Gladstone Institutional Advisory 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
Gladstone Institutional Advisory LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$17,305,218
+49.2%
119,330
+49.6%
1.12%
+58.6%
Q2 2023$11,601,671
+26.3%
79,769
+13.2%
0.71%
+18.8%
Q1 2023$9,185,665
+17.5%
70,491
+20.9%
0.60%
+7.8%
Q4 2022$7,815,961
+121948.1%
58,285
-4.9%
0.55%
+10.2%
Q3 2022$6,404
-3.1%
61,286
+4.4%
0.50%
-4.2%
Q2 2022$6,609
-13.0%
58,688
+5.3%
0.52%
+1.9%
Q1 2022$7,595
+4.7%
55,712
+21.6%
0.51%
-8.7%
Q4 2021$7,254
+21.5%
45,811
+25.6%
0.56%
-3.6%
Q3 2021$5,972
+49.8%
36,484
+42.3%
0.58%
+23.0%
Q2 2021$3,987
+47.7%
25,636
+44.6%
0.47%
+13.1%
Q1 2021$2,699
+388.1%
17,731
+307.6%
0.42%
+280.9%
Q4 2020$553
+21.3%
4,350
-8.2%
0.11%
+0.9%
Q3 2020$456
-99.9%
4,739
+8.0%
0.11%
+3.8%
Q2 2020$413,000
-37.4%
4,388
-40.1%
0.10%
-38.2%
Q1 2020$660,000
-17.0%
7,329
+28.5%
0.17%
-12.8%
Q4 2019$795,000
+28.4%
5,704
+8.4%
0.20%
+24.2%
Q3 2019$619,000
-8.4%
5,262
-12.9%
0.16%
-23.8%
Q2 2019$676,000
+81.7%
6,044
+64.6%
0.21%
+50.4%
Q1 2019$372,000
-24.8%
3,672
-27.6%
0.14%
-52.4%
Q4 2018$495,0005,0720.29%
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