JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,178 filers reported holding JPMORGAN CHASE & CO in Q1 2021. The put-call ratio across all filers is 1.17 and the average weighting 1.1%.
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 | $10,736,002 | +5.1% | 74,749 | +6.5% | 1.14% | +6.9% |
| Q2 2023 | $10,211,127 | +71.6% | 70,209 | +53.8% | 1.06% | +51.1% |
| Q1 2023 | $5,949,608 | +5.0% | 45,657 | +8.0% | 0.70% | -0.6% |
| Q4 2022 | $5,666,511 | +36.5% | 42,256 | +6.4% | 0.71% | +36.2% |
| Q3 2022 | $4,151,000 | -1.8% | 39,723 | +5.9% | 0.52% | -4.1% |
| Q2 2022 | $4,225,000 | -8.2% | 37,518 | +11.1% | 0.54% | +10.9% |
| Q1 2022 | $4,602,000 | -1.2% | 33,761 | +14.7% | 0.49% | -1.2% |
| Q4 2021 | $4,659,000 | +7.1% | 29,423 | +10.7% | 0.49% | -2.9% |
| Q3 2021 | $4,351,000 | +8.0% | 26,583 | +2.6% | 0.51% | +6.7% |
| Q2 2021 | $4,028,000 | +12.0% | 25,898 | +9.6% | 0.48% | +1.3% |
| Q1 2021 | $3,598,000 | +19.9% | 23,635 | +0.1% | 0.47% | +12.1% |
| Q4 2020 | $3,001,000 | +33.7% | 23,620 | +1.3% | 0.42% | +16.3% |
| Q3 2020 | $2,245,000 | +1740.2% | 23,315 | +1701.8% | 0.36% | +1619.0% |
| Q2 2020 | $122,000 | -26.5% | 1,294 | -29.9% | 0.02% | -32.3% |
| Q1 2020 | $166,000 | -27.5% | 1,847 | +12.3% | 0.03% | -18.4% |
| Q4 2019 | $229,000 | +68.4% | 1,645 | +42.7% | 0.04% | +52.0% |
| Q3 2019 | $136,000 | -30.6% | 1,153 | -34.2% | 0.02% | -30.6% |
| Q2 2019 | $196,000 | +9.5% | 1,752 | -0.8% | 0.04% | +5.9% |
| Q1 2019 | $179,000 | +4.1% | 1,767 | 0.0% | 0.03% | -5.6% |
| Q4 2018 | $172,000 | -8.0% | 1,767 | +6.9% | 0.04% | +2.9% |
| Q3 2018 | $187,000 | +2.7% | 1,653 | +1.1% | 0.04% | -5.4% |
| Q2 2018 | $182,000 | -8.1% | 1,635 | -9.2% | 0.04% | -14.0% |
| Q1 2018 | $198,000 | +7.0% | 1,801 | +4.3% | 0.04% | +2.4% |
| Q4 2017 | $185,000 | +88.8% | 1,727 | +67.7% | 0.04% | +82.6% |
| Q3 2017 | $98,000 | +104.2% | 1,030 | +94.7% | 0.02% | +91.7% |
| Q2 2017 | $48,000 | +23.1% | 529 | +20.2% | 0.01% | +33.3% |
| Q1 2017 | $39,000 | +2.6% | 440 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $38,000 | -41.5% | 440 | -54.7% | 0.01% | -40.0% |
| Q3 2016 | $65,000 | +16.1% | 972 | +8.6% | 0.02% | +15.4% |
| Q2 2016 | $56,000 | -6.7% | 895 | -11.5% | 0.01% | -23.5% |
| Q1 2016 | $60,000 | +62.2% | 1,011 | +79.9% | 0.02% | +70.0% |
| Q4 2015 | $37,000 | -7.5% | 562 | -13.5% | 0.01% | -16.7% |
| Q3 2015 | $40,000 | -9.1% | 650 | 0.0% | 0.01% | -7.7% |
| Q2 2015 | $44,000 | +51.7% | 650 | +35.4% | 0.01% | +44.4% |
| Q1 2015 | $29,000 | -3.3% | 480 | 0.0% | 0.01% | -10.0% |
| Q4 2014 | $30,000 | +3.4% | 480 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $29,000 | +3.6% | 480 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $28,000 | -3.4% | 480 | 0.0% | 0.01% | -16.7% |
| Q1 2014 | $29,000 | +3.6% | 480 | 0.0% | 0.01% | -14.3% |
| Q4 2013 | $28,000 | +12.0% | 480 | 0.0% | 0.01% | +16.7% |
| Q3 2013 | $25,000 | 0.0% | 480 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $25,000 | – | 480 | – | 0.01% | – |
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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% |