Kiwi Wealth Investments Limited Partnership - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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
Kiwi Wealth Investments Limited Partnership ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$7,044,056
+30164.5%
48,573
-69.6%
0.77%
-46.6%
Q2 2023$23,275
-99.9%
160,0330.0%1.44%
+6.4%
Q1 2023$20,853,900
+25.6%
160,033
+29.3%
1.35%
+22.5%
Q4 2022$16,603,726
-99.9%
123,816
-21.0%
1.10%
-9.6%
Q3 2022$17,650,604,0000.0%156,7410.0%1.22%0.0%
Q2 2022$17,650,604,000
+175057.3%
156,741
+112.0%
1.22%
+124.4%
Q1 2022$10,077,000
-60.3%
73,918
-53.8%
0.54%
-54.7%
Q4 2021$25,359,000
+11.0%
160,147
+14.7%
1.20%
+3.0%
Q3 2021$22,851,000
+21.5%
139,597
+15.4%
1.16%
+19.7%
Q2 2021$18,812,000
+8.9%
120,947
+6.6%
0.97%
-2.6%
Q1 2021$17,270,000
+7.6%
113,444
-10.2%
1.00%
+5.7%
Q4 2020$16,049,000
+17.2%
126,301
-11.2%
0.94%
-1.3%
Q3 2020$13,689,000
-15.3%
142,192
-17.2%
0.96%
-26.9%
Q2 2020$16,162,000
+18.2%
171,824
+13.1%
1.31%
-4.7%
Q1 2020$13,673,000
-57.5%
151,869
-34.2%
1.37%
-41.9%
Q4 2019$32,196,000
+45.5%
230,961
+22.8%
2.37%
+33.0%
Q3 2019$22,130,000
+15.6%
188,037
+9.8%
1.78%
+6.4%
Q2 2019$19,138,000
+30.6%
171,181
+18.3%
1.67%
+25.6%
Q1 2019$14,652,000
+2.6%
144,742
-1.0%
1.33%
-11.1%
Q4 2018$14,275,000
-24.6%
146,230
-12.9%
1.50%
-15.9%
Q3 2018$18,938,000
+7.3%
167,829
-0.9%
1.78%
+6.1%
Q2 2018$17,653,000
+31.5%
169,415
+38.8%
1.68%
+26.9%
Q1 2018$13,425,000
-4.4%
122,077
-7.0%
1.32%
-14.0%
Q4 2017$14,043,000
-39.3%
131,319
-45.8%
1.54%
-44.9%
Q3 2017$23,135,000
+12.4%
242,226
+7.6%
2.79%
+48.2%
Q2 2017$20,578,000
+3.2%
225,143
-0.8%
1.88%
+14.5%
Q1 2017$19,945,000
-7.0%
227,057
-8.6%
1.64%
-10.2%
Q4 2016$21,440,000
+205.6%
248,468
+135.8%
1.83%
+202.1%
Q3 2016$7,016,000
-57.1%
105,358
-59.9%
0.60%
-62.1%
Q2 2016$16,344,000
+35.5%
263,011
+29.1%
1.60%
+29.3%
Q1 2016$12,064,000
-51.4%
203,713
-45.8%
1.23%
-55.5%
Q4 2015$24,811,000
+33.9%
375,744
+23.6%
2.78%
+27.5%
Q3 2015$18,535,000
+9.9%
304,011
+22.2%
2.18%
+21.1%
Q2 2015$16,858,000
+24.7%
248,783
+11.5%
1.80%
+30.7%
Q1 2015$13,514,000
-35.6%
223,079
-33.4%
1.38%
-34.2%
Q4 2014$20,970,000
-15.3%
335,096
-18.4%
2.09%
-9.8%
Q3 2014$24,746,000
+7.9%
410,798
+3.2%
2.32%
-1.5%
Q2 2014$22,929,000
-4.8%
397,927
+0.3%
2.35%
-19.8%
Q1 2014$24,093,000
+19.0%
396,853
+14.6%
2.93%
+14.7%
Q4 2013$20,254,000
+27.3%
346,344
+12.5%
2.56%
+5.5%
Q3 2013$15,911,000
-31.0%
307,819
-29.5%
2.42%
-41.4%
Q2 2013$23,063,000436,8744.14%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders