JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,922 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is 1.14 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,366,525,800 | -5.9% | 6,756,283 | -6.8% | 1.01% | +1.2% |
| Q1 2024 | $1,452,545,755 | +13.8% | 7,251,851 | -3.4% | 1.00% | +5.6% |
| Q4 2023 | $1,276,786,930 | +14.5% | 7,506,096 | -2.4% | 0.94% | +3.2% |
| Q3 2023 | $1,114,845,456 | +1.7% | 7,687,529 | +2.0% | 0.92% | +7.1% |
| Q2 2023 | $1,096,335,446 | -2.1% | 7,538,060 | -12.3% | 0.85% | +2.4% |
| Q1 2023 | $1,120,009,889 | -3.1% | 8,594,965 | -0.3% | 0.83% | -8.9% |
| Q4 2022 | $1,155,985,985 | +26.8% | 8,620,328 | -1.2% | 0.92% | +22.2% |
| Q3 2022 | $911,499,000 | -7.8% | 8,722,482 | -0.7% | 0.75% | -1.6% |
| Q2 2022 | $988,785,000 | -14.9% | 8,780,611 | +3.0% | 0.76% | -1.7% |
| Q1 2022 | $1,161,575,000 | -20.2% | 8,520,940 | -7.3% | 0.77% | -12.5% |
| Q4 2021 | $1,455,348,000 | -0.5% | 9,190,707 | +2.8% | 0.88% | -2.9% |
| Q3 2021 | $1,463,316,000 | -3.9% | 8,939,557 | -8.7% | 0.91% | +1.1% |
| Q2 2021 | $1,523,199,000 | -3.8% | 9,792,973 | -5.8% | 0.90% | -8.9% |
| Q1 2021 | $1,583,150,000 | +14.9% | 10,399,724 | -4.1% | 0.99% | +11.1% |
| Q4 2020 | $1,378,064,000 | +15.9% | 10,844,922 | -12.2% | 0.89% | +11.1% |
| Q3 2020 | $1,189,277,000 | -3.4% | 12,353,561 | -6.5% | 0.80% | -7.8% |
| Q2 2020 | $1,230,845,000 | +1.4% | 13,213,252 | -3.0% | 0.87% | -16.8% |
| Q1 2020 | $1,213,761,000 | -30.9% | 13,621,831 | +7.4% | 1.04% | -24.5% |
| Q4 2019 | $1,757,587,000 | +17.7% | 12,689,171 | +0.0% | 1.38% | +6.6% |
| Q3 2019 | $1,493,173,000 | +6.3% | 12,687,342 | +1.0% | 1.30% | +3.4% |
| Q2 2019 | $1,404,373,000 | +7.1% | 12,561,475 | -3.0% | 1.25% | +3.4% |
| Q1 2019 | $1,311,362,000 | +3.8% | 12,954,281 | -0.7% | 1.21% | -10.7% |
| Q4 2018 | $1,263,550,000 | +0.9% | 13,049,160 | +17.6% | 1.36% | +1.0% |
| Q3 2018 | $1,252,415,000 | +7.3% | 11,099,031 | -0.9% | 1.35% | -1.0% |
| Q2 2018 | $1,167,010,000 | -1.0% | 11,199,709 | +4.5% | 1.36% | -10.3% |
| Q1 2018 | $1,178,713,000 | +2.8% | 10,718,499 | -0.0% | 1.52% | +2.4% |
| Q4 2017 | $1,146,311,000 | +12.1% | 10,719,194 | +0.1% | 1.48% | +2.6% |
| Q3 2017 | $1,022,394,000 | +2.9% | 10,704,575 | -1.5% | 1.44% | -1.0% |
| Q2 2017 | $993,307,000 | +6.1% | 10,867,688 | +1.9% | 1.46% | +0.7% |
| Q1 2017 | $936,364,000 | +0.7% | 10,659,876 | -1.1% | 1.45% | -4.7% |
| Q4 2016 | $930,145,000 | +27.1% | 10,779,287 | -1.9% | 1.52% | +26.5% |
| Q3 2016 | $731,630,000 | +7.2% | 10,987,081 | +0.1% | 1.20% | +2.1% |
| Q2 2016 | $682,305,000 | +5.0% | 10,980,131 | +0.1% | 1.18% | +3.4% |
| Q1 2016 | $649,620,000 | -9.1% | 10,969,603 | +2.2% | 1.14% | -11.1% |
| Q4 2015 | $714,921,000 | +8.7% | 10,736,169 | -0.4% | 1.28% | +0.4% |
| Q3 2015 | $657,439,000 | -6.1% | 10,782,990 | +3.7% | 1.27% | +1.2% |
| Q2 2015 | $700,148,000 | +10.0% | 10,400,294 | -1.0% | 1.26% | +9.5% |
| Q1 2015 | $636,354,000 | +5.1% | 10,504,366 | +8.9% | 1.15% | -2.2% |
| Q4 2014 | $605,361,000 | +2.5% | 9,647,741 | -1.6% | 1.18% | -0.8% |
| Q3 2014 | $590,589,000 | +8.3% | 9,803,932 | +3.6% | 1.18% | +5.7% |
| Q2 2014 | $545,497,000 | -7.5% | 9,467,153 | -2.5% | 1.12% | -9.8% |
| Q1 2014 | $589,740,000 | +3.1% | 9,714,050 | -1.6% | 1.24% | +4.5% |
| Q4 2013 | $571,959,000 | +7.1% | 9,869,876 | -5.2% | 1.19% | +2.8% |
| Q3 2013 | $534,174,000 | -3.4% | 10,410,316 | -1.3% | 1.16% | -7.9% |
| Q2 2013 | $552,690,000 | – | 10,545,953 | – | 1.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Michael & Susan Dell Foundation | 333,368 | $20,082,000 | 16.68% |
| ADAR Investment Management LP | 10,000 | $602,000 | 16.08% |
| Western Asset Management Company, LLC | 320,000 | $19,277,000 | 13.68% |
| LANSDOWNE PARTNERS (UK) LLP | 22,648,232 | $1,364,344,000 | 12.26% |
| DAVIS CAPITAL PARTNERS, LLC | 618,710 | $37,271,000 | 10.19% |
| GENDELL JEFFREY L | 1,245,000 | $74,999,000 | 10.06% |
| ACR Alpine Capital Research, LLC | 1,083,595 | $65,276,000 | 9.74% |
| Brave Warrior Advisors | 3,641,450 | $219,361,000 | 8.13% |
| Moon Capital Management, LLC | 76,859 | $4,629,970,000 | 7.68% |
| WILSEY ASSET MANAGEMENT INC | 147,782 | $8,902,000 | 7.11% |