Global Retirement Partners, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,210 filers reported holding JPMORGAN CHASE & CO in Q3 2017. The put-call ratio across all filers is 1.05 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
Global Retirement Partners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$9,334,988
-6.5%
65,120
-5.1%
0.47%
-3.7%
Q2 2023$9,982,374
+17.1%
68,636
+9.5%
0.49%
+7.7%
Q1 2023$8,526,982
+31.0%
62,708
+29.2%
0.45%
+1.3%
Q4 2022$6,507,056
+14.2%
48,524
+7.2%
0.45%
+3.7%
Q3 2022$5,696,000
+17.8%
45,249
+5.4%
0.43%
+11.1%
Q2 2022$4,836,000
-17.8%
42,942
-7.8%
0.39%
-16.0%
Q1 2022$5,884,000
+4.5%
46,568
+35.4%
0.46%
-17.1%
Q3 2021$5,630,000
+9.9%
34,392
+4.4%
0.56%
+6.1%
Q2 2021$5,121,000
+5.5%
32,927
+3.3%
0.52%
-7.6%
Q1 2021$4,852,000
+15.1%
31,871
-3.9%
0.57%
+7.6%
Q4 2020$4,215,000
+44.3%
33,169
+9.3%
0.53%
+23.4%
Q3 2020$2,922,000
+5.4%
30,353
+3.0%
0.43%
-3.2%
Q2 2020$2,772,000
+13.4%
29,474
+8.5%
0.44%
-4.3%
Q1 2020$2,445,000
-37.6%
27,154
-3.5%
0.46%
-23.1%
Q4 2019$3,921,000
+7.8%
28,125
-9.0%
0.60%
+0.5%
Q3 2019$3,637,000
+71.6%
30,903
+63.0%
0.60%
+47.3%
Q2 2019$2,120,000
+28.5%
18,961
+16.3%
0.41%
+1.8%
Q1 2019$1,650,000
+5.9%
16,302
+2.2%
0.40%
+0.3%
Q4 2018$1,558,000
-25.2%
15,955
-13.5%
0.40%
-15.5%
Q3 2018$2,082,000
+28.8%
18,452
+18.9%
0.47%
+15.2%
Q2 2018$1,617,000
+17.6%
15,515
+24.1%
0.41%
+7.9%
Q1 2018$1,375,000
+13.5%
12,507
+10.4%
0.38%
+13.8%
Q4 2017$1,211,000
+62.3%
11,324
+45.0%
0.33%
+8.1%
Q3 2017$746,000
+20.5%
7,810
+15.4%
0.31%
+5.8%
Q2 2017$619,000
+29.8%
6,769
+24.6%
0.29%
+9.0%
Q1 2017$477,000
+125.0%
5,433
+121.6%
0.27%
+88.0%
Q4 2016$212,0002,4520.14%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2017
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