RMR Wealth Builders - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 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
RMR Wealth Builders ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,902,599
+13.9%
26,911
+14.2%
0.62%
+6.9%
Q2 2023$3,427,034
+5.7%
23,563
-5.3%
0.58%
-5.4%
Q1 2023$3,241,899
-2.7%
24,878
+0.1%
0.62%
-18.4%
Q4 2022$3,331,494
+29.0%
24,843
+0.5%
0.76%
+19.5%
Q3 2022$2,583,000
-5.8%
24,722
+1.6%
0.63%
-7.5%
Q2 2022$2,741,000
-22.0%
24,343
-5.6%
0.68%
-9.4%
Q1 2022$3,515,000
+86.8%
25,785
+117.0%
0.75%
+39.6%
Q4 2021$1,882,000
-56.9%
11,883
-55.5%
0.54%
-57.9%
Q3 2021$4,370,000
+9.0%
26,696
+3.5%
1.28%
-2.4%
Q2 2021$4,011,000
-8.3%
25,786
-10.3%
1.32%
+15.7%
Q1 2021$4,376,000
+71.2%
28,748
+42.9%
1.14%
-9.5%
Q4 2020$2,556,000
-16.5%
20,116
-36.8%
1.26%
+58.0%
Q3 2020$3,062,000
+85.7%
31,811
+81.4%
0.80%
-45.9%
Q2 2020$1,649,000
-38.3%
17,532
-8.5%
1.47%
-42.9%
Q4 2019$2,671,00019,1632.57%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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