BALLAST ADVISORS 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
BALLAST ADVISORS LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$7,470,415
-7.0%
51,513
-6.7%
2.98%
-1.5%
Q2 2023$8,030,179
+12.6%
55,213
+0.8%
3.02%
+6.3%
Q1 2023$7,134,212
-3.5%
54,748
-0.7%
2.85%
-12.1%
Q4 2022$7,390,922
+31.9%
55,115
+2.8%
3.24%
+23.5%
Q3 2022$5,602,000
-5.5%
53,609
+1.8%
2.62%
-1.8%
Q2 2022$5,931,000
-16.1%
52,665
+1.6%
2.67%
-3.3%
Q1 2022$7,067,000
-9.7%
51,844
+4.9%
2.76%
-7.8%
Q4 2021$7,822,000
-3.6%
49,400
-0.3%
2.99%
-11.3%
Q3 2021$8,110,000
+5.0%
49,543
-0.3%
3.37%
+3.2%
Q2 2021$7,725,000
+1.8%
49,668
-0.4%
3.27%
-6.7%
Q1 2021$7,591,000
+20.2%
49,863
+0.3%
3.50%
+7.7%
Q4 2020$6,315,000
+32.5%
49,698
+0.4%
3.25%
+9.5%
Q3 2020$4,767,000
+50.3%
49,519
+46.8%
2.97%
+31.6%
Q2 2020$3,172,000
+1158.7%
33,726
+1102.8%
2.26%
+852.3%
Q1 2020$252,000
-29.0%
2,804
+10.1%
0.24%
-9.2%
Q4 2019$355,0002,5460.26%
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