Gradient Capital Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,365 filers reported holding JPMORGAN CHASE & CO in Q2 2022. The put-call ratio across all filers is 1.33 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
Gradient Capital Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,679,829
+2.7%
25,375
+3.0%
1.54%
+7.0%
Q2 2023$3,583,808
+10.9%
24,641
-0.7%
1.44%
+4.5%
Q1 2023$3,232,904
-3.9%
24,809
-1.9%
1.38%
-10.1%
Q4 2022$3,363,949
+27.3%
25,285
-0.0%
1.53%
+21.2%
Q3 2022$2,643,000
+0.2%
25,295
+8.0%
1.26%
-0.2%
Q2 2022$2,637,000
-18.0%
23,419
-0.8%
1.26%
-7.2%
Q1 2022$3,217,000
-14.8%
23,599
-1.1%
1.36%
-13.3%
Q4 2021$3,777,000
-1.1%
23,850
+2.2%
1.57%
-10.3%
Q3 2021$3,820,000
+8.9%
23,334
+3.5%
1.75%
+6.6%
Q2 2021$3,508,000
+3.2%
22,553
+1.0%
1.64%
-8.7%
Q1 2021$3,400,000
+22.9%
22,337
+2.6%
1.80%
+14.1%
Q4 2020$2,767,000
+25.4%
21,772
-5.0%
1.58%
+14.6%
Q3 2020$2,206,000
+16.6%
22,911
+13.9%
1.38%
+7.7%
Q2 2020$1,892,000
+12.4%
20,111
+7.6%
1.28%
-5.9%
Q1 2020$1,683,000
-31.4%
18,692
+6.2%
1.36%
-20.4%
Q4 2019$2,453,000
+22.3%
17,595
+3.3%
1.71%
+14.0%
Q3 2019$2,005,000
+6.6%
17,039
+1.3%
1.50%
+3.6%
Q2 2019$1,881,000
+34.2%
16,826
+21.5%
1.44%
+29.2%
Q1 2019$1,402,000
+9.7%
13,846
+5.8%
1.12%
+1.3%
Q4 2018$1,278,000
-8.6%
13,089
+5.6%
1.10%
-6.4%
Q3 2018$1,399,000
+11.3%
12,396
+2.8%
1.18%
+1.0%
Q2 2018$1,257,000
+9.8%
12,061
+15.8%
1.17%
+2.1%
Q1 2018$1,145,000
+3.2%
10,416
+0.5%
1.14%
+0.7%
Q4 2017$1,109,00010,3691.14%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 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