Altus Wealth Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 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
Altus Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$399,744
+1.6%
2,756
+1.9%
0.28%
-10.3%
Q2 2023$393,308
+13.5%
2,704
+1.7%
0.31%
+8.0%
Q1 2023$346,655
+97275.0%
2,660
+0.3%
0.29%
-8.6%
Q4 2022$356
-99.9%
2,652
+0.3%
0.31%
+33.1%
Q3 2022$276,000
-7.1%
2,644
+0.4%
0.24%
+2.2%
Q2 2022$297,000
-17.0%
2,634
+0.3%
0.23%
-6.1%
Q1 2022$358,000
-13.7%
2,625
+0.3%
0.25%
-0.4%
Q4 2021$415,000
-2.8%
2,618
+0.3%
0.25%
-8.5%
Q3 2021$427,000
+5.4%
2,611
+0.2%
0.27%
+3.4%
Q2 2021$405,000
+2.3%
2,605
+0.2%
0.26%
-7.1%
Q1 2021$396,000
+20.4%
2,599
+0.3%
0.28%
+10.2%
Q4 2020$329,000
+19.6%
2,591
-9.2%
0.26%
+0.8%
Q3 2020$275,000
-1.4%
2,852
-3.9%
0.25%
-18.6%
Q2 2020$279,000
+4.9%
2,968
+0.3%
0.31%
-18.2%
Q1 2020$266,000
-36.4%
2,959
-1.4%
0.38%
-7.1%
Q4 2019$418,0003,0000.41%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 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