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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $397,718,220 | +1.9% | 2,742,506 | +2.2% | 0.46% | +6.5% |
| Q2 2023 | $390,381,975 | +13.8% | 2,684,145 | +1.9% | 0.43% | +11.4% |
| Q1 2023 | $343,157,246 | +21.3% | 2,633,392 | +24.9% | 0.38% | +18.5% |
| Q4 2022 | $282,845,128 | +26.1% | 2,109,211 | -1.7% | 0.32% | +24.0% |
| Q3 2022 | $224,227,000 | +10.5% | 2,145,718 | +19.1% | 0.26% | +13.4% |
| Q2 2022 | $202,921,000 | -19.1% | 1,801,987 | -12.2% | 0.23% | -8.0% |
| Q1 2022 | $250,753,000 | -0.1% | 2,051,548 | +29.4% | 0.25% | +8.7% |
| Q4 2021 | $251,103,000 | -18.2% | 1,585,747 | -15.4% | 0.23% | -23.3% |
| Q3 2021 | $306,887,000 | -14.5% | 1,874,804 | -18.7% | 0.30% | -12.5% |
| Q2 2021 | $358,773,000 | +6.1% | 2,306,631 | +3.8% | 0.34% | -0.9% |
| Q1 2021 | $338,198,000 | +8.6% | 2,221,624 | -9.4% | 0.35% | 0.0% |
| Q4 2020 | $311,518,000 | +38.9% | 2,451,546 | +5.2% | 0.35% | +20.5% |
| Q3 2020 | $224,279,000 | +22.5% | 2,329,685 | +19.7% | 0.29% | +16.1% |
| Q2 2020 | $183,042,000 | -47.9% | 1,946,011 | -50.1% | 0.25% | -16.2% |
| Q1 2020 | $351,298,000 | +16.1% | 3,902,018 | +79.8% | 0.30% | -19.3% |
| Q4 2019 | $302,496,000 | +9.0% | 2,169,988 | -7.9% | 0.37% | +2.8% |
| Q3 2019 | $277,424,000 | +1181.5% | 2,357,240 | +1117.4% | 0.36% | +711.4% |
| Q2 2019 | $21,648,000 | +46.0% | 193,635 | +32.2% | 0.04% | +29.4% |
| Q1 2019 | $14,825,000 | -32.6% | 146,447 | -35.0% | 0.03% | -38.2% |
| Q4 2018 | $22,003,000 | -18.2% | 225,397 | -5.4% | 0.06% | 0.0% |
| Q3 2018 | $26,898,000 | -64.2% | 238,366 | -66.9% | 0.06% | -65.6% |
| Q2 2018 | $75,128,000 | -18.0% | 720,995 | -13.5% | 0.16% | -20.0% |
| Q1 2018 | $91,660,000 | +6.1% | 833,502 | +3.2% | 0.20% | +9.9% |
| Q4 2017 | $86,382,000 | +5.0% | 807,756 | -6.2% | 0.18% | -1.6% |
| Q3 2017 | $82,249,000 | +7.1% | 861,149 | +2.5% | 0.18% | +2.8% |
| Q2 2017 | $76,824,000 | +10.9% | 840,521 | +6.6% | 0.18% | +9.1% |
| Q1 2017 | $69,246,000 | -12.7% | 788,324 | -14.3% | 0.16% | -17.5% |
| Q4 2016 | $79,362,000 | -10.7% | 919,715 | -31.1% | 0.20% | -19.7% |
| Q3 2016 | $88,892,000 | +780.4% | 1,334,931 | +721.5% | 0.25% | +522.5% |
| Q2 2016 | $10,097,000 | -11.4% | 162,490 | -15.6% | 0.04% | -14.9% |
| Q1 2016 | $11,397,000 | -14.0% | 192,464 | -4.1% | 0.05% | -14.5% |
| Q4 2015 | $13,254,000 | +24.1% | 200,727 | +14.5% | 0.06% | +25.0% |
| Q3 2015 | $10,684,000 | -8.4% | 175,244 | +1.9% | 0.04% | +2.3% |
| Q2 2015 | $11,661,000 | +3203.4% | 172,042 | +2845.9% | 0.04% | +4200.0% |
| Q1 2015 | $353,000 | -99.7% | 5,840 | -99.7% | 0.00% | -99.8% |
| Q4 2014 | $119,148,000 | -7.8% | 1,903,935 | -11.2% | 0.44% | -54.9% |
| Q3 2014 | $129,211,000 | +4.5% | 2,144,916 | -0.0% | 0.97% | +16.2% |
| Q2 2014 | $123,630,000 | -7.4% | 2,145,247 | -2.5% | 0.84% | -7.5% |
| Q1 2014 | $133,571,000 | -20.2% | 2,200,145 | -23.2% | 0.91% | -23.3% |
| Q4 2013 | $167,447,000 | +25.2% | 2,864,538 | +10.7% | 1.18% | +23.1% |
| Q3 2013 | $133,735,000 | – | 2,587,277 | – | 0.96% | – |
Download | ||||||
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% |