Tempus Wealth Planning, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,365 filers reported holding JPMORGAN CHASE & CO in Q2 2022. The put-call ratio across all filers is 1.33 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
Tempus Wealth Planning, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,313,881
-27.7%
9,060
-27.5%
0.66%
-19.6%
Q2 2023$1,816,836
+8.9%
12,492
-2.4%
0.82%
+0.5%
Q1 2023$1,668,489
-13.0%
12,804
-10.5%
0.82%
-30.0%
Q4 2022$1,918,435
+14.0%
14,306
-11.2%
1.17%
+3.9%
Q3 2022$1,683,000
+59.1%
16,104
+71.4%
1.12%
+29.0%
Q2 2022$1,058,000
-17.3%
9,3930.0%0.87%
-4.4%
Q1 2022$1,280,000
-19.6%
9,393
-6.6%
0.91%
+5.9%
Q4 2021$1,592,000
+0.7%
10,053
+4.1%
0.86%
-4.0%
Q3 2021$1,581,000
+9.8%
9,660
+4.4%
0.90%
-6.3%
Q2 2021$1,440,000
+113.3%
9,257
+108.7%
0.96%
+33.6%
Q1 2021$675,000
+19.7%
4,4350.0%0.72%
-1.8%
Q4 2020$564,000
+29.1%
4,435
-23.7%
0.73%
+15.2%
Q3 2020$437,000
+3.1%
5,810
+28.8%
0.63%0.0%
Q2 2020$424,000
-6.0%
4,510
-10.0%
0.63%
-14.5%
Q1 2020$451,000
-28.3%
5,010
+11.1%
0.74%
+33.2%
Q4 2019$629,0004,5100.56%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 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