Kingsview Wealth 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
Kingsview Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$15,677,292
+3.8%
108,104
+4.1%
0.56%
-4.9%
Q2 2023$15,101,149
+10.4%
103,831
-1.1%
0.59%
+3.1%
Q1 2023$13,679,887
-3.6%
104,980
-0.8%
0.57%
-6.8%
Q4 2022$14,186,440
+32.4%
105,790
+3.2%
0.62%
+21.3%
Q3 2022$10,717,000
-17.2%
102,553
-10.7%
0.51%
-17.9%
Q2 2022$12,939,000
-52.6%
114,902
-33.4%
0.62%
-45.5%
Q4 2021$27,308,000
-0.3%
172,456
+2.9%
1.14%
-12.5%
Q3 2021$27,393,000
+9.5%
167,546
+5.2%
1.30%
+5.0%
Q2 2021$25,018,000
+12.0%
159,263
+9.6%
1.24%
-2.6%
Q1 2021$22,334,000
+24.0%
145,305
+2.5%
1.27%
-2.7%
Q4 2020$18,006,000
+48.7%
141,699
+12.6%
1.30%
+20.2%
Q3 2020$12,111,000
+26.6%
125,806
+23.0%
1.08%
+13.4%
Q2 2020$9,564,000
+3.4%
102,265
-0.7%
0.96%
-23.3%
Q1 2020$9,246,000
-23.8%
102,972
+18.0%
1.25%
-17.9%
Q4 2019$12,136,000
+29.6%
87,254
+9.6%
1.52%
+3.3%
Q3 2019$9,367,000
+7.2%
79,586
+1.8%
1.47%
+0.4%
Q2 2019$8,737,000
+8.8%
78,147
-3.2%
1.47%
+20.1%
Q1 2019$8,028,000
+25.2%
80,757
+22.9%
1.22%
-12.8%
Q4 2018$6,413,000
-12.0%
65,694
+1.8%
1.40%
-5.2%
Q3 2018$7,285,000
+6.4%
64,563
-11.0%
1.48%
-9.7%
Q2 2018$6,844,000
-6.0%
72,579
-8.8%
1.64%
-9.7%
Q1 2018$7,283,000
+162.5%
79,599
+203.3%
1.81%
+82.8%
Q4 2017$2,775,000
+13.4%
26,248
+2.4%
0.99%
-8.1%
Q3 2017$2,448,000
-0.7%
25,630
-19.1%
1.08%
-15.2%
Q2 2017$2,466,000
+6.2%
31,680
+18.0%
1.27%
-7.8%
Q1 2017$2,321,00026,8561.38%
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