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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,205,753 | +10.7% | 118,644 | +11.0% | 0.68% | +3.8% |
| Q2 2023 | $15,546,081 | +22.3% | 106,890 | +9.6% | 0.65% | +5.9% |
| Q1 2023 | $12,708,092 | +2.4% | 97,522 | +5.4% | 0.61% | -18.0% |
| Q4 2022 | $12,408,407 | +36.7% | 92,531 | +6.5% | 0.75% | +25.3% |
| Q3 2022 | $9,080,000 | -8.2% | 86,895 | -1.1% | 0.60% | -0.5% |
| Q2 2022 | $9,890,000 | -17.5% | 87,820 | -0.2% | 0.60% | -5.7% |
| Q1 2022 | $11,995,000 | -16.2% | 87,990 | -2.7% | 0.64% | -23.8% |
| Q4 2021 | $14,322,000 | -5.3% | 90,443 | -2.1% | 0.84% | -13.4% |
| Q3 2021 | $15,128,000 | +3.6% | 92,418 | -1.6% | 0.96% | +9.0% |
| Q2 2021 | $14,603,000 | -1.5% | 93,886 | -3.6% | 0.88% | -3.5% |
| Q1 2021 | $14,823,000 | +19.9% | 97,375 | +0.1% | 0.92% | +22.1% |
| Q4 2020 | $12,364,000 | +29.7% | 97,295 | -1.7% | 0.75% | +21.5% |
| Q3 2020 | $9,531,000 | +0.9% | 98,999 | -1.4% | 0.62% | -9.9% |
| Q2 2020 | $9,446,000 | +4.6% | 100,430 | +0.2% | 0.69% | -4.7% |
| Q1 2020 | $9,028,000 | -34.7% | 100,277 | +1.2% | 0.72% | -14.3% |
| Q4 2019 | $13,817,000 | +18.3% | 99,120 | -0.1% | 0.84% | +16.2% |
| Q3 2019 | $11,681,000 | +4.2% | 99,250 | -1.0% | 0.72% | +7.7% |
| Q2 2019 | $11,207,000 | +8.1% | 100,239 | -2.2% | 0.67% | +9.5% |
| Q1 2019 | $10,371,000 | +5.8% | 102,448 | +2.0% | 0.61% | -2.9% |
| Q4 2018 | $9,807,000 | -16.8% | 100,464 | -3.8% | 0.63% | -3.1% |
| Q3 2018 | $11,783,000 | +5.5% | 104,421 | -2.6% | 0.65% | +0.3% |
| Q2 2018 | $11,166,000 | -99.9% | 107,158 | +0.5% | 0.65% | +3.5% |
| Q1 2018 | $11,721,153,000 | +0.4% | 106,585 | -2.3% | 0.63% | +5.0% |
| Q4 2017 | $11,671,111,000 | +10.6% | 109,137 | -1.2% | 0.60% | +4.7% |
| Q3 2017 | $10,553,186,000 | +3.5% | 110,493 | -1.0% | 0.57% | -1.0% |
| Q2 2017 | $10,200,972,000 | +1.2% | 111,608 | -2.7% | 0.58% | -2.2% |
| Q1 2017 | $10,076,478,000 | +0.6% | 114,714 | -1.1% | 0.59% | -7.1% |
| Q4 2016 | $10,013,437,000 | +28.4% | 116,044 | -0.9% | 0.63% | +24.3% |
| Q3 2016 | $7,799,687,000 | +1.1% | 117,130 | -5.6% | 0.51% | -4.7% |
| Q2 2016 | $7,711,014,000 | +3.4% | 124,091 | -1.5% | 0.54% | +3.9% |
| Q1 2016 | $7,457,989,000 | -5.4% | 125,937 | -0.0% | 0.52% | -10.3% |
| Q4 2015 | $7,886,111,000 | +2.6% | 125,999 | -0.1% | 0.57% | +9.3% |
| Q3 2015 | $7,688,378,000 | -6.6% | 126,101 | +3.6% | 0.52% | +10.5% |
| Q2 2015 | $8,235,183,000 | +8.8% | 121,728 | -2.6% | 0.48% | +10.7% |
| Q1 2015 | $7,570,380,000 | -4.0% | 124,965 | -0.8% | 0.43% | -7.3% |
| Q4 2014 | $7,885,017,000 | -1.2% | 125,999 | -4.9% | 0.46% | -3.9% |
| Q3 2014 | $7,979,993,000 | -36.0% | 132,470 | -38.8% | 0.48% | -34.1% |
| Q2 2014 | $12,470,293,000 | +47.3% | 216,423 | +55.2% | 0.73% | +39.0% |
| Q1 2014 | $8,468,039,000 | +2.9% | 139,489 | -0.9% | 0.53% | -2.2% |
| Q4 2013 | $8,232,581,000 | +10.9% | 140,776 | -2.0% | 0.54% | -2.0% |
| Q3 2013 | $7,426,354,000 | -0.5% | 143,671 | +1.6% | 0.55% | -8.3% |
| Q2 2013 | $7,467,357,000 | – | 141,454 | – | 0.60% | – |
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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% |