JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $87,394,563 | +15.7% | 602,638 | +16.1% | 0.86% | +19.2% |
| Q2 2023 | $75,503,431 | +8.9% | 519,138 | -2.4% | 0.72% | +1.0% |
| Q1 2023 | $69,342,903 | +12.2% | 532,138 | +15.5% | 0.72% | +11.3% |
| Q4 2022 | $61,787,648 | +29.8% | 460,758 | +1.2% | 0.64% | +19.7% |
| Q3 2022 | $47,584,911 | +2.6% | 455,358 | +33.8% | 0.54% | +24.0% |
| Q1 2022 | $46,398,000 | -13.9% | 340,358 | 0.0% | 0.43% | +17.9% |
| Q4 2021 | $53,896,000 | -3.2% | 340,358 | +0.0% | 0.37% | -35.4% |
| Q3 2021 | $55,697,000 | -14.7% | 340,258 | -18.9% | 0.57% | -11.2% |
| Q2 2021 | $65,258,000 | -14.1% | 419,558 | -15.9% | 0.64% | -13.6% |
| Q1 2021 | $75,972,000 | +19.5% | 499,058 | -0.2% | 0.74% | +11.4% |
| Q4 2020 | $63,568,000 | +32.0% | 500,258 | -0.0% | 0.67% | +21.7% |
| Q3 2020 | $48,169,000 | +2.2% | 500,358 | -0.2% | 0.55% | -1.4% |
| Q2 2020 | $47,139,000 | -2.2% | 501,158 | -6.4% | 0.56% | -16.3% |
| Q1 2020 | $48,198,000 | -35.4% | 535,358 | -0.0% | 0.66% | -17.4% |
| Q4 2019 | $74,657,000 | +18.2% | 535,558 | -0.2% | 0.80% | +12.8% |
| Q3 2019 | $63,171,000 | +11.9% | 536,758 | +6.3% | 0.71% | +9.9% |
| Q2 2019 | $56,443,000 | +9.7% | 504,858 | -0.7% | 0.65% | +6.7% |
| Q1 2019 | $51,461,000 | -18.2% | 508,358 | -21.1% | 0.61% | -28.5% |
| Q4 2018 | $62,883,000 | -13.8% | 644,158 | -0.3% | 0.85% | +0.7% |
| Q3 2018 | $72,912,000 | +8.3% | 646,158 | 0.0% | 0.84% | +2.3% |
| Q2 2018 | $67,330,000 | -15.6% | 646,158 | -10.9% | 0.82% | -14.3% |
| Q1 2018 | $79,757,000 | +2.8% | 725,258 | 0.0% | 0.96% | +5.1% |
| Q4 2017 | $77,559,000 | +11.8% | 725,258 | -0.1% | 0.92% | +8.5% |
| Q3 2017 | $69,355,000 | -18.0% | 726,158 | -21.5% | 0.84% | -20.3% |
| Q2 2017 | $84,578,000 | +9.0% | 925,358 | +4.8% | 1.06% | +5.9% |
| Q1 2017 | $77,577,000 | +1.8% | 883,158 | 0.0% | 1.00% | -5.8% |
| Q4 2016 | $76,208,000 | +29.6% | 883,158 | 0.0% | 1.06% | +24.9% |
| Q3 2016 | $58,809,000 | -3.8% | 883,158 | -10.2% | 0.85% | -5.7% |
| Q2 2016 | $61,131,000 | -11.5% | 983,758 | -6.0% | 0.90% | -12.9% |
| Q4 2015 | $69,113,000 | +6.9% | 1,046,685 | -1.3% | 1.03% | +4.0% |
| Q3 2015 | $64,678,000 | -12.3% | 1,060,816 | -2.5% | 0.99% | -11.2% |
| Q2 2015 | $73,736,000 | +29.0% | 1,088,191 | +15.3% | 1.12% | +29.9% |
| Q1 2015 | $57,153,000 | -13.1% | 943,432 | -10.2% | 0.86% | -16.0% |
| Q4 2014 | $65,769,000 | +3.1% | 1,050,965 | -0.7% | 1.03% | -2.8% |
| Q3 2014 | $63,777,000 | +33.0% | 1,058,711 | +27.2% | 1.06% | +27.1% |
| Q2 2014 | $47,943,000 | -7.9% | 832,056 | -2.9% | 0.83% | -15.4% |
| Q1 2014 | $52,046,000 | +7.4% | 857,288 | +3.4% | 0.98% | +1.4% |
| Q4 2013 | $48,473,000 | +14.7% | 828,885 | +1.4% | 0.97% | +6.8% |
| Q3 2013 | $42,263,000 | -10.4% | 817,628 | -8.5% | 0.91% | +1.9% |
| Q2 2013 | $47,188,000 | – | 893,881 | – | 0.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Global Frontier Investments LLC | 245,000 | $31,132,000 | 30.24% |
| Guidance Point Advisors, LLC | 400,501 | $50,891,000 | 23.39% |
| Coltrane Asset Management L.P. | 1,100,000 | $139,777,000 | 21.65% |
| ADAMCAPITAL Gestao de Recursos Ltda. | 1,512,282 | $192,166,000 | 20.73% |
| Courant Investment Management LLC | 136,592 | $17,357,000 | 16.30% |
| Consulta Ltd | 2,000,000 | $254,140,000 | 13.78% |
| Gemsstock Ltd. | 175,100 | $22,249,000 | 13.58% |
| Brave Warrior Advisors | 2,228,522 | $283,179,000 | 10.41% |
| CINCINNATI CASUALTY CO | 93,000 | $11,818,000 | 8.09% |
| PM CAPITAL Ltd | 313,148 | $39,792,000 | 7.78% |