JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,592 filers reported holding JPMORGAN CHASE & CO in Q2 2023. The put-call ratio across all filers is 1.03 and the average weighting 0.9%.
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 | $22,133,895 | +0.5% | 152,626 | +0.8% | 1.50% | -0.1% |
| Q2 2023 | $22,020,041 | +13.3% | 151,403 | +1.6% | 1.50% | +1.4% |
| Q1 2023 | $19,428,228 | -2.9% | 149,092 | -0.0% | 1.48% | -9.7% |
| Q4 2022 | $20,000,492 | +118.2% | 149,146 | +70.0% | 1.64% | +69.3% |
| Q3 2022 | $9,166,000 | +5.3% | 87,717 | +13.5% | 0.97% | -0.5% |
| Q2 2022 | $8,703,000 | -11.9% | 77,289 | +6.6% | 0.98% | +3.0% |
| Q1 2022 | $9,883,000 | -10.1% | 72,497 | +4.5% | 0.95% | -7.0% |
| Q4 2021 | $10,989,000 | +1.2% | 69,400 | +4.6% | 1.02% | -12.7% |
| Q3 2021 | $10,860,000 | +9.9% | 66,345 | +4.4% | 1.17% | +6.3% |
| Q2 2021 | $9,886,000 | -34.8% | 63,558 | -36.2% | 1.10% | -39.8% |
| Q1 2021 | $15,156,000 | -7.1% | 99,561 | -22.5% | 1.82% | -16.6% |
| Q4 2020 | $16,319,000 | +39.6% | 128,428 | +5.8% | 2.18% | +19.4% |
| Q3 2020 | $11,689,000 | +14.9% | 121,419 | +12.3% | 1.83% | +6.6% |
| Q2 2020 | $10,173,000 | +6.1% | 108,156 | +1.6% | 1.72% | -4.2% |
| Q1 2020 | $9,586,000 | -25.6% | 106,471 | +15.2% | 1.79% | -8.6% |
| Q4 2019 | $12,888,000 | +17.9% | 92,456 | -0.5% | 1.96% | +9.9% |
| Q3 2019 | $10,934,000 | +6.8% | 92,905 | +1.5% | 1.78% | +6.8% |
| Q2 2019 | $10,236,000 | +11.6% | 91,558 | +1.0% | 1.67% | +8.5% |
| Q1 2019 | $9,173,000 | +6.4% | 90,614 | +2.6% | 1.54% | -13.1% |
| Q4 2018 | $8,623,000 | -11.0% | 88,332 | +2.9% | 1.77% | +33.2% |
| Q3 2018 | $9,684,000 | +14.3% | 85,823 | +5.6% | 1.33% | +5.7% |
| Q2 2018 | $8,472,000 | -9.5% | 81,302 | -4.5% | 1.26% | -6.8% |
| Q1 2018 | $9,365,000 | -13.0% | 85,158 | -15.4% | 1.35% | -3.6% |
| Q4 2017 | $10,759,000 | +26.1% | 100,604 | +12.6% | 1.40% | +18.0% |
| Q3 2017 | $8,531,000 | +8.6% | 89,324 | +3.9% | 1.18% | +5.6% |
| Q2 2017 | $7,857,000 | +7.8% | 85,967 | +3.6% | 1.12% | +7.0% |
| Q1 2017 | $7,288,000 | +3.5% | 82,968 | +1.7% | 1.05% | -0.4% |
| Q4 2016 | $7,042,000 | +28.0% | 81,612 | -1.2% | 1.05% | +30.8% |
| Q3 2016 | $5,501,000 | +8.1% | 82,608 | +0.9% | 0.80% | +7.6% |
| Q2 2016 | $5,089,000 | – | 81,889 | – | 0.75% | – |
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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% |