Lloyds Banking Group plc 28,209$2,478,00022.36%
LANSDOWNE PARTNERS (UK) LLP 22,277,793$1,956,882,00017.01%
GREENHAVEN ASSOCIATES INC 7,323,232$643,273,00010.21%
NatWest Group plc 460,518$40,452,0008.60%
WILSEY ASSET MANAGEMENT INC 134,820$11,904,0008.34%
Cabot-Wellington, LLC 156,565$13,674,0008.12%
STEWART WEST INDIES TRADING CO., LTD 1,028,000$90,300,0007.80%
View complete list of JPMORGAN CHASE & CO shareholders