Castleview Partners, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,365 filers reported holding JPMORGAN CHASE & CO in Q2 2022. The put-call ratio across all filers is 1.33 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
Castleview Partners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$322,665
-3.8%
2,225
-3.5%
0.30%
-1.3%
Q2 2023$335,328
-71.5%
2,306
-74.5%
0.30%
-71.0%
Q1 2023$1,176,312
+70.9%
9,026
+75.8%
1.04%
+55.5%
Q4 2022$688,396
+28.2%
5,133
-0.1%
0.67%
+30.6%
Q3 2022$537,000
-97.0%
5,136
+438.4%
0.51%
+3564.3%
Q2 2022$18,088,000
+2186.7%
954
-83.6%
0.01%
-97.2%
Q1 2022$791,000
-83.7%
5,809
-99.2%
0.49%
+1161.5%
Q4 2021$4,840,000
+421.0%
766,449
+12725.5%
0.04%
-90.4%
Q2 2021$929,000
+42.9%
5,976
+1.1%
0.41%
-24.2%
Q1 2018$650,0005,9110.54%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 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