Valeo Financial Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,201 filers reported holding JPMORGAN CHASE & CO in Q2 2021. The put-call ratio across all filers is 1.21 and the average weighting 1.0%.

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
Valeo Financial Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$21,639,281
+0.2%
173,557
+0.5%
0.99%0.0%
Q2 2023$21,585,332
+15.4%
172,755
+2.8%
0.99%
+9.4%
Q1 2023$18,707,393
+10.0%
167,982
+11.2%
0.90%
-3.4%
Q4 2022$17,002,090
+30.6%
151,114
+1.5%
0.93%
+12.4%
Q3 2022$13,019,000
-2.6%
148,855
+4.1%
0.83%
-1.0%
Q2 2022$13,363,000
-19.5%
142,928
-2.6%
0.84%
-0.6%
Q1 2022$16,594,000
+0.4%
146,685
+13.9%
0.84%
-5.8%
Q4 2021$16,536,000
-3.4%
128,784
-0.1%
0.90%
-8.5%
Q3 2021$17,110,000
+13.9%
128,887
+6.5%
0.98%
+7.2%
Q2 2021$15,028,000
+2.3%
120,973
+0.1%
0.91%
+34.1%
Q1 2021$14,697,000
+20.1%
120,896
-13.9%
0.68%
+8.1%
Q4 2020$12,237,000
+51.7%
140,334
+67.4%
0.63%
-10.9%
Q3 2020$8,069,000
-10.4%
83,820
-12.4%
0.71%
-13.8%
Q2 2020$9,002,000
+3.7%
95,703
+12.6%
0.82%
-11.3%
Q1 2020$8,678,000
-24.8%
84,968
+2.7%
0.92%
-17.6%
Q4 2019$11,535,000
+20.9%
82,746
+2.0%
1.12%
+6.3%
Q3 2019$9,544,000
+2.1%
81,092
-3.0%
1.05%
-1.5%
Q2 2019$9,344,000
+10.2%
83,577
-0.2%
1.07%
+3.9%
Q1 2019$8,480,000
-7.6%
83,770
-10.9%
1.03%
-20.0%
Q4 2018$9,179,000
-8.1%
94,024
+2.5%
1.29%
-4.6%
Q3 2018$9,986,000
-3.0%
91,713
+1.6%
1.35%
-6.5%
Q2 2018$10,297,000
-0.3%
90,308
-3.9%
1.44%
-12.9%
Q1 2018$10,330,000
-1.1%
93,939
-3.8%
1.66%
-3.3%
Q4 2017$10,442,000
+17.7%
97,646
+5.2%
1.71%
-14.6%
Q3 2017$8,868,00092,8462.01%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 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