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 | $1,210,047 | -3.0% | 8,344 | -2.7% | 1.00% | +1.3% |
| Q2 2023 | $1,246,857 | -12.6% | 8,573 | -21.7% | 0.99% | -7.5% |
| Q1 2023 | $1,427,285 | +91568.9% | 10,953 | -5.7% | 1.07% | -18.6% |
| Q4 2022 | $1,557 | -99.9% | 11,613 | -8.8% | 1.32% | +19.8% |
| Q3 2022 | $1,331,000 | -6.7% | 12,735 | +0.5% | 1.10% | +1.4% |
| Q2 2022 | $1,427,000 | -17.7% | 12,669 | -0.4% | 1.08% | -4.7% |
| Q1 2022 | $1,733,000 | -14.3% | 12,715 | -0.4% | 1.14% | -8.9% |
| Q4 2021 | $2,021,000 | -7.5% | 12,762 | -4.3% | 1.25% | -15.4% |
| Q3 2021 | $2,184,000 | +17.2% | 13,342 | +9.1% | 1.48% | +2.8% |
| Q1 2021 | $1,863,000 | +18.7% | 12,232 | -1.0% | 1.44% | +25.5% |
| Q4 2020 | $1,570,000 | -14.0% | 12,356 | -34.9% | 1.14% | -3.2% |
| Q3 2020 | $1,826,000 | -4.9% | 18,976 | -7.1% | 1.18% | -9.5% |
| Q2 2020 | $1,920,000 | -11.6% | 20,417 | -15.3% | 1.31% | -21.5% |
| Q1 2020 | $2,171,000 | -27.9% | 24,113 | +11.7% | 1.67% | -15.5% |
| Q4 2019 | $3,010,000 | +27.7% | 21,595 | +7.8% | 1.97% | +13.9% |
| Q3 2019 | $2,357,000 | +13.6% | 20,029 | +7.9% | 1.73% | +10.0% |
| Q2 2019 | $2,075,000 | +13.4% | 18,560 | +2.7% | 1.57% | +25.8% |
| Q1 2019 | $1,829,000 | +8.6% | 18,069 | +4.7% | 1.25% | -3.4% |
| Q4 2018 | $1,684,000 | -13.8% | 17,252 | -0.3% | 1.29% | +1.3% |
| Q3 2018 | $1,953,000 | +11.0% | 17,307 | +2.5% | 1.28% | +10.0% |
| Q2 2018 | $1,760,000 | -12.5% | 16,883 | -7.7% | 1.16% | -13.4% |
| Q1 2018 | $2,012,000 | +1.0% | 18,299 | -1.8% | 1.34% | -3.0% |
| Q4 2017 | $1,993,000 | +12.9% | 18,633 | +0.8% | 1.38% | +4.8% |
| Q3 2017 | $1,765,000 | -1.7% | 18,488 | -5.9% | 1.32% | -8.3% |
| Q2 2017 | $1,796,000 | -6.7% | 19,650 | -10.4% | 1.44% | -8.8% |
| Q1 2017 | $1,926,000 | – | 21,930 | – | 1.58% | – |
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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% |