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 | $4,175 | +6.8% | 28,815 | +7.0% | 0.26% | +8.9% |
| Q2 2023 | $3,911 | +9.2% | 26,939 | -1.8% | 0.24% | +3.1% |
| Q1 2023 | $3,580 | -5.3% | 27,443 | -2.8% | 0.23% | -9.8% |
| Q4 2022 | $3,780 | -99.9% | 28,248 | +0.5% | 0.25% | +19.8% |
| Q3 2022 | $2,934,000 | -20.0% | 28,116 | -13.5% | 0.21% | -17.8% |
| Q2 2022 | $3,669,000 | -12.6% | 32,515 | +5.2% | 0.26% | -4.4% |
| Q1 2022 | $4,199,000 | -13.6% | 30,901 | +0.7% | 0.27% | -10.3% |
| Q4 2021 | $4,858,000 | -6.3% | 30,672 | -3.2% | 0.30% | -12.2% |
| Q3 2021 | $5,187,000 | +17.1% | 31,683 | +11.3% | 0.34% | +17.1% |
| Q2 2021 | $4,429,000 | -8.3% | 28,473 | -10.3% | 0.29% | -12.0% |
| Q1 2021 | $4,831,000 | +16.8% | 31,737 | -2.5% | 0.33% | +10.6% |
| Q4 2020 | $4,137,000 | +41.2% | 32,555 | +7.0% | 0.30% | +25.9% |
| Q3 2020 | $2,930,000 | +5.8% | 30,439 | +3.4% | 0.24% | -4.0% |
| Q2 2020 | $2,769,000 | +0.7% | 29,443 | -3.7% | 0.25% | -13.5% |
| Q1 2020 | $2,751,000 | -37.8% | 30,562 | -3.6% | 0.29% | -29.9% |
| Q4 2019 | $4,421,000 | +17.6% | 31,710 | -0.7% | 0.41% | +10.2% |
| Q3 2019 | $3,759,000 | +10.6% | 31,947 | +5.1% | 0.37% | +6.0% |
| Q2 2019 | $3,399,000 | +16.6% | 30,397 | +5.6% | 0.35% | +11.4% |
| Q1 2019 | $2,914,000 | -0.4% | 28,781 | -4.0% | 0.32% | -7.3% |
| Q4 2018 | $2,926,000 | -13.6% | 29,971 | -0.1% | 0.34% | -7.1% |
| Q3 2018 | $3,387,000 | +8.2% | 30,012 | -0.0% | 0.37% | +1.7% |
| Q2 2018 | $3,129,000 | -9.8% | 30,026 | -4.8% | 0.36% | -14.0% |
| Q1 2018 | $3,468,000 | +2.1% | 31,535 | -0.7% | 0.42% | +1.2% |
| Q4 2017 | $3,397,000 | +17.5% | 31,765 | +5.0% | 0.42% | +5.9% |
| Q3 2017 | $2,890,000 | +2.5% | 30,252 | -1.9% | 0.39% | -5.1% |
| Q2 2017 | $2,819,000 | +3.1% | 30,841 | -1.0% | 0.41% | -3.7% |
| Q1 2017 | $2,735,000 | -2.4% | 31,141 | -4.1% | 0.43% | -8.7% |
| Q4 2016 | $2,802,000 | +52.6% | 32,479 | +17.8% | 0.47% | +43.7% |
| Q3 2016 | $1,836,000 | +20.9% | 27,575 | +12.8% | 0.33% | +14.7% |
| Q2 2016 | $1,519,000 | +5.0% | 24,439 | 0.0% | 0.28% | +1.1% |
| Q1 2016 | $1,447,000 | -9.1% | 24,439 | +1.4% | 0.28% | -14.0% |
| Q4 2015 | $1,592,000 | +8.2% | 24,109 | -0.1% | 0.33% | +4.5% |
| Q3 2015 | $1,471,000 | -10.5% | 24,123 | -0.6% | 0.31% | -3.1% |
| Q2 2015 | $1,644,000 | +11.0% | 24,261 | -0.8% | 0.32% | +11.0% |
| Q1 2015 | $1,481,000 | +7.2% | 24,451 | +10.8% | 0.29% | +2.1% |
| Q4 2014 | $1,381,000 | +3.9% | 22,059 | -0.1% | 0.29% | +6.7% |
| Q3 2014 | $1,329,000 | -3.3% | 22,071 | -7.5% | 0.27% | -0.7% |
| Q2 2014 | $1,374,000 | -5.1% | 23,851 | -0.1% | 0.27% | -6.6% |
| Q1 2014 | $1,448,000 | -15.8% | 23,864 | -18.8% | 0.29% | -17.2% |
| Q4 2013 | $1,719,000 | +41.5% | 29,387 | +25.0% | 0.35% | +25.5% |
| Q3 2013 | $1,215,000 | -10.9% | 23,516 | -9.0% | 0.28% | -14.7% |
| Q2 2013 | $1,364,000 | – | 25,850 | – | 0.33% | – |
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% |