JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,178 filers reported holding JPMORGAN CHASE & CO in Q1 2021. The put-call ratio across all filers is 1.17 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 | $6,210,772 | +3.3% | 42,827 | +3.6% | 2.28% | +5.0% |
| Q2 2023 | $6,010,599 | +7.6% | 41,327 | -3.6% | 2.17% | +10.3% |
| Q1 2023 | $5,587,302 | -1.3% | 42,877 | +1.5% | 1.96% | +0.9% |
| Q4 2022 | $5,662,641 | +28.3% | 42,227 | 0.0% | 1.95% | +13.3% |
| Q3 2022 | $4,413,000 | -7.2% | 42,227 | 0.0% | 1.72% | +0.8% |
| Q2 2022 | $4,755,000 | -17.0% | 42,227 | +0.5% | 1.70% | -8.5% |
| Q1 2022 | $5,727,000 | -16.4% | 42,012 | -2.9% | 1.86% | -12.8% |
| Q4 2021 | $6,851,000 | -4.9% | 43,262 | -1.7% | 2.14% | -10.4% |
| Q3 2021 | $7,204,000 | +4.9% | 44,012 | -0.3% | 2.39% | +7.5% |
| Q2 2021 | $6,869,000 | +2.2% | 44,162 | 0.0% | 2.22% | -2.0% |
| Q1 2021 | $6,723,000 | +19.8% | 44,162 | 0.0% | 2.27% | +8.5% |
| Q4 2020 | $5,612,000 | +31.4% | 44,162 | -0.5% | 2.09% | +19.4% |
| Q3 2020 | $4,271,000 | +1.1% | 44,362 | -1.2% | 1.75% | -1.2% |
| Q2 2020 | $4,223,000 | +4.5% | 44,895 | 0.0% | 1.77% | -7.2% |
| Q1 2020 | $4,042,000 | -34.6% | 44,895 | +1.2% | 1.91% | -13.0% |
| Q4 2019 | $6,182,000 | +16.6% | 44,345 | -1.6% | 2.20% | +9.6% |
| Q3 2019 | $5,301,000 | +5.7% | 45,045 | +0.4% | 2.00% | +5.3% |
| Q2 2019 | $5,014,000 | +10.4% | 44,845 | 0.0% | 1.90% | +9.0% |
| Q1 2019 | $4,540,000 | +3.7% | 44,845 | 0.0% | 1.74% | -5.9% |
| Q4 2018 | $4,378,000 | -9.8% | 44,845 | +4.3% | 1.85% | +2.1% |
| Q3 2018 | $4,852,000 | +8.3% | 42,995 | 0.0% | 1.82% | +2.3% |
| Q2 2018 | $4,480,000 | -6.5% | 42,995 | -1.3% | 1.78% | -6.5% |
| Q1 2018 | $4,791,000 | -1.8% | 43,565 | -4.5% | 1.90% | +3.9% |
| Q4 2017 | $4,880,000 | +11.8% | 45,635 | -0.1% | 1.83% | +6.8% |
| Q3 2017 | $4,364,000 | +4.5% | 45,695 | 0.0% | 1.71% | +0.9% |
| Q2 2017 | $4,177,000 | +2.9% | 45,695 | -1.1% | 1.70% | +2.4% |
| Q1 2017 | $4,058,000 | +2.2% | 46,195 | +0.4% | 1.66% | -1.8% |
| Q4 2016 | $3,969,000 | +27.1% | 45,995 | -1.9% | 1.69% | +24.6% |
| Q3 2016 | $3,123,000 | +4.9% | 46,895 | -2.1% | 1.35% | +7.1% |
| Q2 2016 | $2,976,000 | +9.3% | 47,895 | +4.1% | 1.26% | +2.1% |
| Q1 2016 | $2,724,000 | -7.0% | 45,995 | +3.7% | 1.24% | -8.2% |
| Q4 2015 | $2,928,000 | +8.0% | 44,345 | -0.2% | 1.35% | +1.8% |
| Q3 2015 | $2,710,000 | -10.6% | 44,445 | -0.7% | 1.32% | -4.5% |
| Q2 2015 | $3,032,000 | +11.0% | 44,745 | -0.7% | 1.39% | +13.5% |
| Q1 2015 | $2,731,000 | -3.2% | 45,075 | 0.0% | 1.22% | -1.3% |
| Q4 2014 | $2,821,000 | +3.9% | 45,075 | 0.0% | 1.24% | -1.0% |
| Q3 2014 | $2,715,000 | +4.5% | 45,075 | 0.0% | 1.25% | +3.2% |
| Q2 2014 | $2,597,000 | +229.6% | 45,075 | +247.4% | 1.21% | +212.9% |
| Q1 2014 | $788,000 | +3.8% | 12,975 | 0.0% | 0.39% | +1.3% |
| Q4 2013 | $759,000 | +13.1% | 12,975 | 0.0% | 0.38% | +3.8% |
| Q3 2013 | $671,000 | -2.0% | 12,975 | 0.0% | 0.37% | -6.4% |
| Q2 2013 | $685,000 | – | 12,975 | – | 0.39% | – |
Download | ||||||
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% |