Emerald Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
Emerald Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$450,960
-0.1%
3,110
+0.2%
0.10%
-2.8%
Q2 2023$451,545
+15.4%
3,105
+3.4%
0.11%
+6.9%
Q1 2023$391,206
-6.3%
3,002
-3.5%
0.10%
-12.9%
Q4 2022$417,320
+8.7%
3,112
-15.3%
0.12%
+4.5%
Q3 2022$384,000
-6.8%
3,675
+0.5%
0.11%
-3.5%
Q2 2022$412,000
-25.9%
3,655
-10.3%
0.12%
-12.2%
Q1 2022$556,000
-11.6%
4,075
+2.7%
0.13%
-13.8%
Q4 2021$629,000
-6.4%
3,969
-3.3%
0.15%
-20.8%
Q3 2021$672,000
+8.7%
4,103
+3.2%
0.19%
-0.5%
Q2 2021$618,000
-31.9%
3,975
-33.4%
0.19%
-41.3%
Q1 2021$908,000
+21.1%
5,965
+1.1%
0.33%
+27.5%
Q4 2020$750,000
+50.0%
5,902
+13.7%
0.26%
+35.1%
Q3 2020$500,000
+5.0%
5,193
+2.5%
0.19%
-9.0%
Q2 2020$476,000
-14.1%
5,065
-15.3%
0.21%
-16.0%
Q1 2020$554,000
+24.2%
5,981
+76.9%
0.25%
-41.2%
Q4 2019$446,0003,3810.42%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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