Royal Fund Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,156 filers reported holding JPMORGAN CHASE & CO in Q1 2017. The put-call ratio across all filers is 1.01 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
Royal Fund Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$8,596,362
-2.4%
59,277
-2.1%
1.16%
+6.3%
Q2 2023$8,808,275
+3.6%
60,562
-7.2%
1.10%
-10.0%
Q1 2023$8,505,390
+5.5%
65,270
+8.5%
1.22%
-5.2%
Q4 2022$8,065,084
+31.9%
60,142
+2.8%
1.28%
+15.4%
Q3 2022$6,116,000
-10.9%
58,526
-4.0%
1.11%
-2.5%
Q2 2022$6,865,000
-11.5%
60,969
+7.1%
1.14%
+1.5%
Q1 2022$7,757,000
-14.0%
56,903
-0.1%
1.12%
-13.1%
Q4 2021$9,022,000
-1.4%
56,976
+2.0%
1.29%
-3.0%
Q3 2021$9,147,000
+9.3%
55,885
+3.9%
1.33%
-3.8%
Q2 2021$8,370,000
-2.4%
53,812
-4.4%
1.39%
-11.6%
Q1 2021$8,572,000
+27.4%
56,313
+6.3%
1.57%
+10.0%
Q4 2020$6,731,000
+41.3%
52,974
+7.1%
1.42%
+17.0%
Q3 2020$4,762,000
+5.9%
49,472
+3.5%
1.22%
-23.2%
Q2 2020$4,497,000
+383.5%
47,813
+362.8%
1.59%
+318.5%
Q1 2020$930,000
+7.4%
10,332
+66.2%
0.38%
+72.3%
Q4 2019$866,000
+25.0%
6,216
+5.4%
0.22%
+14.0%
Q3 2019$693,000
-4.1%
5,895
-8.9%
0.19%
-9.8%
Q2 2019$723,000
+15.5%
6,471
+4.6%
0.21%
+7.0%
Q1 2019$626,000
-9.9%
6,189
-13.1%
0.20%
-29.1%
Q4 2018$695,000
-74.9%
7,120
-71.0%
0.28%
-67.3%
Q3 2018$2,769,000
+6.3%
24,545
-1.8%
0.86%
+0.2%
Q2 2018$2,604,000
+2859.1%
24,995
+3001.1%
0.86%
+2587.5%
Q1 2018$88,000
+14.3%
806
+11.8%
0.03%
+14.3%
Q4 2017$77,000
+28.3%
721
+14.8%
0.03%
+16.7%
Q3 2017$60,000
+39.5%
628
+31.4%
0.02%
+33.3%
Q2 2017$43,000
+59.3%
478
+52.2%
0.02%
+38.5%
Q1 2017$27,000
+50.0%
314
+46.7%
0.01%
+30.0%
Q4 2016$18,0002140.01%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2017
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