JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,365 filers reported holding JPMORGAN CHASE & CO in Q2 2022. The put-call ratio across all filers is 1.33 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 | $7,022,901 | +3.6% | 48,427 | -4.2% | 1.64% | -3.0% |
| Q2 2023 | $6,780,112 | 0.0% | 50,560 | 0.0% | 1.70% | 0.0% |
| Q1 2023 | $6,780,112 | 0.0% | 50,560 | 0.0% | 1.70% | 0.0% |
| Q4 2022 | $6,780,112 | +28.3% | 50,560 | -0.0% | 1.70% | +21.0% |
| Q3 2022 | $5,284,000 | -3.2% | 50,568 | +4.3% | 1.40% | -6.2% |
| Q2 2022 | $5,461,000 | -13.1% | 48,496 | +5.2% | 1.49% | +9.4% |
| Q1 2022 | $6,284,000 | -10.7% | 46,100 | +3.7% | 1.36% | -12.2% |
| Q4 2021 | $7,039,000 | -2.3% | 44,451 | +0.9% | 1.56% | -9.0% |
| Q3 2021 | $7,208,000 | +6.1% | 44,036 | +0.8% | 1.71% | +7.1% |
| Q2 2021 | $6,795,000 | +3.9% | 43,687 | +1.6% | 1.60% | -4.4% |
| Q1 2021 | $6,543,000 | +20.5% | 42,982 | +0.6% | 1.67% | +21.6% |
| Q4 2020 | $5,431,000 | +35.7% | 42,737 | +2.8% | 1.37% | +18.7% |
| Q3 2020 | $4,001,000 | +4.4% | 41,563 | +2.0% | 1.16% | -11.8% |
| Q2 2020 | $3,832,000 | +15.2% | 40,741 | +10.3% | 1.31% | -10.6% |
| Q1 2020 | $3,327,000 | -33.5% | 36,953 | +3.0% | 1.47% | -20.4% |
| Q4 2019 | $5,001,000 | +6.9% | 35,874 | -9.7% | 1.84% | +6.6% |
| Q3 2019 | $4,677,000 | +6.7% | 39,740 | +1.4% | 1.73% | +4.5% |
| Q2 2019 | $4,382,000 | +9.2% | 39,196 | -1.1% | 1.65% | +4.8% |
| Q1 2019 | $4,012,000 | +1.7% | 39,633 | -1.9% | 1.58% | -14.5% |
| Q4 2018 | $3,944,000 | -7.9% | 40,404 | +6.5% | 1.85% | +7.4% |
| Q3 2018 | $4,281,000 | +9.8% | 37,941 | +1.4% | 1.72% | +8.2% |
| Q2 2018 | $3,900,000 | -13.5% | 37,430 | -8.7% | 1.59% | -17.6% |
| Q1 2018 | $4,507,000 | -0.9% | 40,984 | -3.7% | 1.93% | -10.2% |
| Q4 2017 | $4,550,000 | +8.3% | 42,544 | -3.3% | 2.15% | +7.6% |
| Q3 2017 | $4,202,000 | +3.9% | 43,999 | -0.6% | 2.00% | -0.2% |
| Q2 2017 | $4,046,000 | +5.9% | 44,265 | +1.8% | 2.00% | -25.0% |
| Q1 2017 | $3,819,000 | +1.9% | 43,476 | +0.1% | 2.66% | +3.7% |
| Q4 2016 | $3,746,000 | -15.7% | 43,415 | -34.9% | 2.57% | -20.4% |
| Q3 2016 | $4,443,000 | +5.6% | 66,736 | -1.4% | 3.23% | +6.6% |
| Q2 2016 | $4,207,000 | +3.4% | 67,709 | -1.5% | 3.03% | +2.8% |
| Q1 2016 | $4,070,000 | -7.8% | 68,729 | +2.8% | 2.94% | -15.6% |
| Q4 2015 | $4,413,000 | +8.1% | 66,832 | -0.2% | 3.49% | -5.0% |
| Q3 2015 | $4,083,000 | -12.9% | 66,973 | -3.2% | 3.67% | +3.9% |
| Q2 2015 | $4,686,000 | +12.8% | 69,162 | +4.2% | 3.53% | +21.3% |
| Q1 2015 | $4,154,000 | 0.0% | 66,379 | 0.0% | 2.91% | 0.0% |
| Q4 2014 | $4,154,000 | +4.2% | 66,379 | +0.3% | 2.91% | -6.9% |
| Q3 2014 | $3,987,000 | +6.3% | 66,189 | +1.7% | 3.13% | +16.2% |
| Q2 2014 | $3,751,000 | -4.3% | 65,095 | +0.8% | 2.69% | -12.2% |
| Q1 2014 | $3,921,000 | +9.6% | 64,584 | +5.6% | 3.06% | +6.5% |
| Q4 2013 | $3,578,000 | +15.8% | 61,187 | +2.4% | 2.88% | +5.0% |
| Q3 2013 | $3,090,000 | -5.0% | 59,776 | -3.0% | 2.74% | -10.2% |
| Q2 2013 | $3,252,000 | – | 61,607 | – | 3.06% | – |
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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% |