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 | $227,207 | +3.5% | 1,567 | +3.8% | 0.04% | +9.4% |
| Q2 2023 | $219,574 | +8.4% | 1,510 | -2.8% | 0.03% | 0.0% |
| Q1 2023 | $202,487 | +4.8% | 1,554 | +7.8% | 0.03% | +3.2% |
| Q4 2022 | $193,245 | +14.3% | 1,441 | -10.7% | 0.03% | 0.0% |
| Q3 2022 | $169,000 | +7.0% | 1,614 | +14.7% | 0.03% | +10.7% |
| Q2 2022 | $158,000 | -16.4% | 1,407 | +1.5% | 0.03% | 0.0% |
| Q1 2022 | $189,000 | -13.7% | 1,386 | +0.1% | 0.03% | -6.7% |
| Q4 2021 | $219,000 | -3.5% | 1,385 | 0.0% | 0.03% | -11.8% |
| Q3 2021 | $227,000 | +8.1% | 1,385 | +2.5% | 0.03% | +6.2% |
| Q2 2021 | $210,000 | +1.9% | 1,351 | +0.1% | 0.03% | -3.0% |
| Q1 2021 | $206,000 | +30.4% | 1,350 | +8.7% | 0.03% | +22.2% |
| Q4 2020 | $158,000 | +32.8% | 1,242 | +0.1% | 0.03% | +17.4% |
| Q3 2020 | $119,000 | -0.8% | 1,241 | -2.5% | 0.02% | -11.5% |
| Q2 2020 | $120,000 | -14.3% | 1,273 | -18.3% | 0.03% | -35.0% |
| Q1 2020 | $140,000 | -35.5% | 1,559 | +0.1% | 0.04% | -9.1% |
| Q4 2019 | $217,000 | -8.8% | 1,558 | -23.1% | 0.04% | -15.4% |
| Q3 2019 | $238,000 | +0.8% | 2,025 | -4.0% | 0.05% | -1.9% |
| Q2 2019 | $236,000 | +10.8% | 2,110 | +0.4% | 0.05% | +6.0% |
| Q1 2019 | $213,000 | +4.4% | 2,101 | +0.5% | 0.05% | -10.7% |
| Q4 2018 | $204,000 | -13.2% | 2,091 | +0.5% | 0.06% | +7.7% |
| Q3 2018 | $235,000 | +5.9% | 2,081 | -2.5% | 0.05% | 0.0% |
| Q2 2018 | $222,000 | -16.9% | 2,135 | -12.1% | 0.05% | -20.0% |
| Q1 2018 | $267,000 | +3.1% | 2,428 | +0.3% | 0.06% | +6.6% |
| Q4 2017 | $259,000 | +29.5% | 2,421 | +15.6% | 0.06% | +22.0% |
| Q3 2017 | $200,000 | – | 2,094 | – | 0.05% | – |
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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% |