TCG Advisory Services, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,533 filers reported holding JPMORGAN CHASE & CO in Q4 2021. The put-call ratio across all filers is 1.32 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
TCG Advisory Services, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,210,102
+14.1%
29,031
+14.4%
0.64%
+3.8%
Q2 2023$3,690,338
+22.1%
25,374
+9.4%
0.61%
-2.1%
Q1 2023$3,023,072
-27.7%
23,199
-25.6%
0.62%
-31.6%
Q4 2022$4,183,575
+96.0%
31,198
+52.8%
0.91%
+42.1%
Q3 2022$2,134,000
-5.0%
20,421
+2.4%
0.64%
-8.3%
Q2 2022$2,246,000
-8.6%
19,942
+10.7%
0.70%
+21.3%
Q1 2022$2,457,000
-23.3%
18,021
-26.8%
0.58%
-22.3%
Q4 2021$3,203,000
-15.7%
24,630
+6.1%
0.74%
-17.7%
Q3 2021$3,798,000
+5.7%
23,204
+0.4%
0.90%
-5.8%
Q2 2021$3,593,000
-7.4%
23,103
-9.4%
0.96%
-16.2%
Q1 2021$3,882,000
+90.1%
25,500
+20.2%
1.14%
+23.1%
Q4 2020$2,042,00021,2120.93%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2021
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