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 | $166,758,644 | -3.2% | 1,149,901 | -3.0% | 0.78% | -1.5% |
| Q2 2023 | $172,354,399 | +16.1% | 1,185,055 | +4.0% | 0.79% | +1.8% |
| Q1 2023 | $148,415,012 | -1.1% | 1,138,938 | +1.7% | 0.78% | -10.6% |
| Q4 2022 | $150,130,984 | +40.8% | 1,119,545 | +9.7% | 0.87% | +28.4% |
| Q3 2022 | $106,630,000 | -7.2% | 1,020,394 | -0.0% | 0.68% | -4.2% |
| Q2 2022 | $114,926,000 | -13.9% | 1,020,567 | +4.3% | 0.71% | -2.3% |
| Q1 2022 | $133,449,000 | -18.5% | 978,942 | -5.3% | 0.73% | -12.2% |
| Q4 2021 | $163,648,000 | +11.5% | 1,033,463 | +15.2% | 0.83% | -0.2% |
| Q3 2021 | $146,820,000 | -17.9% | 896,939 | -22.0% | 0.83% | -20.0% |
| Q2 2021 | $178,932,000 | +0.1% | 1,150,392 | -2.0% | 1.04% | -9.0% |
| Q1 2021 | $178,733,000 | +9.7% | 1,174,097 | -8.4% | 1.14% | +3.9% |
| Q4 2020 | $162,943,000 | +107.3% | 1,282,307 | +57.0% | 1.10% | +81.8% |
| Q3 2020 | $78,608,000 | -29.7% | 816,535 | -31.3% | 0.60% | -36.3% |
| Q2 2020 | $111,826,000 | +5.0% | 1,188,872 | +0.5% | 0.95% | -14.0% |
| Q1 2020 | $106,488,000 | -36.6% | 1,182,807 | -1.8% | 1.10% | -26.9% |
| Q4 2019 | $167,944,000 | +19.7% | 1,204,764 | +1.1% | 1.50% | +12.3% |
| Q3 2019 | $140,309,000 | +50.2% | 1,192,192 | +42.7% | 1.34% | +45.2% |
| Q2 2019 | $93,398,000 | +3.5% | 835,407 | -6.2% | 0.92% | +4.2% |
| Q1 2019 | $90,202,000 | -4.2% | 891,064 | -7.6% | 0.89% | -15.8% |
| Q4 2018 | $94,169,000 | -11.6% | 964,652 | +2.2% | 1.05% | +1.8% |
| Q3 2018 | $106,495,000 | +7.4% | 943,766 | -0.8% | 1.03% | +0.4% |
| Q2 2018 | $99,119,000 | -5.1% | 951,240 | +0.1% | 1.03% | -9.8% |
| Q1 2018 | $104,460,000 | +5.1% | 949,895 | +2.2% | 1.14% | -0.8% |
| Q4 2017 | $99,387,000 | +9.7% | 929,374 | -2.1% | 1.15% | -1.7% |
| Q3 2017 | $90,626,000 | +7.2% | 948,865 | +2.6% | 1.17% | +2.8% |
| Q2 2017 | $84,564,000 | +5.9% | 925,210 | +1.8% | 1.14% | +1.2% |
| Q1 2017 | $79,847,000 | +2.6% | 908,997 | +0.9% | 1.12% | -19.8% |
| Q4 2016 | $77,794,000 | +8.2% | 901,277 | -16.5% | 1.40% | +8.6% |
| Q3 2016 | $71,907,000 | +1.5% | 1,079,852 | -5.2% | 1.29% | -2.6% |
| Q2 2016 | $70,820,000 | +5.2% | 1,139,680 | +0.2% | 1.32% | +3.3% |
| Q1 2016 | $67,333,000 | -9.2% | 1,137,004 | +1.3% | 1.28% | -10.5% |
| Q4 2015 | $74,131,000 | +8.7% | 1,122,684 | +0.3% | 1.43% | +4.9% |
| Q3 2015 | $68,222,000 | -14.6% | 1,118,947 | -5.1% | 1.37% | -7.6% |
| Q2 2015 | $79,911,000 | +4.2% | 1,179,328 | -6.8% | 1.48% | +8.3% |
| Q1 2015 | $76,654,000 | -7.7% | 1,265,333 | -4.8% | 1.37% | -5.9% |
| Q4 2014 | $83,080,000 | -4.3% | 1,328,702 | -8.3% | 1.45% | -5.3% |
| Q3 2014 | $86,781,000 | -4.8% | 1,448,362 | -8.4% | 1.53% | -9.0% |
| Q2 2014 | $91,140,000 | -9.1% | 1,580,517 | -4.5% | 1.68% | -8.1% |
| Q1 2014 | $100,285,000 | +4.7% | 1,655,047 | +1.0% | 1.83% | +6.6% |
| Q4 2013 | $95,782,000 | +11.7% | 1,637,850 | -1.3% | 1.72% | +6.0% |
| Q3 2013 | $85,747,000 | -14.5% | 1,658,867 | -12.6% | 1.62% | -18.2% |
| Q2 2013 | $100,240,000 | – | 1,898,841 | – | 1.99% | – |
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% |