Boston Partners - 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
Boston Partners ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,347,289,301
-0.3%
9,308,422
+0.5%
1.86%
+2.5%
Q2 2023$1,351,341,432
+9.1%
9,259,465
-2.2%
1.82%
+6.8%
Q1 2023$1,238,381,535
-5.6%
9,467,438
-3.1%
1.70%
-4.1%
Q4 2022$1,311,832,815
+23.6%
9,766,485
-3.0%
1.78%
+14.3%
Q3 2022$1,061,182,000
+20.2%
10,063,918
+28.4%
1.55%
+25.9%
Q2 2022$882,859,000
-16.1%
7,836,133
+1.4%
1.23%
-3.2%
Q1 2022$1,052,349,000
-13.5%
7,727,646
+0.6%
1.28%
-13.0%
Q4 2021$1,216,642,000
-7.4%
7,678,016
-4.3%
1.47%
-12.0%
Q3 2021$1,314,106,000
+6.5%
8,024,077
+1.1%
1.66%
+5.8%
Q2 2021$1,234,200,000
-3.5%
7,936,114
-5.5%
1.57%
-8.2%
Q1 2021$1,278,877,000
+14.3%
8,402,224
-4.6%
1.72%
-1.4%
Q4 2020$1,118,833,000
+2.6%
8,804,858
-22.3%
1.74%
-12.4%
Q3 2020$1,090,860,000
+15.3%
11,331,263
+12.6%
1.99%
+14.3%
Q2 2020$946,274,000
+10.6%
10,061,957
+5.8%
1.74%
+2.3%
Q1 2020$855,557,000
-70.1%
9,508,999
-53.6%
1.70%
-16.4%
Q4 2019$2,856,622,000
+137.5%
20,489,910
+100.7%
2.03%
+24.7%
Q3 2019$1,202,693,000
+323.1%
10,211,286
+301.6%
1.63%
+336.7%
Q2 2019$284,266,000
+3.4%
2,542,356
-6.4%
0.37%
+2.5%
Q1 2019$274,965,000
-77.5%
2,716,233
-78.3%
0.36%
-79.3%
Q4 2018$1,224,096,000
-31.1%
12,539,398
-20.3%
1.76%
-14.7%
Q3 2018$1,775,341,000
+6.5%
15,733,261
-1.6%
2.06%
+3.3%
Q2 2018$1,666,679,000
-5.8%
15,995,005
-0.6%
2.00%
-6.4%
Q1 2018$1,769,712,000
-14.2%
16,092,684
-16.6%
2.13%
-12.2%
Q4 2017$2,063,361,000
+8.9%
19,294,570
-2.8%
2.43%
+3.8%
Q3 2017$1,895,496,000
+1.0%
19,846,047
-3.3%
2.34%
-1.8%
Q2 2017$1,875,818,000
-0.6%
20,523,168
-4.4%
2.38%
-1.0%
Q1 2017$1,886,341,000
-0.9%
21,474,745
-2.6%
2.41%
-3.7%
Q4 2016$1,902,872,000
+17.6%
22,052,067
-9.2%
2.50%
+10.6%
Q3 2016$1,617,750,000
+3.2%
24,294,190
-3.7%
2.26%
-0.1%
Q2 2016$1,566,840,000
+2.7%
25,214,692
-2.1%
2.26%
+0.7%
Q1 2016$1,525,965,000
-12.6%
25,767,714
-2.6%
2.25%
-10.2%
Q4 2015$1,746,445,000
+7.9%
26,449,258
-0.3%
2.50%
+1.5%
Q3 2015$1,617,932,000
-6.8%
26,536,531
+3.6%
2.47%
-1.1%
Q2 2015$1,735,346,000
+16.0%
25,610,189
+3.7%
2.49%
+11.9%
Q1 2015$1,495,963,000
-7.7%
24,694,020
-4.7%
2.23%
-8.5%
Q4 2014$1,620,736,000
+7.4%
25,898,618
+3.3%
2.43%
-0.7%
Q3 2014$1,509,759,000
+17.3%
25,062,380
+12.2%
2.45%
+13.7%
Q2 2014$1,286,882,000
+5.6%
22,333,950
+11.2%
2.16%
-3.1%
Q1 2014$1,218,993,000
+9.4%
20,078,957
+5.4%
2.22%
-2.6%
Q4 2013$1,113,917,000
+16.7%
19,047,821
+3.2%
2.28%
-0.7%
Q3 2013$954,105,000
+2.6%
18,458,219
+4.8%
2.30%
-10.1%
Q2 2013$929,968,00017,616,3672.56%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders