JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,592 filers reported holding JPMORGAN CHASE & CO in Q2 2023. The put-call ratio across all filers is 1.03 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,668,662 | -3.1% | 1,831,945 | -2.8% | 0.23% | +0.4% |
| Q2 2023 | $274,063,643 | +10.8% | 1,884,376 | -0.7% | 0.22% | -0.9% |
| Q1 2023 | $247,349,360 | -7.6% | 1,898,161 | -4.9% | 0.23% | -16.2% |
| Q4 2022 | $267,575,366 | +37.5% | 1,995,342 | +7.2% | 0.27% | +40.4% |
| Q3 2022 | $194,575,000 | -12.8% | 1,861,964 | -6.0% | 0.19% | -13.5% |
| Q2 2022 | $223,095,000 | -12.4% | 1,981,128 | +6.0% | 0.22% | +18.6% |
| Q1 2022 | $254,727,000 | -27.4% | 1,868,598 | -15.6% | 0.19% | -15.3% |
| Q4 2021 | $350,734,000 | -3.6% | 2,214,926 | -0.3% | 0.22% | -5.5% |
| Q3 2021 | $363,748,000 | +1.3% | 2,222,177 | -3.7% | 0.24% | -1.3% |
| Q2 2021 | $359,030,000 | +11.0% | 2,308,283 | +8.6% | 0.24% | +0.4% |
| Q1 2021 | $323,526,000 | +21.2% | 2,125,242 | +1.2% | 0.24% | +24.7% |
| Q4 2020 | $266,883,000 | +35.6% | 2,100,286 | +2.7% | 0.19% | +20.3% |
| Q3 2020 | $196,823,000 | -12.3% | 2,044,491 | -14.3% | 0.16% | -22.2% |
| Q2 2020 | $224,495,000 | +0.1% | 2,386,720 | -4.2% | 0.20% | -25.4% |
| Q1 2020 | $224,307,000 | -76.8% | 2,491,465 | -64.1% | 0.27% | -72.1% |
| Q4 2019 | $967,783,000 | +21.7% | 6,942,486 | +2.8% | 0.98% | +16.2% |
| Q3 2019 | $795,064,000 | -5.5% | 6,755,577 | -10.2% | 0.84% | +0.6% |
| Q2 2019 | $841,344,000 | +0.2% | 7,525,441 | -9.2% | 0.84% | +0.2% |
| Q1 2019 | $839,305,000 | -37.8% | 8,291,065 | -40.0% | 0.83% | -44.8% |
| Q4 2018 | $1,349,492,000 | -19.3% | 13,823,928 | -6.7% | 1.51% | -1.9% |
| Q3 2018 | $1,672,392,000 | -2.5% | 14,820,911 | -10.0% | 1.54% | -7.9% |
| Q2 2018 | $1,715,505,000 | -13.9% | 16,463,579 | -9.1% | 1.67% | -15.5% |
| Q1 2018 | $1,992,566,000 | +8.4% | 18,119,175 | +5.5% | 1.98% | +9.1% |
| Q4 2017 | $1,837,317,000 | +25.1% | 17,180,823 | +11.7% | 1.82% | +20.7% |
| Q3 2017 | $1,468,571,000 | +19.4% | 15,376,102 | +14.2% | 1.50% | +15.2% |
| Q2 2017 | $1,230,341,000 | +20.9% | 13,461,063 | +16.2% | 1.30% | +19.6% |
| Q1 2017 | $1,017,234,000 | -7.4% | 11,580,533 | -9.0% | 1.09% | -11.0% |
| Q4 2016 | $1,098,099,000 | +218.4% | 12,725,680 | +145.7% | 1.23% | +229.6% |
| Q3 2016 | $344,905,000 | +4.9% | 5,179,534 | -2.1% | 0.37% | +3.0% |
| Q2 2016 | $328,801,000 | -1.4% | 5,291,295 | -6.0% | 0.36% | +3.1% |
| Q1 2016 | $333,482,000 | -14.8% | 5,631,241 | -5.0% | 0.35% | -8.9% |
| Q4 2015 | $391,205,000 | +6.1% | 5,924,661 | -2.0% | 0.38% | +1.6% |
| Q3 2015 | $368,768,000 | -7.0% | 6,048,344 | +3.3% | 0.38% | +3.8% |
| Q2 2015 | $396,616,000 | +13.2% | 5,853,254 | +1.2% | 0.36% | +13.4% |
| Q1 2015 | $350,342,000 | -2.9% | 5,783,136 | +0.3% | 0.32% | -4.7% |
| Q4 2014 | $360,843,000 | +17.6% | 5,766,112 | +13.2% | 0.34% | +18.2% |
| Q3 2014 | $306,833,000 | +2.3% | 5,093,514 | -2.1% | 0.28% | +3.6% |
| Q2 2014 | $299,822,000 | -20.4% | 5,203,431 | -16.1% | 0.28% | -23.6% |
| Q1 2014 | $376,633,000 | +6.7% | 6,203,812 | +2.8% | 0.36% | +4.0% |
| Q4 2013 | $353,030,000 | +68.5% | 6,036,760 | +48.9% | 0.35% | +57.3% |
| Q3 2013 | $209,531,000 | +5.7% | 4,053,604 | +7.9% | 0.22% | -1.3% |
| Q2 2013 | $198,252,000 | – | 3,755,484 | – | 0.22% | – |
Download | ||||||
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% |