Ceredex Value Advisors LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,331 filers reported holding JPMORGAN CHASE & CO in Q3 2022. The put-call ratio across all filers is 1.34 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
Ceredex Value Advisors LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$37,712,161
-0.4%
260,048
-0.1%
0.66%
+9.0%
Q2 2023$37,853,233
-17.6%
260,267
-26.1%
0.61%
-14.7%
Q1 2023$45,912,644
-34.3%
352,334
-32.4%
0.72%
-33.6%
Q4 2022$69,917,326
+20.0%
521,382
-6.5%
1.08%
+13.2%
Q3 2022$58,255,000
-5.7%
557,467
+1.6%
0.95%
+3.1%
Q2 2022$61,775,000
-41.4%
548,578
-29.1%
0.92%
-27.2%
Q1 2022$105,416,000
-23.4%
773,295
-21.7%
1.27%
-20.1%
Q4 2019$137,700,000
+11.2%
987,811
-6.1%
1.59%
+8.1%
Q3 2019$123,843,000
-3.3%
1,052,280
-8.2%
1.47%
-5.8%
Q2 2019$128,114,000
+3.0%
1,145,919
-6.7%
1.56%
+2.0%
Q1 2019$124,353,000
+34.6%
1,228,422
+29.8%
1.53%
+22.7%
Q4 2018$92,402,000
-16.3%
946,540
-3.2%
1.24%
+0.2%
Q3 2018$110,384,000
-6.8%
978,236
-13.9%
1.24%
-8.1%
Q2 2018$118,449,000
+13.4%
1,136,748
+19.7%
1.35%
+8.9%
Q1 2018$104,422,000949,5451.24%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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