IBM Retirement Fund - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 and the average weighting 1.0%.

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
IBM Retirement Fund ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2022$6,387,000
-17.5%
46,855
-4.2%
0.90%
-6.4%
Q4 2021$7,743,000
-43.6%
48,901
-41.7%
0.96%
-10.4%
Q3 2021$13,728,000
+4.1%
83,868
-1.1%
1.07%
+3.8%
Q2 2021$13,192,000
-15.9%
84,811
-17.7%
1.04%
-6.8%
Q1 2021$15,695,000
+9.8%
103,101
-8.4%
1.11%
+12.7%
Q4 2020$14,298,000
+43.9%
112,524
+9.0%
0.99%
+15.3%
Q3 2020$9,936,000
+39.9%
103,214
+36.7%
0.86%
-6.5%
Q2 2020$7,104,000
+0.6%
75,523
-3.8%
0.91%
-29.7%
Q1 2020$7,065,000
+0.2%
78,469
+55.2%
1.30%
+3.3%
Q4 2019$7,048,000
+11.9%
50,561
-5.5%
1.26%
+6.2%
Q3 2019$6,296,000
+2.8%
53,500
-2.3%
1.18%
+2.9%
Q2 2019$6,125,000
+9.8%
54,784
-0.6%
1.15%
+5.0%
Q1 2019$5,579,000
+4.3%
55,113
+0.6%
1.10%
-10.2%
Q4 2018$5,350,000
-20.2%
54,802
-7.8%
1.22%
-20.4%
Q3 2018$6,706,000
-7.7%
59,430
-14.8%
1.53%
+1.1%
Q2 2018$7,266,000
-18.3%
69,727
-13.8%
1.52%
-7.7%
Q1 2018$8,896,000
-15.3%
80,892
-10.1%
1.64%
-7.6%
Q4 2017$10,509,000
+14.1%
89,965
+2.7%
1.78%
+5.3%
Q3 2017$9,210,000
+4.2%
87,635
+1.2%
1.69%
+2.9%
Q2 2017$8,843,000
+54.6%
86,585
+67.9%
1.64%
+1.2%
Q1 2017$5,721,000
-81.6%
51,567
-85.0%
1.62%
+23.9%
Q4 2016$31,091,000
+35.8%
342,821
-0.3%
1.31%
+13.4%
Q3 2016$22,899,000
-25.3%
343,885
-28.2%
1.16%
+4.9%
Q2 2016$30,651,000
+4.0%
478,870
-1.2%
1.10%
-0.7%
Q1 2016$29,480,000
-50.6%
484,873
-46.3%
1.11%
-2.9%
Q4 2015$59,630,000
+6.2%
903,081
-0.0%
1.14%
-4.0%
Q3 2015$56,126,000
-8.7%
903,402
-0.4%
1.19%
+1.8%
Q2 2015$61,442,000
+8.9%
906,762
-2.6%
1.17%
+10.6%
Q1 2015$56,403,000
-3.4%
931,057
-0.2%
1.06%
-4.1%
Q4 2014$58,365,000
+3.3%
932,651
-0.5%
1.10%
-2.3%
Q3 2014$56,524,000
+2.2%
937,627
-2.9%
1.13%
+6.3%
Q2 2014$55,327,000
-6.3%
965,989
-0.9%
1.06%
-9.5%
Q1 2014$59,071,000
-33.1%
974,947
-35.4%
1.17%
+1.6%
Q4 2013$88,284,000
+9.2%
1,509,637
-3.5%
1.16%
+4.2%
Q3 2013$80,824,000
-14.6%
1,563,624
-12.8%
1.11%
-5.1%
Q2 2013$94,659,0001,793,1171.17%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders