CARY STREET PARTNERS INVESTMENT ADVISORY 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
CARY STREET PARTNERS INVESTMENT ADVISORY LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$14,923,841
+51.8%
102,909
+52.3%
0.80%
+26.9%
Q2 2023$9,830,442
+28.8%
67,591
+15.4%
0.63%
+15.1%
Q1 2023$7,634,966
-4.2%
58,591
-1.5%
0.55%
-6.5%
Q4 2022$7,972,997
+25.6%
59,456
-2.1%
0.59%
+12.2%
Q3 2022$6,349,000
+4.1%
60,761
+12.2%
0.52%
+1.2%
Q2 2022$6,100,000
+67.5%
54,165
+102.8%
0.52%
-48.3%
Q1 2022$3,642,000
-5.0%
26,713
+10.4%
1.00%
-5.9%
Q4 2021$3,833,000
+16.4%
24,206
+20.4%
1.06%
-1.5%
Q3 2021$3,292,000
+10.4%
20,110
+4.9%
1.08%
+11.9%
Q2 2021$2,981,000
+106.9%
19,167
+102.5%
0.96%
+62.6%
Q1 2021$1,441,000
-55.8%
9,466
-63.1%
0.59%
-5.6%
Q4 2020$3,260,000
-20.1%
25,657
-39.3%
0.63%
-27.1%
Q3 2020$4,078,000
+935.0%
42,299
+907.6%
0.86%
+54.2%
Q2 2020$394,000
-1.0%
4,198
-5.1%
0.56%
-39.8%
Q1 2020$398,000
-45.6%
4,422
-15.7%
0.93%
+16.0%
Q4 2019$731,000
+99.2%
5,247
+39.4%
0.80%
+124.4%
Q4 2018$367,0003,7650.36%
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