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 | $1,132,461 | -0.3% | 7,809 | -0.0% | 0.04% | +7.3% |
| Q2 2023 | $1,135,887 | +11.6% | 7,810 | 0.0% | 0.04% | +10.8% |
| Q1 2023 | $1,017,721 | -0.3% | 7,810 | +2.6% | 0.04% | -7.5% |
| Q4 2022 | $1,020,903 | +20.4% | 7,613 | -6.2% | 0.04% | +14.3% |
| Q3 2022 | $848,000 | -7.2% | 8,118 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $914,000 | +2.0% | 8,118 | +23.4% | 0.04% | +16.7% |
| Q1 2022 | $896,000 | -14.3% | 6,576 | -0.4% | 0.03% | -14.3% |
| Q4 2021 | $1,045,000 | -11.4% | 6,600 | -8.4% | 0.04% | -16.7% |
| Q3 2021 | $1,179,000 | +5.2% | 7,205 | 0.0% | 0.04% | +5.0% |
| Q2 2021 | $1,121,000 | +2.2% | 7,205 | 0.0% | 0.04% | -2.4% |
| Q1 2021 | $1,097,000 | +18.1% | 7,205 | -1.4% | 0.04% | +10.8% |
| Q4 2020 | $929,000 | +19.3% | 7,307 | -9.7% | 0.04% | +5.7% |
| Q3 2020 | $779,000 | -2.0% | 8,096 | -4.2% | 0.04% | -10.3% |
| Q2 2020 | $795,000 | +4.5% | 8,450 | 0.0% | 0.04% | -15.2% |
| Q1 2020 | $761,000 | -33.7% | 8,450 | +2.7% | 0.05% | -22.0% |
| Q4 2019 | $1,147,000 | +10.1% | 8,225 | -7.1% | 0.06% | +1.7% |
| Q3 2019 | $1,042,000 | +4.4% | 8,858 | -0.8% | 0.06% | +7.4% |
| Q2 2019 | $998,000 | +10.4% | 8,928 | 0.0% | 0.05% | +10.2% |
| Q1 2019 | $904,000 | +5.1% | 8,928 | +1.3% | 0.05% | -3.9% |
| Q4 2018 | $860,000 | -24.6% | 8,812 | -12.7% | 0.05% | -17.7% |
| Q3 2018 | $1,140,000 | +14.0% | 10,099 | +5.2% | 0.06% | +10.7% |
| Q2 2018 | $1,000,000 | -5.2% | 9,596 | 0.0% | 0.06% | -8.2% |
| Q1 2018 | $1,055,000 | +2.9% | 9,596 | +0.1% | 0.06% | +1.7% |
| Q4 2017 | $1,025,000 | +2.0% | 9,584 | -9.0% | 0.06% | -3.2% |
| Q3 2017 | $1,005,000 | +4.6% | 10,527 | +0.2% | 0.06% | +1.6% |
| Q2 2017 | $961,000 | +4.1% | 10,509 | 0.0% | 0.06% | -6.2% |
| Q1 2017 | $923,000 | -7.5% | 10,509 | -9.1% | 0.06% | -13.3% |
| Q4 2016 | $998,000 | +9.5% | 11,565 | -15.5% | 0.08% | +4.2% |
| Q3 2016 | $911,000 | +7.1% | 13,687 | 0.0% | 0.07% | +1.4% |
| Q2 2016 | $851,000 | +4.9% | 13,687 | 0.0% | 0.07% | -1.4% |
| Q1 2016 | $811,000 | -13.9% | 13,687 | -4.0% | 0.07% | -12.2% |
| Q4 2015 | $942,000 | +15.7% | 14,261 | +6.8% | 0.08% | +10.8% |
| Q3 2015 | $814,000 | -10.1% | 13,359 | 0.0% | 0.07% | -7.5% |
| Q2 2015 | $905,000 | +11.9% | 13,359 | 0.0% | 0.08% | +6.7% |
| Q1 2015 | $809,000 | -3.5% | 13,359 | -0.2% | 0.08% | -5.1% |
| Q4 2014 | $838,000 | +2.9% | 13,387 | -0.9% | 0.08% | -2.5% |
| Q3 2014 | $814,000 | +4.6% | 13,507 | 0.0% | 0.08% | +5.2% |
| Q2 2014 | $778,000 | -5.1% | 13,507 | -0.0% | 0.08% | -8.3% |
| Q1 2014 | $820,000 | +3.3% | 13,513 | -0.4% | 0.08% | 0.0% |
| Q4 2013 | $794,000 | +5.7% | 13,571 | -6.5% | 0.08% | -4.5% |
| Q3 2013 | $751,000 | +13.1% | 14,521 | +15.4% | 0.09% | +7.3% |
| Q2 2013 | $664,000 | – | 12,582 | – | 0.08% | – |
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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% |