Costello Asset Management, INC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - 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
Costello Asset Management, INC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,532,576
-4.7%
10,568
-4.5%
1.41%
+2.2%
Q2 2023$1,608,925
+11.5%
11,062
-0.1%
1.38%
-7.2%
Q1 2023$1,442,827
-8.3%
11,072
-5.7%
1.48%
+4.7%
Q4 2022$1,574,200
+27.9%
11,739
-0.4%
1.42%
+22.2%
Q3 2022$1,231,000
-12.1%
11,782
-5.3%
1.16%
-4.2%
Q2 2022$1,401,000
-17.8%
12,445
-0.5%
1.21%
+3.6%
Q1 2022$1,705,000
+72.0%
12,506
+99.9%
1.17%
+93.4%
Q4 2021$991,000
+15.0%
6,256
+18.7%
0.60%
+9.8%
Q3 2021$862,000
+2.6%
5,269
-2.5%
0.55%0.0%
Q2 2021$840,000
+1.7%
5,403
-0.4%
0.55%
-3.5%
Q1 2021$826,000
+25.3%
5,423
+4.6%
0.57%
+14.4%
Q4 2020$659,000
+34.5%
5,184
+1.8%
0.50%
+15.8%
Q3 2020$490,000
+2.5%
5,092
+0.1%
0.43%
-8.3%
Q2 2020$478,0005,0850.47%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 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