Allied Investment Advisors, 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
Allied Investment Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$10,653,459
+0.5%
73,462
+0.8%
3.19%
+3.8%
Q2 2023$10,596,031
+14.7%
72,855
+2.8%
3.07%
+7.3%
Q1 2023$9,236,764
-0.8%
70,883
+2.1%
2.86%
-1.7%
Q4 2022$9,312,843
+32.4%
69,447
+3.2%
2.91%
+11.0%
Q3 2022$7,033,000
-2.2%
67,298
+5.3%
2.62%
+1.6%
Q2 2022$7,194,000
-12.3%
63,887
+6.2%
2.58%
-3.4%
Q1 2022$8,199,000
-7.9%
60,143
+7.0%
2.67%
-12.3%
Q4 2021$8,898,000
-1.6%
56,189
+1.8%
3.04%
-11.0%
Q3 2021$9,039,000
+5.8%
55,218
+0.5%
3.42%
+6.2%
Q2 2021$8,547,000
+3.6%
54,948
+1.4%
3.22%
-8.9%
Q1 2021$8,247,000
+20.7%
54,174
+0.8%
3.53%
+7.6%
Q4 2020$6,832,000
+34.1%
53,769
+1.6%
3.28%
+19.8%
Q3 2020$5,093,000
+4.1%
52,899
+1.7%
2.74%
-2.8%
Q2 2020$4,892,000
+9.6%
52,014
+4.9%
2.82%
-12.6%
Q1 2020$4,465,000
-32.4%
49,592
+4.7%
3.22%
-17.3%
Q4 2019$6,601,000
+17.6%
47,354
-0.7%
3.90%
+7.9%
Q3 2019$5,613,000
+7.2%
47,696
+1.8%
3.62%
+3.0%
Q2 2019$5,236,000
+10.9%
46,834
+0.4%
3.51%
+7.3%
Q1 2019$4,722,000
+3.6%
46,650
-0.1%
3.27%
-13.1%
Q4 2018$4,560,000
-11.1%
46,710
+2.8%
3.77%
-1.1%
Q3 2018$5,127,000
+3.5%
45,437
-4.5%
3.81%
-5.7%
Q2 2018$4,956,000
-7.0%
47,565
-1.8%
4.04%
-8.0%
Q1 2018$5,327,000
-6.3%
48,440
-8.9%
4.39%
-8.5%
Q4 2017$5,687,00053,1834.79%
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