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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $15,847,536 | +25.0% | 93,166 | +6.6% | 2.73% | +9.5% |
| Q3 2023 | $12,679,388 | +4.8% | 87,432 | +5.1% | 2.49% | +22.0% |
| Q2 2023 | $12,104,098 | +27.9% | 83,224 | +14.6% | 2.04% | +21.1% |
| Q1 2023 | $9,462,200 | +97670.2% | 72,613 | +0.6% | 1.69% | -7.6% |
| Q4 2022 | $9,678 | -99.9% | 72,171 | +0.9% | 1.83% | +25.9% |
| Q3 2022 | $7,476,000 | -8.6% | 71,542 | -1.5% | 1.45% | +1.1% |
| Q2 2022 | $8,182,000 | -17.4% | 72,658 | +0.0% | 1.44% | -5.7% |
| Q1 2022 | $9,904,000 | -14.1% | 72,654 | -0.2% | 1.52% | -11.6% |
| Q4 2021 | $11,524,000 | -2.9% | 72,775 | +0.4% | 1.72% | -11.2% |
| Q3 2021 | $11,869,000 | +4.2% | 72,505 | -1.0% | 1.94% | +0.9% |
| Q2 2021 | $11,395,000 | +1.0% | 73,262 | -1.2% | 1.92% | -5.6% |
| Q1 2021 | $11,287,000 | +22.7% | 74,145 | +2.4% | 2.04% | +14.1% |
| Q4 2020 | $9,199,000 | +37.5% | 72,393 | +4.2% | 1.78% | +19.3% |
| Q3 2020 | $6,688,000 | +3.4% | 69,472 | +1.0% | 1.50% | -2.7% |
| Q2 2020 | $6,470,000 | +7.4% | 68,785 | +2.8% | 1.54% | -7.4% |
| Q1 2020 | $6,026,000 | -33.4% | 66,942 | +3.1% | 1.66% | -21.4% |
| Q4 2019 | $9,052,000 | +21.3% | 64,936 | +2.4% | 2.11% | +16.1% |
| Q3 2019 | $7,461,000 | +4.6% | 63,398 | -0.6% | 1.82% | +1.9% |
| Q2 2019 | $7,132,000 | +12.1% | 63,787 | +1.5% | 1.78% | +9.7% |
| Q1 2019 | $6,361,000 | +4.4% | 62,840 | +0.7% | 1.63% | -4.7% |
| Q4 2018 | $6,095,000 | -13.1% | 62,429 | +0.4% | 1.71% | -4.6% |
| Q3 2018 | $7,016,000 | +8.4% | 62,172 | +0.1% | 1.79% | +3.4% |
| Q2 2018 | $6,471,000 | -5.0% | 62,108 | +0.3% | 1.73% | -3.8% |
| Q1 2018 | $6,808,000 | +2.0% | 61,909 | -0.8% | 1.80% | +8.4% |
| Q4 2017 | $6,674,000 | +10.8% | 62,407 | -1.0% | 1.66% | +8.4% |
| Q3 2017 | $6,023,000 | +3.2% | 63,062 | -1.2% | 1.53% | +1.3% |
| Q2 2017 | $5,836,000 | +4.6% | 63,852 | +0.5% | 1.51% | -1.0% |
| Q1 2017 | $5,579,000 | +6.0% | 63,507 | +4.1% | 1.52% | +3.5% |
| Q4 2016 | $5,262,000 | +34.4% | 60,990 | +3.8% | 1.47% | +31.8% |
| Q3 2016 | $3,914,000 | +7.5% | 58,775 | +0.3% | 1.12% | +6.7% |
| Q2 2016 | $3,642,000 | +8.7% | 58,621 | +3.6% | 1.05% | +4.2% |
| Q1 2016 | $3,350,000 | -4.7% | 56,574 | +6.3% | 1.01% | -6.7% |
| Q4 2015 | $3,514,000 | +7.1% | 53,219 | -1.1% | 1.08% | +3.5% |
| Q3 2015 | $3,280,000 | -10.6% | 53,801 | -0.6% | 1.04% | -2.5% |
| Q2 2015 | $3,667,000 | +26.4% | 54,117 | +13.0% | 1.07% | +23.2% |
| Q1 2015 | $2,900,000 | -2.0% | 47,872 | +1.3% | 0.87% | -3.1% |
| Q4 2014 | $2,958,000 | +75.2% | 47,270 | +68.6% | 0.90% | +61.2% |
| Q3 2014 | $1,688,000 | +10.8% | 28,031 | +6.0% | 0.56% | +24.1% |
| Q2 2014 | $1,524,000 | -5.9% | 26,440 | -0.8% | 0.45% | -8.6% |
| Q1 2014 | $1,619,000 | +23.7% | 26,665 | +19.1% | 0.49% | +15.8% |
| Q4 2013 | $1,309,000 | +22.9% | 22,391 | +8.6% | 0.42% | +10.4% |
| Q3 2013 | $1,065,000 | +7.4% | 20,616 | +9.7% | 0.38% | +3.8% |
| Q2 2013 | $992,000 | – | 18,786 | – | 0.37% | – |
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% |