CREATIVE FINANCIAL DESIGNS INC /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
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$955,092
+4.6%
6,586
+4.9%
0.11%
+3.7%
Q2 2023$913,271
+5.1%
6,279
-5.8%
0.11%
-6.1%
Q1 2023$869,012
-18.9%
6,669
-16.5%
0.11%
-27.8%
Q4 2022$1,071,052
+28.7%
7,987
+0.3%
0.16%
+16.2%
Q3 2022$832,000
+26.1%
7,962
+35.8%
0.14%
+25.9%
Q2 2022$660,000
-9.8%
5,864
+9.2%
0.11%
-2.7%
Q1 2022$732,000
-59.0%
5,371
-52.3%
0.11%
-58.7%
Q4 2021$1,784,000
+8.6%
11,265
+12.2%
0.27%
-1.1%
Q3 2021$1,643,000
+11.6%
10,040
+6.1%
0.27%
+6.7%
Q2 2021$1,472,000
+52.2%
9,463
+49.0%
0.26%
+34.9%
Q1 2021$967,000
+44.5%
6,350
+20.6%
0.19%
+32.2%
Q4 2020$669,000
+40.5%
5,265
+6.6%
0.14%
+21.2%
Q3 2020$476,000
+66.4%
4,941
+62.8%
0.12%
+35.6%
Q2 2020$286,000
+164.8%
3,035
+153.8%
0.09%
+55.4%
Q1 2020$108,000
-33.7%
1,196
+3.4%
0.06%
-23.3%
Q4 2019$163,000
+1.2%
1,157
-18.9%
0.07%
-16.1%
Q3 2019$161,000
+45.0%
1,426
+44.8%
0.09%
+45.0%
Q2 2019$111,000
+22.0%
985
+9.3%
0.06%
+9.1%
Q1 2019$91,000
+810.0%
901
+801.0%
0.06%
+685.7%
Q4 2018$10,000
-56.5%
100
-51.9%
0.01%
-46.2%
Q3 2018$23,000
-75.5%
208
-76.9%
0.01%
-76.4%
Q2 2018$94,000
-25.4%
901
-21.6%
0.06%
-32.1%
Q1 2018$126,000
-5.3%
1,149
-7.6%
0.08%
-10.0%
Q4 2017$133,000
-53.8%
1,244
-58.7%
0.09%
-45.5%
Q3 2017$288,000
-5.0%
3,010
-9.1%
0.16%
-14.9%
Q2 2017$303,000
-19.8%
3,311
-23.0%
0.19%
-28.7%
Q1 2017$378,000
+3.8%
4,302
+2.1%
0.27%
-8.4%
Q4 2016$364,0004,2140.30%
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