JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 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 | $6,192,718 | -1.8% | 42,703 | -1.6% | 1.07% | +0.2% |
Q2 2023 | $6,309,310 | +7.9% | 43,381 | -3.3% | 1.07% | +5.5% |
Q1 2023 | $5,848,119 | -3.8% | 44,879 | -1.0% | 1.01% | -6.5% |
Q4 2022 | $6,080,657 | +28.4% | 45,344 | +0.1% | 1.08% | +19.5% |
Q3 2022 | $4,736,000 | -4.7% | 45,318 | +2.6% | 0.90% | +1.8% |
Q2 2022 | $4,972,000 | -3.2% | 44,156 | +17.2% | 0.89% | +9.4% |
Q1 2022 | $5,134,000 | -17.8% | 37,664 | +1.5% | 0.81% | -15.3% |
Q4 2021 | $6,242,000 | +3.2% | 37,107 | +0.5% | 0.96% | -3.0% |
Q3 2021 | $6,046,000 | +4.7% | 36,936 | -0.5% | 0.99% | +4.3% |
Q2 2021 | $5,773,000 | +1.9% | 37,115 | -0.2% | 0.95% | -4.2% |
Q1 2021 | $5,663,000 | +18.6% | 37,200 | -1.0% | 0.99% | +22.5% |
Q4 2020 | $4,774,000 | +29.2% | 37,572 | -2.1% | 0.81% | +55.1% |
Q3 2020 | $3,695,000 | +6.4% | 38,377 | +4.0% | 0.52% | -1.3% |
Q2 2020 | $3,473,000 | +4.2% | 36,918 | -0.3% | 0.53% | -14.0% |
Q1 2020 | $3,332,000 | -1.8% | 37,014 | +52.1% | 0.61% | +12.7% |
Q4 2019 | $3,392,000 | +8.0% | 24,332 | +1.0% | 0.54% | +6.9% |
Q3 2019 | $3,140,000 | +748.6% | 24,082 | +627.3% | 0.51% | +224.8% |
Q2 2019 | $370,000 | +10.4% | 3,311 | 0.0% | 0.16% | +4.7% |
Q1 2019 | $335,000 | +13.6% | 3,311 | +9.6% | 0.15% | +1.4% |
Q4 2018 | $295,000 | -21.3% | 3,021 | -9.0% | 0.15% | -11.9% |
Q3 2018 | $375,000 | +8.4% | 3,321 | 0.0% | 0.17% | -1.2% |
Q2 2018 | $346,000 | +18.1% | 3,321 | +24.6% | 0.17% | +15.6% |
Q1 2018 | $293,000 | +5.8% | 2,666 | +3.1% | 0.15% | +8.1% |
Q4 2017 | $277,000 | +15.4% | 2,586 | +2.9% | 0.14% | +13.3% |
Q3 2017 | $240,000 | +18.8% | 2,513 | +13.6% | 0.12% | +15.4% |
Q2 2017 | $202,000 | +4.1% | 2,213 | 0.0% | 0.10% | +1.0% |
Q1 2017 | $194,000 | +1.6% | 2,213 | 0.0% | 0.10% | +2.0% |
Q4 2016 | $191,000 | +127.4% | 2,213 | +75.2% | 0.10% | +50.7% |
Q3 2016 | $84,000 | +7.7% | 1,263 | 0.0% | 0.07% | +1.5% |
Q2 2016 | $78,000 | +4.0% | 1,263 | 0.0% | 0.07% | +4.8% |
Q1 2016 | $75,000 | +8.7% | 1,263 | +21.6% | 0.06% | +5.0% |
Q4 2015 | $69,000 | – | 1,039 | – | 0.06% | – |
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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% |