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 | $6,262,687 | -3.1% | 43,185 | -2.8% | 0.80% | +1.9% |
| Q2 2023 | $6,461,607 | +12.2% | 44,428 | +0.5% | 0.78% | +6.1% |
| Q1 2023 | $5,759,831 | -4.4% | 44,201 | -1.6% | 0.74% | -11.7% |
| Q4 2022 | $6,023,234 | +37.9% | 44,916 | +7.4% | 0.84% | +24.2% |
| Q3 2022 | $4,369,000 | -7.6% | 41,804 | -0.4% | 0.67% | -1.5% |
| Q2 2022 | $4,726,000 | -15.1% | 41,965 | +2.8% | 0.68% | -3.0% |
| Q1 2022 | $5,565,000 | -17.0% | 40,827 | -3.5% | 0.70% | -12.7% |
| Q4 2021 | $6,701,000 | -4.4% | 42,319 | -1.2% | 0.81% | -13.2% |
| Q3 2021 | $7,011,000 | +7.9% | 42,833 | +2.5% | 0.93% | +5.9% |
| Q2 2021 | $6,499,000 | +1.8% | 41,784 | -0.4% | 0.88% | -4.6% |
| Q1 2021 | $6,385,000 | +16.8% | 41,945 | -2.5% | 0.92% | +10.9% |
| Q4 2020 | $5,468,000 | +30.9% | 43,029 | -0.8% | 0.83% | +11.7% |
| Q3 2020 | $4,177,000 | +1.3% | 43,379 | -1.1% | 0.74% | -9.5% |
| Q2 2020 | $4,124,000 | +11.9% | 43,848 | +7.1% | 0.82% | -20.2% |
| Q1 2020 | $3,684,000 | -39.5% | 40,923 | -6.3% | 1.03% | -26.0% |
| Q4 2019 | $6,087,000 | +19.1% | 43,668 | +0.5% | 1.39% | +8.4% |
| Q3 2019 | $5,112,000 | +5.5% | 43,437 | +0.2% | 1.28% | +8.5% |
| Q2 2019 | $4,846,000 | +11.5% | 43,344 | +0.9% | 1.18% | +6.6% |
| Q1 2019 | $4,348,000 | +5.0% | 42,957 | +1.3% | 1.11% | -7.9% |
| Q4 2018 | $4,139,000 | -20.1% | 42,395 | -7.6% | 1.20% | -8.6% |
| Q3 2018 | $5,180,000 | +8.7% | 45,906 | +0.4% | 1.32% | -0.2% |
| Q2 2018 | $4,764,000 | -9.5% | 45,723 | -4.5% | 1.32% | -13.2% |
| Q1 2018 | $5,266,000 | +5.4% | 47,886 | +2.5% | 1.52% | +2.0% |
| Q4 2017 | $4,995,000 | +11.9% | 46,711 | -0.1% | 1.49% | +2.0% |
| Q3 2017 | $4,463,000 | +3.5% | 46,735 | -0.9% | 1.46% | -0.7% |
| Q2 2017 | $4,312,000 | +4.4% | 47,182 | +0.4% | 1.47% | +0.7% |
| Q1 2017 | $4,130,000 | -0.3% | 47,014 | -2.1% | 1.46% | -7.0% |
| Q4 2016 | $4,143,000 | +26.8% | 48,007 | -2.2% | 1.57% | +20.6% |
| Q3 2016 | $3,268,000 | +3.3% | 49,084 | -3.6% | 1.30% | +2.0% |
| Q2 2016 | $3,165,000 | +3.0% | 50,928 | -1.9% | 1.28% | +16.0% |
| Q1 2016 | $3,073,000 | +37.8% | 51,894 | +53.6% | 1.10% | +31.9% |
| Q4 2015 | $2,230,000 | +9.3% | 33,780 | +1.0% | 0.84% | +7.6% |
| Q3 2015 | $2,040,000 | -9.6% | 33,451 | +0.4% | 0.78% | -1.1% |
| Q2 2015 | $2,257,000 | -2.5% | 33,307 | -12.9% | 0.78% | -3.9% |
| Q1 2015 | $2,316,000 | -5.4% | 38,226 | -2.2% | 0.82% | -10.2% |
| Q4 2014 | $2,447,000 | +30.7% | 39,092 | +25.8% | 0.91% | +25.7% |
| Q3 2014 | $1,872,000 | -23.4% | 31,077 | -26.8% | 0.72% | -20.8% |
| Q2 2014 | $2,445,000 | +1.5% | 42,435 | +6.9% | 0.91% | -8.0% |
| Q1 2014 | $2,410,000 | +4.2% | 39,693 | +0.4% | 0.99% | -1.3% |
| Q4 2013 | $2,312,000 | +9.0% | 39,536 | -3.7% | 1.01% | -1.8% |
| Q3 2013 | $2,122,000 | -3.0% | 41,055 | -0.9% | 1.02% | +5.6% |
| Q2 2013 | $2,187,000 | – | 41,430 | – | 0.97% | – |
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% |