BENDER ROBERT & ASSOCIATES - 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
BENDER ROBERT & ASSOCIATES ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$517,141
-0.3%
3,5660.0%0.15%
+5.6%
Q2 2023$518,639
-2.4%
3,566
-12.6%
0.14%
-13.3%
Q1 2023$531,404
-4.1%
4,078
-1.4%
0.16%
-20.3%
Q4 2022$554,369
+28.3%
4,1340.0%0.21%
+24.0%
Q3 2022$432,000
-7.3%
4,1340.0%0.17%
-6.2%
Q2 2022$466,000
-21.5%
4,134
-5.1%
0.18%
+5.3%
Q1 2022$594,000
-14.8%
4,354
+2.2%
0.17%
-15.9%
Q4 2021$697,0000.0%4,2610.0%0.20%
+0.5%
Q3 2021$697,000
+4.7%
4,261
-0.4%
0.20%
+5.8%
Q2 2021$666,000
+2.3%
4,2790.0%0.19%
-9.6%
Q1 2021$651,000
+34.2%
4,279
+12.0%
0.21%
+35.7%
Q4 2020$485,000
+31.4%
3,819
-0.3%
0.15%
+16.7%
Q3 2020$369,000
+1.7%
3,829
-0.9%
0.13%
-7.7%
Q2 2020$363,000
-1.4%
3,864
-5.4%
0.14%
-27.0%
Q1 2020$368,000
-36.1%
4,084
-1.2%
0.20%
-24.6%
Q4 2019$576,000
+18.3%
4,1340.0%0.26%
+6.6%
Q3 2019$487,000
+1.5%
4,1340.0%0.24%
+7.0%
Q2 2019$480,000
+13.5%
4,134
-1.0%
0.23%
+10.1%
Q1 2019$423,000
+3.2%
4,174
-0.7%
0.21%
-12.7%
Q4 2018$410,000
-14.9%
4,204
-1.6%
0.24%
+8.2%
Q3 2018$482,000
+1.0%
4,274
-6.7%
0.22%
-12.4%
Q2 2018$477,000
-5.5%
4,579
-0.3%
0.25%
-10.7%
Q1 2018$505,000
-0.8%
4,594
-3.5%
0.28%
-0.7%
Q4 2017$509,000
+6.7%
4,762
-4.6%
0.28%
+2.9%
Q3 2017$477,000
+3.0%
4,992
-1.5%
0.27%
-3.5%
Q2 2017$463,000
+0.7%
5,067
-3.2%
0.28%
-4.1%
Q1 2017$460,000
-2.5%
5,232
-4.4%
0.30%
-11.4%
Q4 2016$472,000
+26.2%
5,472
-2.6%
0.33%
+35.2%
Q3 2016$374,000
+21.4%
5,617
+13.5%
0.25%
+13.8%
Q2 2016$308,000
+1.7%
4,949
-3.3%
0.22%
+5.9%
Q1 2016$303,000
-11.4%
5,119
-1.3%
0.20%
-6.4%
Q4 2015$342,000
+11.4%
5,184
+2.9%
0.22%
+5.3%
Q3 2015$307,000
-8.9%
5,039
+1.3%
0.21%
+4.0%
Q2 2015$337,000
+16.6%
4,974
+4.0%
0.20%
+18.3%
Q1 2015$289,000
-4.3%
4,784
-0.9%
0.17%
-14.6%
Q4 2014$302,000
+13.1%
4,829
+9.0%
0.20%
+6.5%
Q3 2014$267,000
+1.1%
4,429
-3.3%
0.19%
-0.5%
Q2 2014$264,000
-1.1%
4,579
+4.2%
0.19%
+4.5%
Q1 2014$267,0000.0%4,394
-3.9%
0.18%
-10.9%
Q4 2013$267,000
+14.1%
4,574
+0.9%
0.20%
+9.8%
Q3 2013$234,000
-0.8%
4,534
+1.6%
0.18%
-9.9%
Q2 2013$236,0004,4640.20%
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