Bard Financial Services, Inc. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 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
Bard Financial Services, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$8,514,849
+0.1%
58,715
+0.4%
1.05%
+63.4%
Q2 2023$8,503,150
+10.7%
58,465
-0.8%
0.64%
+4.7%
Q1 2023$7,680,471
+97367.9%
58,940
+0.3%
0.62%
-8.1%
Q4 2022$7,880
-99.9%
58,765
-0.4%
0.67%
+15.7%
Q3 2022$6,167,000
-6.4%
59,015
+0.9%
0.58%
-4.0%
Q2 2022$6,589,000
-16.4%
58,515
+1.2%
0.60%
-6.2%
Q1 2022$7,885,000
-15.7%
57,840
-2.1%
0.64%
-15.0%
Q4 2021$9,357,000
-3.3%
59,0900.0%0.76%
-11.8%
Q3 2021$9,672,000
+5.2%
59,0900.0%0.86%
+4.6%
Q2 2021$9,191,000
+3.3%
59,0900.0%0.82%
-5.2%
Q1 2021$8,895,000
+18.0%
59,090
-0.4%
0.86%
+14.3%
Q4 2020$7,540,00059,3400.76%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 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