Trellis Advisors, LLC - 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
Trellis Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$452,753
-0.0%
3,122
+0.3%
0.21%
+2.5%
Q2 2023$452,900
+12.6%
3,114
+0.8%
0.20%
+4.7%
Q1 2023$402,398
+2.6%
3,088
+5.6%
0.19%
-5.9%
Q4 2022$392,108
+29.8%
2,924
+0.9%
0.20%
+19.2%
Q3 2022$302,000
-4.7%
2,897
+2.8%
0.17%
-1.1%
Q2 2022$317,000
-14.6%
2,818
+3.6%
0.17%
-6.5%
Q1 2022$371,000
-13.7%
2,719
+0.2%
0.19%
-8.8%
Q4 2021$430,000
-5.1%
2,714
-1.8%
0.20%
-12.4%
Q3 2021$453,000
+5.3%
2,764
-0.1%
0.23%
+4.5%
Q2 2021$430,000
+1.9%
2,766
-0.3%
0.22%
-5.9%
Q1 2021$422,000
+20.6%
2,773
+0.7%
0.24%
+12.3%
Q4 2020$350,000
+37.3%
2,755
+4.2%
0.21%
+15.9%
Q3 2020$255,000
-5.2%
2,644
-7.4%
0.18%
-13.7%
Q2 2020$269,000
+7.6%
2,855
+2.8%
0.21%
-12.4%
Q1 2020$250,000
-24.5%
2,778
+17.0%
0.24%
-7.3%
Q4 2019$331,000
+16.5%
2,375
-1.7%
0.26%
+8.3%
Q3 2019$284,000
+6.8%
2,417
+1.7%
0.24%
+6.2%
Q2 2019$266,000
+17.2%
2,377
+6.2%
0.23%
+10.8%
Q1 2019$227,000
+6.6%
2,238
+2.5%
0.20%
-5.6%
Q4 2018$213,000
-17.8%
2,184
-4.7%
0.22%
-5.7%
Q3 2018$259,000
-7.5%
2,291
-14.7%
0.23%
-12.9%
Q2 2018$280,000
-15.2%
2,686
-10.6%
0.26%
-16.5%
Q1 2018$330,000
+6.8%
3,005
+3.8%
0.32%
+7.9%
Q4 2017$309,0002,8940.29%
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