Foster Victor Wealth Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 and the average weighting 1.0%.

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
Foster Victor Wealth Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,067,588
-7.6%
7,358
-7.9%
0.12%
-3.1%
Q2 2023$1,155,683
+18.1%
7,990
+4.9%
0.13%
+7.6%
Q1 2023$978,204
+2.7%
7,617
+10.3%
0.12%
-1.7%
Q4 2022$952,676
+27.4%
6,906
-0.2%
0.12%
+11.0%
Q3 2022$748,000
+7.0%
6,920
+10.8%
0.11%
+4.8%
Q2 2022$699,000
-2.4%
6,246
+14.7%
0.10%
+6.1%
Q1 2022$716,000
-18.3%
5,446
+4.8%
0.10%
-17.6%
Q4 2021$876,000
+6.6%
5,199
+3.5%
0.12%
-9.8%
Q3 2021$822,000
+1.0%
5,023
-4.1%
0.13%
-2.9%
Q2 2021$814,000
+0.9%
5,237
-0.0%
0.14%
-9.3%
Q1 2021$807,000
+27.5%
5,238
+5.2%
0.15%
+4.2%
Q4 2020$633,000
+48.6%
4,978
+12.4%
0.14%
+24.1%
Q3 2020$426,000
-16.6%
4,429
-18.4%
0.12%
-31.8%
Q2 2020$511,000
+9.2%
5,431
+3.3%
0.17%
-17.1%
Q1 2020$468,000
-42.5%
5,260
-11.5%
0.20%
-41.9%
Q4 2019$814,000
+36.8%
5,945
+14.3%
0.35%
+6.6%
Q3 2019$595,000
+35.2%
5,199
+33.3%
0.33%
+2.5%
Q2 2019$440,000
+11.7%
3,900
+0.2%
0.32%
+5.2%
Q1 2019$394,000
+4.0%
3,894
+0.2%
0.31%
-14.0%
Q4 2018$379,0003,8870.36%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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