JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,291 | -20.9% | 50,273 | -20.7% | 0.60% | -15.3% |
| Q2 2023 | $9,214 | +11.5% | 63,358 | -0.1% | 0.71% | +6.6% |
| Q1 2023 | $8,264 | -12.7% | 63,415 | -10.2% | 0.66% | -15.9% |
| Q4 2022 | $9,471 | -99.9% | 70,623 | +0.5% | 0.79% | +20.5% |
| Q3 2022 | $7,346,000 | -4.1% | 70,306 | +3.4% | 0.65% | +2.0% |
| Q2 2022 | $7,657,000 | -11.9% | 67,996 | +6.7% | 0.64% | +3.6% |
| Q1 2022 | $8,688,000 | -13.8% | 63,733 | +0.2% | 0.62% | -5.6% |
| Q4 2021 | $10,074,000 | -2.9% | 63,619 | +0.4% | 0.66% | -12.8% |
| Q3 2021 | $10,372,000 | +4.9% | 63,362 | -0.3% | 0.75% | +6.4% |
| Q2 2021 | $9,888,000 | +2.1% | 63,574 | -0.1% | 0.71% | -2.9% |
| Q1 2021 | $9,687,000 | +19.0% | 63,659 | -0.6% | 0.73% | +16.1% |
| Q4 2020 | $8,141,000 | +28.4% | 64,071 | -2.7% | 0.63% | +8.9% |
| Q3 2020 | $6,340,000 | +2.6% | 65,852 | +0.2% | 0.58% | -4.3% |
| Q2 2020 | $6,181,000 | +22.4% | 65,710 | +17.1% | 0.60% | +0.7% |
| Q1 2020 | $5,050,000 | -36.5% | 56,097 | -1.6% | 0.60% | -21.0% |
| Q4 2019 | $7,949,000 | +18.4% | 57,025 | +0.0% | 0.76% | +8.6% |
| Q3 2019 | $6,711,000 | +2.9% | 57,022 | -2.3% | 0.70% | +2.8% |
| Q2 2019 | $6,523,000 | +43.6% | 58,341 | +30.0% | 0.68% | +37.9% |
| Q1 2019 | $4,544,000 | +4.6% | 44,891 | +0.9% | 0.49% | -9.1% |
| Q4 2018 | $4,344,000 | -12.6% | 44,496 | +1.0% | 0.54% | +3.1% |
| Q3 2018 | $4,971,000 | +9.3% | 44,051 | +0.9% | 0.52% | +1.7% |
| Q2 2018 | $4,547,000 | -2.6% | 43,641 | +2.9% | 0.52% | -3.2% |
| Q1 2018 | $4,666,000 | -1.6% | 42,431 | -4.3% | 0.53% | +2.1% |
| Q4 2017 | $4,744,000 | +20.7% | 44,358 | +7.8% | 0.52% | +16.8% |
| Q3 2017 | $3,931,000 | +6.0% | 41,163 | +1.4% | 0.45% | +1.6% |
| Q2 2017 | $3,709,000 | +11.5% | 40,580 | +7.1% | 0.44% | +7.3% |
| Q1 2017 | $3,327,000 | +1.5% | 37,875 | -0.3% | 0.41% | -4.0% |
| Q4 2016 | $3,279,000 | +28.8% | 37,995 | -0.6% | 0.43% | +29.1% |
| Q3 2016 | $2,545,000 | +5.3% | 38,215 | -1.8% | 0.33% | +5.4% |
| Q2 2016 | $2,418,000 | -14.8% | 38,905 | -18.8% | 0.31% | -16.3% |
| Q1 2016 | $2,837,000 | -10.4% | 47,905 | -0.1% | 0.37% | -13.6% |
| Q4 2015 | $3,167,000 | +8.0% | 47,957 | -0.3% | 0.43% | +5.9% |
| Q3 2015 | $2,933,000 | -12.3% | 48,105 | -2.5% | 0.41% | -2.6% |
| Q2 2015 | $3,344,000 | +15.3% | 49,355 | +3.1% | 0.42% | +16.7% |
| Q1 2015 | $2,900,000 | -4.7% | 47,873 | -1.6% | 0.36% | -5.0% |
| Q4 2014 | $3,044,000 | +3.6% | 48,648 | -0.2% | 0.38% | +0.3% |
| Q3 2014 | $2,938,000 | +4.6% | 48,768 | 0.0% | 0.38% | +5.9% |
| Q2 2014 | $2,810,000 | -53.3% | 48,768 | -50.8% | 0.36% | -10.8% |
| Q1 2014 | $6,012,000 | +96.0% | 99,036 | +88.8% | 0.40% | -1.2% |
| Q4 2013 | $3,068,000 | +11.4% | 52,468 | -1.5% | 0.40% | +3.3% |
| Q3 2013 | $2,754,000 | -2.3% | 53,274 | -0.2% | 0.39% | -8.4% |
| Q2 2013 | $2,818,000 | – | 53,374 | – | 0.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Michael & Susan Dell Foundation | 313,853 | $34,514,000 | 54.03% |
| Lloyds Banking Group plc | 28,209 | $3,101,000 | 24.00% |
| ADAMCAPITAL Gestao de Recursos Ltda. | 4,878,139 | $536,449,000 | 19.10% |
| LANSDOWNE PARTNERS (UK) LLP | 13,523,497 | $1,487,169,000 | 15.49% |
| James Hambro & Partners | 341,429 | $37,538,000 | 14.75% |
| Spectrum Financial Alliance Ltd LLC | 182,873 | $20,009,000 | 13.12% |
| GREENHAVEN ASSOCIATES INC | 6,670,020 | $733,502,000 | 11.54% |
| Providence Wealth Advisors, LLC | 65,118 | $7,023,000 | 10.40% |
| STEWART WEST INDIES TRADING CO., LTD | 1,028,000 | $113,049,000 | 9.79% |
| Chubb Ltd | 200,000 | $21,994,000 | 9.56% |