Abbot Financial Management, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 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
Abbot Financial Management, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,585,315
-1.3%
31,619
-1.0%
3.08%
+3.4%
Q2 2023$4,647,201
+9.4%
31,953
-2.0%
2.98%
+4.6%
Q1 2023$4,248,210
-3.9%
32,601
-1.2%
2.85%
-5.8%
Q4 2022$4,422,873
+23.2%
32,982
-4.0%
3.02%
+18.3%
Q3 2022$3,590,000
-23.5%
34,351
-17.6%
2.56%
-9.9%
Q2 2022$4,694,000
-16.5%
41,683
+1.0%
2.84%
+3.3%
Q1 2022$5,624,000
-14.5%
41,256
-0.7%
2.75%
-6.6%
Q4 2021$6,580,000
-3.3%
41,555
-0.1%
2.94%
-5.0%
Q3 2021$6,806,000
+6.3%
41,576
+1.0%
3.10%
+10.5%
Q2 2021$6,405,000
+2.6%
41,181
+0.4%
2.80%
-1.2%
Q1 2021$6,245,000
+21.5%
41,021
+1.4%
2.83%
-4.4%
Q4 2020$5,142,000
+27.1%
40,469
-4.0%
2.96%
+12.8%
Q3 2020$4,046,000
+2.8%
42,174
+0.3%
2.63%
-3.0%
Q2 2020$3,934,000
+3.8%
42,050
-0.6%
2.71%
-12.2%
Q1 2020$3,790,000
-34.7%
42,304
+1.6%
3.08%
-16.1%
Q4 2019$5,806,000
+17.5%
41,648
-0.8%
3.68%
+4.3%
Q3 2019$4,940,000
+4.3%
41,975
-0.9%
3.53%
+2.7%
Q2 2019$4,737,000
+8.8%
42,372
-1.5%
3.43%
+1.6%
Q1 2019$4,353,000
+4.4%
43,005
+0.7%
3.38%
-8.0%
Q4 2018$4,170,000
-13.1%
42,713
+0.4%
3.67%
+2.8%
Q3 2018$4,800,000
+5.2%
42,535
-2.8%
3.57%
-1.6%
Q2 2018$4,562,000
-3.9%
43,778
+1.4%
3.63%
-4.8%
Q1 2018$4,748,000
+2.1%
43,176
-0.7%
3.81%
+2.8%
Q4 2017$4,651,000
+4.8%
43,489
-1.1%
3.71%
+0.2%
Q3 2017$4,439,000
+7.6%
43,987
-2.5%
3.70%
+0.0%
Q2 2017$4,124,00045,1213.70%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 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