HOMESTEAD ADVISERS CORP - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,875 filers reported holding JPMORGAN CHASE & CO in Q4 2019. The put-call ratio across all filers is 1.14 and the average weighting 1.2%.

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
HOMESTEAD ADVISERS CORP ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$138,542,827
+1.3%
955,336
+1.6%
3.85%
+6.1%
Q2 2023$136,762,468
+12.2%
940,336
+0.5%
3.63%
+6.7%
Q1 2023$121,909,696
-9.9%
935,536
-7.4%
3.40%
-5.8%
Q4 2022$135,243,908
+14.3%
1,009,836
-10.8%
3.61%
+0.8%
Q3 2022$118,350,000
-9.8%
1,132,536
-2.8%
3.58%
-3.5%
Q2 2022$131,217,000
-16.6%
1,165,236
+1.0%
3.71%
-3.7%
Q1 2022$157,345,000
-15.2%
1,154,236
-1.5%
3.85%
-9.8%
Q4 2021$185,608,000
-4.0%
1,172,136
-0.7%
4.27%
-9.1%
Q3 2021$193,307,000
+3.9%
1,180,936
-1.3%
4.70%
+9.4%
Q2 2021$186,109,000
+0.8%
1,196,536
-1.4%
4.30%
-2.6%
Q1 2021$184,721,000
+14.0%
1,213,436
-4.9%
4.42%
+10.2%
Q4 2020$162,070,000
+28.9%
1,275,436
-2.4%
4.01%
+16.3%
Q3 2020$125,771,000
-8.1%
1,306,436
-10.2%
3.44%
-2.0%
Q2 2020$136,785,000
+4.6%
1,454,236
+0.1%
3.51%
-8.8%
Q1 2020$130,745,000
-47.0%
1,452,236
-17.9%
3.85%
-25.0%
Q4 2019$246,659,000
+17.4%
1,769,435
-0.9%
5.14%
+21.2%
Q3 2019$210,153,000
+1.6%
1,785,651
-3.4%
4.24%
+8.3%
Q2 2019$206,763,000
+10.4%
1,849,4000.0%3.92%
+11.9%
Q1 2019$187,215,000
+3.7%
1,849,4000.0%3.50%
-0.1%
Q4 2018$180,538,000
-20.0%
1,849,400
-7.5%
3.50%
+1.5%
Q3 2018$225,612,000
+0.7%
1,999,400
-7.0%
3.45%
-1.9%
Q2 2018$223,967,000
-9.5%
2,149,400
-4.4%
3.52%
-5.3%
Q1 2018$247,367,000
+2.7%
2,249,400
-0.1%
3.72%
+7.9%
Q4 2017$240,765,000
+12.0%
2,251,4000.0%3.44%
+5.3%
Q3 2017$215,031,000
+4.5%
2,251,4000.0%3.27%
+1.7%
Q2 2017$205,778,000
+4.1%
2,251,4000.0%3.22%
+2.0%
Q1 2017$197,763,000
+1.8%
2,251,4000.0%3.16%
+3.2%
Q4 2016$194,273,000
+29.5%
2,251,400
-0.1%
3.06%
+23.0%
Q3 2016$150,041,000
+6.9%
2,253,200
-0.2%
2.49%
+3.2%
Q2 2016$140,337,000
+4.9%
2,258,4000.0%2.41%
+0.8%
Q1 2016$133,742,0002,258,4002.39%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2019
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