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 | $25,715,091 | -54.3% | 177,321 | -54.2% | 3.26% | -5.0% |
| Q2 2023 | $56,279,462 | +81.4% | 386,960 | +62.5% | 3.43% | -13.5% |
| Q1 2023 | $31,027,983 | -3.9% | 238,109 | -1.2% | 3.96% | -12.8% |
| Q4 2022 | $32,303,214 | -99.9% | 240,889 | +0.1% | 4.54% | +24.9% |
| Q3 2022 | $25,155,658,000 | -7.9% | 240,724 | -0.8% | 3.64% | -2.2% |
| Q2 2022 | $27,313,442,000 | -17.5% | 242,549 | -0.2% | 3.72% | +2.0% |
| Q1 2022 | $33,114,990,000 | -13.0% | 242,921 | +1.1% | 3.65% | -10.2% |
| Q4 2021 | $38,041,845,000 | -1.3% | 240,239 | +2.1% | 4.06% | -14.8% |
| Q3 2021 | $38,524,114,000 | +2.2% | 235,348 | -2.9% | 4.77% | +3.6% |
| Q2 2021 | $37,684,231,000 | +0.6% | 242,280 | -1.5% | 4.61% | -8.8% |
| Q1 2021 | $37,441,272,000 | +18.1% | 245,952 | -1.4% | 5.05% | +15.7% |
| Q4 2020 | $31,712,097,000 | +32.1% | 249,564 | +0.1% | 4.36% | +14.9% |
| Q3 2020 | $24,002,902,000 | +1.9% | 249,329 | -0.4% | 3.80% | -7.6% |
| Q2 2020 | $23,544,252,000 | +3.7% | 250,311 | -0.7% | 4.11% | -17.4% |
| Q1 2020 | $22,700,074,000 | -37.1% | 252,139 | -2.6% | 4.97% | -20.0% |
| Q4 2019 | $36,072,398,000 | -43.6% | 258,769 | -52.4% | 6.21% | +3.7% |
| Q3 2019 | $63,978,872,000 | +106.2% | 543,622 | +95.9% | 6.00% | +3.3% |
| Q2 2019 | $31,024,611,000 | +5.4% | 277,501 | -4.6% | 5.80% | +5.6% |
| Q1 2019 | $29,434,748,000 | -49.2% | 290,771 | -51.0% | 5.50% | -12.5% |
| Q4 2018 | $57,897,054,000 | +73.0% | 593,086 | +100.0% | 6.28% | +6.9% |
| Q3 2018 | $33,467,215,000 | +5.8% | 296,590 | -2.3% | 5.88% | -0.6% |
| Q2 2018 | $31,633,348,000 | -5.5% | 303,583 | -0.2% | 5.92% | -6.5% |
| Q1 2018 | $33,467,500,000 | +2.8% | 304,333 | -0.0% | 6.33% | +3.1% |
| Q4 2017 | $32,549,648,000 | +11.7% | 304,373 | -0.3% | 6.14% | +3.2% |
| Q3 2017 | $29,149,938,000 | +3.9% | 305,203 | -0.5% | 5.94% | +0.1% |
| Q2 2017 | $28,049,563,000 | +4.6% | 306,888 | +0.5% | 5.94% | -1.8% |
| Q1 2017 | $26,819,396,000 | +0.1% | 305,321 | -1.7% | 6.05% | -8.5% |
| Q4 2016 | $26,797,014,000 | +26.6% | 310,546 | -2.3% | 6.61% | +26.7% |
| Q3 2016 | $21,162,834,000 | +4.0% | 317,808 | -2.9% | 5.22% | +1.2% |
| Q2 2016 | $20,348,675,000 | +8.1% | 327,465 | +3.0% | 5.16% | +5.3% |
| Q1 2016 | $18,827,518,000 | -10.2% | 317,925 | +0.1% | 4.90% | -4.0% |
| Q4 2015 | $20,972,779,000 | +8.6% | 317,625 | +0.3% | 5.10% | +10.2% |
| Q3 2015 | $19,313,040,000 | -10.3% | 316,763 | -0.3% | 4.63% | +3.5% |
| Q2 2015 | $21,531,621,000 | +12.5% | 317,763 | +0.6% | 4.48% | +11.6% |
| Q1 2015 | $19,141,039,000 | -4.7% | 315,963 | -1.5% | 4.01% | -8.8% |
| Q4 2014 | $20,082,736,000 | +0.2% | 320,913 | -3.6% | 4.40% | -0.5% |
| Q3 2014 | $20,044,137,000 | +3.8% | 332,738 | -0.7% | 4.42% | +6.4% |
| Q2 2014 | $19,315,837,000 | -7.8% | 335,228 | -2.8% | 4.15% | -11.2% |
| Q1 2014 | $20,947,014,000 | +6.4% | 345,034 | +2.5% | 4.68% | +6.0% |
| Q4 2013 | $19,686,356,000 | +21.5% | 336,634 | +7.4% | 4.41% | +9.2% |
| Q3 2013 | $16,208,175,000 | -3.0% | 313,565 | -1.0% | 4.04% | -6.9% |
| Q2 2013 | $16,716,745,000 | – | 316,665 | – | 4.34% | – |
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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% |