Mattern 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
Mattern Wealth Management LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,926,116
+10.6%
27,073
+11.0%
1.15%
+11.2%
Q2 2023$3,548,435
+28.3%
24,397
+15.0%
1.04%
+13.0%
Q1 2023$2,765,430
+18.2%
21,222
+21.7%
0.92%
-3.2%
Q4 2022$2,338,963
+30.7%
17,442
+1.9%
0.95%
+31.6%
Q3 2022$1,789,000
-5.3%
17,117
+2.1%
0.72%
-2.7%
Q2 2022$1,889,000
-17.6%
16,771
-0.3%
0.74%
-1.5%
Q1 2022$2,292,000
+1.8%
16,814
+18.2%
0.75%
+13.5%
Q4 2021$2,252,000
-3.9%
14,221
-0.7%
0.66%
-16.1%
Q3 2021$2,344,000
+5.7%
14,317
-1.9%
0.79%
+11.5%
Q2 2021$2,217,000
+7.2%
14,593
+7.4%
0.71%
-3.0%
Q1 2021$2,069,000
-2.8%
13,592
-18.9%
0.73%
-9.4%
Q4 2020$2,128,000
+26.4%
16,750
-4.2%
0.80%
+11.7%
Q3 2020$1,683,000
+3.4%
17,485
+1.1%
0.72%
-8.7%
Q2 2020$1,627,000
+6.9%
17,298
+2.3%
0.79%
-28.0%
Q1 2020$1,522,000
-34.9%
16,908
+0.8%
1.10%
-21.9%
Q4 2019$2,339,00016,7821.40%
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