HARRELL INVESTMENT PARTNERS, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,201 filers reported holding JPMORGAN CHASE & CO in Q2 2021. The put-call ratio across all filers is 1.21 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
HARRELL INVESTMENT PARTNERS, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$8,642,346
+4.0%
60,112
+5.2%
2.94%
+4.4%
Q2 2023$8,312,302
+12.6%
57,153
+1.0%
2.82%
+7.3%
Q1 2023$7,381,165
+3.9%
56,574
+6.8%
2.63%
-5.9%
Q4 2022$7,101,683
+34.5%
52,958
+4.8%
2.79%
+26.5%
Q3 2022$5,282,000
-4.6%
50,544
+2.8%
2.21%
-2.4%
Q2 2022$5,538,000
-12.6%
49,181
+5.8%
2.26%
+0.9%
Q1 2022$6,335,000
-11.3%
46,475
+3.1%
2.24%
+2.1%
Q4 2021$7,139,000
-0.3%
45,083
+3.0%
2.19%
-4.8%
Q3 2021$7,164,000
+9.7%
43,767
+4.2%
2.30%
+8.8%
Q2 2021$6,533,000
+9.3%
42,000
+7.0%
2.12%
+0.3%
Q1 2021$5,976,000
+20.8%
39,257
+0.8%
2.11%
+10.9%
Q4 2020$4,948,000
+20.3%
38,943
-8.8%
1.90%
+6.2%
Q3 2020$4,112,000
-4.6%
42,722
-6.8%
1.79%
-18.3%
Q2 2020$4,310,000
+16.3%
45,823
+11.4%
2.19%
+8.8%
Q1 2020$3,705,000
-31.3%
41,150
+6.3%
2.02%
-18.0%
Q4 2019$5,395,00038,7032.46%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2021
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