MONECO Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 and the average weighting 0.9%.

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
MONECO Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,038,991
+3.2%
14,060
+3.5%
0.57%
+4.8%
Q2 2023$1,975,321
+13.9%
13,582
+2.0%
0.54%
+6.3%
Q1 2023$1,734,440
+14.5%
13,310
+17.9%
0.51%
-6.8%
Q4 2022$1,514,393
+34.0%
11,293
+4.4%
0.55%
+21.0%
Q3 2022$1,130,000
-2.7%
10,815
+4.9%
0.45%
+0.2%
Q2 2022$1,161,000
-2.8%
10,309
+17.7%
0.45%
+2.7%
Q1 2022$1,194,000
-6.2%
8,756
+2.3%
0.44%
-8.2%
Q4 2021$1,273,000
-7.7%
8,560
+1.6%
0.48%
-12.1%
Q3 2021$1,379,000
+16.4%
8,425
+10.5%
0.54%
-0.2%
Q2 2021$1,185,000
+5.6%
7,622
+3.4%
0.54%0.0%
Q1 2021$1,122,000
+99.6%
7,369
+84.0%
0.54%
+75.8%
Q4 2020$562,000
+23.5%
4,005
-15.2%
0.31%
+6.9%
Q3 2020$455,000
+4.4%
4,722
+1.9%
0.29%
-15.0%
Q2 2020$436,000
+15.6%
4,633
+10.7%
0.34%
-11.7%
Q1 2020$377,000
-36.6%
4,184
-2.8%
0.39%
-8.7%
Q4 2019$595,000
+21.2%
4,305
+3.2%
0.42%
+10.7%
Q3 2019$491,000
+15.8%
4,172
+10.0%
0.38%
+12.0%
Q2 2019$424,000
-6.8%
3,794
-15.6%
0.34%
-7.3%
Q1 2019$455,000
+27.1%
4,494
+22.7%
0.37%
-11.8%
Q4 2018$358,0003,6630.42%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 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