Pegasus Asset Management, Inc. - 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
Pegasus Asset Management, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,557,015
+0.9%
31,423
+1.2%
2.12%
+5.4%
Q2 2023$4,517,273
+12.8%
31,059
+1.1%
2.01%
+1.4%
Q1 2023$4,004,082
-2.6%
30,727
+0.2%
1.98%
-10.6%
Q4 2022$4,110,614
+28.8%
30,653
+0.4%
2.22%
+23.0%
Q3 2022$3,191,000
-8.4%
30,537
-1.3%
1.80%
-4.8%
Q2 2022$3,483,000
-19.7%
30,933
-2.8%
1.89%
+0.6%
Q1 2022$4,337,000
-12.9%
31,812
+1.1%
1.88%
-7.8%
Q4 2021$4,982,000
-1.8%
31,461
+1.5%
2.04%
-12.3%
Q3 2021$5,072,000
+6.1%
30,988
+0.9%
2.33%
+4.4%
Q2 2021$4,779,000
+2.9%
30,723
+0.7%
2.23%
-5.4%
Q1 2021$4,645,000
+22.3%
30,516
+2.1%
2.36%
+13.3%
Q4 2020$3,797,000
+33.3%
29,879
+0.9%
2.08%
+16.6%
Q3 2020$2,849,000
+4.4%
29,598
+2.0%
1.78%
-4.3%
Q2 2020$2,729,000
+6.1%
29,011
+1.5%
1.86%
-12.2%
Q1 2020$2,573,000
-34.5%
28,581
+1.4%
2.12%
-17.9%
Q4 2019$3,930,000
+20.3%
28,194
+1.6%
2.58%
+8.8%
Q3 2019$3,266,000
+6.4%
27,752
+1.1%
2.38%
+0.0%
Q2 2019$3,069,000
+13.5%
27,449
+2.8%
2.38%
+6.6%
Q1 2019$2,704,000
+9.0%
26,712
+5.1%
2.23%
-5.0%
Q4 2018$2,481,000
-10.1%
25,419
+3.9%
2.34%
+1.4%
Q3 2018$2,761,000
+13.0%
24,470
+4.3%
2.31%
+0.9%
Q2 2018$2,444,000
-4.5%
23,452
+0.8%
2.29%
-6.1%
Q1 2018$2,559,000
+8.1%
23,272
+5.1%
2.44%
+3.0%
Q4 2017$2,367,00022,1362.37%
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