Zuckerman Investment Group, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,590 filers reported holding JPMORGAN CHASE & CO in Q4 2018. The put-call ratio across all filers is 0.99 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
Zuckerman Investment Group, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$8,783,716
+0.3%
60,569
+0.6%
1.26%
+0.3%
Q2 2023$8,753,743
+11.3%
60,188
-0.3%
1.25%
+4.8%
Q1 2023$7,866,424
-2.4%
60,367
+0.4%
1.20%
-6.1%
Q4 2022$8,060,215
+30.3%
60,106
+1.5%
1.27%
+9.6%
Q3 2022$6,186,000
+67.1%
59,192
+80.1%
1.16%
+72.5%
Q2 2022$3,702,000
-10.6%
32,871
+8.2%
0.67%
+0.7%
Q1 2022$4,142,000
-12.9%
30,387
+1.1%
0.67%
-9.4%
Q4 2021$4,757,000
-2.2%
30,042
+1.1%
0.74%
-8.6%
Q3 2021$4,862,000
+4.2%
29,702
-1.0%
0.81%
+9.5%
Q2 2021$4,667,000
+1.0%
30,005
-1.2%
0.74%
-3.0%
Q1 2021$4,621,000
+23.9%
30,357
+3.4%
0.76%
+10.5%
Q4 2020$3,730,000
+32.0%
29,352
+0.0%
0.69%
+9.6%
Q3 2020$2,825,000
+0.8%
29,344
-1.5%
0.63%
-5.4%
Q2 2020$2,802,000
+1173.6%
29,787
+1120.8%
0.66%
+935.9%
Q1 2020$220,000
-40.4%
2,440
-7.8%
0.06%
-16.9%
Q4 2019$369,000
+18.6%
2,6460.0%0.08%
+5.5%
Q3 2019$311,000
+8.4%
2,646
+2.9%
0.07%
+15.9%
Q2 2019$287,000
+10.4%
2,5710.0%0.06%
+3.3%
Q1 2019$260,000
-5.8%
2,571
-9.2%
0.06%
-20.8%
Q4 2018$276,000
-14.8%
2,831
-1.4%
0.08%
+8.5%
Q3 2018$324,000
+15.3%
2,871
+6.5%
0.07%
+7.6%
Q2 2018$281,000
-9.4%
2,696
-4.3%
0.07%
-16.5%
Q1 2018$310,000
-15.8%
2,816
-18.1%
0.08%
-14.1%
Q4 2017$368,000
+7.3%
3,437
-4.4%
0.09%
+9.5%
Q3 2017$343,000
+4.3%
3,5950.0%0.08%
-4.5%
Q2 2017$329,000
+11.5%
3,595
+7.2%
0.09%
+22.2%
Q1 2017$295,000
+20.9%
3,355
+18.5%
0.07%
+20.0%
Q4 2016$244,0002,8310.06%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2018
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 313,853$34,514,00054.03%
Lloyds Banking Group plc 28,209$3,101,00024.00%
ADAMCAPITAL Gestao de Recursos Ltda. 4,878,139$536,449,00019.10%
LANSDOWNE PARTNERS (UK) LLP 13,523,497$1,487,169,00015.49%
James Hambro & Partners 341,429$37,538,00014.75%
Spectrum Financial Alliance Ltd LLC 182,873$20,009,00013.12%
GREENHAVEN ASSOCIATES INC 6,670,020$733,502,00011.54%
Providence Wealth Advisors, LLC 65,118$7,023,00010.40%
STEWART WEST INDIES TRADING CO., LTD 1,028,000$113,049,0009.79%
Chubb Ltd 200,000$21,994,0009.56%
View complete list of JPMORGAN CHASE & CO shareholders