Occidental Asset Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,804 filers reported holding JPMORGAN CHASE & CO in Q3 2020. The put-call ratio across all filers is 1.22 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
Occidental Asset Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,605,429
+1.4%
17,966
+1.7%
0.60%
+3.6%
Q2 2023$2,570,070
+17.7%
17,671
+5.4%
0.58%
+6.8%
Q1 2023$2,184,386
+1.5%
16,763
+4.4%
0.54%
-7.2%
Q4 2022$2,152,573
+40.5%
16,052
+9.5%
0.59%
+27.9%
Q3 2022$1,532,000
-1.4%
14,662
+6.3%
0.46%
-0.2%
Q2 2022$1,553,000
-11.5%
13,793
+7.2%
0.46%
+2.4%
Q1 2022$1,754,000
-11.9%
12,866
+2.3%
0.45%
-5.1%
Q4 2021$1,992,000
+2.9%
12,579
+6.4%
0.47%
-5.8%
Q3 2021$1,935,000
+12.5%
11,821
+6.9%
0.50%
+9.8%
Q2 2021$1,720,000
+8.8%
11,061
+6.5%
0.46%
-2.8%
Q1 2021$1,581,000
+29.9%
10,384
+8.4%
0.47%
+16.6%
Q4 2020$1,217,000
+40.5%
9,575
+6.5%
0.40%
+11.6%
Q3 2020$866,000
+4.0%
8,993
+1.5%
0.36%
-1.9%
Q2 2020$833,000
+11.4%
8,857
+6.7%
0.37%
-2.1%
Q1 2020$748,000
-31.9%
8,303
+5.4%
0.38%
-16.1%
Q4 2019$1,098,000
+24.8%
7,878
+5.3%
0.45%
+21.4%
Q3 2019$880,000
+25.7%
7,479
+19.4%
0.37%
+17.1%
Q2 2019$700,000
+162.2%
6,262
+137.2%
0.32%
+146.1%
Q1 2019$267,000
+22.5%
2,640
+32.9%
0.13%
+8.5%
Q1 2018$218,000
+2.8%
1,9860.0%0.12%
+7.3%
Q4 2017$212,0001,9860.11%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2020
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