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 | $246,941 | +5.5% | 1,702,808 | +5.8% | 0.76% | +4.4% |
| Q2 2023 | $234,159 | +18.1% | 1,610,004 | +5.8% | 0.72% | +6.0% |
| Q1 2023 | $198,271 | +2.6% | 1,521,535 | +5.6% | 0.68% | -6.7% |
| Q4 2022 | $193,293 | -99.9% | 1,441,409 | +4.8% | 0.73% | +20.2% |
| Q3 2022 | $143,753,000 | +5.3% | 1,375,631 | +13.4% | 0.61% | +1.2% |
| Q2 2022 | $136,556,000 | -11.5% | 1,212,643 | +7.1% | 0.60% | +2.0% |
| Q1 2022 | $154,336,000 | -18.0% | 1,132,156 | -4.7% | 0.59% | -18.1% |
| Q4 2021 | $188,192,000 | +1.5% | 1,188,455 | +4.9% | 0.72% | -5.8% |
| Q3 2021 | $185,413,000 | +6.2% | 1,132,711 | +0.9% | 0.76% | -6.4% |
| Q2 2021 | $174,537,000 | +3.4% | 1,122,137 | +1.2% | 0.82% | -7.5% |
| Q1 2021 | $168,753,000 | +22.5% | 1,108,543 | +2.2% | 0.88% | +11.0% |
| Q4 2020 | $137,788,000 | +39.1% | 1,084,350 | +5.4% | 0.79% | +27.2% |
| Q3 2020 | $99,088,000 | +2.0% | 1,029,272 | -0.4% | 0.62% | -3.3% |
| Q2 2020 | $97,182,000 | -1.3% | 1,033,191 | -5.6% | 0.64% | -19.7% |
| Q1 2020 | $98,507,000 | -32.5% | 1,094,159 | +4.5% | 0.80% | -22.0% |
| Q4 2019 | $146,010,000 | +25.9% | 1,047,417 | +6.3% | 1.03% | +11.8% |
| Q3 2019 | $115,989,000 | +10.8% | 985,547 | +5.3% | 0.92% | +7.7% |
| Q2 2019 | $104,660,000 | +19.0% | 936,137 | +7.7% | 0.86% | +11.0% |
| Q1 2019 | $87,959,000 | -47.4% | 868,898 | -49.2% | 0.77% | -6.7% |
| Q4 2018 | $167,104,000 | +62.9% | 1,711,790 | +88.2% | 0.82% | -8.6% |
| Q3 2018 | $102,611,000 | -45.0% | 909,358 | -49.2% | 0.90% | +1.3% |
| Q2 2018 | $186,482,000 | +93.0% | 1,789,660 | +103.7% | 0.89% | -6.6% |
| Q1 2018 | $96,611,000 | +2.2% | 878,524 | -0.6% | 0.95% | -0.9% |
| Q4 2017 | $94,505,000 | +10.6% | 883,720 | -1.2% | 0.96% | +6.6% |
| Q3 2017 | $85,459,000 | +4.7% | 894,779 | +0.2% | 0.90% | +2.3% |
| Q2 2017 | $81,620,000 | -13.7% | 892,994 | -17.1% | 0.88% | -15.7% |
| Q1 2017 | $94,570,000 | -6.8% | 1,076,611 | -8.4% | 1.05% | -14.1% |
| Q4 2016 | $101,453,000 | +21.9% | 1,175,727 | -6.0% | 1.22% | +13.2% |
| Q3 2016 | $83,258,000 | +5.3% | 1,250,316 | -1.8% | 1.08% | -1.4% |
| Q2 2016 | $79,084,000 | +6.3% | 1,272,675 | +1.4% | 1.09% | -1.8% |
| Q1 2016 | $74,364,000 | +24.3% | 1,255,715 | +38.6% | 1.11% | +13.5% |
| Q4 2015 | $59,835,000 | +13.9% | 906,180 | +5.1% | 0.98% | +7.6% |
| Q3 2015 | $52,553,000 | -7.8% | 861,927 | +2.5% | 0.91% | -5.8% |
| Q2 2015 | $57,000,000 | +20.7% | 841,205 | +7.9% | 0.97% | +16.8% |
| Q1 2015 | $47,216,000 | +8.2% | 779,392 | +11.7% | 0.83% | +1.5% |
| Q4 2014 | $43,649,000 | +4.9% | 697,493 | +1.0% | 0.82% | -2.2% |
| Q3 2014 | $41,604,000 | -9.9% | 690,639 | -13.8% | 0.84% | +26.3% |
| Q2 2014 | $46,154,000 | -11.1% | 801,014 | -6.3% | 0.66% | -17.3% |
| Q1 2014 | $51,901,000 | +12.6% | 854,886 | +8.5% | 0.80% | +6.0% |
| Q4 2013 | $46,078,000 | +30.7% | 787,919 | +15.5% | 0.75% | +16.2% |
| Q3 2013 | $35,252,000 | +5.4% | 681,991 | +7.6% | 0.65% | -2.7% |
| Q2 2013 | $33,456,000 | – | 633,767 | – | 0.67% | – |
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% |