JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.9%.
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 | $485,817 | -3.7% | 3,350 | -3.4% | 0.16% | -9.3% |
| Q2 2023 | $504,386 | -37.5% | 3,468 | -44.0% | 0.18% | -40.3% |
| Q1 2023 | $807,661 | -2.8% | 6,198 | 0.0% | 0.30% | -6.2% |
| Q4 2022 | $831,152 | +28.3% | 6,198 | 0.0% | 0.32% | +12.1% |
| Q3 2022 | $648,000 | -7.2% | 6,198 | 0.0% | 0.29% | -1.7% |
| Q2 2022 | $698,000 | -17.4% | 6,198 | 0.0% | 0.30% | -18.5% |
| Q1 2022 | $845,000 | -13.9% | 6,198 | 0.0% | 0.36% | -16.6% |
| Q4 2021 | $981,000 | -3.3% | 6,198 | 0.0% | 0.43% | -8.6% |
| Q3 2021 | $1,015,000 | +4.4% | 6,198 | -0.8% | 0.48% | +6.5% |
| Q2 2021 | $972,000 | -3.3% | 6,248 | -5.4% | 0.45% | -7.7% |
| Q1 2021 | $1,005,000 | +15.7% | 6,604 | -3.5% | 0.48% | +11.0% |
| Q4 2020 | $869,000 | +32.1% | 6,840 | 0.0% | 0.44% | +26.5% |
| Q3 2020 | $658,000 | +2.3% | 6,840 | 0.0% | 0.34% | -2.8% |
| Q2 2020 | $643,000 | +5.2% | 6,840 | +0.8% | 0.35% | -5.1% |
| Q1 2020 | $611,000 | -35.4% | 6,784 | 0.0% | 0.37% | -9.7% |
| Q4 2019 | $946,000 | +18.5% | 6,784 | 0.0% | 0.41% | +15.0% |
| Q3 2019 | $798,000 | +5.3% | 6,784 | 0.0% | 0.36% | +6.2% |
| Q2 2019 | $758,000 | +10.3% | 6,784 | 0.0% | 0.34% | +8.7% |
| Q1 2019 | $687,000 | +3.8% | 6,784 | 0.0% | 0.31% | -7.2% |
| Q4 2018 | $662,000 | -13.6% | 6,784 | 0.0% | 0.34% | +1.5% |
| Q3 2018 | $766,000 | +8.3% | 6,784 | 0.0% | 0.33% | -1.5% |
| Q2 2018 | $707,000 | -5.2% | 6,784 | 0.0% | 0.34% | -2.6% |
| Q1 2018 | $746,000 | +2.9% | 6,784 | 0.0% | 0.34% | +11.7% |
| Q4 2017 | $725,000 | +11.9% | 6,784 | 0.0% | 0.31% | +9.2% |
| Q3 2017 | $648,000 | +0.2% | 6,784 | -4.2% | 0.28% | -0.4% |
| Q2 2017 | $647,000 | +0.5% | 7,084 | -3.4% | 0.28% | -1.4% |
| Q1 2017 | $644,000 | +1.7% | 7,334 | 0.0% | 0.29% | -4.0% |
| Q4 2016 | $633,000 | +29.7% | 7,334 | 0.0% | 0.30% | +25.6% |
| Q3 2016 | $488,000 | +7.0% | 7,334 | 0.0% | 0.24% | +6.2% |
| Q2 2016 | $456,000 | -65.7% | 7,334 | -67.3% | 0.22% | -65.5% |
| Q1 2016 | $1,328,000 | +186.2% | 22,424 | +218.8% | 0.65% | +180.2% |
| Q4 2015 | $464,000 | +1.5% | 7,034 | -6.2% | 0.23% | -5.7% |
| Q3 2015 | $457,000 | -10.0% | 7,502 | 0.0% | 0.25% | -5.0% |
| Q2 2015 | $508,000 | +15.7% | 7,502 | +3.4% | 0.26% | +17.7% |
| Q1 2015 | $439,000 | +0.2% | 7,252 | +3.6% | 0.22% | +0.9% |
| Q4 2014 | $438,000 | +3.8% | 7,002 | 0.0% | 0.22% | 0.0% |
| Q3 2014 | $422,000 | +4.7% | 7,002 | 0.0% | 0.22% | +12.4% |
| Q2 2014 | $403,000 | -5.2% | 7,002 | 0.0% | 0.19% | -8.5% |
| Q1 2014 | $425,000 | +3.9% | 7,002 | 0.0% | 0.21% | +1.4% |
| Q4 2013 | $409,000 | +13.0% | 7,002 | 0.0% | 0.21% | +3.5% |
| Q3 2013 | $362,000 | -2.2% | 7,002 | 0.0% | 0.20% | -2.9% |
| Q2 2013 | $370,000 | – | 7,002 | – | 0.21% | – |
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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% |