Silicon Hills Wealth Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
Silicon Hills Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2023$1,398,260
+14.0%
9,614
+2.1%
0.79%
+7.2%
Q1 2023$1,226,738
+8.6%
9,414
+11.7%
0.74%
-12.3%
Q4 2022$1,129,793
+28.4%
8,4250.0%0.84%
+20.0%
Q3 2022$880,000
-7.3%
8,4250.0%0.70%
+0.6%
Q2 2022$949,000
-18.1%
8,425
-0.9%
0.70%
-6.0%
Q1 2022$1,159,000
-13.9%
8,4990.0%0.74%
-11.3%
Q4 2021$1,346,000
-3.2%
8,4990.0%0.83%
-12.7%
Q3 2021$1,391,000
+6.1%
8,499
+0.8%
0.95%
-6.3%
Q2 2021$1,311,000
+3.6%
8,430
+1.4%
1.02%
-11.1%
Q1 2021$1,265,000
+19.8%
8,3100.0%1.14%
+19.8%
Q4 2020$1,056,000
+31.0%
8,310
-0.7%
0.96%
+14.8%
Q3 2020$806,000
+2.4%
8,3700.0%0.83%
-11.7%
Q2 2020$787,000
+4.4%
8,3700.0%0.94%
-5.4%
Q1 2020$754,000
-37.0%
8,370
+83600.0%
1.00%
+8.8%
Q4 2019$1,196,000100.92%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 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