JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,235,609 | -1.3% | 15,416 | -1.0% | 0.21% | +1.0% |
| Q2 2023 | $2,264,317 | +12.4% | 15,569 | +0.7% | 0.21% | +8.2% |
| Q1 2023 | $2,014,669 | -2.5% | 15,461 | +0.4% | 0.19% | -7.6% |
| Q4 2022 | $2,065,333 | +29.8% | 15,401 | +1.2% | 0.21% | +20.0% |
| Q3 2022 | $1,591,000 | -3.0% | 15,222 | +4.5% | 0.18% | -1.7% |
| Q2 2022 | $1,640,000 | -16.0% | 14,563 | +1.6% | 0.18% | -3.8% |
| Q1 2022 | $1,953,000 | -14.0% | 14,330 | -0.0% | 0.18% | -16.7% |
| Q4 2021 | $2,270,000 | -3.2% | 14,333 | +0.0% | 0.22% | -8.6% |
| Q3 2021 | $2,346,000 | +5.3% | 14,330 | +0.1% | 0.24% | +5.7% |
| Q2 2021 | $2,227,000 | +9.5% | 14,319 | +7.2% | 0.23% | -8.0% |
| Q1 2021 | $2,033,000 | +20.2% | 13,358 | +0.3% | 0.25% | +8.2% |
| Q4 2020 | $1,692,000 | +23.1% | 13,319 | -6.8% | 0.23% | +7.4% |
| Q3 2020 | $1,375,000 | +2.5% | 14,287 | +0.1% | 0.22% | -2.3% |
| Q2 2020 | $1,342,000 | +19.9% | 14,271 | +7.5% | 0.22% | -0.9% |
| Q1 2020 | $1,119,000 | -40.1% | 13,270 | -0.9% | 0.22% | -27.5% |
| Q4 2019 | $1,867,000 | +18.8% | 13,391 | +0.3% | 0.31% | +10.9% |
| Q3 2019 | $1,572,000 | +2.8% | 13,357 | -0.7% | 0.28% | -1.4% |
| Q2 2019 | $1,529,000 | +9.1% | 13,450 | +0.4% | 0.28% | +4.9% |
| Q1 2019 | $1,401,000 | +7.3% | 13,390 | +0.1% | 0.27% | -4.3% |
| Q4 2018 | $1,306,000 | -13.9% | 13,376 | +0.1% | 0.28% | -10.6% |
| Q3 2018 | $1,517,000 | +7.4% | 13,362 | -0.6% | 0.31% | +4.7% |
| Q2 2018 | $1,412,000 | -3.6% | 13,441 | +0.1% | 0.30% | -6.0% |
| Q1 2018 | $1,465,000 | +0.8% | 13,431 | +0.1% | 0.32% | +3.6% |
| Q4 2017 | $1,454,000 | +7.4% | 13,423 | -5.3% | 0.31% | +3.4% |
| Q3 2017 | $1,354,000 | +4.0% | 14,180 | +1.1% | 0.30% | -0.3% |
| Q2 2017 | $1,302,000 | +12.3% | 14,028 | +2.1% | 0.30% | +5.7% |
| Q1 2017 | $1,159,000 | -1.4% | 13,734 | +1.8% | 0.28% | -4.4% |
| Q4 2016 | $1,175,000 | +23.7% | 13,495 | -4.1% | 0.29% | +16.2% |
| Q3 2016 | $950,000 | +5.1% | 14,071 | -0.6% | 0.25% | +4.5% |
| Q2 2016 | $904,000 | +2.7% | 14,158 | -3.6% | 0.24% | -0.8% |
| Q1 2016 | $880,000 | +4.5% | 14,694 | +0.1% | 0.24% | -4.3% |
| Q4 2015 | $842,000 | -7.5% | 14,681 | +0.1% | 0.26% | -3.8% |
| Q3 2015 | $910,000 | +0.3% | 14,667 | +12.0% | 0.26% | +5.6% |
| Q2 2015 | $907,000 | +8.6% | 13,091 | -0.9% | 0.25% | +10.1% |
| Q1 2015 | $835,000 | +7.2% | 13,206 | +0.1% | 0.23% | +2.2% |
| Q4 2014 | $779,000 | -4.7% | 13,192 | -5.5% | 0.22% | -9.7% |
| Q3 2014 | $817,000 | +4.6% | 13,963 | -0.6% | 0.25% | +6.0% |
| Q2 2014 | $781,000 | -1.3% | 14,050 | -1.9% | 0.23% | -6.4% |
| Q1 2014 | $791,000 | -7.1% | 14,316 | -1.3% | 0.25% | -11.7% |
| Q4 2013 | $851,000 | +2.0% | 14,504 | -8.4% | 0.28% | -4.4% |
| Q3 2013 | $834,000 | -5.8% | 15,833 | -1.2% | 0.30% | -8.4% |
| Q2 2013 | $885,000 | – | 16,021 | – | 0.32% | – |
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% |