JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,592 filers reported holding JPMORGAN CHASE & CO in Q2 2023. The put-call ratio across all filers is 1.03 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 | $56,196,556 | -0.3% | 387,509 | -0.0% | 2.17% | -3.6% |
| Q2 2023 | $56,370,653 | +11.6% | 387,587 | +0.0% | 2.25% | +10.6% |
| Q1 2023 | $50,490,565 | -1.3% | 387,465 | +1.6% | 2.04% | -2.4% |
| Q4 2022 | $51,137,426 | +29.7% | 381,338 | +1.1% | 2.08% | +22.2% |
| Q3 2022 | $39,418,000 | -6.4% | 377,206 | +0.8% | 1.71% | -7.8% |
| Q2 2022 | $42,130,000 | -15.8% | 374,123 | +2.0% | 1.85% | -10.0% |
| Q1 2022 | $50,008,000 | -10.7% | 366,847 | +3.8% | 2.06% | -14.0% |
| Q4 2021 | $55,982,000 | -3.5% | 353,534 | -0.2% | 2.39% | -10.6% |
| Q3 2021 | $57,985,000 | +5.5% | 354,233 | +0.2% | 2.68% | +6.2% |
| Q2 2021 | $54,986,000 | +2.6% | 353,520 | +0.5% | 2.52% | -0.8% |
| Q1 2021 | $53,573,000 | +19.6% | 351,923 | -0.2% | 2.54% | +6.0% |
| Q4 2020 | $44,807,000 | +31.6% | 352,617 | -0.3% | 2.40% | +14.2% |
| Q3 2020 | $34,035,000 | +2.7% | 353,538 | +0.3% | 2.10% | +6.9% |
| Q2 2020 | $33,150,000 | +3.4% | 352,438 | -1.0% | 1.96% | -18.7% |
| Q1 2020 | $32,049,000 | -35.2% | 355,989 | +0.3% | 2.42% | -4.7% |
| Q4 2019 | $49,465,000 | +18.2% | 354,842 | -0.2% | 2.54% | +15.4% |
| Q3 2019 | $41,858,000 | +5.0% | 355,662 | -0.3% | 2.20% | +0.9% |
| Q2 2019 | $39,871,000 | +10.0% | 356,622 | -0.4% | 2.18% | +11.1% |
| Q1 2019 | $36,253,000 | +3.8% | 358,122 | +0.1% | 1.96% | +0.6% |
| Q4 2018 | $34,940,000 | -13.6% | 357,922 | -0.2% | 1.95% | +5.0% |
| Q3 2018 | $40,450,000 | +9.7% | 358,477 | +1.3% | 1.86% | +4.2% |
| Q2 2018 | $36,864,000 | -5.2% | 353,777 | +0.0% | 1.78% | -13.9% |
| Q1 2018 | $38,900,000 | +2.8% | 353,727 | -0.1% | 2.07% | +4.5% |
| Q4 2017 | $37,853,000 | +11.5% | 353,967 | -0.4% | 1.98% | -5.5% |
| Q3 2017 | $33,953,000 | +4.4% | 355,492 | -0.1% | 2.10% | -5.6% |
| Q2 2017 | $32,512,000 | +4.0% | 355,711 | -0.0% | 2.22% | +15.9% |
| Q1 2017 | $31,252,000 | +1.7% | 355,786 | -0.1% | 1.92% | +2.6% |
| Q4 2016 | $30,726,000 | +28.7% | 356,086 | -0.7% | 1.87% | +6.6% |
| Q3 2016 | $23,867,000 | +7.2% | 358,416 | 0.0% | 1.75% | +15.9% |
| Q2 2016 | $22,272,000 | +5.0% | 358,416 | +0.1% | 1.51% | +13.3% |
| Q1 2016 | $21,203,000 | -10.4% | 358,030 | -0.2% | 1.33% | -6.1% |
| Q4 2015 | $23,676,000 | +8.2% | 358,572 | -0.1% | 1.42% | +14.1% |
| Q3 2015 | $21,891,000 | -8.5% | 359,047 | +1.7% | 1.24% | -9.3% |
| Q2 2015 | $23,922,000 | +11.6% | 353,036 | -0.2% | 1.37% | +8.5% |
| Q1 2015 | $21,435,000 | -4.8% | 353,836 | -1.6% | 1.26% | -7.2% |
| Q4 2014 | $22,509,000 | +3.7% | 359,686 | -0.2% | 1.36% | +8.5% |
| Q3 2014 | $21,707,000 | +4.6% | 360,356 | +0.0% | 1.26% | -4.4% |
| Q2 2014 | $20,756,000 | -5.7% | 360,233 | -0.6% | 1.31% | +3.8% |
| Q1 2014 | $22,006,000 | +3.7% | 362,488 | -0.1% | 1.26% | +4.4% |
| Q4 2013 | $21,228,000 | +10.7% | 362,988 | -2.1% | 1.21% | -1.5% |
| Q3 2013 | $19,168,000 | -1.7% | 370,838 | +0.4% | 1.23% | -4.1% |
| Q2 2013 | $19,492,000 | – | 369,221 | – | 1.28% | – |
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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% |