Hardy Reed LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 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
Hardy Reed LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,295,754
+3.5%
8,935
+3.8%
0.24%
+6.3%
Q2 2023$1,251,803
+9.6%
8,607
-1.8%
0.22%
+10.0%
Q1 2023$1,142,037
-5.8%
8,764
-3.1%
0.20%
-12.2%
Q4 2022$1,212,666
+27.9%
9,043
-0.3%
0.23%
+9.0%
Q3 2022$948,000
-7.1%
9,0680.0%0.21%
-4.1%
Q2 2022$1,021,000
-16.8%
9,068
+0.7%
0.22%
-4.8%
Q1 2022$1,227,000
-13.3%
9,003
+0.7%
0.23%
-1.3%
Q4 2021$1,415,000
-5.3%
8,936
-2.1%
0.23%
-12.4%
Q3 2021$1,494,000
+1.4%
9,124
-3.7%
0.27%
+1.5%
Q2 2021$1,474,000
+1.9%
9,476
-0.3%
0.26%
-5.4%
Q1 2021$1,446,000
+19.5%
9,501
-0.3%
0.28%
+9.5%
Q4 2020$1,210,000
+32.0%
9,5260.0%0.25%
+10.0%
Q3 2020$917,000
+17.1%
9,526
+14.4%
0.23%
-17.3%
Q2 2020$783,000
+5.7%
8,329
+1.1%
0.28%
-17.8%
Q1 2020$741,000
-33.1%
8,236
+3.7%
0.34%
-18.0%
Q4 2019$1,107,000
+20.5%
7,939
+1.7%
0.41%
+12.3%
Q3 2019$919,000
+5.3%
7,8070.0%0.37%
+7.0%
Q2 2019$873,000
+9.5%
7,807
-0.8%
0.34%
+17.5%
Q1 2019$797,000
+18.1%
7,870
+13.8%
0.29%
+5.8%
Q4 2018$675,0006,9160.28%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2021
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