JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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 | $8,300,945 | +10.9% | 57,240 | -0.3% | 4.05% | +1.5% |
| Q2 2023 | $7,485,006 | +99900.1% | 57,440 | 0.0% | 3.99% | 0.0% |
| Q1 2023 | $7,485 | -2.8% | 57,440 | 0.0% | 3.99% | -6.7% |
| Q4 2022 | $7,703 | -99.9% | 57,440 | -0.1% | 4.27% | -45.4% |
| Q3 2022 | $6,010,000 | -7.2% | 57,516 | +0.0% | 7.82% | -2.0% |
| Q2 2022 | $6,474,000 | +50.8% | 57,491 | +82.6% | 7.98% | +67.7% |
| Q1 2022 | $4,292,000 | -13.9% | 31,487 | +0.0% | 4.76% | -15.9% |
| Q4 2021 | $4,985,000 | -3.3% | 31,484 | +0.0% | 5.66% | -9.7% |
| Q3 2021 | $5,153,000 | +5.2% | 31,480 | +0.0% | 6.27% | +2.9% |
| Q2 2021 | $4,896,000 | +2.2% | 31,477 | +0.0% | 6.10% | -10.5% |
| Q1 2021 | $4,791,000 | +18.3% | 31,474 | -1.2% | 6.82% | +1.8% |
| Q4 2020 | $4,050,000 | +33.7% | 31,871 | +1.3% | 6.70% | +15.0% |
| Q3 2020 | $3,029,000 | +2.0% | 31,459 | -0.3% | 5.83% | -21.1% |
| Q2 2020 | $2,969,000 | +6.9% | 31,563 | +2.3% | 7.38% | -4.4% |
| Q1 2020 | $2,778,000 | +493.6% | 30,858 | +818.9% | 7.72% | +414.2% |
| Q4 2019 | $468,000 | +18.5% | 3,358 | 0.0% | 1.50% | +12.8% |
| Q3 2019 | $395,000 | +5.3% | 3,358 | 0.0% | 1.33% | +4.1% |
| Q2 2019 | $375,000 | +10.3% | 3,358 | 0.0% | 1.28% | +6.0% |
| Q1 2019 | $340,000 | +155.6% | 3,358 | +147.3% | 1.21% | +137.1% |
| Q4 2018 | $133,000 | +111.1% | 1,358 | +143.4% | 0.51% | +135.6% |
| Q3 2018 | $63,000 | +8.6% | 558 | 0.0% | 0.22% | -0.5% |
| Q2 2018 | $58,000 | -4.9% | 558 | 0.0% | 0.22% | -10.3% |
| Q1 2018 | $61,000 | +1.7% | 558 | 0.0% | 0.24% | +2.1% |
| Q4 2017 | $60,000 | +13.2% | 558 | 0.0% | 0.24% | +5.3% |
| Q3 2017 | $53,000 | +3.9% | 558 | 0.0% | 0.22% | -7.4% |
| Q2 2017 | $51,000 | +4.1% | 558 | 0.0% | 0.24% | +6.1% |
| Q1 2017 | $49,000 | +2.1% | 558 | 0.0% | 0.23% | -3.8% |
| Q4 2016 | $48,000 | +29.7% | 558 | 0.0% | 0.24% | +23.3% |
| Q3 2016 | $37,000 | +5.7% | 558 | 0.0% | 0.19% | +3.8% |
| Q2 2016 | $35,000 | -20.5% | 558 | -25.1% | 0.19% | -23.5% |
| Q1 2016 | $44,000 | -10.2% | 745 | 0.0% | 0.24% | -15.6% |
| Q4 2015 | $49,000 | +8.9% | 745 | 0.0% | 0.29% | +9.1% |
| Q3 2015 | $45,000 | -10.0% | 745 | 0.0% | 0.26% | -16.2% |
| Q2 2015 | $50,000 | +11.1% | 745 | 0.0% | 0.32% | +6.1% |
| Q1 2015 | $45,000 | -4.3% | 745 | 0.0% | 0.30% | -7.2% |
| Q4 2014 | $47,000 | +4.4% | 745 | 0.0% | 0.32% | -7.8% |
| Q3 2014 | $45,000 | +4.7% | 745 | 0.0% | 0.35% | +2.4% |
| Q2 2014 | $43,000 | -4.4% | 745 | 0.0% | 0.34% | -5.8% |
| Q1 2014 | $45,000 | +2.3% | 745 | 0.0% | 0.36% | -16.9% |
| Q4 2013 | $44,000 | – | 745 | – | 0.43% | – |
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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% |