Bell Rock Capital LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
Bell Rock Capital LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2022$387,000
-26.6%
2,945
-6.2%
0.36%
-6.7%
Q4 2021$527,000
+141.7%
3,141
+100.4%
0.39%
+105.9%
Q4 2019$218,000
+18.5%
1,567
+0.5%
0.19%
+15.3%
Q3 2019$184,000
-20.0%
1,559
-24.1%
0.16%
-19.3%
Q2 2019$230,000
-91.1%
2,055
-91.9%
0.20%
-86.4%
Q1 2019$2,581,000
+3.9%
25,478
+0.2%
1.48%
-11.0%
Q4 2018$2,485,000
-32.4%
25,423
-21.9%
1.67%
-7.5%
Q3 2018$3,674,000
+11.8%
32,562
+3.2%
1.80%
+8.4%
Q2 2018$3,287,000
-1.4%
31,555
+3.8%
1.66%
-6.0%
Q1 2018$3,334,000
+43.0%
30,386
+37.5%
1.77%
+40.5%
Q4 2017$2,331,000
-14.8%
22,105
-22.7%
1.26%
-19.3%
Q3 2017$2,735,000
-0.7%
28,591
-5.1%
1.56%
-7.8%
Q2 2017$2,753,000
+537.3%
30,123
+513.5%
1.69%
+323.5%
Q1 2017$432,000
+8.5%
4,910
+6.6%
0.40%
-4.8%
Q4 2016$398,0004,6060.42%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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