Centerpoint Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,592 filers reported holding JPMORGAN CHASE & CO in Q2 2023. The put-call ratio across all filers is 1.03 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
Centerpoint Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$870
-0.2%
6,000
+0.0%
0.37%
+4.2%
Q2 2023$872
+11.4%
5,999
-0.2%
0.35%
+3.8%
Q1 2023$783
-0.9%
6,012
+2.1%
0.34%
-7.8%
Q4 2022$790
-99.9%
5,889
+3.3%
0.37%
+16.7%
Q3 2022$596,000
+6.2%
5,701
+14.5%
0.32%
+10.8%
Q2 2022$561,000
-17.0%
4,981
+0.4%
0.29%
-7.4%
Q1 2022$676,000
-14.8%
4,961
-0.9%
0.31%
-11.2%
Q4 2021$793,000
+26.7%
5,007
+30.9%
0.35%
+16.4%
Q3 2021$626,000
+6.3%
3,824
+1.1%
0.30%
+7.9%
Q2 2021$589,000
+261.3%
3,784
+253.3%
0.28%
+188.5%
Q1 2021$163,000
+19.9%
1,0710.0%0.10%
+9.1%
Q4 2020$136,000
+32.0%
1,0710.0%0.09%
+12.8%
Q3 2020$103,000
+1.0%
1,071
-1.6%
0.08%
-4.9%
Q2 2020$102,000
+9.7%
1,088
+5.3%
0.08%
-10.9%
Q1 2020$93,000
-23.8%
1,033
+18.3%
0.09%
+2.2%
Q4 2019$122,000
+18.4%
8730.0%0.09%
+9.8%
Q3 2019$103,000
+5.1%
8730.0%0.08%
+5.1%
Q2 2019$98,000
+11.4%
8730.0%0.08%
+4.0%
Q1 2019$88,000
+3.5%
8730.0%0.08%
-7.4%
Q4 2018$85,000
-14.1%
8730.0%0.08%
+3.8%
Q3 2018$99,000
+8.8%
8730.0%0.08%
+2.6%
Q2 2018$91,0000.0%873
+6.1%
0.08%
-3.8%
Q1 2018$91,000
+3.4%
8230.0%0.08%
+1.3%
Q4 2017$88,0008230.08%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2023
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