JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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 | $611,984 | +1.0% | 4,220 | +1.3% | 0.38% | +4.9% |
| Q2 2023 | $605,758 | +6.5% | 4,165 | -1.0% | 0.36% | +0.3% |
| Q1 2023 | $568,642 | +0.5% | 4,205 | -0.3% | 0.36% | -2.7% |
| Q4 2022 | $565,768 | +7.2% | 4,219 | +0.6% | 0.37% | +6.9% |
| Q3 2022 | $528,000 | +8.6% | 4,194 | -2.9% | 0.35% | +10.1% |
| Q2 2022 | $486,000 | -21.0% | 4,319 | -4.2% | 0.32% | -7.3% |
| Q1 2022 | $615,000 | -16.2% | 4,509 | -2.8% | 0.34% | -13.0% |
| Q4 2021 | $734,000 | -2.0% | 4,637 | +1.4% | 0.39% | -11.5% |
| Q3 2021 | $749,000 | +4.3% | 4,574 | -0.9% | 0.44% | +5.5% |
| Q2 2021 | $718,000 | +0.6% | 4,614 | -1.6% | 0.42% | +8.2% |
| Q1 2021 | $714,000 | +16.3% | 4,689 | -2.9% | 0.39% | +6.3% |
| Q4 2020 | $614,000 | +32.0% | 4,829 | 0.0% | 0.37% | +16.9% |
| Q3 2020 | $465,000 | +26.4% | 4,829 | +32.2% | 0.31% | +9.4% |
| Q2 2020 | $368,000 | -13.6% | 3,654 | -22.7% | 0.29% | -27.8% |
| Q1 2020 | $426,000 | -22.3% | 4,729 | +20.2% | 0.40% | -9.8% |
| Q4 2019 | $548,000 | +18.4% | 3,934 | 0.0% | 0.44% | +8.7% |
| Q3 2019 | $463,000 | +6.9% | 3,934 | +1.5% | 0.40% | +6.9% |
| Q2 2019 | $433,000 | +3.6% | 3,874 | -6.1% | 0.38% | +1.9% |
| Q1 2019 | $418,000 | +2.7% | 4,124 | -1.2% | 0.37% | -7.9% |
| Q4 2018 | $407,000 | -11.1% | 4,174 | +2.8% | 0.40% | +5.8% |
| Q3 2018 | $458,000 | +8.3% | 4,059 | 0.0% | 0.38% | +1.1% |
| Q2 2018 | $423,000 | -5.2% | 4,059 | 0.0% | 0.38% | -4.1% |
| Q1 2018 | $446,000 | +2.8% | 4,059 | 0.0% | 0.39% | +0.5% |
| Q4 2017 | $434,000 | +1.9% | 4,059 | -9.0% | 0.39% | -0.5% |
| Q3 2017 | $426,000 | +4.4% | 4,459 | 0.0% | 0.39% | +4.5% |
| Q2 2017 | $408,000 | +4.1% | 4,459 | 0.0% | 0.38% | +2.5% |
| Q1 2017 | $392,000 | +1.8% | 4,459 | 0.0% | 0.37% | +2.8% |
| Q4 2016 | $385,000 | +26.2% | 4,459 | -2.7% | 0.36% | +29.8% |
| Q3 2016 | $305,000 | -4.4% | 4,582 | -10.6% | 0.28% | -3.5% |
| Q2 2016 | $319,000 | +5.3% | 5,127 | +0.1% | 0.28% | +2.5% |
| Q1 2016 | $303,000 | -25.2% | 5,122 | -16.4% | 0.28% | -34.6% |
| Q4 2015 | $405,000 | – | 6,128 | – | 0.42% | – |
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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% |