Michael & Susan Dell Foundation - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,210 filers reported holding JPMORGAN CHASE & CO in Q3 2017. The put-call ratio across all filers is 1.05 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
Michael & Susan Dell Foundation ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2019$6,015,000
+5.3%
51,1090.0%5.72%
+12.9%
Q2 2019$5,714,000
+10.4%
51,1090.0%5.07%
+1.5%
Q1 2019$5,174,000
-85.4%
51,109
-83.7%
4.99%
-91.4%
Q3 2018$35,415,000
+8.3%
313,8530.0%57.87%
+24.0%
Q2 2018$32,703,000
-5.2%
313,8530.0%46.66%
-13.6%
Q1 2018$34,514,000
+2.8%
313,8530.0%54.03%
+141.6%
Q4 2017$33,563,000
+12.0%
313,8530.0%22.36%
-5.4%
Q3 2017$29,976,000
+4.5%
313,8530.0%23.63%
+4.2%
Q2 2017$28,686,000
+4.1%
313,8530.0%22.68%
-3.7%
Q1 2017$27,569,000
-34.9%
313,853
-36.0%
23.54%
-25.2%
Q4 2016$42,343,000
+167.3%
490,705
+106.3%
31.45%
+96.9%
Q3 2016$15,839,000
+7.2%
237,8530.0%15.97%
+4.2%
Q2 2016$14,780,000
+4.9%
237,8530.0%15.33%
+12.1%
Q1 2016$14,086,000
-10.3%
237,8530.0%13.68%
+2.3%
Q4 2015$15,705,000
+8.3%
237,8530.0%13.37%
+26.4%
Q3 2015$14,502,000
-35.8%
237,853
-28.7%
10.58%
-18.5%
Q2 2015$22,589,000
+11.9%
333,3680.0%12.98%
+5.1%
Q1 2015$20,195,000
-3.2%
333,3680.0%12.36%
-20.8%
Q4 2014$20,862,000
+3.9%
333,3680.0%15.60%
-6.4%
Q3 2014$20,082,000
+4.5%
333,3680.0%16.68%
+3.1%
Q2 2014$19,209,000
+18.6%
333,368
+25.0%
16.17%
+13.6%
Q1 2014$16,191,000
+19.0%
266,694
+14.6%
14.23%
+29.3%
Q4 2013$13,603,000232,61611.01%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2017
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