EVOKE WEALTH, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 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
EVOKE WEALTH, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,664,547
-5.4%
25,269
-5.1%
0.13%
-4.4%
Q2 2023$3,872,166
+20.0%
26,624
+7.5%
0.14%
+14.4%
Q1 2023$3,227,306
-5.7%
24,766
-3.0%
0.12%
-4.8%
Q4 2022$3,423,580
+23.5%
25,530
-3.8%
0.12%
+10.7%
Q3 2022$2,773,000
-3.4%
26,535
+4.1%
0.11%
+5.7%
Q2 2022$2,870,000
-13.8%
25,489
+4.3%
0.11%
-2.8%
Q1 2022$3,331,000
-6.9%
24,434
+8.1%
0.11%
-3.5%
Q4 2021$3,579,000
-0.1%
22,603
+3.3%
0.11%
-16.3%
Q3 2021$3,581,000
+16.5%
21,879
+10.7%
0.14%
+15.4%
Q2 2021$3,074,000
+1.1%
19,766
-1.1%
0.12%
-15.2%
Q1 2021$3,041,000
+123.6%
19,976
+86.7%
0.14%
+50.0%
Q4 2020$1,360,000
-87.3%
10,702
-90.4%
0.09%
-89.4%
Q3 2020$10,745,000
+713.4%
111,612
+695.0%
0.87%
+580.5%
Q2 2020$1,321,000
-99.9%
14,040
-17.4%
0.13%
-41.3%
Q1 2020$1,530,139,000
-27.5%
16,996
-50.8%
0.22%
-18.7%
Q4 2019$2,109,960,000
+60.6%
34,549
+209.5%
0.27%
+65.4%
Q3 2019$1,313,837,00011,1630.16%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
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