JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 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 | $38,557,047 | -0.0% | 265,874 | +0.3% | 0.37% | +1.9% |
| Q2 2023 | $38,565,016 | +12.8% | 265,161 | +1.1% | 0.36% | +0.8% |
| Q1 2023 | $34,178,228 | -2.1% | 262,284 | +0.8% | 0.36% | -6.8% |
| Q4 2022 | $34,898,720 | +14.7% | 260,244 | -10.6% | 0.38% | +11.4% |
| Q3 2022 | $30,415,000 | -21.2% | 291,054 | -15.1% | 0.34% | -6.3% |
| Q2 2022 | $38,620,000 | -38.0% | 342,959 | -24.9% | 0.37% | -8.0% |
| Q1 2022 | $62,266,000 | -25.2% | 456,760 | -13.1% | 0.40% | -15.0% |
| Q4 2021 | $83,215,000 | -9.2% | 525,515 | -6.2% | 0.47% | -13.2% |
| Q3 2021 | $91,660,000 | +4.3% | 559,962 | -0.9% | 0.54% | -0.2% |
| Q2 2021 | $87,868,000 | +15.4% | 564,922 | +12.9% | 0.54% | -1.6% |
| Q1 2021 | $76,163,000 | +16.3% | 500,314 | -3.0% | 0.55% | +19.6% |
| Q4 2020 | $65,516,000 | +28.6% | 515,590 | -2.6% | 0.46% | +9.8% |
| Q3 2020 | $50,952,000 | +9.9% | 529,261 | +7.4% | 0.42% | -9.1% |
| Q2 2020 | $46,360,000 | +50.1% | 492,881 | +43.7% | 0.46% | -12.0% |
| Q1 2020 | $30,887,000 | -70.6% | 343,072 | -54.5% | 0.52% | -33.1% |
| Q4 2019 | $105,181,000 | +41.8% | 754,525 | +19.7% | 0.78% | +8.8% |
| Q3 2019 | $74,176,000 | -19.5% | 630,263 | -23.5% | 0.72% | -10.8% |
| Q2 2019 | $92,139,000 | +11.8% | 824,144 | +1.2% | 0.81% | +9.8% |
| Q1 2019 | $82,431,000 | -19.8% | 814,295 | -22.7% | 0.73% | -20.0% |
| Q4 2018 | $102,841,000 | -5.8% | 1,053,483 | +8.9% | 0.92% | -20.6% |
| Q3 2018 | $109,155,000 | -16.1% | 967,345 | -22.5% | 1.16% | +0.6% |
| Q2 2018 | $130,125,000 | -24.7% | 1,248,801 | -20.5% | 1.15% | -12.8% |
| Q1 2018 | $172,696,000 | -8.0% | 1,570,389 | -10.5% | 1.32% | -0.4% |
| Q4 2017 | $187,674,000 | +15.7% | 1,754,945 | +3.4% | 1.32% | +5.5% |
| Q3 2017 | $162,141,000 | +3.3% | 1,697,635 | -1.1% | 1.25% | 0.0% |
| Q2 2017 | $156,937,000 | -0.0% | 1,717,032 | -3.9% | 1.25% | +0.6% |
| Q1 2017 | $157,014,000 | +9.6% | 1,787,501 | +7.7% | 1.25% | -0.8% |
| Q4 2016 | $143,271,000 | +51.0% | 1,660,345 | +16.5% | 1.26% | +31.4% |
| Q3 2016 | $94,872,000 | -9.9% | 1,424,712 | -15.9% | 0.96% | +3.5% |
| Q2 2016 | $105,306,000 | +3.2% | 1,694,654 | -1.6% | 0.92% | -3.8% |
| Q1 2016 | $102,026,000 | -8.3% | 1,722,826 | +2.3% | 0.96% | -10.2% |
| Q4 2015 | $111,239,000 | +2.5% | 1,684,674 | -5.4% | 1.07% | -3.7% |
| Q3 2015 | $108,550,000 | -48.7% | 1,780,379 | -43.0% | 1.11% | -11.4% |
| Q2 2015 | $211,696,000 | +7.4% | 3,124,206 | -4.0% | 1.25% | +13.9% |
| Q1 2015 | $197,085,000 | -10.0% | 3,253,309 | -7.0% | 1.10% | +4.5% |
| Q4 2014 | $218,959,000 | +2.9% | 3,498,854 | -0.9% | 1.05% | +1.0% |
| Q3 2014 | $212,689,000 | -1.3% | 3,530,694 | -5.6% | 1.04% | +2.8% |
| Q2 2014 | $215,532,000 | -5.7% | 3,740,583 | -0.6% | 1.02% | -9.9% |
| Q1 2014 | $228,504,000 | -6.6% | 3,763,850 | -10.1% | 1.13% | +0.6% |
| Q4 2013 | $244,708,000 | +12.9% | 4,184,472 | -0.2% | 1.12% | +4.0% |
| Q3 2013 | $216,753,000 | -11.5% | 4,193,330 | -9.6% | 1.08% | -9.4% |
| Q2 2013 | $244,890,000 | +90.0% | 4,638,948 | +70.8% | 1.19% | +11.9% |
| Q1 2013 | $128,865,000 | +1.4% | 2,715,242 | -6.1% | 1.06% | -12.8% |
| Q4 2012 | $127,087,000 | +7.7% | 2,890,380 | -0.9% | 1.22% | +11.3% |
| Q3 2012 | $118,010,000 | +17.5% | 2,915,262 | +3.7% | 1.09% | +8.2% |
| Q2 2012 | $100,442,000 | -23.1% | 2,811,132 | -1.0% | 1.01% | -21.2% |
| Q1 2012 | $130,543,000 | +49.4% | 2,839,118 | +8.0% | 1.28% | +26.7% |
| Q4 2011 | $87,386,000 | +16.2% | 2,628,141 | +5.2% | 1.01% | +1.8% |
| Q3 2011 | $75,231,000 | – | 2,497,696 | – | 0.99% | – |
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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% |