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 | $8,678,952 | -0.4% | 59,847 | -0.1% | 1.68% | +4.1% |
| Q2 2023 | $8,714,876 | +22.6% | 59,921 | +14.7% | 1.62% | -26.6% |
| Q1 2023 | $7,108,778 | -1.3% | 52,251 | +0.9% | 2.20% | -4.1% |
| Q4 2022 | $7,201,774 | +31.7% | 51,763 | -1.1% | 2.30% | +7.2% |
| Q3 2022 | $5,469,000 | +37.9% | 52,336 | +48.6% | 2.15% | -5.8% |
| Q2 2022 | $3,967,000 | -11.8% | 35,230 | +6.7% | 2.28% | -0.8% |
| Q1 2022 | $4,500,000 | -4.7% | 33,007 | +10.7% | 2.30% | -16.5% |
| Q4 2021 | $4,720,000 | -5.3% | 29,805 | -2.1% | 2.75% | +20.8% |
| Q3 2021 | $4,982,000 | +4.0% | 30,433 | -1.2% | 2.28% | +8.7% |
| Q2 2021 | $4,791,000 | +2.0% | 30,802 | -0.1% | 2.10% | +4.1% |
| Q1 2021 | $4,696,000 | +26.4% | 30,847 | +5.5% | 2.01% | +16.0% |
| Q4 2020 | $3,715,000 | +24.1% | 29,233 | -6.0% | 1.74% | -1.2% |
| Q3 2020 | $2,993,000 | -0.7% | 31,085 | -3.0% | 1.76% | -7.7% |
| Q2 2020 | $3,013,000 | +1.7% | 32,037 | -2.6% | 1.90% | -11.4% |
| Q1 2020 | $2,962,000 | -35.4% | 32,901 | -0.0% | 2.15% | -2.2% |
| Q4 2019 | $4,587,000 | +27.1% | 32,902 | +7.3% | 2.20% | +9.6% |
| Q3 2019 | $3,610,000 | +4.1% | 30,671 | -1.1% | 2.00% | -0.7% |
| Q2 2019 | $3,467,000 | +9.1% | 31,007 | -1.2% | 2.02% | +3.6% |
| Q1 2019 | $3,177,000 | +8.2% | 31,386 | +4.4% | 1.95% | -8.6% |
| Q4 2018 | $2,936,000 | -13.6% | 30,071 | -0.1% | 2.13% | -4.0% |
| Q3 2018 | $3,397,000 | +8.0% | 30,103 | -0.2% | 2.22% | -5.1% |
| Q2 2018 | $3,144,000 | -2.1% | 30,174 | +3.4% | 2.34% | -4.3% |
| Q1 2018 | $3,210,000 | -0.9% | 29,187 | -3.6% | 2.45% | +2.7% |
| Q4 2017 | $3,239,000 | +8.0% | 30,287 | -3.5% | 2.38% | -0.7% |
| Q3 2017 | $2,999,000 | +1.6% | 31,399 | -2.7% | 2.40% | -1.6% |
| Q2 2017 | $2,951,000 | +2.6% | 32,282 | -1.4% | 2.44% | -1.7% |
| Q1 2017 | $2,875,000 | -5.1% | 32,728 | -6.8% | 2.48% | -3.9% |
| Q4 2016 | $3,031,000 | +28.2% | 35,128 | -1.1% | 2.58% | +28.9% |
| Q3 2016 | $2,365,000 | -29.3% | 35,520 | -34.5% | 2.00% | -0.4% |
| Q2 2016 | $3,344,000 | +10.6% | 54,241 | +6.2% | 2.01% | +3.4% |
| Q1 2016 | $3,024,000 | -5.8% | 51,058 | +4.3% | 1.94% | +6.3% |
| Q4 2015 | $3,210,000 | +24.3% | 48,933 | +14.7% | 1.83% | +7.7% |
| Q3 2015 | $2,582,000 | -2.4% | 42,647 | +8.5% | 1.70% | +10.1% |
| Q2 2015 | $2,646,000 | +16.3% | 39,311 | +4.6% | 1.54% | +11.6% |
| Q1 2015 | $2,276,000 | +10.6% | 37,578 | +14.3% | 1.38% | -11.3% |
| Q4 2014 | $2,057,000 | – | 32,863 | – | 1.56% | – |
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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% |