Soltis Investment Advisors LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,875 filers reported holding JPMORGAN CHASE & CO in Q4 2019. The put-call ratio across all filers is 1.14 and the average weighting 1.2%.

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
Soltis Investment Advisors LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$8,527,567
-1.8%
58,803
-1.5%
1.10%
+8.7%
Q2 2023$8,682,129
+19.8%
59,696
+7.3%
1.01%
+9.4%
Q1 2023$7,246,681
+12.3%
55,611
+15.5%
0.92%
+8.5%
Q4 2022$6,454,446
+53.0%
48,132
+19.2%
0.85%
+33.9%
Q3 2022$4,218,000
+18.6%
40,365
+27.8%
0.64%
+23.1%
Q2 2022$3,556,000
+2.8%
31,579
+24.5%
0.52%
+7.5%
Q1 2022$3,458,000
+8.4%
25,364
+25.9%
0.48%
+6.7%
Q4 2021$3,191,000
+2.7%
20,152
+6.2%
0.45%
-6.4%
Q3 2021$3,106,000
+9.9%
18,974
+4.5%
0.48%
+7.4%
Q2 2021$2,825,000
+12.9%
18,165
+10.5%
0.45%
-1.8%
Q1 2021$2,503,000
+29.5%
16,444
+8.1%
0.46%
+27.4%
Q4 2020$1,933,000
+61.8%
15,208
+22.5%
0.36%
+27.4%
Q3 2020$1,195,000
+30.5%
12,415
+27.5%
0.28%
+18.1%
Q2 2020$916,000
+67.5%
9,739
+60.4%
0.24%
+40.0%
Q1 2020$547,000
-23.6%
6,073
+18.2%
0.17%
+23.2%
Q4 2019$716,0005,1370.14%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2019
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