JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,804 filers reported holding JPMORGAN CHASE & CO in Q3 2020. The put-call ratio across all filers is 1.22 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 | $190,261,889 | +2.7% | 1,311,970 | +3.0% | 0.80% | +6.1% |
| Q2 2023 | $185,226,421 | +53.9% | 1,273,559 | +37.9% | 0.75% | +38.3% |
| Q1 2023 | $120,325,256 | -14.5% | 923,377 | -12.0% | 0.54% | -21.2% |
| Q4 2022 | $140,738,621 | +58.1% | 1,049,505 | +23.2% | 0.69% | +34.9% |
| Q3 2022 | $89,031,000 | -13.6% | 851,973 | -6.9% | 0.51% | -6.4% |
| Q2 2022 | $103,075,000 | -17.0% | 915,329 | +0.5% | 0.55% | -11.8% |
| Q1 2022 | $124,127,000 | -52.6% | 910,555 | -44.9% | 0.62% | -43.4% |
| Q4 2021 | $261,619,000 | -3.2% | 1,652,155 | +0.1% | 1.10% | -9.0% |
| Q3 2021 | $270,191,000 | +28.4% | 1,650,630 | +22.0% | 1.20% | +30.6% |
| Q2 2021 | $210,483,000 | +1.2% | 1,353,240 | -0.9% | 0.92% | -9.2% |
| Q1 2021 | $207,917,000 | +15.6% | 1,365,808 | -3.5% | 1.02% | +8.5% |
| Q4 2020 | $179,924,000 | +24.0% | 1,415,945 | -6.0% | 0.94% | +9.3% |
| Q3 2020 | $145,049,000 | +1.4% | 1,506,689 | -1.0% | 0.86% | -4.0% |
| Q2 2020 | $143,095,000 | -19.4% | 1,521,312 | -22.8% | 0.89% | -31.4% |
| Q1 2020 | $177,454,000 | -37.2% | 1,971,063 | -2.8% | 1.30% | -24.1% |
| Q4 2019 | $282,735,000 | +19.2% | 2,028,233 | +0.6% | 1.71% | +6.5% |
| Q3 2019 | $237,182,000 | +3.2% | 2,015,308 | -2.0% | 1.61% | +1.8% |
| Q2 2019 | $229,938,000 | +6.6% | 2,056,691 | -3.5% | 1.58% | +9.0% |
| Q1 2019 | $215,801,000 | -5.6% | 2,131,783 | -8.9% | 1.45% | -15.0% |
| Q4 2018 | $228,519,000 | -25.4% | 2,340,898 | -13.7% | 1.70% | +1.5% |
| Q3 2018 | $306,148,000 | +3.1% | 2,713,125 | -4.8% | 1.68% | -4.2% |
| Q2 2018 | $296,970,000 | +2.4% | 2,850,001 | +8.1% | 1.75% | -1.1% |
| Q1 2018 | $289,911,000 | -2.5% | 2,636,276 | -5.2% | 1.77% | +5.3% |
| Q4 2017 | $297,437,000 | +0.2% | 2,781,354 | -10.5% | 1.68% | +5.4% |
| Q3 2017 | $296,913,000 | +5.3% | 3,109,359 | +0.9% | 1.60% | +1.5% |
| Q2 2017 | $281,840,000 | +9.8% | 3,082,910 | +5.5% | 1.58% | +7.1% |
| Q1 2017 | $256,775,000 | -2.0% | 2,922,891 | -3.7% | 1.47% | -6.1% |
| Q4 2016 | $262,096,000 | +32.8% | 3,035,631 | +2.5% | 1.57% | +27.2% |
| Q3 2016 | $197,289,000 | +10.5% | 2,962,737 | +3.2% | 1.23% | +0.6% |
| Q2 2016 | $178,568,000 | +16.0% | 2,872,247 | +10.5% | 1.22% | +7.0% |
| Q1 2016 | $153,898,000 | -9.1% | 2,598,743 | +1.4% | 1.14% | -10.9% |
| Q4 2015 | $169,275,000 | +12.7% | 2,563,612 | +4.1% | 1.28% | +3.2% |
| Q3 2015 | $150,186,000 | -21.2% | 2,463,280 | -12.4% | 1.24% | -7.7% |
| Q2 2015 | $190,536,000 | +9.5% | 2,811,928 | -2.1% | 1.35% | +13.1% |
| Q1 2015 | $173,957,000 | +7.6% | 2,871,532 | +11.1% | 1.19% | -5.1% |
| Q4 2014 | $161,737,000 | -2.7% | 2,584,493 | -6.3% | 1.26% | -4.6% |
| Q3 2014 | $166,207,000 | +5.4% | 2,759,077 | +0.8% | 1.32% | +9.1% |
| Q2 2014 | $157,751,000 | +1.5% | 2,737,783 | +6.9% | 1.21% | -4.3% |
| Q1 2014 | $155,472,000 | +1.9% | 2,560,886 | -1.9% | 1.26% | -1.3% |
| Q4 2013 | $152,644,000 | +3.6% | 2,610,179 | -8.4% | 1.28% | -1.2% |
| Q3 2013 | $147,362,000 | +5.1% | 2,850,884 | +7.3% | 1.29% | -8.8% |
| Q2 2013 | $140,211,000 | – | 2,656,025 | – | 1.42% | – |
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% |