JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.9%.
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 | $10,397,882 | -1.2% | 71,700 | -0.9% | 1.13% | +2.6% |
Q2 2023 | $10,523,986 | +5.3% | 72,360 | -5.7% | 1.10% | -1.7% |
Q1 2023 | $9,994,860 | -3.5% | 76,701 | -0.6% | 1.12% | -6.9% |
Q4 2022 | $10,352,606 | +27.3% | 77,201 | -0.8% | 1.21% | +18.2% |
Q3 2022 | $8,130,000 | -7.1% | 77,799 | +0.1% | 1.02% | -3.1% |
Q2 2022 | $8,751,000 | -14.5% | 77,707 | +3.5% | 1.05% | -3.3% |
Q1 2022 | $10,230,000 | -12.1% | 75,044 | +2.1% | 1.09% | -10.5% |
Q4 2021 | $11,640,000 | -5.4% | 73,511 | -2.2% | 1.22% | -11.1% |
Q3 2021 | $12,307,000 | +7.9% | 75,183 | +2.5% | 1.37% | +3.6% |
Q2 2021 | $11,404,000 | +0.3% | 73,317 | -1.8% | 1.32% | -3.7% |
Q1 2021 | $11,367,000 | +8.8% | 74,673 | -9.2% | 1.37% | +4.0% |
Q4 2020 | $10,448,000 | +28.9% | 82,222 | -2.4% | 1.32% | +16.5% |
Q3 2020 | $8,108,000 | +2.0% | 84,226 | -0.3% | 1.13% | -5.8% |
Q2 2020 | $7,948,000 | -3.1% | 84,494 | -7.3% | 1.20% | -15.5% |
Q1 2020 | $8,204,000 | -42.1% | 91,130 | -10.3% | 1.42% | -25.0% |
Q4 2019 | $14,167,000 | +19.8% | 101,629 | +1.2% | 1.90% | +10.9% |
Q3 2019 | $11,822,000 | +3.1% | 100,452 | -2.1% | 1.71% | +2.9% |
Q2 2019 | $11,467,000 | +8.8% | 102,570 | -1.5% | 1.66% | +7.4% |
Q1 2019 | $10,544,000 | +5.1% | 104,160 | +1.3% | 1.55% | -9.0% |
Q4 2018 | $10,033,000 | -12.3% | 102,781 | +1.4% | 1.70% | +3.3% |
Q3 2018 | $11,440,000 | +7.2% | 101,385 | -1.0% | 1.65% | +2.4% |
Q2 2018 | $10,672,000 | -5.1% | 102,416 | +0.1% | 1.61% | -7.3% |
Q1 2018 | $11,247,000 | +1.7% | 102,271 | -1.1% | 1.74% | +1.6% |
Q4 2017 | $11,063,000 | +11.3% | 103,455 | -0.6% | 1.71% | +3.8% |
Q3 2017 | $9,940,000 | +6.4% | 104,070 | +0.3% | 1.65% | -7.2% |
Q2 2017 | $9,343,000 | +2.1% | 103,726 | -0.4% | 1.78% | -0.9% |
Q1 2017 | $9,150,000 | +4.4% | 104,165 | +2.6% | 1.79% | -1.5% |
Q4 2016 | $8,764,000 | +29.2% | 101,559 | -0.3% | 1.82% | +20.8% |
Q3 2016 | $6,781,000 | +5.3% | 101,825 | -1.8% | 1.51% | +1.9% |
Q2 2016 | $6,442,000 | +4.0% | 103,676 | -0.9% | 1.48% | +1.9% |
Q1 2016 | $6,197,000 | -11.2% | 104,637 | -1.0% | 1.45% | -13.3% |
Q4 2015 | $6,980,000 | +3.7% | 105,705 | -4.3% | 1.67% | -3.5% |
Q3 2015 | $6,732,000 | -7.7% | 110,407 | +2.6% | 1.73% | -47.3% |
Q2 2015 | $7,294,000 | +12.0% | 107,646 | +0.1% | 3.29% | +11.0% |
Q1 2015 | $6,513,000 | -4.5% | 107,514 | -1.3% | 2.96% | -5.2% |
Q4 2014 | $6,818,000 | +4.2% | 108,952 | +0.3% | 3.12% | -1.0% |
Q3 2014 | $6,546,000 | -25.0% | 108,672 | -28.2% | 3.15% | -22.7% |
Q2 2014 | $8,723,000 | -4.3% | 151,387 | +0.8% | 4.08% | -7.9% |
Q1 2014 | $9,118,000 | +33.2% | 150,186 | +28.3% | 4.43% | +29.2% |
Q4 2013 | $6,843,000 | +10.2% | 117,020 | -2.6% | 3.43% | -0.1% |
Q3 2013 | $6,208,000 | -2.8% | 120,108 | -0.7% | 3.43% | -7.1% |
Q2 2013 | $6,386,000 | – | 120,968 | – | 3.70% | – |
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% |