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 | $9,460 | -0.3% | 65,231 | 0.0% | 2.65% | +4.2% |
| Q2 2023 | $9,487 | +8.0% | 65,231 | -3.3% | 2.55% | +7.7% |
| Q1 2023 | $8,787 | -3.0% | 67,431 | -0.1% | 2.36% | -8.0% |
| Q4 2022 | $9,056 | -99.9% | 67,531 | 0.0% | 2.57% | +21.7% |
| Q3 2022 | $7,057,000 | -7.2% | 67,531 | 0.0% | 2.11% | -1.7% |
| Q2 2022 | $7,605,000 | -17.4% | 67,531 | 0.0% | 2.15% | -7.6% |
| Q1 2022 | $9,206,000 | -14.5% | 67,531 | -0.7% | 2.33% | -14.9% |
| Q4 2021 | $10,773,000 | -3.5% | 68,031 | -0.3% | 2.74% | -12.5% |
| Q3 2021 | $11,169,000 | +0.8% | 68,231 | -4.2% | 3.13% | +0.9% |
| Q2 2021 | $11,079,000 | +2.2% | 71,231 | 0.0% | 3.10% | -4.4% |
| Q1 2021 | $10,843,000 | +12.7% | 71,231 | -5.9% | 3.24% | +4.4% |
| Q4 2020 | $9,623,000 | +32.0% | 75,731 | 0.0% | 3.10% | +21.1% |
| Q3 2020 | $7,291,000 | -1.3% | 75,731 | -3.6% | 2.56% | -8.5% |
| Q2 2020 | $7,387,000 | +3.8% | 78,534 | -0.6% | 2.80% | -4.4% |
| Q1 2020 | $7,115,000 | -37.0% | 79,034 | -2.5% | 2.93% | -22.5% |
| Q4 2019 | $11,296,000 | +18.4% | 81,034 | 0.0% | 3.78% | +12.4% |
| Q3 2019 | $9,537,000 | +5.3% | 81,034 | 0.0% | 3.37% | +2.6% |
| Q2 2019 | $9,060,000 | +10.3% | 81,034 | -0.1% | 3.28% | +6.7% |
| Q1 2019 | $8,213,000 | +3.7% | 81,134 | 0.0% | 3.08% | -9.6% |
| Q4 2018 | $7,920,000 | -13.5% | 81,134 | 0.0% | 3.40% | +1.0% |
| Q3 2018 | $9,155,000 | +8.3% | 81,134 | 0.0% | 3.37% | +2.6% |
| Q2 2018 | $8,454,000 | -5.2% | 81,134 | 0.0% | 3.28% | -8.6% |
| Q1 2018 | $8,922,000 | +2.6% | 81,134 | -0.2% | 3.59% | +7.3% |
| Q4 2017 | $8,698,000 | +11.8% | 81,334 | -0.1% | 3.35% | +8.7% |
| Q3 2017 | $7,778,000 | +4.5% | 81,434 | 0.0% | 3.08% | +1.9% |
| Q2 2017 | $7,443,000 | +4.1% | 81,434 | 0.0% | 3.02% | +2.2% |
| Q1 2017 | $7,153,000 | +1.8% | 81,434 | 0.0% | 2.96% | -1.3% |
| Q4 2016 | $7,027,000 | +29.6% | 81,434 | 0.0% | 3.00% | +27.9% |
| Q3 2016 | $5,423,000 | +7.2% | 81,434 | 0.0% | 2.34% | +10.4% |
| Q2 2016 | $5,060,000 | +4.9% | 81,434 | 0.0% | 2.12% | +1.3% |
| Q1 2016 | $4,823,000 | +0.8% | 81,434 | +12.4% | 2.10% | -3.8% |
| Q4 2015 | $4,785,000 | +8.3% | 72,474 | 0.0% | 2.18% | +10.9% |
| Q3 2015 | $4,419,000 | -8.2% | 72,474 | +2.0% | 1.96% | -0.3% |
| Q2 2015 | $4,816,000 | +11.8% | 71,074 | 0.0% | 1.97% | +14.1% |
| Q1 2015 | $4,306,000 | +24.1% | 71,074 | +28.2% | 1.73% | +23.5% |
| Q4 2014 | $3,469,000 | +3.9% | 55,434 | 0.0% | 1.40% | +3.2% |
| Q3 2014 | $3,339,000 | +4.3% | 55,434 | -0.2% | 1.36% | +5.5% |
| Q2 2014 | $3,200,000 | -5.1% | 55,534 | 0.0% | 1.28% | -9.1% |
| Q1 2014 | $3,371,000 | +3.8% | 55,534 | 0.0% | 1.41% | +2.5% |
| Q4 2013 | $3,248,000 | +13.1% | 55,534 | 0.0% | 1.38% | +8.3% |
| Q3 2013 | $2,871,000 | -2.1% | 55,534 | 0.0% | 1.27% | -3.1% |
| Q2 2013 | $2,932,000 | – | 55,534 | – | 1.31% | – |
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% |