Roth Financial Partners LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 4,030 filers reported holding JPMORGAN CHASE & CO in Q2 2024. The put-call ratio across all filers is 1.11 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
Roth Financial Partners LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2024$379,642
+1.0%
1,8770.0%0.16%
-1.8%
Q1 2024$375,963
+18.3%
1,877
+0.5%
0.17%
+2.5%
Q4 2023$317,747
+54.0%
1,868
+31.3%
0.16%
+26.4%
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 Q2 2024
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 333,368$20,082,00016.68%
ADAR Investment Management LP 10,000$602,00016.08%
Western Asset Management Company, LLC 320,000$19,277,00013.68%
LANSDOWNE PARTNERS (UK) LLP 22,648,232$1,364,344,00012.26%
DAVIS CAPITAL PARTNERS, LLC 618,710$37,271,00010.19%
GENDELL JEFFREY L 1,245,000$74,999,00010.06%
ACR Alpine Capital Research, LLC 1,083,595$65,276,0009.74%
Brave Warrior Advisors 3,641,450$219,361,0008.13%
Moon Capital Management, LLC 76,859$4,629,970,0007.68%
WILSEY ASSET MANAGEMENT INC 147,782$8,902,0007.11%
View complete list of JPMORGAN CHASE & CO shareholders