Navis Wealth Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,178 filers reported holding JPMORGAN CHASE & CO in Q1 2021. The put-call ratio across all filers is 1.17 and the average weighting 1.1%.

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
Navis Wealth Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$337,430
-0.2%
2,327
+0.1%
0.49%
+57.7%
Q2 2023$338,112
+12.5%
2,325
+0.8%
0.31%
-6.1%
Q1 2023$300,430
-2.7%
2,306
+0.1%
0.33%
-24.8%
Q4 2022$308,867
-30.4%
2,303
-41.6%
0.44%
-7.8%
Q2 2022$444,000
-17.0%
3,944
+0.5%
0.48%
+0.4%
Q1 2022$535,000
+8.7%
3,925
+26.2%
0.47%
+14.5%
Q4 2021$492,000
-3.0%
3,110
+0.5%
0.41%
+16.9%
Q3 2021$507,000
-35.9%
3,096
-39.1%
0.35%
-46.7%
Q2 2021$791,000
+2.5%
5,083
+0.3%
0.66%
+11.0%
Q1 2021$772,000
+20.2%
5,070
+0.3%
0.60%
+3.1%
Q4 2020$642,0005,0550.58%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 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