N.E.W. Advisory Services LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,555 filers reported holding JPMORGAN CHASE & CO in Q4 2022. The put-call ratio across all filers is 1.23 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
N.E.W. Advisory Services LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,437,446
-0.2%
9,912
+0.1%
0.20%
+1.5%
Q2 2023$1,439,771
+11.4%
9,900
-0.2%
0.20%
+6.9%
Q1 2023$1,292,119
-2.7%
9,916
+0.2%
0.19%
-9.6%
Q4 2022$1,327,553
+160.8%
9,900
+103.3%
0.21%
+126.1%
Q3 2022$509,000
-56.4%
4,869
-53.0%
0.09%
-54.9%
Q2 2022$1,167,000
-23.6%
10,359
+3.2%
0.20%
-29.4%
Q1 2022$1,527,000
-6.4%
10,040
-2.6%
0.29%
+17.5%
Q4 2021$1,632,000
-3.2%
10,305
+0.1%
0.25%
-10.5%
Q3 2021$1,686,000
+5.6%
10,298
+0.5%
0.28%
+3.0%
Q2 2021$1,596,000
+3.7%
10,251
+2.4%
0.27%
-7.3%
Q1 2021$1,539,000
+30.3%
10,014
+7.7%
0.29%
+16.1%
Q4 2020$1,181,000
+30.9%
9,301
-0.8%
0.25%
-2.7%
Q3 2020$902,000
+1.7%
9,375
-0.6%
0.26%
-7.6%
Q2 2020$887,000
-22.0%
9,430
+15.4%
0.28%
-25.2%
Q4 2019$1,137,0008,1730.37%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 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