PRW Wealth Management LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,762 filers reported holding JPMORGAN CHASE & CO in Q1 2020. The put-call ratio across all filers is 1.19 and the average weighting 1.1%.

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
PRW Wealth Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$354,681
-10.4%
2,5810.0%0.14%
-0.7%
Q2 2023$395,874
+11.0%
2,5810.0%0.14%
-2.9%
Q1 2023$356,797
+3.1%
2,5810.0%0.14%
-6.0%
Q4 2022$346,112
+28.2%
2,5810.0%0.15%
+15.5%
Q3 2022$270,000
+10.2%
2,581
+18.3%
0.13%
-10.4%
Q2 2022$245,000
+10.4%
2,181
+33.7%
0.14%
+46.9%
Q1 2022$222,000
-1.8%
1,631
+14.4%
0.10%
-6.7%
Q4 2021$226,000
+2.7%
1,426
+6.3%
0.10%
-4.5%
Q3 2021$220,000
-95.5%
1,342
-95.7%
0.11%
-92.4%
Q2 2021$4,896,000
+1298.9%
31,478
+1268.6%
1.44%
+736.6%
Q1 2021$350,000
-21.7%
2,300
-34.6%
0.17%
-31.5%
Q4 2020$447,000
+32.2%
3,5160.0%0.25%
+3.7%
Q3 2020$338,000
+2.1%
3,5160.0%0.24%
-8.0%
Q2 2020$331,000
+3.8%
3,516
-0.7%
0.26%
-32.0%
Q1 2020$319,000
+215.8%
3,542
+256.0%
0.39%
+311.7%
Q1 2019$101,000
-3.8%
995
-7.8%
0.09%
-27.7%
Q4 2018$105,0001,0790.13%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2020
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