Annapolis Financial Services, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
Annapolis Financial Services, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$250,876
-0.1%
1,730
+0.2%
0.07%0.0%
Q2 2023$251,206
+30.8%
1,727
+17.2%
0.07%
+24.1%
Q1 2023$192,089
-2.8%
1,474
+0.1%
0.06%
-9.4%
Q4 2022$197,538
+0.8%
1,473
-21.3%
0.06%
-11.1%
Q3 2022$196,000
+4.8%
1,872
+12.8%
0.07%
+5.9%
Q2 2022$187,000
-16.9%
1,659
+0.3%
0.07%
-6.8%
Q1 2022$225,000
+4.7%
1,654
+22.1%
0.07%
+9.0%
Q4 2021$215,000
-2.7%
1,355
+0.4%
0.07%
-8.2%
Q3 2021$221,000
+13.3%
1,350
+7.8%
0.07%
+12.3%
Q2 2021$195,000
-16.7%
1,252
-18.7%
0.06%
-24.4%
Q1 2021$234,000
+20.0%
1,540
+0.2%
0.09%
+13.2%
Q4 2020$195,0001,5370.08%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
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