Aprio Wealth Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,178 filers reported holding JPMORGAN CHASE & CO in Q1 2021. The put-call ratio across all filers is 1.17 and the average weighting 1.1%.

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
Aprio Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$904,781
+48.9%
6,239
+49.3%
0.25%
+49.1%
Q2 2023$607,662
-4.1%
4,178
-14.1%
0.17%
-14.4%
Q1 2023$633,818
+23.8%
4,864
+27.4%
0.20%
+8.3%
Q4 2022$511,852
-8.1%
3,817
-28.3%
0.18%
-19.6%
Q3 2022$557,000
+22.1%
5,326
+31.6%
0.22%
+23.1%
Q2 2022$456,000
-11.5%
4,046
+7.2%
0.18%
-7.1%
Q1 2022$515,000
+24.7%
3,775
+44.9%
0.20%
+13.3%
Q4 2021$413,000
-3.5%
2,606
-0.4%
0.17%
-11.3%
Q3 2021$428,000
+6.2%
2,616
+1.0%
0.20%
+2.1%
Q2 2021$403,000
-5.6%
2,589
-23.0%
0.19%
-32.3%
Q4 2020$427,000
-64.5%
3,361
-73.1%
0.28%
-66.9%
Q3 2020$1,202,000
+3.3%
12,485
+0.9%
0.85%
-24.1%
Q2 2020$1,164,000
+1.2%
12,373
-3.1%
1.12%
-22.9%
Q1 2020$1,150,000
-32.2%
12,768
+4.9%
1.46%
+16.6%
Q4 2019$1,696,00012,1681.25%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 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