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 | $204,620,175 | +1.4% | 1,410,979 | +1.7% | 0.91% | +6.7% |
| Q2 2023 | $201,761,204 | +11.9% | 1,387,247 | +0.2% | 0.85% | +4.5% |
| Q1 2023 | $180,342,394 | -0.3% | 1,383,949 | +1.9% | 0.82% | -7.4% |
| Q4 2022 | $180,942,360 | +25.9% | 1,357,885 | -1.3% | 0.88% | +20.7% |
| Q3 2022 | $143,757,000 | -8.7% | 1,375,673 | -1.6% | 0.73% | -1.1% |
| Q2 2022 | $157,397,000 | -19.2% | 1,397,725 | -2.2% | 0.74% | -2.9% |
| Q1 2022 | $194,831,000 | -18.4% | 1,429,117 | -5.1% | 0.76% | -8.5% |
| Q4 2021 | $238,699,000 | -4.1% | 1,505,496 | -1.0% | 0.83% | -12.8% |
| Q3 2021 | $248,941,000 | +0.6% | 1,520,763 | -4.4% | 0.95% | +3.6% |
| Q2 2021 | $247,403,000 | +1.5% | 1,590,642 | -0.6% | 0.92% | -4.9% |
| Q1 2021 | $243,706,000 | +19.2% | 1,600,851 | -2.0% | 0.97% | +15.0% |
| Q4 2020 | $204,388,000 | +28.2% | 1,634,056 | -1.3% | 0.84% | +14.9% |
| Q3 2020 | $159,421,000 | -1.7% | 1,655,983 | -3.9% | 0.73% | -8.0% |
| Q2 2020 | $162,104,000 | +0.4% | 1,723,418 | -3.9% | 0.80% | -15.5% |
| Q1 2020 | $161,518,000 | -36.2% | 1,794,050 | -1.3% | 0.94% | -17.4% |
| Q4 2019 | $253,327,000 | +18.3% | 1,817,263 | -0.1% | 1.14% | +10.7% |
| Q3 2019 | $214,142,000 | +5.3% | 1,819,531 | +0.1% | 1.03% | +3.4% |
| Q2 2019 | $203,282,000 | +19.5% | 1,818,275 | +8.2% | 1.00% | +8.5% |
| Q1 2019 | $170,128,000 | -68.7% | 1,680,630 | -69.8% | 0.92% | -29.0% |
| Q4 2018 | $543,766,000 | -14.2% | 5,572,850 | -0.6% | 1.30% | -0.3% |
| Q3 2018 | $633,507,000 | +8.9% | 5,608,570 | +0.5% | 1.30% | +2.3% |
| Q2 2018 | $581,770,000 | -6.1% | 5,580,561 | -1.0% | 1.27% | -9.0% |
| Q1 2018 | $619,720,000 | +2.5% | 5,635,390 | -0.3% | 1.40% | +4.6% |
| Q4 2017 | $604,886,000 | +9.5% | 5,653,253 | -2.3% | 1.34% | +2.9% |
| Q3 2017 | $552,339,000 | +5.1% | 5,783,597 | +0.5% | 1.30% | -3.4% |
| Q2 2017 | $525,652,000 | +4.2% | 5,752,126 | +0.3% | 1.34% | +1.4% |
| Q1 2017 | $504,243,000 | -6.6% | 5,735,711 | -8.4% | 1.32% | -4.1% |
| Q4 2016 | $539,980,000 | +1401.7% | 6,260,171 | +1048.0% | 1.38% | +158.4% |
| Q3 2016 | $35,958,000 | +16.3% | 545,333 | +8.3% | 0.53% | +15.1% |
| Q2 2016 | $30,918,000 | +2.3% | 503,353 | -0.7% | 0.46% | +5.2% |
| Q1 2016 | $30,218,000 | -10.4% | 507,014 | +0.4% | 0.44% | -12.5% |
| Q4 2015 | $33,742,000 | +3.5% | 505,003 | -6.8% | 0.50% | +1.6% |
| Q3 2015 | $32,594,000 | -34.0% | 541,761 | -26.0% | 0.50% | -27.6% |
| Q2 2015 | $49,410,000 | +4.5% | 732,406 | -5.9% | 0.68% | +17.3% |
| Q1 2015 | $47,291,000 | -8.3% | 778,211 | -5.3% | 0.58% | -12.7% |
| Q4 2014 | $51,588,000 | +21.6% | 821,783 | +16.8% | 0.67% | +14.2% |
| Q3 2014 | $42,432,000 | +19.3% | 703,677 | +13.9% | 0.59% | +10.4% |
| Q2 2014 | $35,568,000 | -31.4% | 618,019 | -28.1% | 0.53% | -35.0% |
| Q1 2014 | $51,837,000 | -7.3% | 860,143 | -10.4% | 0.82% | -5.8% |
| Q4 2013 | $55,943,000 | +10.3% | 959,893 | -1.6% | 0.87% | +13.6% |
| Q3 2013 | $50,734,000 | -6.1% | 975,298 | -4.3% | 0.76% | -13.1% |
| Q2 2013 | $54,046,000 | – | 1,019,222 | – | 0.88% | – |
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% |