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 | $1,937,467 | -6.6% | 13,360 | -6.3% | 0.86% | -3.2% |
| Q2 2023 | $2,073,974 | +16.9% | 14,260 | +4.7% | 0.88% | +10.2% |
| Q1 2023 | $1,774,171 | -2.8% | 13,615 | 0.0% | 0.80% | -5.3% |
| Q4 2022 | $1,825,772 | +21.6% | 13,615 | -5.2% | 0.85% | +3.9% |
| Q3 2022 | $1,501,000 | -12.6% | 14,366 | -5.9% | 0.82% | -8.4% |
| Q2 2022 | $1,718,000 | -15.7% | 15,260 | +2.1% | 0.89% | -6.9% |
| Q1 2022 | $2,037,000 | -13.8% | 14,945 | +0.2% | 0.96% | -11.4% |
| Q4 2021 | $2,363,000 | +2.2% | 14,920 | +5.6% | 1.08% | -7.5% |
| Q3 2021 | $2,312,000 | +10.2% | 14,125 | +4.7% | 1.17% | +10.5% |
| Q2 2021 | $2,098,000 | +2.1% | 13,490 | 0.0% | 1.06% | -5.7% |
| Q1 2021 | $2,054,000 | +17.6% | 13,490 | -1.8% | 1.12% | +13.2% |
| Q4 2020 | $1,746,000 | +29.9% | 13,743 | -1.6% | 0.99% | +12.5% |
| Q3 2020 | $1,344,000 | +1.5% | 13,960 | -0.8% | 0.88% | -1.7% |
| Q2 2020 | $1,324,000 | +2.8% | 14,077 | -1.6% | 0.89% | -11.1% |
| Q1 2020 | $1,288,000 | -38.3% | 14,306 | -4.5% | 1.01% | -21.0% |
| Q4 2019 | $2,088,000 | +20.6% | 14,976 | +1.8% | 1.27% | +14.9% |
| Q3 2019 | $1,731,000 | +18.6% | 14,708 | +12.7% | 1.11% | +8.3% |
| Q2 2019 | $1,459,000 | +11.7% | 13,054 | +1.2% | 1.02% | +8.4% |
| Q1 2019 | $1,306,000 | +4.7% | 12,904 | +1.0% | 0.94% | -8.2% |
| Q4 2018 | $1,247,000 | -16.5% | 12,778 | -3.5% | 1.03% | -2.6% |
| Q3 2018 | $1,494,000 | +9.6% | 13,237 | +1.2% | 1.06% | -14.2% |
| Q2 2018 | $1,363,000 | +8.6% | 13,084 | +14.6% | 1.23% | +9.0% |
| Q1 2018 | $1,255,000 | +0.2% | 11,414 | -2.5% | 1.13% | +2.4% |
| Q4 2017 | $1,252,000 | +13.1% | 11,710 | +1.0% | 1.10% | +6.2% |
| Q3 2017 | $1,107,000 | +5.8% | 11,591 | +1.3% | 1.04% | +1.6% |
| Q2 2017 | $1,046,000 | +1.1% | 11,443 | -2.8% | 1.02% | +3.3% |
| Q1 2017 | $1,035,000 | -3.2% | 11,778 | -5.0% | 0.99% | -6.2% |
| Q4 2016 | $1,069,000 | – | 12,392 | – | 1.06% | – |
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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% |