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 | $72,510 | -0.3% | 500 | 0.0% | 0.05% | +4.1% |
| Q2 2023 | $72,720 | -72.1% | 500 | -75.0% | 0.05% | -71.2% |
| Q1 2023 | $260,620 | -2.8% | 2,000 | 0.0% | 0.17% | -16.7% |
| Q4 2022 | $268,200 | +28.3% | 2,000 | 0.0% | 0.20% | +36.9% |
| Q3 2022 | $209,000 | -7.1% | 2,000 | 0.0% | 0.15% | 0.0% |
| Q2 2022 | $225,000 | -42.0% | 2,000 | -29.8% | 0.15% | -30.0% |
| Q1 2022 | $388,000 | -14.0% | 2,847 | 0.0% | 0.21% | -18.7% |
| Q4 2021 | $451,000 | -2.4% | 2,847 | +0.9% | 0.26% | -7.1% |
| Q3 2021 | $462,000 | +5.2% | 2,822 | 0.0% | 0.28% | +11.0% |
| Q2 2021 | $439,000 | +2.1% | 2,822 | 0.0% | 0.25% | -17.0% |
| Q1 2021 | $430,000 | +19.8% | 2,822 | 0.0% | 0.31% | -3.5% |
| Q4 2020 | $359,000 | +36.5% | 2,822 | +3.3% | 0.32% | +29.4% |
| Q3 2020 | $263,000 | -40.1% | 2,732 | -41.5% | 0.24% | -43.7% |
| Q2 2020 | $439,000 | +0.2% | 4,671 | -4.0% | 0.44% | +48.5% |
| Q1 2020 | $438,000 | -37.6% | 4,864 | -3.5% | 0.29% | -30.9% |
| Q4 2019 | $702,000 | +18.2% | 5,039 | 0.0% | 0.42% | +52.0% |
| Q3 2019 | $594,000 | -24.5% | 5,039 | -28.4% | 0.28% | -27.0% |
| Q2 2019 | $787,000 | +10.4% | 7,039 | 0.0% | 0.38% | +2.1% |
| Q1 2019 | $713,000 | +2.7% | 7,039 | -1.1% | 0.37% | -11.0% |
| Q4 2018 | $694,000 | -13.6% | 7,114 | 0.0% | 0.42% | -6.9% |
| Q3 2018 | $803,000 | +7.6% | 7,114 | -0.7% | 0.45% | +5.1% |
| Q2 2018 | $746,000 | -0.5% | 7,164 | +5.0% | 0.43% | +3.9% |
| Q1 2018 | $750,000 | +1.4% | 6,820 | -1.4% | 0.41% | -9.0% |
| Q4 2017 | $740,000 | +9.3% | 6,920 | -2.5% | 0.45% | -3.2% |
| Q3 2017 | $677,000 | -54.1% | 7,096 | -53.1% | 0.47% | -59.0% |
| Q2 2017 | $1,474,000 | +4.4% | 15,115 | -6.2% | 1.14% | -10.5% |
| Q1 2017 | $1,412,000 | +124.1% | 16,115 | +120.8% | 1.28% | +90.2% |
| Q4 2016 | $630,000 | – | 7,298 | – | 0.67% | – |
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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% |