Burgundy Asset Management Ltd. - JPMORGAN CHASE & CO ownership

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
Burgundy Asset Management Ltd. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2022$816,000
-25.8%
7,809
-20.0%
0.01%
-21.4%
Q2 2022$1,099,000
-17.4%
9,7610.0%0.01%0.0%
Q1 2022$1,331,000
-13.9%
9,7610.0%0.01%
-6.7%
Q4 2021$1,546,000
-3.3%
9,7610.0%0.02%
-6.2%
Q3 2021$1,598,000
+5.3%
9,7610.0%0.02%
+6.7%
Q2 2021$1,518,000
+2.2%
9,7610.0%0.02%0.0%
Q1 2021$1,486,000
-40.1%
9,761
-50.0%
0.02%
-44.4%
Q4 2020$2,481,000
+32.0%
19,5220.0%0.03%
+28.6%
Q3 2020$1,879,000
+2.3%
19,5220.0%0.02%0.0%
Q2 2020$1,836,000
+4.4%
19,5220.0%0.02%
-12.5%
Q1 2020$1,758,000
-35.4%
19,5220.0%0.02%
-11.1%
Q4 2019$2,721,000
+18.4%
19,5220.0%0.03%
+17.4%
Q3 2019$2,298,000
+5.3%
19,5220.0%0.02%
+4.5%
Q2 2019$2,183,000
+10.5%
19,5220.0%0.02%
+10.0%
Q1 2019$1,976,000
+3.7%
19,5220.0%0.02%0.0%
Q4 2018$1,906,000
-13.5%
19,5220.0%0.02%0.0%
Q3 2018$2,203,000
+8.3%
19,5220.0%0.02%0.0%
Q2 2018$2,034,000
-5.3%
19,5220.0%0.02%0.0%
Q1 2018$2,147,000
-26.6%
19,522
-28.6%
0.02%
-25.9%
Q4 2017$2,924,000
+11.9%
27,3460.0%0.03%
+8.0%
Q3 2017$2,612,000
+4.5%
27,3460.0%0.02%
+4.2%
Q2 2017$2,499,000
+4.0%
27,3460.0%0.02%
+4.3%
Q1 2017$2,402,000
+1.8%
27,3460.0%0.02%
+4.5%
Q4 2016$2,360,000
+29.6%
27,3460.0%0.02%
+22.2%
Q3 2016$1,821,000
+7.2%
27,3460.0%0.02%
+5.9%
Q2 2016$1,699,000
+4.9%
27,3460.0%0.02%0.0%
Q1 2016$1,619,000
+27.2%
27,346
+41.8%
0.02%
+21.4%
Q4 2015$1,273,000
+8.2%
19,2810.0%0.01%
+7.7%
Q3 2015$1,176,000
-10.0%
19,2810.0%0.01%
-7.1%
Q2 2015$1,306,00019,2810.01%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
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