WASATCH ADVISORS LP - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,810 filers reported holding JPMORGAN CHASE & CO in Q4 2014. The put-call ratio across all filers is 0.74 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
WASATCH ADVISORS LP ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,296,943
-8.1%
29,630
-7.9%
0.03%
-3.6%
Q2 2023$4,677,205
+6.6%
32,159
-4.5%
0.03%
+3.7%
Q1 2023$4,386,104
-3.0%
33,659
-0.1%
0.03%
-10.0%
Q4 2022$4,520,377
+21.1%
33,709
-5.6%
0.03%
+15.4%
Q3 2022$3,732,000
-4.5%
35,709
+2.9%
0.03%
+4.0%
Q2 2022$3,909,000
-16.2%
34,709
+1.5%
0.02%
+8.7%
Q1 2022$4,663,000
-7.0%
34,209
+8.1%
0.02%
+15.0%
Q4 2021$5,013,000
-1.7%
31,657
+1.6%
0.02%
-4.8%
Q3 2021$5,100,000
+5.1%
31,157
-0.1%
0.02%
+5.0%
Q2 2021$4,853,000
+11.1%
31,198
+8.7%
0.02%0.0%
Q1 2021$4,369,000
+15.8%
28,698
-3.4%
0.02%
+5.3%
Q4 2020$3,774,000
+52.5%
29,698
+15.6%
0.02%
+18.8%
Q3 2020$2,474,000
+2.4%
25,6980.0%0.02%
-5.9%
Q2 2020$2,417,000
+40.2%
25,698
+34.2%
0.02%
-5.6%
Q1 2020$1,724,000
-68.5%
19,150
-66.6%
0.02%
-75.7%
Q3 2017$5,479,000
-18.7%
57,367
-22.2%
0.07%
-21.3%
Q2 2017$6,741,000
-9.6%
73,752
-13.1%
0.09%
-14.5%
Q1 2017$7,456,000
-16.4%
84,877
-17.9%
0.11%
-18.5%
Q4 2016$8,917,000
+12.3%
103,333
-13.3%
0.14%
+14.4%
Q3 2016$7,937,000
-3.4%
119,192
-9.9%
0.12%
-6.3%
Q2 2016$8,220,000
-7.4%
132,281
-11.0%
0.13%
-7.4%
Q1 2016$8,875,000
-17.8%
148,628
-9.1%
0.14%
-8.7%
Q4 2015$10,802,000
+1.1%
163,597
-6.6%
0.15%
+4.2%
Q3 2015$10,685,000
-14.8%
175,248
-5.3%
0.14%
+4.4%
Q2 2015$12,546,000
-0.6%
185,149
-11.1%
0.14%
+4.6%
Q1 2015$12,620,000
-18.5%
208,318
-15.8%
0.13%
-18.6%
Q4 2014$15,483,000
-12.3%
247,404
-15.6%
0.16%
-13.0%
Q3 2014$17,651,000
-18.7%
293,010
-22.3%
0.18%
-12.3%
Q2 2014$21,717,000
-9.2%
376,905
-4.4%
0.21%
-9.1%
Q1 2014$23,928,000
-6.2%
394,132
-9.7%
0.23%
-7.2%
Q4 2013$25,517,000
+3.3%
436,340
-8.7%
0.25%
-2.3%
Q3 2013$24,694,000
-21.5%
477,726
-19.8%
0.26%
-25.8%
Q2 2013$31,440,000595,5620.34%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2014
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