WELLINGTON MANAGEMENT GROUP LLP - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 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
WELLINGTON MANAGEMENT GROUP LLP ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$6,151,996,530
+11.8%
42,421,711
+12.2%
1.23%
+18.1%
Q2 2023$5,500,340,237
+13.4%
37,818,621
+1.6%
1.04%
+8.4%
Q1 2023$4,852,104,577
-9.7%
37,235,090
-7.1%
0.96%
-10.7%
Q4 2022$5,373,403,897
+34.8%
40,070,126
+5.1%
1.08%
+26.9%
Q3 2022$3,985,685,000
-20.1%
38,140,526
-13.9%
0.85%
-15.4%
Q2 2022$4,987,180,000
-15.2%
44,287,167
+2.6%
1.00%
-0.3%
Q1 2022$5,881,622,000
-23.3%
43,145,696
-11.0%
1.01%
-17.9%
Q4 2021$7,672,897,000
-8.5%
48,455,308
-5.5%
1.23%
-14.0%
Q3 2021$8,389,655,000
+4.6%
51,253,306
-0.6%
1.43%
+6.9%
Q2 2021$8,018,722,000
-5.9%
51,554,087
-7.9%
1.34%
-11.1%
Q1 2021$8,525,511,000
+15.2%
56,004,148
-3.9%
1.50%
+10.1%
Q4 2020$7,402,297,000
+36.5%
58,253,693
+3.4%
1.36%
+21.4%
Q3 2020$5,424,523,000
+25.8%
56,346,977
+22.9%
1.12%
+17.0%
Q2 2020$4,311,030,000
-15.3%
45,832,764
-19.0%
0.96%
-28.8%
Q1 2020$5,092,030,000
-39.4%
56,559,255
-6.1%
1.35%
-23.4%
Q4 2019$8,398,262,000
+23.2%
60,245,775
+4.0%
1.76%
+14.5%
Q3 2019$6,814,484,000
+6.1%
57,901,973
+0.8%
1.54%
+8.2%
Q2 2019$6,419,857,000
+12.9%
57,422,696
+2.2%
1.42%
+10.3%
Q1 2019$5,686,004,000
+0.5%
56,169,148
-3.1%
1.29%
-9.0%
Q4 2018$5,656,309,000
-13.1%
57,942,094
+0.4%
1.42%
+3.3%
Q3 2018$6,510,325,000
+8.4%
57,695,190
+0.1%
1.37%
+2.5%
Q2 2018$6,008,019,000
-5.1%
57,658,535
+0.2%
1.34%
-6.6%
Q1 2018$6,330,333,000
+4.3%
57,564,185
+1.5%
1.43%
+6.8%
Q4 2017$6,069,152,000
+7.4%
56,738,316
-4.1%
1.34%
+3.4%
Q3 2017$5,651,523,000
+1.5%
59,163,828
-2.9%
1.30%
-1.1%
Q2 2017$5,567,109,000
+1.1%
60,909,294
-2.8%
1.31%
-1.1%
Q1 2017$5,505,618,000
-2.0%
62,677,811
-3.8%
1.33%
-6.0%
Q4 2016$5,620,237,000
+24.2%
65,131,969
-4.1%
1.41%
+24.4%
Q3 2016$4,524,654,000
+6.3%
67,947,925
-0.8%
1.13%
+2.9%
Q2 2016$4,257,971,000
+3.1%
68,522,209
-1.7%
1.10%
+1.3%
Q1 2016$4,129,713,000
-6.4%
69,735,097
+4.4%
1.09%
-5.8%
Q4 2015$4,410,701,000
+7.7%
66,798,444
-0.5%
1.15%
+1.1%
Q3 2015$4,093,743,000
-9.2%
67,143,556
+0.9%
1.14%
-1.9%
Q2 2015$4,506,994,000
+9.8%
66,514,085
-1.8%
1.16%
+10.2%
Q1 2015$4,105,355,000
-4.9%
67,767,495
-1.8%
1.06%
-7.5%
Q4 2014$4,317,501,000
+0.4%
68,991,716
-3.3%
1.14%
-3.6%
Q3 2014$4,298,318,000
+1.6%
71,353,210
-2.8%
1.18%
+4.0%
Q2 2014$4,231,955,000
-8.1%
73,445,928
-3.1%
1.14%
-11.0%
Q1 2014$4,603,211,000
+6.9%
75,822,951
+3.0%
1.28%
+3.2%
Q4 2013$4,306,410,000
+4.9%
73,639,020
-7.3%
1.24%
-3.7%
Q3 2013$4,106,514,000
-19.0%
79,445,038
-17.3%
1.29%
-22.3%
Q2 2013$5,070,167,00096,044,0721.66%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2023
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders