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 | $23,850,714 | -3.5% | 164,465 | -3.3% | 2.74% | +2.7% |
| Q2 2023 | $24,727,563 | +11.2% | 170,019 | -0.4% | 2.67% | +6.6% |
| Q1 2023 | $22,235,968 | -6.1% | 170,639 | -3.3% | 2.51% | -9.3% |
| Q4 2022 | $23,670,796 | +26.8% | 176,516 | -1.2% | 2.76% | +16.7% |
| Q3 2022 | $18,670,000 | -7.4% | 178,656 | -0.2% | 2.37% | +0.9% |
| Q2 2022 | $20,153,000 | -16.9% | 178,967 | +0.6% | 2.34% | -4.7% |
| Q1 2022 | $24,245,000 | -6.9% | 177,850 | +8.1% | 2.46% | -3.9% |
| Q4 2021 | $26,047,000 | -1.9% | 164,492 | +1.4% | 2.56% | -12.5% |
| Q3 2021 | $26,553,000 | +6.3% | 162,217 | +1.0% | 2.93% | +0.8% |
| Q2 2021 | $24,969,000 | +4.6% | 160,532 | +2.3% | 2.90% | -6.9% |
| Q1 2021 | $23,880,000 | +19.7% | 156,868 | -0.1% | 3.12% | +8.8% |
| Q4 2020 | $19,952,000 | +31.4% | 157,018 | -0.5% | 2.86% | +15.0% |
| Q3 2020 | $15,187,000 | +1.5% | 157,753 | -0.9% | 2.49% | -9.2% |
| Q2 2020 | $14,968,000 | -4.3% | 159,136 | -8.4% | 2.74% | -17.3% |
| Q1 2020 | $15,634,000 | -35.8% | 173,653 | -0.5% | 3.32% | -12.2% |
| Q4 2019 | $24,335,000 | +17.0% | 174,573 | -1.2% | 3.78% | +6.4% |
| Q3 2019 | $20,792,000 | +3.8% | 176,664 | -1.4% | 3.55% | -0.6% |
| Q2 2019 | $20,025,000 | +10.5% | 179,116 | +0.1% | 3.57% | +6.2% |
| Q1 2019 | $18,123,000 | +1.3% | 179,024 | -2.3% | 3.36% | -5.1% |
| Q4 2018 | $17,883,000 | -13.8% | 183,185 | -0.3% | 3.55% | +20.2% |
| Q3 2018 | $20,738,000 | +7.3% | 183,784 | -0.9% | 2.95% | -1.5% |
| Q2 2018 | $19,326,000 | -7.3% | 185,473 | -2.2% | 3.00% | -7.5% |
| Q1 2018 | $20,847,000 | +2.6% | 189,573 | -0.2% | 3.24% | +4.5% |
| Q4 2017 | $20,311,000 | -47.5% | 189,933 | -53.1% | 3.10% | +2.3% |
| Q3 2017 | $38,662,000 | +102.8% | 404,786 | +94.1% | 3.03% | -3.9% |
| Q2 2017 | $19,065,000 | +4.0% | 208,593 | 0.0% | 3.15% | +1.3% |
| Q1 2017 | $18,323,000 | +3.7% | 208,593 | +1.9% | 3.11% | +1.0% |
| Q4 2016 | $17,672,000 | +29.2% | 204,803 | -0.3% | 3.08% | +25.7% |
| Q3 2016 | $13,674,000 | +7.6% | 205,353 | +0.4% | 2.45% | +3.8% |
| Q2 2016 | $12,707,000 | +5.5% | 204,497 | +0.5% | 2.36% | +35.7% |
| Q1 2016 | $12,045,000 | -7.1% | 203,387 | +3.6% | 1.74% | -27.8% |
| Q4 2015 | $12,968,000 | +30.8% | 196,398 | +20.8% | 2.41% | +23.1% |
| Q3 2015 | $9,914,000 | -9.3% | 162,598 | +0.8% | 1.96% | +7.4% |
| Q2 2015 | $10,930,000 | -15.1% | 161,298 | -24.1% | 1.82% | -18.3% |
| Q1 2015 | $12,879,000 | -5.4% | 212,598 | -2.3% | 2.24% | +30.8% |
| Q4 2014 | $13,615,000 | +6.7% | 217,563 | +2.7% | 1.71% | -3.1% |
| Q3 2014 | $12,757,000 | +1.4% | 211,763 | -3.0% | 1.76% | -26.6% |
| Q2 2014 | $12,582,000 | +24.1% | 218,363 | +30.8% | 2.40% | +13.7% |
| Q1 2014 | $10,137,000 | +34.6% | 166,972 | +29.7% | 2.11% | +433.8% |
| Q4 2013 | $7,531,000 | +7.1% | 128,774 | -5.4% | 0.40% | -75.5% |
| Q3 2013 | $7,034,000 | -2.3% | 136,074 | -0.2% | 1.62% | -22.5% |
| Q2 2013 | $7,197,000 | – | 136,324 | – | 2.08% | – |
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% |