Trinity Financial Advisors LLC - 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
Trinity Financial Advisors LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,257,844
+5.7%
22,465
+6.0%
1.73%
+4.7%
Q2 2023$3,082,238
+25.5%
21,193
+12.5%
1.66%
+10.3%
Q1 2023$2,455,474
-9.5%
18,843
-6.8%
1.50%
-15.8%
Q4 2022$2,712,535
+46.9%
20,228
+14.5%
1.78%
+33.3%
Q3 2022$1,846,000
+31.8%
17,669
+42.1%
1.34%
+29.7%
Q2 2022$1,401,000
-3.6%
12,438
+16.7%
1.03%
+13.5%
Q1 2022$1,453,000
-13.9%
10,661
+0.0%
0.91%
-8.8%
Q4 2021$1,687,000
-8.2%
10,656
-5.0%
1.00%
-18.9%
Q3 2021$1,837,000
-9.6%
11,221
-14.1%
1.23%
-13.7%
Q2 2021$2,033,000
-49.1%
13,069
-50.2%
1.42%
-53.9%
Q1 2021$3,994,000
+27.4%
26,236
+7.2%
3.09%
+8.8%
Q4 2020$3,134,00024,4712.84%
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