DODGE & COX - 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
DODGE & COX ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$47,930,560
-4.9%
330,510
-4.6%
0.03%
-5.9%
Q2 2023$50,378,234
+6.6%
346,385
-4.5%
0.03%
+6.2%
Q1 2023$47,276,468
-14.8%
362,800
-12.4%
0.03%
-15.8%
Q4 2022$55,517,400
+17.4%
414,000
-8.5%
0.04%
+5.6%
Q3 2022$47,272,000
-9.6%
452,360
-2.6%
0.04%0.0%
Q2 2022$52,297,000
-21.0%
464,410
-4.3%
0.04%
-10.0%
Q1 2022$66,183,000
-20.4%
485,496
-7.5%
0.04%
-21.6%
Q4 2021$83,108,000
-8.4%
524,836
-5.3%
0.05%
-13.6%
Q3 2021$90,756,000
-4.6%
554,441
-9.4%
0.06%
-4.8%
Q2 2021$95,133,000
-47.9%
611,629
-49.0%
0.06%
-52.7%
Q1 2021$182,689,000
-88.2%
1,200,087
-90.1%
0.13%
-89.3%
Q4 2020$1,544,466,000
+27.0%
12,154,454
-3.8%
1.22%
+9.7%
Q3 2020$1,216,391,000
+2.0%
12,635,202
-0.3%
1.11%
+1.5%
Q2 2020$1,192,588,000
-2.0%
12,679,016
-6.2%
1.10%
-16.6%
Q1 2020$1,216,812,000
-37.9%
13,515,625
-3.9%
1.32%
-12.3%
Q4 2019$1,960,758,000
-21.8%
14,065,693
-34.0%
1.50%
-27.3%
Q3 2019$2,508,669,000
-10.2%
21,315,910
-14.7%
2.06%
-8.6%
Q2 2019$2,793,392,000
+10.6%
24,985,619
+0.2%
2.26%
+9.0%
Q1 2019$2,524,956,000
+4.3%
24,942,765
+0.5%
2.07%
-6.6%
Q4 2018$2,421,796,000
-13.9%
24,808,398
-0.5%
2.22%
+3.1%
Q3 2018$2,813,863,000
+7.7%
24,936,752
-0.5%
2.15%
+3.2%
Q2 2018$2,612,002,000
-6.0%
25,067,202
-0.8%
2.09%
-7.0%
Q1 2018$2,778,292,000
+1.0%
25,264,090
-1.8%
2.24%
+5.3%
Q4 2017$2,751,269,000
+11.5%
25,727,219
-0.4%
2.13%
+7.4%
Q3 2017$2,467,911,000
+3.4%
25,839,297
-1.0%
1.98%
-1.3%
Q2 2017$2,386,001,000
+3.0%
26,105,040
-1.0%
2.01%
+2.2%
Q1 2017$2,316,155,000
+0.8%
26,367,890
-1.0%
1.97%
-3.6%
Q4 2016$2,297,616,000
+21.0%
26,626,679
-6.6%
2.04%
+14.3%
Q3 2016$1,899,191,000
+9.8%
28,520,669
+2.5%
1.78%
+4.5%
Q2 2016$1,729,518,000
+10.6%
27,832,599
+5.4%
1.71%
+11.6%
Q1 2016$1,564,412,000
-10.0%
26,416,949
+0.3%
1.53%
-10.3%
Q4 2015$1,739,101,000
+6.9%
26,338,039
-1.3%
1.71%
+4.3%
Q3 2015$1,626,656,000
-8.3%
26,679,607
+1.9%
1.64%
+2.2%
Q2 2015$1,773,690,000
+22.5%
26,176,067
+9.6%
1.60%
+19.9%
Q1 2015$1,447,493,000
-2.6%
23,893,905
+0.6%
1.33%
-3.4%
Q4 2014$1,486,770,000
+23.3%
23,757,905
+18.7%
1.38%
+19.8%
Q3 2014$1,205,816,000
+4.5%
20,016,864
-0.0%
1.15%
+4.8%
Q2 2014$1,153,883,000
+9.3%
20,025,733
+15.2%
1.10%
+1.9%
Q1 2014$1,055,345,000
+50.9%
17,383,383
+45.3%
1.08%
+48.0%
Q4 2013$699,577,000
+12.0%
11,962,669
-1.0%
0.73%
+2.8%
Q3 2013$624,452,000
+3.0%
12,080,719
+5.2%
0.71%
-1.5%
Q2 2013$606,357,00011,486,2020.72%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders