Roth Financial Partners LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 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
Roth Financial Partners LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$206,363
-13.6%
1,423
-13.3%
0.13%
-14.0%
Q2 2023$238,812
+11.6%
1,6420.0%0.15%
+5.6%
Q1 2023$213,969
-3.6%
1,642
-1.0%
0.14%
-11.2%
Q4 2022$222,000
+15.0%
1,658
-10.3%
0.16%
+3.2%
Q3 2022$193,000
-7.2%
1,8480.0%0.16%
-6.6%
Q2 2022$208,000
-17.5%
1,8480.0%0.17%
-8.8%
Q1 2022$252,000
-17.4%
1,848
-4.2%
0.18%
-16.1%
Q4 2021$305,000
-3.5%
1,9290.0%0.22%
-11.4%
Q3 2021$316,000
+5.3%
1,9290.0%0.24%
+6.1%
Q2 2021$300,000
+2.0%
1,9290.0%0.23%
-4.9%
Q1 2021$294,000
+20.0%
1,9290.0%0.24%0.0%
Q4 2020$245,0001,9290.24%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 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