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 | $25,203,822 | +99.1% | 173,794 | +99.7% | 2.81% | +2.9% |
| Q2 2023 | $12,658,043 | +8.3% | 87,032 | -2.9% | 2.73% | +8.1% |
| Q1 2023 | $11,685,516 | -2.3% | 89,674 | +0.5% | 2.53% | -4.0% |
| Q4 2022 | $11,962,725 | +27.3% | 89,207 | -0.8% | 2.63% | +16.0% |
| Q3 2022 | $9,397,000 | -32.8% | 89,928 | -27.6% | 2.27% | -13.1% |
| Q2 2022 | $13,979,000 | -16.8% | 124,143 | +0.7% | 2.61% | -3.9% |
| Q1 2022 | $16,806,000 | -15.1% | 123,286 | -1.4% | 2.72% | -10.6% |
| Q4 2021 | $19,790,000 | -3.5% | 124,976 | -0.3% | 3.04% | -12.5% |
| Q3 2021 | $20,514,000 | +4.3% | 125,327 | -0.9% | 3.47% | +7.5% |
| Q2 2021 | $19,671,000 | -1.1% | 126,469 | -3.2% | 3.23% | -4.9% |
| Q1 2021 | $19,898,000 | +17.7% | 130,714 | -1.7% | 3.40% | +9.0% |
| Q4 2020 | $16,902,000 | +32.9% | 133,019 | +0.7% | 3.12% | +18.7% |
| Q3 2020 | $12,714,000 | +1.6% | 132,069 | -0.8% | 2.63% | -4.7% |
| Q2 2020 | $12,517,000 | +4.6% | 133,084 | +0.1% | 2.76% | -10.2% |
| Q1 2020 | $11,969,000 | -34.8% | 132,953 | +1.0% | 3.07% | -15.0% |
| Q4 2019 | $18,353,000 | +18.0% | 131,662 | -0.4% | 3.61% | +10.1% |
| Q3 2019 | $15,550,000 | +4.2% | 132,132 | -1.0% | 3.28% | +4.0% |
| Q2 2019 | $14,919,000 | +10.3% | 133,451 | -0.1% | 3.16% | +9.6% |
| Q1 2019 | $13,520,000 | +4.9% | 133,561 | +1.1% | 2.88% | -9.0% |
| Q4 2018 | $12,892,000 | -12.5% | 132,064 | +1.1% | 3.16% | +0.9% |
| Q3 2018 | $14,742,000 | +3.1% | 130,649 | -4.8% | 3.14% | +2.2% |
| Q2 2018 | $14,303,000 | -7.4% | 137,272 | -2.3% | 3.07% | +0.6% |
| Q1 2018 | $15,453,000 | +3.4% | 140,525 | +0.6% | 3.05% | +5.9% |
| Q4 2017 | $14,940,000 | +10.8% | 139,704 | -1.0% | 2.88% | +6.7% |
| Q3 2017 | $13,482,000 | +3.8% | 141,153 | -0.7% | 2.70% | +2.3% |
| Q2 2017 | $12,994,000 | -7.8% | 142,163 | -11.4% | 2.64% | -5.1% |
| Q1 2017 | $14,100,000 | -4.4% | 160,523 | -6.1% | 2.78% | -7.2% |
| Q4 2016 | $14,745,000 | +24.6% | 170,880 | -3.9% | 2.99% | +25.3% |
| Q3 2016 | $11,838,000 | +7.1% | 177,777 | -0.1% | 2.39% | +6.6% |
| Q2 2016 | $11,058,000 | +1.6% | 177,952 | -3.2% | 2.24% | -17.3% |
| Q1 2016 | $10,882,000 | -10.4% | 183,750 | -0.1% | 2.71% | -9.3% |
| Q4 2015 | $12,143,000 | +7.4% | 183,905 | -0.9% | 2.99% | +20.2% |
| Q3 2015 | $11,311,000 | -13.3% | 185,510 | -3.7% | 2.48% | -5.8% |
| Q2 2015 | $13,052,000 | +3.3% | 192,622 | -7.6% | 2.64% | +13.9% |
| Q1 2015 | $12,632,000 | -2.1% | 208,510 | +1.2% | 2.32% | -1.8% |
| Q4 2014 | $12,899,000 | +1.8% | 206,120 | -2.0% | 2.36% | -1.0% |
| Q3 2014 | $12,671,000 | +3.3% | 210,343 | -1.1% | 2.38% | -4.2% |
| Q2 2014 | $12,261,000 | -2.6% | 212,788 | +2.6% | 2.48% | -5.6% |
| Q1 2014 | $12,586,000 | +4.1% | 207,313 | +0.3% | 2.63% | +1.7% |
| Q4 2013 | $12,086,000 | +12.9% | 206,666 | -0.2% | 2.59% | +2.5% |
| Q3 2013 | $10,709,000 | -5.0% | 207,173 | -3.0% | 2.52% | -6.8% |
| Q2 2013 | $11,274,000 | – | 213,568 | – | 2.71% | – |
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% |