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 | $21,368 | -0.0% | 147,344 | +0.2% | 2.58% | +2.7% |
| Q2 2023 | $21,378 | +12.2% | 146,990 | +0.5% | 2.52% | +2.6% |
| Q1 2023 | $19,060 | -1.9% | 146,264 | +1.0% | 2.45% | -9.9% |
| Q4 2022 | $19,423 | +31.4% | 144,841 | +2.4% | 2.72% | +46.5% |
| Q3 2022 | $14,782 | -99.9% | 141,457 | -10.1% | 1.86% | -15.0% |
| Q2 2022 | $17,710,000 | -17.8% | 157,267 | -0.5% | 2.18% | -15.9% |
| Q1 2022 | $21,536,000 | -13.2% | 157,978 | +0.8% | 2.60% | -7.1% |
| Q4 2021 | $24,810,000 | +0.3% | 156,680 | +3.7% | 2.80% | -9.3% |
| Q3 2021 | $24,742,000 | +4.6% | 151,150 | -0.6% | 3.08% | +4.5% |
| Q2 2021 | $23,643,000 | +2.9% | 152,006 | +0.7% | 2.95% | -5.0% |
| Q1 2021 | $22,987,000 | +24.3% | 150,999 | +3.8% | 3.11% | +19.7% |
| Q4 2020 | $18,490,000 | +87.1% | 145,507 | +41.7% | 2.59% | +59.9% |
| Q3 2020 | $9,883,000 | +3.5% | 102,664 | +1.1% | 1.62% | -6.0% |
| Q2 2020 | $9,548,000 | +4.2% | 101,505 | -0.2% | 1.73% | -2.8% |
| Q1 2020 | $9,159,000 | -29.8% | 101,736 | +8.8% | 1.78% | -3.1% |
| Q4 2019 | $13,038,000 | +103.7% | 93,529 | +72.0% | 1.83% | +93.9% |
| Q3 2019 | $6,401,000 | +4.6% | 54,387 | -0.6% | 0.94% | +2.1% |
| Q2 2019 | $6,120,000 | +10.5% | 54,739 | +0.1% | 0.93% | +3.5% |
| Q1 2019 | $5,536,000 | +5.5% | 54,691 | +1.7% | 0.90% | -5.7% |
| Q4 2018 | $5,249,000 | -12.6% | 53,765 | +1.0% | 0.95% | -2.5% |
| Q3 2018 | $6,006,000 | -7.7% | 53,230 | -4.5% | 0.97% | -10.7% |
| Q2 2018 | $6,509,000 | +2.7% | 55,759 | -3.2% | 1.09% | +1.1% |
| Q1 2018 | $6,336,000 | +3.4% | 57,614 | +0.6% | 1.08% | +5.2% |
| Q4 2017 | $6,127,000 | +10.0% | 57,298 | -1.8% | 1.02% | +4.9% |
| Q3 2017 | $5,571,000 | +4.5% | 58,334 | -0.0% | 0.98% | +2.3% |
| Q2 2017 | $5,332,000 | -2.1% | 58,335 | -5.9% | 0.96% | -3.5% |
| Q1 2017 | $5,447,000 | +0.5% | 62,008 | -1.2% | 0.99% | -2.8% |
| Q4 2016 | $5,418,000 | +17.8% | 62,790 | -9.1% | 1.02% | +1.4% |
| Q3 2016 | $4,601,000 | +6.6% | 69,095 | -0.6% | 1.00% | -0.3% |
| Q2 2016 | $4,317,000 | -3.9% | 69,480 | -8.4% | 1.01% | -7.9% |
| Q1 2016 | $4,491,000 | -11.2% | 75,833 | -1.0% | 1.09% | -13.5% |
| Q4 2015 | $5,056,000 | -38.1% | 76,568 | -42.8% | 1.26% | -39.4% |
| Q3 2015 | $8,165,000 | -12.4% | 133,913 | -2.6% | 2.09% | -13.7% |
| Q2 2015 | $9,318,000 | -29.3% | 137,513 | -36.8% | 2.42% | -25.0% |
| Q1 2015 | $13,182,000 | -3.0% | 217,597 | +0.2% | 3.23% | +0.1% |
| Q4 2014 | $13,595,000 | -1.5% | 217,242 | -5.1% | 3.22% | -3.7% |
| Q3 2014 | $13,796,000 | +3.8% | 229,010 | -0.7% | 3.35% | +5.4% |
| Q2 2014 | $13,287,000 | -7.1% | 230,600 | -2.1% | 3.18% | -11.0% |
| Q1 2014 | $14,302,000 | +6.0% | 235,575 | +2.1% | 3.57% | -0.4% |
| Q4 2013 | $13,495,000 | +15.8% | 230,765 | +2.4% | 3.58% | +6.1% |
| Q3 2013 | $11,652,000 | -2.0% | 225,425 | +0.1% | 3.38% | -4.4% |
| Q2 2013 | $11,886,000 | – | 225,155 | – | 3.53% | – |
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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% |