WEST PACES ADVISORS INC. - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
WEST PACES ADVISORS INC. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,264,574
-8.9%
8,720
-8.6%
0.40%
-3.2%
Q2 2023$1,387,643
+12.4%
9,541
+0.7%
0.41%
+6.5%
Q1 2023$1,234,818
-4.7%
9,476
-1.9%
0.38%
-6.8%
Q4 2022$1,295,406
+13.3%
9,660
-11.7%
0.41%
+1.5%
Q3 2022$1,143,126
-32.3%
10,939
-27.0%
0.41%
-29.3%
Q2 2022$1,687,369
-29.9%
14,984
-15.2%
0.57%
-23.6%
Q1 2022$2,408,800
-15.5%
17,670
-1.8%
0.75%
-15.5%
Q4 2021$2,849,063
-0.2%
17,992
+3.2%
0.89%
-11.3%
Q3 2021$2,854,948
+0.2%
17,441
-4.8%
1.00%
-4.3%
Q2 2021$2,848,278
+0.4%
18,312
-1.8%
1.05%
-8.2%
Q1 2021$2,838,205
+27.7%
18,644
+6.6%
1.14%
+15.3%
Q4 2020$2,222,859
+20.9%
17,493
-8.4%
0.99%
+5.3%
Q3 2020$1,838,582
+1.6%
19,098
-0.7%
0.94%
-4.0%
Q2 2020$1,809,826
+7.1%
19,241
+2.5%
0.98%
-8.7%
Q1 2020$1,689,430
-45.9%
18,765
-16.3%
1.07%
-36.9%
Q4 2019$3,125,374
+18.5%
22,420
+0.1%
1.70%
+7.9%
Q3 2019$2,636,513
+6.8%
22,402
+1.5%
1.58%
+2.2%
Q2 2019$2,468,565
+7.4%
22,080
-2.8%
1.54%
-4.3%
Q1 2019$2,299,053
+4.2%
22,711
+0.5%
1.61%
-5.4%
Q4 2018$2,206,230
-15.1%
22,600
-1.9%
1.70%
-9.0%
Q3 2018$2,598,952
+5.5%
23,032
-2.6%
1.87%
+1.6%
Q2 2018$2,463,516
-4.4%
23,642
+0.9%
1.84%
-4.0%
Q1 2018$2,576,948
+1.2%
23,433
-1.6%
1.92%
+1.8%
Q4 2017$2,545,513
+8.0%
23,803
-3.6%
1.88%
+6.0%
Q3 2017$2,357,205
+11.6%
24,680
+6.8%
1.78%
+6.0%
Q2 2017$2,111,631
-0.6%
23,103
-4.5%
1.68%
-1.1%
Q1 2017$2,124,167
+7.3%
24,182
+5.5%
1.69%
-8.3%
Q4 2016$1,978,74222,9311.85%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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