Kathmere Capital Management, 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
Kathmere Capital Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$682,202
+30.5%
4,704
+30.9%
0.10%
+24.7%
Q2 2023$522,670
+13.5%
3,594
+1.7%
0.08%
+6.6%
Q1 2023$460,565
-45.0%
3,534
-42.7%
0.08%
+5.6%
Q4 2022$837,279
+207.8%
6,169
+137.1%
0.07%
+33.3%
Q3 2022$272,000
-37.0%
2,602
-32.2%
0.05%
-32.5%
Q2 2022$432,000
-10.0%
3,840
+9.0%
0.08%
-2.4%
Q1 2022$480,000
+0.8%
3,524
+17.3%
0.08%
-1.2%
Q4 2021$476,000
-30.2%
3,005
-27.9%
0.08%
-33.1%
Q3 2021$682,000
+46.0%
4,169
+38.8%
0.12%
+37.8%
Q2 2021$467,000
+2.2%
3,003
+0.1%
0.09%0.0%
Q1 2021$457,000
+18.1%
3,001
-1.4%
0.09%
+8.4%
Q4 2020$387,000
+34.4%
3,044
+1.6%
0.08%
+15.3%
Q3 2020$288,000
-25.8%
2,995
-27.4%
0.07%
-36.3%
Q2 2020$388,000
+46.4%
4,128
+116.8%
0.11%
+20.2%
Q4 2019$265,0001,9040.09%
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