OGOREK ANTHONY JOSEPH /NY/ /ADV - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,331 filers reported holding JPMORGAN CHASE & CO in Q3 2022. The put-call ratio across all filers is 1.34 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
OGOREK ANTHONY JOSEPH /NY/ /ADV ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$137
-0.7%
9500.0%0.05%
+1.9%
Q2 2023$138
+10.4%
950
-1.2%
0.05%
+3.9%
Q1 2023$125
-3.1%
9620.0%0.05%
-8.9%
Q4 2022$129
-99.9%
9620.0%0.06%
+16.7%
Q3 2022$100,000
-7.4%
9620.0%0.05%
-4.0%
Q2 2022$108,000
-13.6%
962
+4.5%
0.05%
-2.0%
Q1 2022$125,000
-13.8%
9210.0%0.05%
-17.7%
Q4 2021$145,000
-6.5%
921
-3.4%
0.06%
-12.7%
Q3 2021$155,000
+9.2%
953
+4.2%
0.07%
+10.9%
Q2 2021$142,000
+2.2%
9150.0%0.06%
-5.9%
Q1 2021$139,000
+19.8%
9150.0%0.07%
+9.7%
Q4 2020$116,000
+31.8%
9150.0%0.06%
+19.2%
Q3 2020$88,000
+2.3%
9150.0%0.05%
-14.8%
Q2 2020$86,000
+4.9%
9150.0%0.06%
+35.6%
Q1 2020$82,000
-35.4%
9150.0%0.04%
-27.4%
Q4 2019$127,000
+89.6%
915
+60.0%
0.06%
+55.0%
Q3 2019$67,000
+6.3%
5720.0%0.04%
-4.8%
Q2 2019$63,000
+10.5%
5720.0%0.04%
+10.5%
Q1 2019$57,000
+3.6%
5720.0%0.04%
-13.6%
Q4 2018$55,000
-14.1%
5720.0%0.04%
-6.4%
Q3 2018$64,000
+8.5%
5720.0%0.05%
+2.2%
Q2 2018$59,000
-4.8%
5720.0%0.05%
-14.8%
Q1 2018$62,000
+10.7%
572
+8.1%
0.05%
+17.4%
Q4 2017$56,000
+12.0%
5290.0%0.05%
-6.1%
Q3 2017$50,000
+4.2%
5290.0%0.05%
+11.4%
Q2 2017$48,000
+4.3%
5290.0%0.04%
-8.3%
Q1 2017$46,000
-19.3%
529
-38.8%
0.05%
-2.0%
Q4 2016$57,0000.0%8640.0%0.05%0.0%
Q3 2016$57,000
+7.5%
8640.0%0.05%
+2.1%
Q2 2016$53,000
+3.9%
8640.0%0.05%
+17.1%
Q1 2016$51,000
-10.5%
8640.0%0.04%
-14.6%
Q4 2015$57,0008640.05%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2022
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