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 | $218,856,000 | -6.7% | 1,509,143 | -6.4% | 0.98% | +3.4% |
| Q2 2023 | $234,508,000 | +3.6% | 1,612,402 | -7.2% | 0.94% | +0.3% |
| Q1 2023 | $226,330,000 | -17.5% | 1,736,858 | -15.1% | 0.94% | -20.8% |
| Q4 2022 | $274,261,000 | +50.6% | 2,045,195 | +17.4% | 1.19% | +44.9% |
| Q3 2022 | $182,072,000 | -6.6% | 1,742,314 | +0.6% | 0.82% | -0.8% |
| Q2 2022 | $195,042,000 | -18.3% | 1,732,009 | -1.1% | 0.83% | -1.8% |
| Q1 2022 | $238,778,000 | -28.2% | 1,751,601 | -16.6% | 0.84% | -24.5% |
| Q4 2021 | $332,628,000 | +8.1% | 2,100,586 | +11.7% | 1.12% | +2.1% |
| Q3 2021 | $307,743,000 | -1.7% | 1,880,037 | -6.6% | 1.09% | -1.0% |
| Q2 2021 | $313,220,000 | +5.8% | 2,013,756 | +3.6% | 1.10% | -6.0% |
| Q1 2021 | $296,006,000 | +20.6% | 1,944,468 | +0.7% | 1.18% | +6.5% |
| Q4 2020 | $245,457,000 | +52.4% | 1,931,665 | +15.4% | 1.10% | +25.2% |
| Q3 2020 | $161,106,000 | +3.6% | 1,673,477 | +1.2% | 0.88% | -0.8% |
| Q2 2020 | $155,504,000 | +0.1% | 1,653,240 | -4.2% | 0.89% | -17.1% |
| Q1 2020 | $155,322,000 | -44.5% | 1,725,229 | -14.1% | 1.07% | -26.2% |
| Q4 2019 | $280,050,000 | +9.0% | 2,008,966 | -8.0% | 1.45% | +6.0% |
| Q3 2019 | $256,893,000 | +15.7% | 2,182,796 | +9.9% | 1.37% | +14.7% |
| Q2 2019 | $222,124,000 | -0.2% | 1,986,800 | -9.6% | 1.19% | +2.6% |
| Q1 2019 | $222,582,000 | -1.4% | 2,198,779 | -4.9% | 1.16% | -11.3% |
| Q4 2018 | $225,650,000 | -18.2% | 2,311,515 | -5.4% | 1.31% | -3.3% |
| Q3 2018 | $275,708,000 | +0.6% | 2,443,349 | -7.1% | 1.36% | -2.2% |
| Q2 2018 | $274,073,000 | +0.7% | 2,630,258 | +6.2% | 1.39% | -2.3% |
| Q1 2018 | $272,283,000 | -9.4% | 2,475,979 | -11.9% | 1.42% | -3.4% |
| Q4 2017 | $300,671,000 | +10.3% | 2,811,587 | -1.5% | 1.47% | +3.9% |
| Q3 2017 | $272,566,000 | -48.1% | 2,853,793 | -50.4% | 1.42% | -1.9% |
| Q2 2017 | $525,406,000 | +103.7% | 5,748,418 | +95.8% | 1.44% | -0.3% |
| Q1 2017 | $257,884,000 | +7.7% | 2,935,843 | +11.6% | 1.45% | +7.7% |
| Q4 2016 | $239,507,000 | +38.0% | 2,630,210 | +0.9% | 1.34% | +26.1% |
| Q3 2016 | $173,605,000 | +8.2% | 2,607,077 | +1.0% | 1.07% | +2.9% |
| Q2 2016 | $160,441,000 | +5.1% | 2,581,927 | +0.1% | 1.04% | +3.3% |
| Q1 2016 | $152,691,000 | -15.7% | 2,578,368 | -6.1% | 1.00% | -9.7% |
| Q4 2015 | $181,220,000 | +6.9% | 2,744,504 | -1.3% | 1.11% | +3.3% |
| Q3 2015 | $169,502,000 | -10.9% | 2,780,092 | -1.0% | 1.08% | -1.8% |
| Q2 2015 | $190,209,000 | +9.2% | 2,807,096 | -2.3% | 1.10% | +9.9% |
| Q1 2015 | $174,130,000 | -4.1% | 2,874,382 | -0.9% | 1.00% | -5.6% |
| Q4 2014 | $181,522,000 | +4.3% | 2,900,646 | +0.4% | 1.06% | +2.4% |
| Q3 2014 | $174,047,000 | -0.2% | 2,889,226 | -4.5% | 1.03% | +4.9% |
| Q2 2014 | $174,382,000 | -6.3% | 3,026,423 | -1.3% | 0.98% | -9.3% |
| Q1 2014 | $186,186,000 | -4.3% | 3,066,816 | -7.8% | 1.08% | +3.9% |
| Q4 2013 | $194,576,000 | +12.1% | 3,327,228 | -0.9% | 1.04% | +11.9% |
| Q3 2013 | $173,546,000 | -5.0% | 3,357,444 | -3.0% | 0.93% | -10.0% |
| Q2 2013 | $182,647,000 | – | 3,459,878 | – | 1.03% | – |
Download | ||||||
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% |