MOODY LYNN & LIEBERSON, LLC - 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
MOODY LYNN & LIEBERSON, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$27,422,412
+8.4%
189,094
+8.7%
2.35%
+15.0%
Q2 2023$25,302,633
+13.6%
173,973
+1.8%
2.04%
+2.0%
Q1 2023$22,265,548
+99678.4%
170,866
+2.7%
2.00%
-2.0%
Q4 2022$22,315
-99.9%
166,406
-0.8%
2.04%
+20.7%
Q3 2022$17,529,000
-23.0%
167,740
-17.0%
1.69%
-17.4%
Q2 2022$22,754,000
-20.8%
202,062
-4.2%
2.05%
-2.7%
Q1 2022$28,741,000
-36.3%
210,835
-26.0%
2.10%
-30.5%
Q4 2021$45,132,000
-2.7%
285,014
+0.6%
3.03%
-12.9%
Q3 2021$46,372,000
-0.6%
283,290
-5.5%
3.48%
-1.1%
Q2 2021$46,650,000
+1.1%
299,920
-1.1%
3.52%
-8.3%
Q1 2021$46,153,000
+22.5%
303,179
+2.2%
3.84%
+18.6%
Q4 2020$37,687,000
+33.2%
296,584
+0.9%
3.23%
+15.3%
Q3 2020$28,301,000
+0.6%
293,972
-1.7%
2.80%
-8.2%
Q2 2020$28,138,000
+28.1%
299,152
+22.6%
3.06%
+1.2%
Q1 2020$21,968,000
-37.6%
244,006
-3.4%
3.02%
-11.0%
Q4 2019$35,206,000
+25.9%
252,551
+6.3%
3.40%
+8.7%
Q3 2019$27,970,000
+4.7%
237,660
-0.5%
3.12%
+6.4%
Q2 2019$26,709,000
+12.2%
238,897
+1.6%
2.94%
+7.7%
Q1 2019$23,797,000
+3.5%
235,074
-0.2%
2.73%
-11.8%
Q4 2018$23,000,000
-15.3%
235,606
-2.1%
3.09%
+7.2%
Q3 2018$27,168,000
+13.4%
240,761
+4.7%
2.88%
+1.9%
Q2 2018$23,959,000
-20.4%
229,931
-16.0%
2.83%
-22.2%
Q1 2018$30,107,000
-0.1%
273,778
+4.5%
3.64%
+13.0%
Q4 2017$30,151,000
+47.9%
261,931
+22.7%
3.22%
+29.8%
Q3 2017$20,384,000
+6.6%
213,422
+2.0%
2.48%
-1.3%
Q2 2017$19,118,000
-26.4%
209,163
-29.2%
2.51%
-31.1%
Q1 2017$25,963,000
+4.6%
295,569
+2.8%
3.65%
+2.3%
Q4 2016$24,819,000
+93.1%
287,622
+49.0%
3.56%
+66.7%
Q3 2016$12,856,000
+713.7%
193,062
+623.4%
2.14%
+758.6%
Q1 2016$1,580,000
-81.7%
26,688
-83.7%
0.25%
-83.5%
Q2 2013$8,630,000163,4711.51%
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