Engrave Wealth Partners LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.9%.

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
Engrave Wealth Partners LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$668,687
+10.3%
4,611
+10.6%
0.21%
+7.3%
Q2 2023$606,485
+5.3%
4,170
-0.3%
0.19%
-1.0%
Q1 2023$575,874
-0.5%
4,183
-1.3%
0.19%
-3.5%
Q4 2022$578,511
+77.5%
4,236
+35.7%
0.20%
+32.2%
Q3 2022$326,000
-12.1%
3,121
-5.2%
0.15%
-7.3%
Q2 2022$371,000
-17.4%
3,2920.0%0.16%
-2.4%
Q1 2022$449,000
-13.8%
3,2920.0%0.17%
+12.0%
Q4 2021$521,000
-34.4%
3,292
-32.1%
0.15%
-35.9%
Q3 2021$794,000
-6.4%
4,850
-11.0%
0.23%
-8.6%
Q2 2021$848,000
+41.1%
5,450
+38.1%
0.26%
+5.8%
Q1 2021$601,000
+8.3%
3,946
-0.2%
0.24%
-46.8%
Q4 2020$555,000
+101.8%
3,954
+40.7%
0.46%
+71.1%
Q3 2020$275,000
-31.4%
2,810
-34.2%
0.27%
-25.5%
Q2 2020$401,000
+4.4%
4,272
+0.0%
0.36%
-21.0%
Q1 2020$384,000
-40.0%
4,271
-7.1%
0.45%
-26.6%
Q4 2019$640,0004,5960.62%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 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