Mayfair Advisory Group, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 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
Mayfair Advisory Group, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$436,134
-3.0%
2,994
-3.9%
0.42%
-6.2%
Q2 2023$449,545
+5.3%
3,114
+1.2%
0.45%
-3.0%
Q1 2023$426,995
-0.6%
3,078
-1.6%
0.46%
-15.4%
Q4 2022$429,734
+21.1%
3,128
-5.0%
0.55%
+9.0%
Q3 2022$355,000
-6.3%
3,292
+0.1%
0.50%
+0.6%
Q2 2022$379,000
-12.5%
3,289
+2.7%
0.50%
-10.1%
Q1 2022$433,000
-15.9%
3,202
+1.9%
0.56%
-18.7%
Q4 2021$515,000
-1.7%
3,142
+0.1%
0.68%
-14.9%
Q3 2021$524,000
+17.2%
3,140
+9.3%
0.80%
+13.4%
Q2 2021$447,000
+4.2%
2,872
+2.9%
0.71%
-7.7%
Q1 2021$429,000
+14.7%
2,792
-5.0%
0.77%
+4.8%
Q4 2020$374,000
+35.5%
2,940
+2.4%
0.73%
+2.8%
Q3 2020$276,000
+21.6%
2,871
+18.7%
0.71%
-2.9%
Q2 2020$227,0002,4180.73%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2022
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