Apollon Wealth Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,178 filers reported holding JPMORGAN CHASE & CO in Q1 2021. The put-call ratio across all filers is 1.17 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
Apollon Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$11,936,430
-2.0%
82,309
-1.7%
0.60%
+2.0%
Q2 2023$12,177,899
+19.1%
83,731
+6.7%
0.59%
-6.4%
Q1 2023$10,227,601
+8.2%
78,487
+11.3%
0.63%
-6.6%
Q4 2022$9,454,918
+41.1%
70,506
+9.9%
0.67%
+21.6%
Q3 2022$6,702,000
-2.1%
64,130
+5.5%
0.55%
-3.2%
Q2 2022$6,847,000
-15.0%
60,804
+2.9%
0.57%
-0.3%
Q1 2022$8,052,000
-13.1%
59,064
+0.9%
0.57%
-17.5%
Q4 2021$9,269,000
+23.9%
58,532
+28.1%
0.69%
-32.4%
Q3 2021$7,481,000
+57.7%
45,701
+49.9%
1.02%
+20.9%
Q2 2021$4,743,000
+1.1%
30,497
-1.0%
0.85%
-6.5%
Q1 2021$4,690,000
+322.1%
30,807
+252.3%
0.91%
+201.3%
Q4 2020$1,111,000
+102.0%
8,744
+53.1%
0.30%
+21.9%
Q3 2020$550,000
-1.8%
5,713
-4.0%
0.25%
-20.1%
Q2 2020$560,000
+97.9%
5,951
+188.9%
0.31%
+23.6%
Q4 2019$283,000
+16.9%
2,060
+0.0%
0.25%
-1.6%
Q3 2019$242,000
+120.0%
2,059
+109.7%
0.25%
+101.6%
Q2 2019$110,0009820.13%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 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