Rosenberg Matthew Hamilton - JPMORGAN CHASE & CO ownership

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
Rosenberg Matthew Hamilton ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$711,153
-2.7%
4,904
-2.4%
0.24%
-4.0%
Q2 2023$730,956
-4.6%
5,026
-14.5%
0.25%0.0%
Q1 2023$765,939
-5.8%
5,878
-3.1%
0.25%
-10.5%
Q4 2022$813,211
+27.3%
6,064
-0.9%
0.28%
+11.7%
Q3 2022$639,000
-3.8%
6,116
+5.0%
0.25%
-1.2%
Q2 2022$664,000
-18.5%
5,824
-2.5%
0.25%
-12.3%
Q1 2022$815,000
-10.0%
5,976
+4.5%
0.28%
-11.5%
Q4 2021$906,000
-0.2%
5,720
+3.1%
0.32%
-10.3%
Q3 2021$908,000
+40.3%
5,546
+33.3%
0.36%
+6.5%
Q2 2021$647,000
+7.8%
4,160
+5.4%
0.34%
-1.5%
Q1 2021$600,000
+22.4%
3,945
+2.3%
0.34%
+11.8%
Q4 2020$490,000
+39.6%
3,856
+5.8%
0.31%
+18.6%
Q3 2020$351,000
-1.1%
3,644
-3.4%
0.26%
-8.8%
Q2 2020$355,000
+13.4%
3,771
+8.6%
0.28%
-9.0%
Q1 2020$313,0003,4710.31%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 313,853$34,514,00054.03%
Lloyds Banking Group plc 28,209$3,101,00024.00%
ADAMCAPITAL Gestao de Recursos Ltda. 4,878,139$536,449,00019.10%
LANSDOWNE PARTNERS (UK) LLP 13,523,497$1,487,169,00015.49%
James Hambro & Partners 341,429$37,538,00014.75%
Spectrum Financial Alliance Ltd LLC 182,873$20,009,00013.12%
GREENHAVEN ASSOCIATES INC 6,670,020$733,502,00011.54%
Providence Wealth Advisors, LLC 65,118$7,023,00010.40%
STEWART WEST INDIES TRADING CO., LTD 1,028,000$113,049,0009.79%
Chubb Ltd 200,000$21,994,0009.56%
View complete list of JPMORGAN CHASE & CO shareholders