WD RUTHERFORD LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,592 filers reported holding JPMORGAN CHASE & CO in Q2 2023. The put-call ratio across all filers is 1.03 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
WD RUTHERFORD LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$3,698,735
+10.5%
25,505
+10.8%
2.54%
+18.5%
Q2 2023$3,348,029
+12.0%
23,020
+0.4%
2.14%
+1.7%
Q1 2023$2,988,008
-1.8%
22,930
+1.3%
2.10%
-11.8%
Q4 2022$3,041,388
+24.0%
22,645
-3.5%
2.39%
+21.2%
Q3 2022$2,453,000
-8.5%
23,470
-1.5%
1.97%
-4.9%
Q2 2022$2,682,000
-17.7%
23,820
-0.3%
2.07%
+11.3%
Q1 2022$3,258,000
-14.5%
23,900
-0.6%
1.86%
-3.5%
Q4 2021$3,809,000
-4.3%
24,055
-1.1%
1.93%
-10.8%
Q3 2021$3,982,000
+10.7%
24,325
+5.1%
2.16%
+8.0%
Q2 2021$3,598,000
+2.9%
23,135
+0.7%
2.00%
-8.0%
Q1 2021$3,497,000
+26.4%
22,975
+5.5%
2.18%
+24.3%
Q4 2020$2,766,00021,7701.75%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 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