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 | $3,456,408 | +0.1% | 23,834 | +0.4% | 0.53% | +4.2% |
| Q2 2023 | $3,454,110 | -11.1% | 23,749 | -20.3% | 0.50% | -14.8% |
| Q1 2023 | $3,884,389 | -5.3% | 29,809 | -2.5% | 0.59% | -7.6% |
| Q4 2022 | $4,100,030 | +28.6% | 30,574 | +0.3% | 0.64% | +20.7% |
| Q3 2022 | $3,187,000 | +6.9% | 30,496 | +15.3% | 0.53% | +8.6% |
| Q2 2022 | $2,980,000 | -27.1% | 26,459 | -11.7% | 0.49% | -13.0% |
| Q1 2022 | $4,087,000 | -13.7% | 29,979 | +0.2% | 0.56% | -4.3% |
| Q4 2021 | $4,735,000 | -2.8% | 29,905 | +0.5% | 0.59% | -11.0% |
| Q3 2021 | $4,871,000 | +6.4% | 29,758 | +1.1% | 0.66% | +7.1% |
| Q2 2021 | $4,579,000 | +3.4% | 29,440 | +1.2% | 0.62% | -5.4% |
| Q1 2021 | $4,429,000 | +20.8% | 29,091 | +0.8% | 0.65% | +17.7% |
| Q4 2020 | $3,667,000 | +40.6% | 28,855 | +6.5% | 0.55% | +22.0% |
| Q3 2020 | $2,609,000 | +6.2% | 27,101 | +3.7% | 0.45% | -7.7% |
| Q2 2020 | $2,457,000 | +4.5% | 26,122 | -0.0% | 0.49% | -0.2% |
| Q1 2020 | $2,352,000 | -34.1% | 26,128 | +2.0% | 0.49% | -27.7% |
| Q4 2019 | $3,570,000 | +21.9% | 25,612 | +3.0% | 0.68% | +13.3% |
| Q3 2019 | $2,928,000 | -6.9% | 24,878 | -11.6% | 0.60% | -6.8% |
| Q2 2019 | $3,145,000 | +9.1% | 28,130 | -1.2% | 0.65% | +3.5% |
| Q1 2019 | $2,883,000 | +11.5% | 28,483 | +7.5% | 0.62% | -10.5% |
| Q4 2018 | $2,586,000 | -3.5% | 26,494 | +11.6% | 0.70% | +25.8% |
| Q3 2018 | $2,679,000 | +8.3% | 23,741 | +0.0% | 0.55% | -4.3% |
| Q2 2018 | $2,473,000 | -4.4% | 23,737 | +0.9% | 0.58% | -6.9% |
| Q1 2018 | $2,587,000 | +4.1% | 23,527 | +1.3% | 0.62% | +6.1% |
| Q4 2017 | $2,484,000 | +8.8% | 23,227 | -2.8% | 0.59% | +1.7% |
| Q3 2017 | $2,283,000 | +6.8% | 23,902 | +2.2% | 0.58% | +1.9% |
| Q2 2017 | $2,137,000 | +3.8% | 23,377 | -0.3% | 0.56% | +3.3% |
| Q1 2017 | $2,059,000 | +4.0% | 23,445 | +2.2% | 0.55% | -1.6% |
| Q4 2016 | $1,980,000 | +29.8% | 22,945 | +0.2% | 0.56% | +29.3% |
| Q3 2016 | $1,525,000 | +6.1% | 22,895 | -1.1% | 0.43% | +2.9% |
| Q2 2016 | $1,438,000 | +4.9% | 23,145 | 0.0% | 0.42% | -0.9% |
| Q1 2016 | $1,371,000 | -13.4% | 23,145 | -3.4% | 0.42% | -11.9% |
| Q4 2015 | $1,583,000 | +11.4% | 23,970 | +2.9% | 0.48% | -0.4% |
| Q3 2015 | $1,421,000 | -6.0% | 23,300 | +4.5% | 0.48% | +16.5% |
| Q2 2015 | $1,511,000 | +3.9% | 22,300 | -7.1% | 0.41% | +3.0% |
| Q1 2015 | $1,454,000 | -3.2% | 24,000 | 0.0% | 0.40% | +2.3% |
| Q4 2014 | $1,502,000 | +3.9% | 24,000 | 0.0% | 0.39% | -0.3% |
| Q3 2014 | $1,446,000 | +4.6% | 24,000 | 0.0% | 0.39% | +5.9% |
| Q2 2014 | $1,383,000 | -5.1% | 24,000 | 0.0% | 0.37% | -9.1% |
| Q1 2014 | $1,457,000 | +3.8% | 24,000 | 0.0% | 0.41% | +5.4% |
| Q4 2013 | $1,404,000 | +13.1% | 24,000 | 0.0% | 0.39% | -4.2% |
| Q3 2013 | $1,241,000 | -2.1% | 24,000 | 0.0% | 0.40% | -6.0% |
| Q2 2013 | $1,267,000 | – | 24,000 | – | 0.43% | – |
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% |