PYA Waltman Capital, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,178 filers reported holding JPMORGAN CHASE & CO in Q1 2021. The put-call ratio across all filers is 1.17 and the average weighting 1.1%.

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
PYA Waltman Capital, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,572,563
+5.3%
10,844
+12.4%
0.67%
+3.6%
Q2 2023$1,493,494
+62.1%
9,650
+36.5%
0.64%
+40.4%
Q1 2023$921,552
+15.7%
7,072
+19.1%
0.46%
+9.6%
Q4 2022$796,420
+46.4%
5,939
+14.2%
0.42%
+30.6%
Q3 2022$544,000
+60.0%
5,201
+72.3%
0.32%
+68.4%
Q2 2022$340,000
+5.3%
3,019
+27.6%
0.19%
+19.5%
Q1 2022$323,000
+7.7%
2,366
+25.0%
0.16%
+2.6%
Q4 2021$300,000
-3.2%
1,8930.0%0.16%
-7.7%
Q3 2021$310,000
-14.6%
1,893
-19.0%
0.17%
-11.1%
Q2 2021$363,000
+9.7%
2,337
+7.5%
0.19%
+0.5%
Q1 2021$331,000
+9.6%
2,173
-8.4%
0.19%
+4.4%
Q4 2020$302,000
+21.3%
2,373
-10.5%
0.18%
-12.2%
Q2 2020$249,0002,6500.20%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 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