JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $16,051,657 | +59.7% | 94,366 | +36.1% | 1.26% | +45.8% |
| Q3 2023 | $10,052,351 | -0.2% | 69,317 | +0.1% | 0.86% | +4.7% |
| Q2 2023 | $10,074,047 | +23.2% | 69,266 | +10.4% | 0.83% | +15.8% |
| Q1 2023 | $8,176,822 | -1.5% | 62,749 | +1.3% | 0.71% | -5.3% |
| Q4 2022 | $8,304,143 | +29.1% | 61,925 | +0.6% | 0.75% | -15.3% |
| Q3 2022 | $6,431,000 | -10.8% | 61,543 | -3.9% | 0.89% | -4.9% |
| Q2 2022 | $7,213,000 | -10.6% | 64,049 | +8.2% | 0.94% | +9.4% |
| Q1 2022 | $8,071,000 | -3.1% | 59,210 | +12.5% | 0.86% | +2.6% |
| Q4 2021 | $8,330,000 | -0.4% | 52,608 | +3.0% | 0.83% | -10.2% |
| Q3 2021 | $8,364,000 | +28.6% | 51,098 | +22.2% | 0.93% | +30.5% |
| Q2 2021 | $6,506,000 | +99.1% | 41,830 | +94.9% | 0.71% | +83.2% |
| Q1 2021 | $3,267,000 | +29.9% | 21,457 | +8.4% | 0.39% | +22.8% |
| Q4 2020 | $2,515,000 | +28.4% | 19,789 | -2.7% | 0.32% | +17.9% |
| Q3 2020 | $1,959,000 | +2.1% | 20,348 | -0.3% | 0.27% | -4.6% |
| Q2 2020 | $1,919,000 | +4.5% | 20,403 | 0.0% | 0.28% | -12.7% |
| Q1 2020 | $1,837,000 | -43.1% | 20,403 | -12.0% | 0.32% | -28.8% |
| Q4 2019 | $3,231,000 | +18.3% | 23,177 | -0.2% | 0.45% | +10.0% |
| Q3 2019 | $2,732,000 | +5.3% | 23,212 | 0.0% | 0.41% | +7.6% |
| Q2 2019 | $2,595,000 | +10.4% | 23,212 | -0.1% | 0.38% | +9.1% |
| Q1 2019 | $2,351,000 | +3.8% | 23,227 | +0.1% | 0.35% | -7.9% |
| Q4 2018 | $2,265,000 | -13.8% | 23,207 | -0.4% | 0.38% | +3.3% |
| Q3 2018 | $2,629,000 | +30.6% | 23,307 | +20.6% | 0.37% | +17.6% |
| Q2 2018 | $2,013,000 | -3.9% | 19,321 | +1.4% | 0.31% | -7.7% |
| Q1 2018 | $2,094,000 | +4.4% | 19,046 | +1.6% | 0.34% | +8.7% |
| Q4 2017 | $2,006,000 | +11.9% | 18,754 | -0.0% | 0.31% | +8.3% |
| Q3 2017 | $1,792,000 | +1.0% | 18,758 | -3.4% | 0.29% | +1.1% |
| Q2 2017 | $1,775,000 | -26.4% | 19,424 | -29.2% | 0.28% | -28.4% |
| Q1 2017 | $2,411,000 | +2.7% | 27,444 | +0.8% | 0.40% | -6.1% |
| Q4 2016 | $2,348,000 | +31.4% | 27,214 | +1.4% | 0.42% | +30.9% |
| Q3 2016 | $1,787,000 | +7.0% | 26,843 | -0.1% | 0.32% | -5.8% |
| Q2 2016 | $1,670,000 | -49.3% | 26,867 | -51.7% | 0.34% | -41.9% |
| Q1 2016 | $3,296,000 | -29.5% | 55,654 | -21.4% | 0.59% | -22.3% |
| Q4 2015 | $4,677,000 | +6.6% | 70,826 | -1.6% | 0.76% | +3.0% |
| Q3 2015 | $4,388,000 | +24.7% | 71,965 | +38.5% | 0.74% | +41.8% |
| Q2 2015 | $3,520,000 | +61.2% | 51,944 | +44.1% | 0.52% | +62.1% |
| Q1 2015 | $2,184,000 | -79.6% | 36,051 | -78.9% | 0.32% | -79.2% |
| Q4 2014 | $10,691,000 | -3.8% | 170,839 | -7.4% | 1.55% | -1.9% |
| Q3 2014 | $11,108,000 | +9.2% | 184,401 | +4.4% | 1.58% | +4.3% |
| Q2 2014 | $10,176,000 | +17.9% | 176,597 | +24.2% | 1.51% | +9.0% |
| Q1 2014 | $8,632,000 | +3.6% | 142,178 | -0.2% | 1.39% | +3.6% |
| Q4 2013 | $8,335,000 | +19.8% | 142,526 | +5.9% | 1.34% | +5.4% |
| Q3 2013 | $6,955,000 | +70.5% | 134,551 | +74.1% | 1.27% | +57.4% |
| Q2 2013 | $4,079,000 | – | 77,267 | – | 0.81% | – |
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% |