Beacon Financial Advisory 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
Beacon Financial Advisory LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,166,193
+0.3%
8,042
+0.6%
0.64%
-3.4%
Q2 2023$1,162,146
+13.5%
7,991
+1.7%
0.67%
+2.6%
Q1 2023$1,023,524
+1.2%
7,855
+4.2%
0.65%
-10.2%
Q4 2022$1,011,411
+19.7%
7,542
-6.8%
0.72%
+20.3%
Q3 2022$845,000
-11.6%
8,088
-4.7%
0.60%
+10.7%
Q2 2022$956,000
-18.5%
8,488
-1.4%
0.54%
-2.9%
Q1 2022$1,173,000
-13.2%
8,608
+0.9%
0.56%
-10.3%
Q4 2021$1,351,000
-0.7%
8,532
+2.6%
0.62%
-11.7%
Q3 2021$1,361,000
+5.3%
8,314
+0.1%
0.71%
+1.9%
Q2 2021$1,292,000
+14.0%
8,305
+11.6%
0.69%
+7.1%
Q1 2021$1,133,000
-7.4%
7,442
-22.7%
0.65%
-18.5%
Q4 2020$1,223,000
+56.4%
9,631
+18.5%
0.80%
+16.9%
Q3 2020$782,000
+126.7%
8,130
+121.0%
0.68%
+81.3%
Q2 2020$345,000
+28.7%
3,678
+23.5%
0.38%
+10.0%
Q1 2020$268,000
-49.4%
2,977
-21.8%
0.34%
-24.9%
Q4 2019$530,0003,8090.45%
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