High Pines Wealth Management, 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
High Pines Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$559,267
+3.8%
3,856
+4.0%
0.92%
+12.1%
Q2 2023$538,962
+11.9%
3,706
+0.2%
0.82%
+2.6%
Q1 2023$481,852
-2.6%
3,698
+0.2%
0.80%
-7.7%
Q4 2022$494,659
+28.5%
3,689
+0.1%
0.87%
+18.0%
Q3 2022$385,000
+14.2%
3,686
+23.0%
0.74%
+18.2%
Q2 2022$337,000
-91.5%
2,996
-89.7%
0.62%
-78.7%
Q1 2022$3,980,000
-13.9%
29,196
+0.0%
2.93%
-9.2%
Q4 2021$4,623,000
-9.0%
29,193
-6.0%
3.22%
-7.7%
Q3 2021$5,083,000
+21.6%
31,053
+15.6%
3.49%
+10.7%
Q2 2021$4,179,000
+3.8%
26,869
+1.6%
3.15%
-11.3%
Q1 2021$4,025,000
+23.7%
26,440
+3.2%
3.56%
+18.1%
Q4 2020$3,255,00025,6143.01%
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