WRIGHT INVESTORS SERVICE INC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 4,030 filers reported holding JPMORGAN CHASE & CO in Q2 2024. The put-call ratio across all filers is 1.11 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
WRIGHT INVESTORS SERVICE INC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q2 2024$8,973,260
-8.7%
44,365
-9.5%
2.36%
-5.1%
Q1 2024$9,824,068
+15.4%
49,047
-2.0%
2.49%
+3.8%
Q4 2023$8,512,186
+7.7%
50,042
-8.2%
2.40%
+4.6%
Q3 2023$7,907,251
-1.7%
54,525
-1.4%
2.29%
+1.1%
Q2 2023$8,044,323
+5.2%
55,310
-5.7%
2.27%
+4.4%
Q1 2023$7,646,232
+3.9%
58,677
+7.0%
2.17%
+3.0%
Q4 2022$7,357,161
+46.7%
54,863
+14.3%
2.11%
+33.8%
Q3 2022$5,015,000
-15.2%
47,991
-8.6%
1.58%
-6.7%
Q2 2022$5,912,000
-33.7%
52,494
-19.7%
1.69%
-23.8%
Q1 2022$8,915,000
-11.5%
65,393
+2.8%
2.22%
-13.0%
Q4 2021$10,069,000
+10.5%
63,583
+14.2%
2.55%
-1.7%
Q3 2021$9,114,000
+9.6%
55,677
+4.2%
2.59%
+14.8%
Q2 2021$8,315,000
+10.7%
53,456
+8.3%
2.26%
-0.9%
Q1 2021$7,514,000
+5.3%
49,361
-12.1%
2.28%
-7.1%
Q4 2020$7,137,000
+28.9%
56,165
-2.4%
2.45%
+24.4%
Q3 2020$5,538,000
+0.4%
57,529
-1.9%
1.97%
-6.9%
Q2 2020$5,515,000
+6.2%
58,633
+1.7%
2.12%
-5.3%
Q1 2020$5,191,000
-34.6%
57,662
+1.3%
2.24%
-17.7%
Q4 2019$7,936,000
+18.1%
56,927
-0.3%
2.72%
+12.6%
Q3 2019$6,717,000
+15.8%
57,074
+10.0%
2.41%
+9.2%
Q2 2019$5,799,000
-7.1%
51,871
-15.8%
2.21%
-12.4%
Q1 2019$6,240,000
-2.3%
61,636
-5.8%
2.52%
-7.9%
Q4 2018$6,389,000
-12.1%
65,444
+1.6%
2.74%
+2.9%
Q3 2018$7,271,000
+10.6%
64,441
+2.1%
2.66%
+1.9%
Q2 2018$6,575,000
-16.1%
63,108
-11.5%
2.61%
-3.1%
Q1 2018$7,838,000
+12.2%
71,272
+9.1%
2.70%
+15.3%
Q4 2017$6,983,000
+25.8%
65,303
+12.4%
2.34%
+15.8%
Q3 2017$5,550,000
+4.5%
58,106
-0.0%
2.02%
+0.5%
Q2 2017$5,313,000
+27.0%
58,130
+22.1%
2.01%
+18.6%
Q1 2017$4,182,000
+10.1%
47,610
+8.1%
1.69%
+2.9%
Q4 2016$3,799,000
+112.6%
44,025
+64.0%
1.65%
+120.6%
Q3 2016$1,787,000
+6.9%
26,838
-0.3%
0.75%
+8.4%
Q2 2016$1,672,000
+4.4%
26,910
-0.5%
0.69%
+8.5%
Q1 2016$1,602,000
-37.3%
27,053
-30.0%
0.63%
-32.8%
Q4 2015$2,553,000
+34.0%
38,658
+23.7%
0.94%
+9.5%
Q3 2015$1,905,000
-8.8%
31,244
+1.3%
0.86%
-13.6%
Q2 2015$2,089,000
+13.4%
30,833
+1.4%
1.00%
+12.5%
Q1 2015$1,842,000
-5.6%
30,413
-2.5%
0.88%
-7.6%
Q4 2014$1,952,000
-6.6%
31,194
-10.1%
0.96%
-7.2%
Q3 2014$2,090,000
+4.9%
34,697
+0.3%
1.03%
+14.5%
Q2 2014$1,993,000
-21.3%
34,589
-17.1%
0.90%
-20.9%
Q1 2014$2,534,000
+0.4%
41,747
-3.3%
1.14%
+2.3%
Q4 2013$2,524,000
+10.5%
43,164
-2.3%
1.11%
+7.5%
Q3 2013$2,284,000
-4.8%
44,194
-2.7%
1.04%
-8.7%
Q2 2013$2,399,00045,4371.13%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2024
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 333,368$20,082,00016.68%
ADAR Investment Management LP 10,000$602,00016.08%
Western Asset Management Company, LLC 320,000$19,277,00013.68%
LANSDOWNE PARTNERS (UK) LLP 22,648,232$1,364,344,00012.26%
DAVIS CAPITAL PARTNERS, LLC 618,710$37,271,00010.19%
GENDELL JEFFREY L 1,245,000$74,999,00010.06%
ACR Alpine Capital Research, LLC 1,083,595$65,276,0009.74%
Brave Warrior Advisors 3,641,450$219,361,0008.13%
Moon Capital Management, LLC 76,859$4,629,970,0007.68%
WILSEY ASSET MANAGEMENT INC 147,782$8,902,0007.11%
View complete list of JPMORGAN CHASE & CO shareholders