JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 and the average weighting 1.1%.
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 | $17,467,709 | +0.8% | 120,450 | +1.0% | 1.62% | +3.3% |
| Q2 2023 | $17,336,559 | +18.2% | 119,201 | +5.9% | 1.57% | +12.1% |
| Q1 2023 | $14,665,755 | +2.6% | 112,545 | +5.6% | 1.40% | -3.1% |
| Q4 2022 | $14,293,917 | +38.6% | 106,591 | +8.0% | 1.45% | +25.6% |
| Q3 2022 | $10,314,000 | +62.7% | 98,697 | +75.4% | 1.15% | +70.4% |
| Q2 2022 | $6,338,000 | +70.2% | 56,282 | +106.1% | 0.68% | +92.6% |
| Q1 2022 | $3,723,000 | -12.5% | 27,314 | +1.6% | 0.35% | -9.1% |
| Q4 2021 | $4,256,000 | -2.9% | 26,879 | +0.4% | 0.39% | -10.9% |
| Q3 2021 | $4,381,000 | +6.4% | 26,766 | +1.1% | 0.43% | +3.1% |
| Q2 2021 | $4,117,000 | +0.1% | 26,467 | -2.0% | 0.42% | -5.2% |
| Q1 2021 | $4,111,000 | +3.0% | 27,004 | -14.0% | 0.44% | -3.9% |
| Q4 2020 | $3,992,000 | +36.5% | 31,416 | +3.4% | 0.46% | +17.9% |
| Q3 2020 | $2,925,000 | -0.9% | 30,383 | -3.2% | 0.39% | -7.8% |
| Q2 2020 | $2,953,000 | +4.9% | 31,392 | +0.4% | 0.42% | -10.2% |
| Q1 2020 | $2,816,000 | -39.0% | 31,273 | -5.6% | 0.47% | -16.9% |
| Q4 2019 | $4,618,000 | +18.7% | 33,127 | +0.2% | 0.57% | +10.1% |
| Q3 2019 | $3,892,000 | +4.5% | 33,070 | -0.7% | 0.52% | +3.4% |
| Q2 2019 | $3,724,000 | +26.1% | 33,312 | +14.2% | 0.50% | +20.2% |
| Q1 2019 | $2,954,000 | +1.2% | 29,180 | -2.4% | 0.42% | -10.0% |
| Q4 2018 | $2,918,000 | -12.5% | 29,888 | +1.2% | 0.46% | +5.0% |
| Q3 2018 | $3,334,000 | +10.1% | 29,544 | +1.7% | 0.44% | +92.5% |
| Q2 2018 | $3,027,000 | -13.2% | 29,048 | -8.4% | 0.23% | -55.6% |
| Q1 2018 | $3,489,000 | +4.7% | 31,725 | +1.8% | 0.51% | +7.5% |
| Q4 2017 | $3,332,000 | -5.2% | 31,153 | -15.4% | 0.48% | -6.3% |
| Q3 2017 | $3,516,000 | -2.8% | 36,811 | -7.0% | 0.51% | -7.1% |
| Q2 2017 | $3,618,000 | +1.3% | 39,586 | -2.6% | 0.55% | -4.2% |
| Q1 2017 | $3,571,000 | -3.7% | 40,661 | -5.4% | 0.57% | -9.0% |
| Q4 2016 | $3,707,000 | +29.7% | 42,960 | +0.1% | 0.63% | +27.3% |
| Q3 2016 | $2,858,000 | +6.8% | 42,925 | -0.3% | 0.50% | +0.6% |
| Q2 2016 | $2,675,000 | +3.8% | 43,042 | -1.1% | 0.49% | -7.2% |
| Q1 2016 | $2,578,000 | -8.2% | 43,542 | +2.4% | 0.53% | -10.2% |
| Q4 2015 | $2,809,000 | +20.5% | 42,537 | +11.2% | 0.59% | +9.1% |
| Q3 2015 | $2,331,000 | +1.5% | 38,237 | +12.8% | 0.54% | +10.6% |
| Q2 2015 | $2,296,000 | +13.5% | 33,887 | +1.5% | 0.49% | +14.3% |
| Q1 2015 | $2,023,000 | -50.8% | 33,392 | -49.1% | 0.43% | -2.9% |
| Q4 2014 | $4,108,000 | +105.1% | 65,650 | +97.4% | 0.44% | +1.4% |
| Q3 2014 | $2,003,000 | -1.7% | 33,255 | -5.9% | 0.44% | -1.6% |
| Q2 2014 | $2,037,000 | -4.1% | 35,355 | +1.0% | 0.44% | -14.2% |
| Q1 2014 | $2,125,000 | -15.9% | 35,005 | -19.0% | 0.52% | -21.0% |
| Q4 2013 | $2,526,000 | +24.5% | 43,190 | +10.1% | 0.65% | +13.4% |
| Q3 2013 | $2,029,000 | -1.6% | 39,240 | +0.5% | 0.58% | -5.4% |
| Q2 2013 | $2,061,000 | – | 39,030 | – | 0.61% | – |
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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% |