Successful Portfolios LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 and the average weighting 1.1%.

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
Successful Portfolios LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$504,066
-2.8%
3,475
-2.6%
0.45%0.0%
Q2 2023$518,712
-43.6%
3,566
-49.4%
0.45%
-22.5%
Q1 2023$919,035
-10.3%
7,052
-7.7%
0.58%
-13.6%
Q4 2022$1,024,000
+30.1%
7,639
+1.4%
0.67%
+17.0%
Q3 2022$787,000
+4.1%
7,533
+12.1%
0.57%
+12.2%
Q2 2022$756,000
-18.9%
6,718
-1.8%
0.51%
-4.1%
Q1 2022$932,000
-15.2%
6,838
-1.5%
0.53%
-11.1%
Q4 2021$1,099,000
-2.2%
6,939
+1.1%
0.60%
-11.0%
Q3 2021$1,124,000
+6.3%
6,865
+1.1%
0.67%
+4.7%
Q2 2021$1,057,000
+4.3%
6,793
+2.1%
0.64%
-4.0%
Q1 2021$1,013,000
+22.0%
6,655
+1.9%
0.67%
+12.3%
Q4 2020$830,000
+28.1%
6,534
-2.9%
0.60%
+15.1%
Q3 2020$648,000
+5.9%
6,728
+3.5%
0.52%
-3.9%
Q2 2020$612,000
+11.3%
6,501
+6.3%
0.54%
-3.2%
Q1 2020$550,000
-22.9%
6,113
+19.5%
0.56%
-12.4%
Q4 2019$713,000
+11.8%
5,115
-5.6%
0.64%
+5.8%
Q3 2019$638,000
+13.3%
5,419
+7.5%
0.60%
-0.7%
Q2 2019$563,000
+9.7%
5,039
-0.6%
0.60%
+7.7%
Q1 2019$513,000
+6.4%
5,067
+2.6%
0.56%
-8.9%
Q4 2018$482,000
-13.9%
4,940
-0.4%
0.62%
+1.0%
Q3 2018$560,000
+12.9%
4,962
+4.2%
0.61%
+5.4%
Q2 2018$496,000
-5.2%
4,761
+0.1%
0.58%
-8.8%
Q1 2018$523,000
+10.1%
4,755
+7.0%
0.64%
+7.6%
Q4 2017$475,0004,4450.59%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2021
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