Capital Square, 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
Capital Square, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,177,992
-22.2%
8,073
-22.5%
1.59%
+13.1%
Q2 2023$1,515,079
+13.6%
10,417
-0.5%
1.40%
+13.6%
Q1 2023$1,334,143
-21.7%
10,466
-17.6%
1.23%
-19.8%
Q4 2022$1,702,871
+24.4%
12,698
-3.1%
1.54%
+23.6%
Q3 2022$1,369,000
+14.7%
13,101
+23.5%
1.24%
+25.6%
Q2 2022$1,194,000
-18.9%
10,609
-1.8%
0.99%
-5.7%
Q1 2022$1,473,000
-11.5%
10,808
+6.4%
1.05%
-8.5%
Q4 2021$1,664,000
-2.3%
10,162
-0.3%
1.15%
-4.8%
Q3 2021$1,703,000
+8.7%
10,195
-0.5%
1.21%
+4.4%
Q2 2021$1,566,000
+10.9%
10,244
+13.4%
1.16%
+10.0%
Q1 2021$1,412,000
+17.3%
9,036
-4.7%
1.05%
+4.3%
Q4 2020$1,204,000
+61.4%
9,478
+22.2%
1.01%
+30.4%
Q3 2020$746,000
+13.7%
7,758
+11.2%
0.77%
+10.1%
Q2 2020$656,000
+4.5%
6,978
+0.1%
0.70%
-4.1%
Q1 2020$628,000
-33.1%
6,972
+3.5%
0.73%
-18.2%
Q4 2019$939,0006,7370.90%
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