Newport Wealth Strategies, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,586 filers reported holding JPMORGAN CHASE & CO in Q1 2019. The put-call ratio across all filers is 1.12 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
Newport Wealth Strategies, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2021$677,000
+6.8%
4,137
+1.4%
0.41%
+11.7%
Q2 2021$634,000
+2.1%
4,079
+0.0%
0.37%
-5.2%
Q1 2021$621,000
+48.9%
4,078
-5.8%
0.39%
+23.7%
Q4 2020$417,000
-0.7%
4,3270.0%0.31%
-0.3%
Q3 2020$420,000
+1.9%
4,327
-1.1%
0.31%
-16.8%
Q2 2020$412,000
-3.3%
4,376
-1.9%
0.38%
-6.2%
Q1 2020$426,000
-75.0%
4,462
-64.4%
0.40%
-67.7%
Q4 2019$1,705,000
+133.2%
12,549
+101.9%
1.24%
+86.2%
Q3 2019$731,000
-7.9%
6,215
-10.8%
0.67%
-8.8%
Q2 2019$794,000
+5.4%
6,964
-2.5%
0.73%
-3.7%
Q1 2019$753,000
+75.5%
7,145
+67.6%
0.76%
+28.7%
Q4 2018$429,000
-37.3%
4,264
-32.0%
0.59%
-32.5%
Q3 2018$684,000
-47.8%
6,273
-50.2%
0.87%
-42.5%
Q2 2018$1,311,000
+4.5%
12,584
+10.3%
1.52%
+54.5%
Q1 2018$1,255,000
+5.8%
11,408
+11.3%
0.98%
+15.7%
Q4 2017$1,186,00010,2510.85%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2019
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