Gotham Asset Management, LLC - JPMORGAN CHASE & CO ownership

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
Gotham Asset Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$7,970,444
+1.6%
54,961
+1.9%
0.16%
-3.5%
Q2 2023$7,843,870
+3.0%
53,932
-7.7%
0.17%
-7.6%
Q1 2023$7,613,883
-17.2%
58,429
-14.8%
0.18%
-28.6%
Q4 2022$9,200,065
+28.2%
68,606
-0.1%
0.26%
+20.5%
Q3 2022$7,178,000
+39.4%
68,692
+50.2%
0.22%
+30.3%
Q2 2022$5,151,000
-4.8%
45,745
+15.2%
0.16%
-1.8%
Q1 2022$5,412,000
-8.0%
39,702
+6.8%
0.17%
-11.6%
Q4 2021$5,884,000
-15.2%
37,161
-12.3%
0.19%
-32.4%
Q3 2021$6,936,000
-6.4%
42,372
-11.1%
0.28%
-10.5%
Q2 2021$7,413,000
+42.3%
47,659
+39.2%
0.31%
+35.3%
Q1 2021$5,211,000
+19.6%
34,232
-0.1%
0.23%
+61.1%
Q4 2020$4,356,000
+63.8%
34,278
+24.0%
0.14%
+69.4%
Q3 2020$2,660,000
-46.3%
27,634
-47.5%
0.08%
-42.6%
Q2 2020$4,950,000
-42.8%
52,630
-45.2%
0.15%
-38.3%
Q1 2020$8,650,000
-58.1%
96,074
-35.1%
0.24%
-36.7%
Q4 2019$20,643,000
+62.9%
148,082
+37.6%
0.38%
+69.2%
Q3 2019$12,670,000
-6.5%
107,656
-11.1%
0.22%
+3.7%
Q2 2019$13,545,000
+10.3%
121,151
-0.1%
0.22%
+20.0%
Q1 2019$12,277,000
+39.0%
121,274
+34.0%
0.18%
+31.4%
Q4 2018$8,834,000
-16.0%
90,493
-2.9%
0.14%
-5.5%
Q3 2018$10,512,000
-20.7%
93,159
-26.8%
0.14%
-24.5%
Q2 2018$13,260,000
+78.2%
127,257
+88.1%
0.19%
+84.6%
Q1 2018$7,439,000
+46.7%
67,645
+42.6%
0.10%
+40.5%
Q4 2017$5,072,000
+44.9%
47,432
+29.4%
0.07%
+45.1%
Q3 2017$3,500,000
-8.4%
36,645
-12.3%
0.05%
-5.6%
Q2 2017$3,820,000
+10.1%
41,789
+5.8%
0.05%
+22.7%
Q1 2017$3,470,000
+39.5%
39,501
+37.0%
0.04%
+37.5%
Q4 2016$2,488,000
+131.7%
28,832
+78.7%
0.03%
+128.6%
Q3 2016$1,074,000
+115.7%
16,131
+101.3%
0.01%
+133.3%
Q2 2016$498,000
+80.4%
8,013
+91.4%
0.01%
+100.0%
Q4 2015$276,000
-66.3%
4,186
-68.8%
0.00%
-62.5%
Q3 2015$818,000
+99.0%
13,418
+121.2%
0.01%
+166.7%
Q2 2015$411,000
+91.2%
6,067
+70.7%
0.00%
+50.0%
Q1 2015$215,000
-30.2%
3,554
-32.5%
0.00%
-71.4%
Q4 2013$308,000
+6.6%
5,262
-6.0%
0.01%
-22.2%
Q3 2013$289,000
-2.0%
5,598
+0.1%
0.01%
-30.8%
Q2 2013$295,0005,5920.01%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2023
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 313,853$34,514,00054.03%
Lloyds Banking Group plc 28,209$3,101,00024.00%
ADAMCAPITAL Gestao de Recursos Ltda. 4,878,139$536,449,00019.10%
LANSDOWNE PARTNERS (UK) LLP 13,523,497$1,487,169,00015.49%
James Hambro & Partners 341,429$37,538,00014.75%
Spectrum Financial Alliance Ltd LLC 182,873$20,009,00013.12%
GREENHAVEN ASSOCIATES INC 6,670,020$733,502,00011.54%
Providence Wealth Advisors, LLC 65,118$7,023,00010.40%
STEWART WEST INDIES TRADING CO., LTD 1,028,000$113,049,0009.79%
Chubb Ltd 200,000$21,994,0009.56%
View complete list of JPMORGAN CHASE & CO shareholders