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 | $4,258,657 | -8.0% | 29,366 | -2.4% | 0.33% | -4.1% |
| Q2 2023 | $4,628,156 | +17.8% | 30,094 | -0.2% | 0.34% | +13.5% |
| Q1 2023 | $3,928,195 | -5.9% | 30,145 | -3.2% | 0.30% | -9.0% |
| Q4 2022 | $4,176,008 | +17.9% | 31,141 | -8.1% | 0.33% | +6.7% |
| Q3 2022 | $3,542,000 | -8.4% | 33,896 | -1.3% | 0.31% | -4.9% |
| Q2 2022 | $3,867,000 | -19.4% | 34,340 | -2.4% | 0.33% | -9.4% |
| Q1 2022 | $4,798,000 | -15.2% | 35,193 | -1.5% | 0.36% | -13.8% |
| Q4 2021 | $5,658,000 | -7.0% | 35,728 | -3.9% | 0.42% | -12.3% |
| Q3 2021 | $6,083,000 | +3.2% | 37,162 | -2.0% | 0.48% | +2.6% |
| Q2 2021 | $5,897,000 | -2.8% | 37,914 | -4.8% | 0.47% | -8.6% |
| Q1 2021 | $6,064,000 | +3.6% | 39,833 | -13.5% | 0.51% | -2.5% |
| Q4 2020 | $5,853,000 | +19.5% | 46,058 | -9.5% | 0.52% | +4.4% |
| Q3 2020 | $4,898,000 | -9.3% | 50,873 | -11.4% | 0.50% | -16.2% |
| Q2 2020 | $5,402,000 | -24.6% | 57,436 | -27.9% | 0.60% | -37.4% |
| Q1 2020 | $7,169,000 | -23.6% | 79,633 | +18.3% | 0.96% | -11.1% |
| Q4 2019 | $9,384,000 | +0.3% | 67,317 | -15.3% | 1.08% | -9.9% |
| Q3 2019 | $9,358,000 | +3.1% | 79,518 | -2.1% | 1.20% | -0.3% |
| Q2 2019 | $9,076,000 | +8.7% | 81,183 | -1.5% | 1.20% | +3.9% |
| Q1 2019 | $8,347,000 | +1.4% | 82,457 | -2.3% | 1.15% | -10.4% |
| Q4 2018 | $8,235,000 | -4.6% | 84,362 | +10.2% | 1.29% | +0.2% |
| Q3 2018 | $8,635,000 | +3.4% | 76,521 | -4.5% | 1.29% | -0.1% |
| Q2 2018 | $8,351,000 | -4.4% | 80,141 | +0.9% | 1.29% | -9.4% |
| Q1 2018 | $8,737,000 | +2.0% | 79,448 | -0.8% | 1.42% | +4.9% |
| Q4 2017 | $8,565,000 | +9.8% | 80,091 | -1.9% | 1.35% | +5.1% |
| Q3 2017 | $7,797,000 | +3.1% | 81,636 | -1.3% | 1.29% | -2.6% |
| Q2 2017 | $7,563,000 | +11.4% | 82,751 | +7.1% | 1.32% | +7.1% |
| Q1 2017 | $6,788,000 | +1.7% | 77,278 | -0.1% | 1.23% | -3.7% |
| Q4 2016 | $6,673,000 | +27.0% | 77,333 | -2.0% | 1.28% | +22.8% |
| Q3 2016 | $5,254,000 | +3.0% | 78,905 | -1.0% | 1.04% | +2.0% |
| Q2 2016 | $5,100,000 | +8.2% | 79,725 | +0.2% | 1.02% | -6.6% |
| Q1 2016 | $4,712,000 | -3.6% | 79,560 | +7.4% | 1.10% | -14.7% |
| Q4 2015 | $4,890,000 | +10.8% | 74,057 | +2.3% | 1.28% | +4.9% |
| Q3 2015 | $4,414,000 | -7.5% | 72,402 | +2.8% | 1.22% | -8.5% |
| Q2 2015 | $4,770,000 | +10.7% | 70,402 | -1.0% | 1.34% | +20.5% |
| Q1 2015 | $4,309,000 | -3.9% | 71,122 | -0.7% | 1.11% | -8.9% |
| Q4 2014 | $4,482,000 | +5.7% | 71,624 | +1.8% | 1.22% | +2.9% |
| Q3 2014 | $4,240,000 | +6.5% | 70,387 | +1.9% | 1.18% | +7.4% |
| Q2 2014 | $3,981,000 | +13.8% | 69,097 | +19.9% | 1.10% | +7.6% |
| Q1 2014 | $3,498,000 | +9.7% | 57,612 | +5.6% | 1.02% | +1.3% |
| Q4 2013 | $3,190,000 | +11.7% | 54,552 | -1.3% | 1.01% | +5.1% |
| Q3 2013 | $2,857,000 | -2.6% | 55,277 | -0.5% | 0.96% | -7.1% |
| Q2 2013 | $2,933,000 | – | 55,562 | – | 1.04% | – |
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% |