JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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 | $247,650 | -15.4% | 1,707 | -24.0% | 0.14% | -19.9% |
| Q1 2023 | $292,873 | +69.5% | 2,247 | +74.5% | 0.18% | +50.4% |
| Q4 2022 | $172,776 | -48.7% | 1,288 | -60.1% | 0.12% | -50.0% |
| Q3 2022 | $337,000 | -11.3% | 3,228 | +1.1% | 0.23% | +3.1% |
| Q2 2022 | $380,000 | -18.6% | 3,193 | -6.9% | 0.23% | +4.6% |
| Q1 2022 | $467,000 | -53.7% | 3,428 | -88.3% | 0.22% | -50.5% |
| Q4 2021 | $1,008,000 | +67.4% | 29,424 | +699.8% | 0.44% | +100.9% |
| Q3 2021 | $602,000 | +16.4% | 3,679 | +10.6% | 0.22% | +16.0% |
| Q2 2021 | $517,000 | -1.0% | 3,326 | -3.0% | 0.19% | -7.4% |
| Q1 2021 | $522,000 | +16.5% | 3,430 | -2.8% | 0.20% | +8.0% |
| Q4 2020 | $448,000 | +72.3% | 3,528 | +30.7% | 0.19% | +39.3% |
| Q3 2020 | $260,000 | +17.6% | 2,700 | +14.7% | 0.14% | +9.8% |
| Q2 2020 | $221,000 | +1741.7% | 2,354 | +1656.7% | 0.12% | +720.0% |
| Q1 2020 | $12,000 | -25.0% | 134 | 0.0% | 0.02% | +36.4% |
| Q3 2019 | $16,000 | +6.7% | 134 | 0.0% | 0.01% | +10.0% |
| Q2 2019 | $15,000 | +15.4% | 134 | 0.0% | 0.01% | +11.1% |
| Q1 2019 | $13,000 | 0.0% | 134 | 0.0% | 0.01% | -10.0% |
| Q4 2018 | $13,000 | -51.9% | 134 | -43.2% | 0.01% | -44.4% |
| Q3 2018 | $27,000 | -15.6% | 236 | -22.4% | 0.02% | -21.7% |
| Q2 2018 | $32,000 | -5.9% | 304 | 0.0% | 0.02% | -8.0% |
| Q1 2018 | $34,000 | – | 304 | – | 0.02% | – |
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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% |