PFS INVESTMENTS 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
PFS INVESTMENTS INC. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2023$60,732
+20.2%
417,575
+5.3%
0.99%
+13.2%
Q1 2023$50,544
+6.2%
396,519
+11.7%
0.88%
-1.5%
Q4 2022$47,593
-99.8%
354,908
+21.8%
0.89%
+60.8%
Q3 2022$30,438,000
+4.2%
291,276
+12.3%
0.55%
-5.6%
Q2 2022$29,220,000
-1.4%
259,480
+19.3%
0.59%
+4.3%
Q1 2022$29,644,000
-13.0%
217,461
+1.1%
0.56%
-14.8%
Q4 2021$34,054,000
+4.4%
215,053
+11.5%
0.66%
-2.1%
Q3 2021$32,609,000
+18.3%
192,882
+9.0%
0.67%
+7.3%
Q2 2021$27,570,000
+29.5%
176,990
+26.5%
0.63%
+15.2%
Q1 2021$21,297,000
+7.9%
139,903
-2.1%
0.54%
-1.8%
Q4 2020$19,738,000
+98.9%
142,975
+38.7%
0.56%
+68.7%
Q3 2020$9,922,000
+20.0%
103,062
+17.3%
0.33%
+7.9%
Q2 2020$8,265,000
+31.2%
87,869
+25.6%
0.30%
+11.7%
Q1 2020$6,299,000
-12.1%
69,963
+36.0%
0.27%
-1.4%
Q4 2019$7,169,000
+61.8%
51,426
+36.6%
0.28%
+45.8%
Q3 2019$4,430,000
+107.1%
37,645
+99.8%
0.19%
+95.9%
Q2 2019$2,139,000
+154.6%
18,844
+127.0%
0.10%
+131.0%
Q1 2019$840,0008,3010.04%
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