Campbell Wealth Management - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,875 filers reported holding JPMORGAN CHASE & CO in Q4 2019. The put-call ratio across all filers is 1.14 and the average weighting 1.2%.

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
Campbell Wealth Management ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$346
-46.6%
2,386
-46.4%
0.04%
-27.6%
Q2 2023$648
+133.9%
4,450
+109.4%
0.06%
+65.7%
Q1 2023$277
-6.1%
2,125
-3.5%
0.04%
-14.6%
Q4 2022$295
-99.9%
2,202
+2.0%
0.04%
+24.2%
Q3 2022$226,000
-10.3%
2,158
-3.4%
0.03%
-5.7%
Q2 2022$252,000
-20.0%
2,234
-3.2%
0.04%
-7.9%
Q1 2022$315,000
-13.9%
2,309
+0.0%
0.04%
-9.5%
Q4 2021$366,000
+4.6%
2,308
+7.9%
0.04%
-10.6%
Q3 2021$350,000
+6.7%
2,139
+1.6%
0.05%
+6.8%
Q2 2021$328,000
+102.5%
2,106
+22.6%
0.04%
+57.1%
Q2 2020$162,000
-44.5%
1,718
-18.1%
0.03%
-52.5%
Q4 2019$292,0000.0%2,097
-15.5%
0.06%
-9.2%
Q3 2019$292,000
+0.3%
2,482
-4.6%
0.06%
-7.1%
Q2 2019$291,000
+4.7%
2,603
-5.2%
0.07%
-5.4%
Q1 2019$278,000
+20.9%
2,745
+16.4%
0.07%
+4.2%
Q4 2018$230,0002,3590.07%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 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