Bay Harbor Wealth Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 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
Bay Harbor Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$7,774
+0.3%
530.0%0.00%0.0%
Q2 2023$7,747
+12.4%
530.0%0.00%0.0%
Q1 2023$6,892
+98357.1%
530.0%0.00%0.0%
Q4 2022$7
-99.9%
53
+1.9%
0.00%
+50.0%
Q3 2022$5,000
-92.2%
52
-90.8%
0.00%
-93.1%
Q2 2022$64,000
-16.9%
5670.0%0.03%
-6.5%
Q1 2022$77,000
-4.9%
567
+7.0%
0.03%
-6.1%
Q4 2021$81,000
-2.4%
530
+3.9%
0.03%
-5.7%
Q3 2021$83,000
+3.8%
510
-0.4%
0.04%
+2.9%
Q2 2021$80,000
+1.3%
512
-1.2%
0.03%
-5.6%
Q1 2021$79,000
-42.3%
518
-51.9%
0.04%
-41.9%
Q4 2020$137,000
+13.2%
1,077
-14.2%
0.06%
+3.3%
Q3 2020$121,000
+86.2%
1,255
+81.4%
0.06%
+71.4%
Q2 2020$65,000
+22.6%
692
+18.3%
0.04%
+9.4%
Q1 2020$53,000
-30.3%
585
+7.5%
0.03%
-22.0%
Q4 2019$76,000
+16.9%
544
-4.1%
0.04%
+5.1%
Q3 2019$65,000
-1.5%
567
-4.2%
0.04%
-4.9%
Q2 2019$66,000
+15.8%
592
+5.0%
0.04%
+5.1%
Q1 2019$57,000
+5.6%
564
+1.4%
0.04%
-9.3%
Q4 2018$54,0005560.04%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
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