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 | $24,986,687 | -1.6% | 172,298 | -1.3% | 0.70% | +3.1% |
| Q2 2023 | $25,392,201 | +6.1% | 174,589 | -4.9% | 0.68% | +4.6% |
| Q1 2023 | $23,921,452 | -2.7% | 183,573 | +0.1% | 0.65% | -2.3% |
| Q4 2022 | $24,595,013 | +28.8% | 183,408 | +0.4% | 0.66% | +22.2% |
| Q3 2022 | $19,093,000 | -3.4% | 182,706 | +4.1% | 0.54% | +1.1% |
| Q2 2022 | $19,762,000 | -18.8% | 175,491 | -1.7% | 0.54% | -4.3% |
| Q1 2022 | $24,346,000 | -19.3% | 178,592 | -6.2% | 0.56% | -8.5% |
| Q4 2021 | $30,165,000 | -1.4% | 190,498 | +2.0% | 0.61% | -8.4% |
| Q3 2021 | $30,585,000 | +4.9% | 186,848 | -0.3% | 0.67% | +1.4% |
| Q2 2021 | $29,145,000 | +3.9% | 187,378 | +1.6% | 0.66% | -0.2% |
| Q1 2021 | $28,062,000 | +24.0% | 184,342 | +3.5% | 0.66% | +13.8% |
| Q4 2020 | $22,631,000 | +26.5% | 178,102 | -4.2% | 0.58% | +9.2% |
| Q3 2020 | $17,894,000 | -5.5% | 185,871 | -7.6% | 0.53% | -12.0% |
| Q2 2020 | $18,931,000 | +5.1% | 201,263 | +0.6% | 0.60% | -5.5% |
| Q1 2020 | $18,013,000 | -35.6% | 200,073 | -0.3% | 0.64% | -19.7% |
| Q4 2019 | $27,987,000 | +21.8% | 200,771 | +2.8% | 0.79% | +12.8% |
| Q3 2019 | $22,985,000 | +9.9% | 195,302 | +4.4% | 0.70% | +8.8% |
| Q2 2019 | $20,914,000 | +10.7% | 187,070 | +0.2% | 0.65% | +6.4% |
| Q1 2019 | $18,900,000 | -14.1% | 186,705 | -17.2% | 0.61% | -24.8% |
| Q4 2018 | $22,014,000 | -17.8% | 225,507 | -4.9% | 0.81% | +9.1% |
| Q3 2018 | $26,765,000 | +5.0% | 237,195 | -3.0% | 0.74% | +0.4% |
| Q2 2018 | $25,487,000 | -7.8% | 244,598 | -2.7% | 0.74% | -21.3% |
| Q1 2018 | $27,655,000 | +11.3% | 251,480 | +8.2% | 0.94% | +11.3% |
| Q4 2017 | $24,858,000 | +12.2% | 232,444 | +0.2% | 0.84% | +6.9% |
| Q3 2017 | $22,149,000 | +7.5% | 231,904 | +2.9% | 0.79% | +2.1% |
| Q2 2017 | $20,604,000 | +49.9% | 225,427 | +44.0% | 0.77% | +46.8% |
| Q1 2017 | $13,749,000 | +0.9% | 156,526 | -0.9% | 0.53% | +2.7% |
| Q4 2016 | $13,630,000 | +31.5% | 157,956 | +1.5% | 0.51% | +39.1% |
| Q3 2016 | $10,365,000 | +15.4% | 155,648 | +7.7% | 0.37% | +12.9% |
| Q2 2016 | $8,979,000 | -19.4% | 144,497 | -23.2% | 0.33% | -10.7% |
| Q1 2016 | $11,147,000 | -13.8% | 188,223 | -3.9% | 0.36% | -13.3% |
| Q4 2015 | $12,939,000 | +8.6% | 195,960 | +0.3% | 0.42% | +19.9% |
| Q3 2015 | $11,918,000 | -11.7% | 195,468 | -1.9% | 0.35% | +2.3% |
| Q2 2015 | $13,499,000 | +16.9% | 199,216 | +4.5% | 0.34% | +18.3% |
| Q1 2015 | $11,545,000 | -2.8% | 190,581 | +0.5% | 0.29% | +1.0% |
| Q4 2014 | $11,873,000 | +3.8% | 189,726 | -0.1% | 0.29% | -1.0% |
| Q3 2014 | $11,439,000 | +20.1% | 189,886 | +14.9% | 0.29% | +26.1% |
| Q2 2014 | $9,522,000 | -10.0% | 165,255 | -5.2% | 0.23% | -11.2% |
| Q1 2014 | $10,577,000 | +7.5% | 174,228 | +3.6% | 0.26% | +1.2% |
| Q4 2013 | $9,838,000 | +35.6% | 168,236 | +19.8% | 0.26% | +29.9% |
| Q3 2013 | $7,256,000 | -15.1% | 140,384 | -13.3% | 0.20% | -19.9% |
| Q2 2013 | $8,545,000 | +19.2% | 161,861 | +7.1% | 0.25% | +10.8% |
| Q1 2013 | $7,169,000 | +16.1% | 151,062 | +7.6% | 0.22% | +10.4% |
| Q4 2012 | $6,173,000 | – | 140,387 | – | 0.20% | – |
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% |