JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,926 filers reported holding JPMORGAN CHASE & CO in Q3 2016. The put-call ratio across all filers is 0.76 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,246 | -2.4% | 8,595 | -2.1% | 0.57% | +0.2% |
| Q2 2023 | $1,277 | +16.2% | 8,778 | +4.1% | 0.57% | +7.7% |
| Q1 2023 | $1,099 | -2.8% | 8,435 | 0.0% | 0.53% | -7.0% |
| Q4 2022 | $1,131 | -99.9% | 8,435 | -18.6% | 0.57% | -0.5% |
| Q3 2022 | $1,083,000 | -9.9% | 10,360 | -3.0% | 0.57% | -23.1% |
| Q2 2022 | $1,202,000 | -17.4% | 10,675 | 0.0% | 0.75% | +23.9% |
| Q1 2022 | $1,455,000 | -15.6% | 10,675 | -2.0% | 0.60% | -11.1% |
| Q4 2021 | $1,724,000 | +1.4% | 10,890 | +4.8% | 0.68% | -12.6% |
| Q3 2021 | $1,701,000 | +6.6% | 10,390 | +1.3% | 0.78% | +7.2% |
| Q2 2021 | $1,596,000 | +1.5% | 10,260 | -0.7% | 0.72% | -7.5% |
| Q1 2021 | $1,573,000 | +12.2% | 10,335 | -6.3% | 0.78% | -4.6% |
| Q4 2020 | $1,402,000 | +42.5% | 11,030 | +0.9% | 0.82% | -9.7% |
| Q1 2020 | $984,000 | -36.9% | 10,930 | -2.3% | 0.91% | -14.5% |
| Q4 2019 | $1,559,000 | +28.8% | 11,185 | +8.8% | 1.06% | +17.5% |
| Q3 2019 | $1,210,000 | +5.2% | 10,285 | 0.0% | 0.90% | -3.0% |
| Q2 2019 | $1,150,000 | +15.2% | 10,285 | +4.3% | 0.93% | +22.0% |
| Q1 2019 | $998,000 | +3.3% | 9,860 | -0.4% | 0.76% | -8.2% |
| Q4 2018 | $966,000 | +4.4% | 9,900 | +20.7% | 0.83% | +24.0% |
| Q3 2018 | $925,000 | -14.8% | 8,200 | -21.4% | 0.67% | +43.4% |
| Q2 2018 | $1,086,000 | +88.9% | 10,430 | +99.4% | 0.47% | +1.7% |
| Q1 2018 | $575,000 | +2.9% | 5,231 | 0.0% | 0.46% | +8.5% |
| Q4 2017 | $559,000 | +10.3% | 5,231 | -1.4% | 0.42% | +7.1% |
| Q3 2017 | $507,000 | +4.5% | 5,306 | 0.0% | 0.40% | +0.3% |
| Q2 2017 | $485,000 | +3.6% | 5,306 | -0.5% | 0.40% | +2.6% |
| Q1 2017 | $468,000 | -0.2% | 5,331 | -1.8% | 0.38% | -6.1% |
| Q4 2016 | $469,000 | +22.8% | 5,431 | -5.2% | 0.41% | +21.3% |
| Q3 2016 | $382,000 | +12.0% | 5,731 | +4.6% | 0.34% | +9.7% |
| Q2 2016 | $341,000 | +13.3% | 5,481 | +7.9% | 0.31% | +6.9% |
| Q1 2016 | $301,000 | -10.1% | 5,081 | 0.0% | 0.29% | -10.8% |
| Q4 2015 | $335,000 | +8.1% | 5,081 | 0.0% | 0.32% | +3.9% |
| Q3 2015 | $310,000 | -9.9% | 5,081 | 0.0% | 0.31% | -0.6% |
| Q2 2015 | $344,000 | – | 5,081 | – | 0.31% | – |
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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% |