SAGE RHINO CAPITAL LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,586 filers reported holding JPMORGAN CHASE & CO in Q1 2019. The put-call ratio across all filers is 1.12 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
SAGE RHINO CAPITAL LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,400,603
-0.1%
9,658
+0.2%
0.39%
+0.8%
Q2 2023$1,401,896
+12.1%
9,639
+0.5%
0.39%
+6.8%
Q1 2023$1,250,194
-1.6%
9,594
+1.2%
0.36%
-9.7%
Q4 2022$1,271,000
+29.4%
9,478
+0.8%
0.40%
+2.3%
Q3 2022$982,000
-8.6%
9,400
-1.4%
0.40%
-3.9%
Q2 2022$1,074,000
-15.5%
9,535
+2.2%
0.41%
+6.8%
Q1 2022$1,271,000
-15.7%
9,326
-2.0%
0.38%
-8.8%
Q4 2021$1,507,000
-3.7%
9,519
-0.5%
0.42%
-11.3%
Q3 2021$1,565,000
+5.3%
9,563
+0.1%
0.48%
+8.4%
Q2 2021$1,486,000
+3.8%
9,557
+1.6%
0.44%
-6.6%
Q1 2021$1,432,000
+22.4%
9,409
+2.2%
0.47%
+1.7%
Q4 2020$1,170,000
+33.3%
9,205
+1.0%
0.46%
+9.0%
Q3 2020$878,000
+2.2%
9,115
-0.2%
0.42%
-6.4%
Q2 2020$859,000
+7.5%
9,131
+2.8%
0.45%
-21.1%
Q1 2020$799,000
-29.0%
8,879
+7.3%
0.57%
-10.5%
Q4 2019$1,126,000
+6.8%
8,276
-7.6%
0.64%
-3.0%
Q3 2019$1,054,000
+6.1%
8,959
+0.9%
0.66%
+3.8%
Q2 2019$993,000
+12.8%
8,882
+2.1%
0.64%
+9.6%
Q1 2019$880,0008,6980.58%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2019
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