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 | $11,610,431 | +2.0% | 80,061 | +2.3% | 0.38% | +5.0% |
| Q2 2023 | $11,383,049 | +10.1% | 78,266 | -1.4% | 0.36% | +4.0% |
| Q1 2023 | $10,340,885 | -2.9% | 79,356 | -0.0% | 0.35% | -11.0% |
| Q4 2022 | $10,644,770 | -23.1% | 79,379 | -35.4% | 0.39% | +38.8% |
| Q2 2022 | $13,834,000 | +66.4% | 122,849 | +101.5% | 0.28% | -1.7% |
| Q1 2022 | $8,312,000 | -20.8% | 60,975 | -8.0% | 0.29% | -13.1% |
| Q4 2021 | $10,495,000 | +114.0% | 66,275 | +30.1% | 0.33% | +38.2% |
| Q3 2021 | $4,904,000 | -36.9% | 50,941 | +2.0% | 0.24% | -24.0% |
| Q2 2021 | $7,767,000 | +6.6% | 49,938 | +4.4% | 0.31% | -26.7% |
| Q1 2021 | $7,284,000 | +4.9% | 47,851 | -12.5% | 0.43% | +1.9% |
| Q4 2020 | $6,945,000 | +58.9% | 54,657 | +20.4% | 0.42% | +15.1% |
| Q3 2020 | $4,370,000 | -0.0% | 45,390 | -2.3% | 0.36% | -7.1% |
| Q2 2020 | $4,371,000 | +21.4% | 46,467 | +16.2% | 0.39% | -0.3% |
| Q1 2020 | $3,600,000 | -40.1% | 39,980 | -7.3% | 0.39% | -20.3% |
| Q4 2019 | $6,013,000 | +18.5% | 43,131 | +0.0% | 0.49% | +15.5% |
| Q3 2019 | $5,075,000 | +1.5% | 43,127 | -3.5% | 0.43% | +2.6% |
| Q2 2019 | $4,998,000 | +16.2% | 44,701 | +5.2% | 0.42% | +10.6% |
| Q1 2019 | $4,301,000 | +2.1% | 42,495 | -1.5% | 0.38% | -8.1% |
| Q4 2018 | $4,212,000 | -15.4% | 43,148 | -2.2% | 0.41% | -9.3% |
| Q3 2018 | $4,980,000 | +16.9% | 44,131 | +7.9% | 0.45% | +4.9% |
| Q2 2018 | $4,261,000 | -6.6% | 40,889 | -1.5% | 0.43% | -12.8% |
| Q1 2018 | $4,564,000 | +1.5% | 41,501 | -1.3% | 0.49% | +1.0% |
| Q4 2017 | $4,497,000 | +14.1% | 42,053 | +1.9% | 0.49% | +6.6% |
| Q3 2017 | $3,940,000 | +3.3% | 41,256 | -1.1% | 0.46% | -6.9% |
| Q2 2017 | $3,814,000 | +10.8% | 41,734 | +6.5% | 0.49% | +3.4% |
| Q1 2017 | $3,443,000 | -2.0% | 39,194 | -3.7% | 0.48% | -16.8% |
| Q4 2016 | $3,513,000 | +41.4% | 40,709 | +9.1% | 0.57% | +30.0% |
| Q3 2016 | $2,485,000 | -6.2% | 37,311 | -12.4% | 0.44% | -6.2% |
| Q2 2016 | $2,648,000 | -12.1% | 42,613 | -16.2% | 0.47% | -14.6% |
| Q1 2016 | $3,011,000 | -11.8% | 50,839 | -1.6% | 0.55% | -25.9% |
| Q4 2015 | $3,413,000 | +10.9% | 51,690 | +2.4% | 0.74% | -9.9% |
| Q3 2015 | $3,077,000 | -14.4% | 50,471 | -4.9% | 0.82% | -12.6% |
| Q2 2015 | $3,595,000 | +35.9% | 53,055 | +21.5% | 0.94% | +28.9% |
| Q1 2015 | $2,645,000 | -4.3% | 43,665 | -1.1% | 0.73% | -5.2% |
| Q4 2014 | $2,764,000 | +19.8% | 44,167 | +15.3% | 0.77% | +17.4% |
| Q3 2014 | $2,307,000 | +7.4% | 38,291 | +2.7% | 0.66% | +3.8% |
| Q2 2014 | $2,149,000 | +4.9% | 37,292 | +10.5% | 0.63% | -4.8% |
| Q1 2014 | $2,048,000 | +5.9% | 33,739 | +2.0% | 0.66% | +6.4% |
| Q4 2013 | $1,933,000 | +14.4% | 33,063 | +1.1% | 0.62% | +11.8% |
| Q3 2013 | $1,690,000 | -0.3% | 32,692 | +1.8% | 0.56% | -2.8% |
| Q2 2013 | $1,695,000 | – | 32,115 | – | 0.57% | – |
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% |