JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,725 filers reported holding JPMORGAN CHASE & CO in Q4 2013. The put-call ratio across all filers is 0.97 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,463,425 | +1.8% | 17,124 | +0.8% | 1.05% | -2.2% |
| Q1 2024 | $3,402,422 | +14.7% | 16,987 | -2.6% | 1.08% | +6.3% |
| Q4 2023 | $2,967,501 | +16.3% | 17,446 | -0.9% | 1.01% | +7.0% |
| Q3 2023 | $2,551,718 | +4.5% | 17,596 | +4.8% | 0.95% | +8.1% |
| Q2 2023 | $2,442,756 | +12.2% | 16,796 | +0.5% | 0.88% | +5.9% |
| Q1 2023 | $2,177,411 | -2.5% | 16,709 | +0.3% | 0.83% | -8.6% |
| Q4 2022 | $2,233,746 | +39.2% | 16,657 | +8.5% | 0.90% | +35.1% |
| Q3 2022 | $1,605,000 | -3.1% | 15,357 | +4.4% | 0.67% | +6.7% |
| Q2 2022 | $1,656,000 | -13.6% | 14,707 | +4.6% | 0.63% | +6.5% |
| Q1 2022 | $1,916,000 | -12.4% | 14,057 | +1.8% | 0.59% | -10.9% |
| Q4 2021 | $2,186,000 | -3.3% | 13,807 | 0.0% | 0.66% | -8.2% |
| Q3 2021 | $2,260,000 | +5.2% | 13,807 | 0.0% | 0.72% | +5.6% |
| Q2 2021 | $2,148,000 | -4.1% | 13,807 | -6.1% | 0.68% | -14.1% |
| Q1 2021 | $2,239,000 | -2.7% | 14,707 | -18.8% | 0.79% | -14.3% |
| Q4 2020 | $2,301,000 | +40.6% | 18,107 | +6.5% | 0.93% | +26.5% |
| Q3 2020 | $1,637,000 | +9.1% | 17,007 | +6.6% | 0.73% | +8.3% |
| Q2 2020 | $1,501,000 | +3.1% | 15,957 | -1.4% | 0.68% | -10.9% |
| Q1 2020 | $1,456,000 | -31.6% | 16,177 | +6.0% | 0.76% | -15.6% |
| Q4 2019 | $2,128,000 | +18.4% | 15,267 | 0.0% | 0.90% | +20.2% |
| Q3 2019 | $1,797,000 | +4.6% | 15,267 | -0.7% | 0.75% | +1.6% |
| Q2 2019 | $1,718,000 | +10.4% | 15,367 | 0.0% | 0.74% | +10.2% |
| Q1 2019 | $1,556,000 | +3.7% | 15,367 | 0.0% | 0.67% | -10.0% |
| Q4 2018 | $1,500,000 | -10.0% | 15,367 | +4.1% | 0.74% | +11.1% |
| Q3 2018 | $1,666,000 | +8.3% | 14,767 | 0.0% | 0.67% | -3.2% |
| Q2 2018 | $1,539,000 | -5.5% | 14,767 | -0.3% | 0.69% | -5.9% |
| Q1 2018 | $1,629,000 | +2.8% | 14,817 | 0.0% | 0.73% | +15.4% |
| Q4 2017 | $1,585,000 | +9.9% | 14,817 | -1.9% | 0.64% | +9.3% |
| Q3 2017 | $1,442,000 | -14.7% | 15,101 | -18.4% | 0.58% | -20.1% |
| Q2 2017 | $1,691,000 | +8.1% | 18,501 | +3.9% | 0.73% | +2.3% |
| Q1 2017 | $1,564,000 | -15.1% | 17,801 | -16.6% | 0.71% | -16.0% |
| Q4 2016 | $1,842,000 | +29.3% | 21,342 | -0.3% | 0.85% | +22.8% |
| Q3 2016 | $1,425,000 | +11.5% | 21,401 | +4.1% | 0.69% | +4.2% |
| Q2 2016 | $1,278,000 | +13.4% | 20,558 | +8.1% | 0.66% | +8.2% |
| Q1 2016 | $1,127,000 | -6.9% | 19,024 | +3.8% | 0.61% | -9.1% |
| Q4 2015 | $1,210,000 | +1.1% | 18,324 | -6.6% | 0.67% | +3.4% |
| Q3 2015 | $1,197,000 | -9.4% | 19,624 | +0.7% | 0.65% | -7.7% |
| Q2 2015 | $1,321,000 | +10.2% | 19,495 | -1.5% | 0.70% | +9.3% |
| Q1 2015 | $1,199,000 | -4.7% | 19,795 | -1.5% | 0.64% | -3.4% |
| Q4 2014 | $1,258,000 | +0.4% | 20,095 | -3.4% | 0.67% | +3.9% |
| Q3 2014 | $1,253,000 | +1.1% | 20,795 | -3.3% | 0.64% | -4.7% |
| Q2 2014 | $1,239,000 | -5.1% | 21,495 | 0.0% | 0.67% | -15.5% |
| Q1 2014 | $1,305,000 | +3.8% | 21,495 | 0.0% | 0.80% | +2.0% |
| Q4 2013 | $1,257,000 | -27.8% | 21,495 | -36.2% | 0.78% | -27.3% |
| Q3 2013 | $1,742,000 | -4.3% | 33,695 | -2.3% | 1.08% | -4.2% |
| Q2 2013 | $1,821,000 | – | 34,495 | – | 1.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Michael & Susan Dell Foundation | 333,368 | $20,082,000 | 16.68% |
| ADAR Investment Management LP | 10,000 | $602,000 | 16.08% |
| Western Asset Management Company, LLC | 320,000 | $19,277,000 | 13.68% |
| LANSDOWNE PARTNERS (UK) LLP | 22,648,232 | $1,364,344,000 | 12.26% |
| DAVIS CAPITAL PARTNERS, LLC | 618,710 | $37,271,000 | 10.19% |
| GENDELL JEFFREY L | 1,245,000 | $74,999,000 | 10.06% |
| ACR Alpine Capital Research, LLC | 1,083,595 | $65,276,000 | 9.74% |
| Brave Warrior Advisors | 3,641,450 | $219,361,000 | 8.13% |
| Moon Capital Management, LLC | 76,859 | $4,629,970,000 | 7.68% |
| WILSEY ASSET MANAGEMENT INC | 147,782 | $8,902,000 | 7.11% |