LAKE STREET ADVISORS GROUP, 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
LAKE STREET ADVISORS GROUP, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,253,000
+101137.8%
29,329
+1.5%
0.25%
+9.1%
Q2 2023$4,201
+9.1%
28,884
-2.3%
0.23%
-2.5%
Q1 2023$3,852
+2.7%
29,561
+5.7%
0.24%
-3.6%
Q4 2022$3,751
-99.9%
27,973
-36.4%
0.25%
-25.8%
Q3 2022$4,595,000
-12.0%
43,972
-5.2%
0.33%
-10.5%
Q2 2022$5,222,000
-12.1%
46,372
+6.4%
0.37%
-1.8%
Q1 2022$5,944,000
-3.3%
43,601
+12.4%
0.38%
-2.1%
Q4 2021$6,144,000
+0.2%
38,800
+3.6%
0.39%
-41.1%
Q3 2021$6,132,000
+127.4%
37,458
+124.8%
0.66%
+230.2%
Q2 2021$2,696,000
+5.9%
16,665
-0.4%
0.20%
-3.9%
Q1 2021$2,547,000
+18.7%
16,728
-0.9%
0.21%
+16.3%
Q4 2020$2,145,000
+38.3%
16,883
+4.8%
0.18%
+21.9%
Q3 2020$1,551,000
+3.9%
16,107
+1.5%
0.15%
-3.3%
Q2 2020$1,493,000
+3.8%
15,876
-0.7%
0.15%
-15.6%
Q1 2020$1,439,000
-32.9%
15,980
+3.9%
0.18%
-15.2%
Q4 2019$2,145,000
+33.7%
15,387
+4.1%
0.21%
+21.3%
Q3 2019$1,604,000
+2.6%
14,774
+5.6%
0.17%
+5.5%
Q2 2019$1,564,000
+28.0%
13,990
+15.9%
0.16%
+28.9%
Q1 2019$1,222,000
+1.0%
12,074
-2.6%
0.13%
-12.9%
Q4 2018$1,210,000
-5.8%
12,397
+9.0%
0.15%
+3.5%
Q3 2018$1,284,000
-28.5%
11,376
-34.0%
0.14%
-21.1%
Q2 2018$1,796,000
-10.7%
17,234
-5.8%
0.18%
-20.4%
Q1 2018$2,012,000
+3.8%
18,292
+0.9%
0.23%
+3.2%
Q4 2017$1,938,00018,1200.22%
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