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 | $75,835,164 | +50.5% | 522,929 | +50.9% | 0.80% | +7.2% |
| Q2 2023 | $50,385,652 | +44.3% | 346,436 | +29.3% | 0.75% | +7.0% |
| Q1 2023 | $34,913,437 | +29.4% | 267,926 | +33.1% | 0.70% | -13.5% |
| Q4 2022 | $26,986,955 | +35.2% | 201,245 | +5.3% | 0.81% | +34.1% |
| Q3 2022 | $19,968,000 | +28.9% | 191,081 | +38.9% | 0.60% | +10.0% |
| Q2 2022 | $15,486,000 | -9.1% | 137,521 | +10.0% | 0.55% | -8.5% |
| Q1 2022 | $17,037,000 | +109.8% | 124,975 | +143.7% | 0.60% | +70.0% |
| Q4 2021 | $8,122,000 | -55.0% | 51,289 | -53.5% | 0.35% | -33.1% |
| Q3 2021 | $18,038,000 | +5.1% | 110,196 | -0.1% | 0.53% | +2.3% |
| Q2 2021 | $17,156,000 | +272.5% | 110,300 | +264.5% | 0.52% | +102.4% |
| Q1 2021 | $4,606,000 | -80.6% | 30,258 | -83.8% | 0.26% | -54.5% |
| Q4 2020 | $23,686,000 | +65.4% | 186,400 | +25.3% | 0.56% | +91.5% |
| Q3 2020 | $14,322,000 | +48.4% | 148,774 | +45.0% | 0.29% | +35.0% |
| Q2 2020 | $9,649,000 | -12.5% | 102,586 | -16.3% | 0.22% | -12.5% |
| Q1 2020 | $11,029,000 | -88.1% | 122,500 | -81.5% | 0.25% | -60.3% |
| Q4 2019 | $92,547,000 | +20.3% | 663,900 | +1.6% | 0.62% | -11.1% |
| Q3 2019 | $76,938,000 | -3.2% | 653,738 | -8.1% | 0.70% | -15.4% |
| Q2 2019 | $79,490,000 | +49.1% | 711,000 | +35.0% | 0.83% | +73.6% |
| Q1 2019 | $53,299,000 | +15.6% | 526,522 | +11.5% | 0.48% | -15.1% |
| Q4 2018 | $46,116,000 | -46.7% | 472,400 | -38.4% | 0.56% | +0.4% |
| Q3 2018 | $86,503,000 | -21.3% | 766,600 | -27.4% | 0.56% | +2.6% |
| Q2 2018 | $109,960,000 | -23.3% | 1,055,281 | -19.1% | 0.55% | -31.9% |
| Q1 2018 | $143,390,000 | +284.6% | 1,303,900 | +274.0% | 0.80% | -19.7% |
| Q4 2017 | $37,285,000 | +564.0% | 348,657 | +467.5% | 1.00% | -6.5% |
| Q2 2017 | $5,615,000 | +330.3% | 61,433 | +313.5% | 1.07% | +317.6% |
| Q1 2017 | $1,305,000 | +126.2% | 14,856 | +122.3% | 0.26% | +32.6% |
| Q4 2016 | $577,000 | -62.4% | 6,682 | -71.0% | 0.19% | -63.1% |
| Q3 2016 | $1,534,000 | +144.7% | 23,034 | +117.6% | 0.52% | -35.1% |
| Q1 2016 | $627,000 | +28.7% | 10,585 | +31.6% | 0.81% | +60.9% |
| Q1 2015 | $487,000 | – | 8,041 | – | 0.50% | – |
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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% |