SFE Investment Counsel - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,875 filers reported holding JPMORGAN CHASE & CO in Q4 2019. The put-call ratio across all filers is 1.14 and the average weighting 1.2%.

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
SFE Investment Counsel ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$10,689,600
-1.5%
73,711
-1.2%
3.11%
+1.3%
Q2 2023$10,850,873
+4.1%
74,607
-0.6%
3.07%
-4.7%
Q1 2023$10,426,393
+4.6%
75,053
+1.4%
3.22%
+3.9%
Q4 2022$9,969,614
+23.7%
73,986
-4.1%
3.10%
+22.1%
Q3 2022$8,059,000
-3.5%
77,119
+4.0%
2.54%
+2.0%
Q2 2022$8,347,000
-13.0%
74,125
+5.3%
2.49%
+2.5%
Q1 2022$9,599,000
-7.6%
70,417
+7.3%
2.43%
-9.0%
Q4 2021$10,388,000
+0.0%
65,603
+3.4%
2.67%
-8.3%
Q3 2021$10,387,000
+1.8%
63,455
-3.2%
2.91%
+3.7%
Q2 2021$10,201,000
-2.6%
65,583
-4.7%
2.81%
-7.9%
Q1 2021$10,474,000
+19.7%
68,801
-0.0%
3.05%
+9.7%
Q4 2020$8,747,000
+41.6%
68,835
+7.3%
2.78%
+12.9%
Q3 2020$6,178,000
+39.0%
64,172
+35.8%
2.46%
+25.2%
Q2 2020$4,444,000
+28.3%
47,250
+22.8%
1.97%
+3.4%
Q1 2020$3,463,000
-38.1%
38,469
-4.2%
1.90%
-16.9%
Q4 2019$5,599,000
+16.2%
40,168
-1.9%
2.29%
+12.4%
Q3 2019$4,818,000
+14.7%
40,935
+9.0%
2.04%
+13.2%
Q2 2019$4,201,000
+24.7%
37,572
+12.9%
1.80%
+18.5%
Q1 2019$3,368,000
+87.4%
33,274
+80.8%
1.52%
+65.2%
Q4 2018$1,797,000
+11.9%
18,405
+29.3%
0.92%
+48.5%
Q3 2018$1,606,000
+131.1%
14,234
+113.3%
0.62%
+114.9%
Q2 2018$695,000
-4.0%
6,672
+1.3%
0.29%
-23.2%
Q1 2018$724,000
+1.8%
6,584
-1.0%
0.38%
+30.7%
Q4 2017$711,000
+44.5%
6,650
+29.1%
0.29%
+38.6%
Q3 2017$492,000
-14.1%
5,150
-17.9%
0.21%
-11.2%
Q2 2017$573,000
+17.9%
6,270
+13.4%
0.23%
+30.9%
Q1 2017$486,000
-9.0%
5,528
-12.3%
0.18%
-13.6%
Q4 2016$534,000
+22.2%
6,304
-10.3%
0.21%
-1.9%
Q3 2016$437,0000.0%7,0290.0%0.21%
+3.4%
Q2 2016$437,000
+0.7%
7,029
-4.1%
0.20%
+1.5%
Q1 2016$434,000
-8.8%
7,329
+1.7%
0.20%
-11.5%
Q4 2015$476,000
+8.4%
7,2040.0%0.23%
+8.1%
Q3 2015$439,000
+13.1%
7,204
+25.9%
0.21%
+32.3%
Q2 2015$388,0005,7200.16%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2019
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