Hudson Value Partners, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 and the average weighting 1.0%.

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
Hudson Value Partners, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,107,576
+2.2%
14,533
+2.4%
1.11%
+5.0%
Q2 2023$2,061,784
-35.3%
14,188
-42.0%
1.05%
-41.9%
Q1 2023$3,187,774
-0.7%
24,463
+2.2%
1.81%
-8.1%
Q4 2022$3,209,415
+28.0%
23,933
-0.3%
1.97%
+16.8%
Q3 2022$2,508,000
-12.1%
23,998
-5.3%
1.69%
-6.7%
Q2 2022$2,853,000
-14.9%
25,335
+3.0%
1.81%
+4.9%
Q1 2022$3,352,000
-10.1%
24,588
+4.5%
1.72%
-4.5%
Q4 2021$3,727,000
-6.1%
23,538
-2.9%
1.81%
-17.3%
Q3 2021$3,968,000
+1.4%
24,243
-3.7%
2.18%
+1.0%
Q2 2021$3,915,000
+2.4%
25,168
+0.2%
2.16%
-6.4%
Q1 2021$3,824,000
+17.8%
25,123
-3.0%
2.31%
+6.1%
Q4 2020$3,246,00025,8932.18%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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