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 | $26,748 | -4.8% | 184,445 | -4.5% | 2.37% | -0.5% |
| Q2 2023 | $28,083 | +30.3% | 193,093 | +16.7% | 2.38% | +21.5% |
| Q1 2023 | $21,557 | -15.0% | 165,428 | -12.5% | 1.96% | -18.6% |
| Q4 2022 | $25,367 | -99.9% | 189,167 | +6.5% | 2.41% | +28.1% |
| Q3 2022 | $18,557,000 | +1.8% | 177,577 | +9.7% | 1.88% | +9.0% |
| Q2 2022 | $18,235,000 | -30.7% | 161,928 | -16.1% | 1.72% | -18.8% |
| Q1 2022 | $26,308,000 | -26.4% | 192,985 | -14.5% | 2.12% | -21.5% |
| Q4 2021 | $35,757,000 | -4.6% | 225,809 | -1.4% | 2.70% | -15.1% |
| Q3 2021 | $37,499,000 | +13.8% | 229,083 | +8.2% | 3.18% | +14.3% |
| Q2 2021 | $32,938,000 | -6.0% | 211,768 | -8.0% | 2.78% | -14.4% |
| Q1 2021 | $35,037,000 | +17.2% | 230,157 | -2.1% | 3.25% | +12.0% |
| Q4 2020 | $29,883,000 | +35.7% | 235,170 | +2.8% | 2.90% | +22.4% |
| Q3 2020 | $22,019,000 | +4.0% | 228,722 | +1.6% | 2.37% | -5.7% |
| Q2 2020 | $21,170,000 | +26.6% | 225,072 | +21.2% | 2.51% | +3.2% |
| Q1 2020 | $16,721,000 | -27.1% | 185,732 | +12.9% | 2.44% | -10.2% |
| Q4 2019 | $22,938,000 | +28.6% | 164,548 | +8.6% | 2.71% | +20.5% |
| Q3 2019 | $17,832,000 | +6.0% | 151,520 | +0.7% | 2.25% | +4.0% |
| Q2 2019 | $16,823,000 | +13.2% | 150,474 | +2.5% | 2.16% | +4.6% |
| Q1 2019 | $14,865,000 | -3.3% | 146,840 | -6.7% | 2.07% | -14.9% |
| Q4 2018 | $15,368,000 | -17.0% | 157,424 | -4.0% | 2.43% | -3.0% |
| Q3 2018 | $18,510,000 | +5.6% | 164,034 | -2.5% | 2.51% | -2.0% |
| Q2 2018 | $17,528,000 | -2.9% | 168,211 | +2.5% | 2.56% | -5.5% |
| Q1 2018 | $18,050,000 | +4.0% | 164,134 | +1.1% | 2.71% | +4.2% |
| Q4 2017 | $17,357,000 | +14.2% | 162,305 | +2.0% | 2.60% | +4.1% |
| Q3 2017 | $15,195,000 | +11.5% | 159,097 | +6.7% | 2.49% | +7.0% |
| Q2 2017 | $13,628,000 | +47.6% | 149,101 | +41.9% | 2.33% | +43.0% |
| Q1 2017 | $9,233,000 | +594.2% | 105,110 | +582.0% | 1.63% | +593.2% |
| Q4 2016 | $1,330,000 | +27.2% | 15,411 | -1.9% | 0.24% | +23.7% |
| Q3 2016 | $1,046,000 | +20.8% | 15,711 | +12.7% | 0.19% | +15.9% |
| Q2 2016 | $866,000 | +5.6% | 13,936 | +0.6% | 0.16% | +1.2% |
| Q1 2016 | $820,000 | +1.6% | 13,848 | +13.3% | 0.16% | +1.9% |
| Q4 2015 | $807,000 | +6.5% | 12,223 | -1.6% | 0.16% | +6.0% |
| Q3 2015 | $758,000 | -13.3% | 12,423 | -3.7% | 0.15% | -4.5% |
| Q2 2015 | $874,000 | +12.1% | 12,907 | +0.2% | 0.16% | +9.8% |
| Q1 2015 | $780,000 | -0.1% | 12,882 | +3.3% | 0.14% | -4.0% |
| Q4 2014 | $781,000 | +7.1% | 12,473 | +3.1% | 0.15% | +7.2% |
| Q3 2014 | $729,000 | +1.7% | 12,098 | -2.8% | 0.14% | +1.5% |
| Q2 2014 | $717,000 | +8.0% | 12,441 | +13.7% | 0.14% | +3.0% |
| Q1 2014 | $664,000 | -3.1% | 10,941 | -6.7% | 0.13% | -3.6% |
| Q4 2013 | $685,000 | +12.5% | 11,724 | -0.5% | 0.14% | +0.7% |
| Q3 2013 | $609,000 | -2.2% | 11,788 | 0.0% | 0.14% | -10.5% |
| Q2 2013 | $623,000 | – | 11,788 | – | 0.15% | – |
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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% |