GUGGENHEIM CAPITAL LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,331 filers reported holding JPMORGAN CHASE & CO in Q3 2022. The put-call ratio across all filers is 1.34 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
GUGGENHEIM CAPITAL LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$47,915,623
+2.8%
330,407
+3.1%
0.41%
+12.6%
Q2 2023$46,596,067
-0.8%
320,380
-11.1%
0.37%
-7.3%
Q1 2023$46,960,857
+1.0%
360,378
+3.9%
0.40%
-3.2%
Q4 2022$46,492,604
+48.3%
346,701
+15.6%
0.41%
+42.2%
Q3 2022$31,351,000
-13.2%
300,021
-6.5%
0.29%
+0.7%
Q2 2022$36,120,000
-66.1%
320,748
-59.0%
0.28%
-55.5%
Q1 2022$106,619,000
-38.2%
782,117
-28.2%
0.64%
-28.8%
Q4 2021$172,456,000
+161.5%
1,089,083
+170.3%
0.90%
+127.3%
Q3 2021$65,945,000
+14.2%
402,861
+8.5%
0.40%
+16.5%
Q2 2021$57,750,000
+7.7%
371,286
+5.4%
0.34%
-3.4%
Q1 2021$53,646,000
+17.2%
352,405
-2.2%
0.35%
+22.6%
Q4 2020$45,781,000
+32.0%
360,277
+0.0%
0.29%
+14.3%
Q3 2020$34,676,000
+3.6%
360,191
+1.2%
0.25%
-3.1%
Q2 2020$33,469,000
+4.4%
355,819
-0.1%
0.26%
-19.8%
Q1 2020$32,072,000
-45.4%
356,238
-15.5%
0.32%
-26.8%
Q4 2019$58,782,000
+26.2%
421,677
+6.5%
0.44%
+18.5%
Q3 2019$46,595,000
-14.8%
395,912
-19.1%
0.37%
-16.4%
Q2 2019$54,689,000
+9.4%
489,171
-1.0%
0.44%
+9.3%
Q1 2019$49,998,000
+3.8%
493,901
+0.1%
0.41%
-0.2%
Q4 2018$48,158,000
-24.7%
493,320
-12.9%
0.41%
-2.2%
Q3 2018$63,932,000
+3.1%
566,575
-4.8%
0.42%
+0.7%
Q2 2018$62,029,000
-49.9%
595,295
-47.1%
0.41%
+37.1%
Q1 2018$123,762,000
-9.2%
1,125,394
-11.7%
0.30%
-6.5%
Q4 2017$136,300,000
+11.4%
1,274,545
-0.5%
0.32%
+12.5%
Q3 2017$122,373,000
+7.0%
1,281,285
+2.4%
0.29%
-5.3%
Q2 2017$114,323,000
+5.9%
1,250,764
+1.8%
0.30%
+3.4%
Q1 2017$107,929,000
+1.3%
1,228,712
-0.5%
0.29%
-3.9%
Q4 2016$106,530,000
+37.2%
1,234,560
+5.9%
0.30%
+26.0%
Q3 2016$77,632,000
+3.1%
1,165,840
-3.8%
0.24%
+2.5%
Q2 2016$75,298,000
-3.6%
1,211,746
-8.1%
0.24%
-4.1%
Q1 2016$78,097,000
-15.9%
1,318,770
-6.2%
0.25%
-8.9%
Q4 2015$92,862,000
+9.0%
1,406,350
+0.6%
0.27%
+3.1%
Q3 2015$85,200,000
-15.1%
1,397,395
-5.7%
0.26%
+5.6%
Q2 2015$100,367,000
+4.8%
1,481,222
-6.3%
0.25%
+9.3%
Q1 2015$95,728,000
+2.3%
1,580,218
+5.7%
0.23%
-3.4%
Q4 2014$93,574,000
+3.0%
1,495,242
-0.8%
0.24%
+7.8%
Q3 2014$90,833,000
+6.1%
1,507,858
+1.5%
0.22%
+0.5%
Q2 2014$85,628,000
-2.3%
1,486,092
+3.0%
0.22%
-12.9%
Q1 2014$87,615,000
+4.7%
1,443,136
+0.8%
0.25%
-2.0%
Q4 2013$83,719,000
+20.2%
1,431,598
+6.2%
0.25%
+1.6%
Q3 2013$69,667,000
+6.9%
1,347,722
+9.2%
0.25%
-8.8%
Q2 2013$65,170,0001,234,5250.27%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2022
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 313,853$34,514,00054.03%
Lloyds Banking Group plc 28,209$3,101,00024.00%
ADAMCAPITAL Gestao de Recursos Ltda. 4,878,139$536,449,00019.10%
LANSDOWNE PARTNERS (UK) LLP 13,523,497$1,487,169,00015.49%
James Hambro & Partners 341,429$37,538,00014.75%
Spectrum Financial Alliance Ltd LLC 182,873$20,009,00013.12%
GREENHAVEN ASSOCIATES INC 6,670,020$733,502,00011.54%
Providence Wealth Advisors, LLC 65,118$7,023,00010.40%
STEWART WEST INDIES TRADING CO., LTD 1,028,000$113,049,0009.79%
Chubb Ltd 200,000$21,994,0009.56%
View complete list of JPMORGAN CHASE & CO shareholders