JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,922 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is 1.14 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $813,201 | -0.9% | 4,020,574 | -1.8% | 1.07% | -1.5% |
| Q1 2024 | $820,246 | +11.3% | 4,095,087 | -5.5% | 1.08% | +6.2% |
| Q4 2023 | $736,727 | +8.0% | 4,331,140 | -8.0% | 1.02% | +4.0% |
| Q3 2023 | $682,419 | -6.6% | 4,705,688 | -6.3% | 0.98% | +4.9% |
| Q2 2023 | $730,622 | +8.3% | 5,023,528 | -2.9% | 0.94% | +3.4% |
| Q1 2023 | $674,474 | -7.8% | 5,175,917 | -5.1% | 0.90% | -9.8% |
| Q4 2022 | $731,161 | -99.9% | 5,452,358 | +0.6% | 1.00% | +22.2% |
| Q3 2022 | $566,105,000 | -11.6% | 5,417,276 | -4.8% | 0.82% | -1.9% |
| Q2 2022 | $640,614,000 | -21.9% | 5,688,781 | -5.5% | 0.84% | -4.7% |
| Q1 2022 | $820,453,000 | -13.4% | 6,018,583 | +0.6% | 0.88% | -7.9% |
| Q4 2021 | $947,673,000 | -6.7% | 5,984,674 | -3.6% | 0.95% | -12.1% |
| Q3 2021 | $1,016,213,000 | +1.9% | 6,208,158 | -3.2% | 1.08% | +4.9% |
| Q2 2021 | $997,577,000 | +1.3% | 6,413,639 | -0.8% | 1.03% | -5.2% |
| Q1 2021 | $984,304,000 | +7.3% | 6,465,900 | -10.4% | 1.09% | +6.5% |
| Q4 2020 | $917,140,000 | +35.0% | 7,217,600 | +2.3% | 1.02% | +23.1% |
| Q3 2020 | $679,321,000 | +1.3% | 7,056,412 | -1.0% | 0.83% | -2.8% |
| Q2 2020 | $670,349,000 | -3.8% | 7,126,822 | -7.9% | 0.86% | -18.5% |
| Q1 2020 | $696,782,000 | -34.0% | 7,739,442 | +2.2% | 1.05% | -16.4% |
| Q4 2019 | $1,056,053,000 | +12.8% | 7,575,702 | -4.7% | 1.26% | +6.0% |
| Q3 2019 | $935,806,000 | +5.6% | 7,951,452 | +0.3% | 1.18% | +6.5% |
| Q2 2019 | $886,593,000 | +7.8% | 7,930,171 | -2.4% | 1.11% | +5.3% |
| Q1 2019 | $822,770,000 | +2.8% | 8,127,725 | -0.9% | 1.06% | -8.9% |
| Q4 2018 | $800,537,000 | -23.2% | 8,200,546 | -11.3% | 1.16% | -6.2% |
| Q3 2018 | $1,042,716,000 | +5.7% | 9,240,662 | -2.4% | 1.24% | +0.2% |
| Q2 2018 | $986,678,000 | -12.1% | 9,469,075 | -7.2% | 1.23% | -11.7% |
| Q1 2018 | $1,122,672,000 | -1.7% | 10,208,894 | -4.4% | 1.40% | +1.5% |
| Q4 2017 | $1,141,824,000 | +11.4% | 10,677,244 | -0.5% | 1.38% | +5.0% |
| Q3 2017 | $1,024,843,000 | +4.4% | 10,730,219 | -0.1% | 1.31% | +1.2% |
| Q2 2017 | $981,491,000 | +1.4% | 10,738,409 | -2.6% | 1.30% | -0.8% |
| Q1 2017 | $968,384,000 | +0.0% | 11,024,406 | -1.7% | 1.30% | -4.6% |
| Q4 2016 | $968,078,000 | +26.3% | 11,218,890 | -2.5% | 1.37% | +23.9% |
| Q3 2016 | $766,320,000 | +6.6% | 11,508,041 | -0.5% | 1.10% | +5.2% |
| Q2 2016 | $718,914,000 | +6.3% | 11,569,266 | +1.3% | 1.05% | +1.5% |
| Q1 2016 | $676,577,000 | -12.6% | 11,424,799 | -2.5% | 1.03% | -13.0% |
| Q4 2015 | $773,999,000 | +5.4% | 11,721,932 | -2.7% | 1.19% | +2.1% |
| Q3 2015 | $734,629,000 | -10.2% | 12,049,032 | -0.2% | 1.16% | -2.5% |
| Q2 2015 | $817,878,000 | +7.8% | 12,070,212 | -3.6% | 1.19% | +7.8% |
| Q1 2015 | $758,441,000 | -1.3% | 12,519,653 | +2.0% | 1.11% | -2.6% |
| Q4 2014 | $768,109,000 | +3.7% | 12,274,028 | -0.2% | 1.14% | +2.8% |
| Q3 2014 | $740,752,000 | +10.3% | 12,296,683 | +5.5% | 1.11% | +11.5% |
| Q2 2014 | $671,476,000 | -2.3% | 11,653,516 | +2.9% | 0.99% | -6.6% |
| Q1 2014 | $687,483,000 | +3.4% | 11,324,042 | -0.4% | 1.06% | +1.7% |
| Q4 2013 | $665,006,000 | +6.0% | 11,371,516 | -6.3% | 1.04% | -1.2% |
| Q3 2013 | $627,166,000 | -7.8% | 12,133,226 | -5.9% | 1.06% | -11.4% |
| Q2 2013 | $680,372,000 | – | 12,888,280 | – | 1.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Michael & Susan Dell Foundation | 333,368 | $20,082,000 | 16.68% |
| ADAR Investment Management LP | 10,000 | $602,000 | 16.08% |
| Western Asset Management Company, LLC | 320,000 | $19,277,000 | 13.68% |
| LANSDOWNE PARTNERS (UK) LLP | 22,648,232 | $1,364,344,000 | 12.26% |
| DAVIS CAPITAL PARTNERS, LLC | 618,710 | $37,271,000 | 10.19% |
| GENDELL JEFFREY L | 1,245,000 | $74,999,000 | 10.06% |
| ACR Alpine Capital Research, LLC | 1,083,595 | $65,276,000 | 9.74% |
| Brave Warrior Advisors | 3,641,450 | $219,361,000 | 8.13% |
| Moon Capital Management, LLC | 76,859 | $4,629,970,000 | 7.68% |
| WILSEY ASSET MANAGEMENT INC | 147,782 | $8,902,000 | 7.11% |