Integrated Wealth Concepts LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,201 filers reported holding JPMORGAN CHASE & CO in Q2 2021. The put-call ratio across all filers is 1.21 and the average weighting 1.0%.

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
Integrated Wealth Concepts LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$16,049,831
+0.6%
110,673
+0.9%
0.28%
+3.7%
Q2 2023$15,955,933
+121385.7%
109,708
+8.8%
0.27%
+0.7%
Q1 2023$13,134
+44.7%
100,790
+48.9%
0.27%
+9.7%
Q4 2022$9,078
-99.9%
67,699
-5.0%
0.25%
+3.8%
Q3 2022$7,445,000
-7.4%
71,242
-0.2%
0.24%
-4.8%
Q2 2022$8,037,000
-19.1%
71,372
-2.1%
0.25%
-17.8%
Q1 2022$9,936,000
-4.8%
72,888
+10.6%
0.30%
-1.9%
Q4 2021$10,440,000
+2.8%
65,932
+6.3%
0.31%
-6.1%
Q3 2021$10,151,000
+37.3%
62,012
+30.5%
0.33%
+26.0%
Q2 2021$7,392,000
+13.5%
47,525
+11.1%
0.26%
-1.9%
Q1 2021$6,514,000
+28.7%
42,794
+7.5%
0.27%
+11.7%
Q4 2020$5,060,000
+44.7%
39,820
+9.6%
0.24%
+10.6%
Q3 2020$3,497,000
+12.5%
36,328
+9.9%
0.22%
-3.6%
Q2 2020$3,108,000
+13.4%
33,046
+8.6%
0.22%
-11.5%
Q1 2020$2,740,000
-10.2%
30,430
+39.0%
0.25%
-1.9%
Q4 2019$3,052,000
+74.8%
21,895
+47.6%
0.26%
+31.6%
Q3 2019$1,746,000
+13.1%
14,832
+0.1%
0.20%
-3.0%
Q2 2019$1,544,000
+41.0%
14,810
+37.0%
0.20%
+9.2%
Q1 2019$1,095,000
+18.6%
10,814
+14.3%
0.18%
-26.3%
Q4 2018$923,000
-2.6%
9,460
+13.3%
0.25%
-12.2%
Q3 2018$948,000
+6.6%
8,349
-1.3%
0.29%
-5.6%
Q2 2018$889,000
-0.4%
8,456
+2.2%
0.30%
-15.4%
Q1 2018$893,000
+3.4%
8,277
+3.9%
0.36%
-3.2%
Q4 2017$864,0007,9670.37%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 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