MAGNOLIA CAPITAL ADVISORS LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

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
MAGNOLIA CAPITAL ADVISORS LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,996,208
+91.8%
36,358
+103.0%
2.40%
+83.4%
Q2 2023$2,604,987
+10.9%
17,911
-0.6%
1.31%
+8.0%
Q1 2023$2,348,962
+101148.4%
18,026
+4.2%
1.21%
-21.6%
Q4 2022$2,320
-99.9%
17,302
-3.6%
1.54%
-2.8%
Q3 2022$1,875,000
+0.1%
17,943
+7.8%
1.59%
-6.9%
Q2 2022$1,874,000
-18.4%
16,647
-1.2%
1.70%
+89.0%
Q1 2022$2,296,000
-13.0%
16,843
+1.1%
0.90%
+16.6%
Q4 2021$2,638,000
-9.9%
16,656
-6.9%
0.77%
-24.4%
Q3 2021$2,929,000
+21.3%
17,891
+15.2%
1.02%
-4.4%
Q2 2021$2,415,000
+180.5%
15,530
+129.2%
1.07%
+92.3%
Q4 2020$861,000
-29.7%
6,776
-2.7%
0.56%
+15.4%
Q3 2020$1,224,000
+114.7%
6,966
+15.0%
0.48%
-34.2%
Q2 2020$570,000
+1.2%
6,056
-3.1%
0.73%
-32.9%
Q1 2020$563,000
-33.0%
6,251
+3.6%
1.09%
+36.0%
Q4 2019$840,0006,0310.80%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 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