XML Financial, 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
XML Financial, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$8,733,518
+0.1%
60,223
+0.4%
1.05%
+3.8%
Q2 2023$8,722,325
+12.7%
59,972
+1.0%
1.01%
+7.1%
Q1 2023$7,738,899
-4.2%
59,388
-1.4%
0.94%
-7.1%
Q4 2022$8,074,311
+30.9%
60,211
+2.0%
1.01%
+18.5%
Q3 2022$6,170,000
+161.4%
59,041
+181.8%
0.86%
+60.3%
Q2 2022$2,360,000
-66.1%
20,955
-59.0%
0.53%
-35.6%
Q1 2022$6,968,000
-3.7%
51,113
+11.8%
0.83%
-4.9%
Q4 2021$7,237,000
-3.0%
45,705
+0.3%
0.87%
-12.4%
Q3 2021$7,460,000
+196.4%
45,576
+181.7%
1.00%
+79.8%
Q2 2021$2,517,000
-0.7%
16,181
-2.8%
0.55%
-10.4%
Q1 2021$2,535,000
+20.6%
16,652
+0.7%
0.62%
+13.4%
Q4 2020$2,102,000
+27.8%
16,544
-3.2%
0.54%
+6.2%
Q3 2020$1,645,000
+47.8%
17,090
+44.4%
0.51%
+32.9%
Q2 2020$1,113,000
+2.4%
11,833
-2.0%
0.39%
-17.7%
Q1 2020$1,087,000
-40.2%
12,070
-7.5%
0.47%
-29.0%
Q4 2019$1,819,00013,0480.66%
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