DIMENSIONAL FUND ADVISORS LP - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,804 filers reported holding JPMORGAN CHASE & CO in Q3 2020. The put-call ratio across all filers is 1.22 and the average weighting 0.9%.

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
DIMENSIONAL FUND ADVISORS LP ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,994,091,944
+5.4%
20,643,202
+5.7%
0.98%
+8.5%
Q2 2023$2,840,428,645
+9.7%
19,530,978
-1.7%
0.90%
+3.8%
Q1 2023$2,589,478,857
+90145.2%
19,872,942
-7.1%
0.87%
+2.8%
Q4 2022$2,869,380
-99.9%
21,398,480
+1.5%
0.85%
+0.2%
Q3 2022$2,203,621,000
-2.3%
21,084,558
+5.3%
0.85%
+4.6%
Q2 2022$2,255,246,000
-14.6%
20,025,768
+3.4%
0.81%
-0.5%
Q1 2022$2,639,810,000
-9.8%
19,360,635
+4.7%
0.81%
-8.1%
Q4 2021$2,926,785,000
-7.8%
18,483,213
-4.7%
0.88%
-13.5%
Q3 2021$3,174,604,000
+4.8%
19,391,994
-0.4%
1.02%
+6.7%
Q2 2021$3,028,193,000
-2.3%
19,470,559
-4.4%
0.96%
-6.4%
Q1 2021$3,099,287,000
+20.0%
20,357,122
+0.1%
1.02%
+9.9%
Q4 2020$2,583,735,000
+30.3%
20,335,016
-1.3%
0.93%
+10.9%
Q3 2020$1,982,355,000
+1.9%
20,594,267
-0.5%
0.84%
-1.6%
Q2 2020$1,946,028,000
+3.1%
20,691,524
-1.3%
0.86%
-13.0%
Q1 2020$1,887,269,000
-40.9%
20,956,628
-8.6%
0.98%
-15.5%
Q4 2019$3,194,957,000
+17.0%
22,920,266
-1.2%
1.16%
+9.7%
Q3 2019$2,729,701,000
+1.0%
23,193,573
-4.1%
1.06%
+1.1%
Q2 2019$2,702,715,000
+15.2%
24,179,323
+4.4%
1.05%
+12.3%
Q1 2019$2,345,115,000
+13.3%
23,166,440
+9.2%
0.93%
-0.4%
Q4 2018$2,070,119,000
-19.1%
21,206,186
-6.4%
0.94%
-3.7%
Q3 2018$2,558,103,000
-7.1%
22,667,097
-14.2%
0.97%
-11.3%
Q2 2018$2,754,427,000
-9.8%
26,431,593
-4.8%
1.10%
-13.7%
Q1 2018$3,053,797,000
+1.9%
27,769,367
-0.9%
1.27%
+2.4%
Q4 2017$2,997,450,000
+9.3%
28,026,209
-2.4%
1.24%
+3.8%
Q3 2017$2,741,882,000
+4.6%
28,708,114
+0.1%
1.20%
-1.0%
Q2 2017$2,621,677,000
+4.7%
28,683,523
+0.6%
1.21%
+1.1%
Q1 2017$2,504,275,000
+4.0%
28,507,217
+2.2%
1.20%
-0.5%
Q4 2016$2,407,756,000
+31.2%
27,903,541
+1.2%
1.20%
+21.3%
Q3 2016$1,835,254,000
+10.0%
27,563,476
+2.6%
0.99%
+3.3%
Q2 2016$1,668,461,000
+11.3%
26,852,672
+6.1%
0.96%
+7.0%
Q1 2016$1,499,340,000
-8.0%
25,316,719
+2.6%
0.90%
-11.7%
Q4 2015$1,629,271,000
+9.1%
24,673,028
+0.7%
1.02%
+3.7%
Q3 2015$1,493,436,000
-4.8%
24,495,859
+5.8%
0.98%
+2.1%
Q2 2015$1,568,273,000
+12.8%
23,144,507
+0.8%
0.96%
+9.5%
Q1 2015$1,390,413,000
-4.7%
22,952,418
-1.5%
0.88%
-8.4%
Q4 2014$1,458,398,000
+8.9%
23,301,799
+4.9%
0.96%
+0.8%
Q3 2014$1,338,702,000
+3.4%
22,221,661
-1.1%
0.95%
+5.4%
Q2 2014$1,295,114,000
+2.0%
22,477,886
+7.4%
0.90%
-5.2%
Q1 2014$1,270,137,000
+21.7%
20,923,883
+17.2%
0.95%
+16.7%
Q4 2013$1,043,478,000
+17.6%
17,845,713
+4.0%
0.81%
+5.9%
Q3 2013$887,038,000
+10.7%
17,160,881
+13.1%
0.77%
+1.7%
Q2 2013$801,203,00015,174,7210.76%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2020
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders