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 | $55,467 | -2.8% | 382,480 | -2.5% | 4.04% | +10.2% |
| Q2 2023 | $57,067 | +14.0% | 392,376 | +2.1% | 3.67% | +7.8% |
| Q1 2023 | $50,066 | -2.2% | 384,207 | +0.6% | 3.40% | -6.5% |
| Q4 2022 | $51,210 | -99.9% | 381,881 | +0.4% | 3.64% | +7.7% |
| Q3 2022 | $39,763,000 | -4.5% | 380,509 | +3.0% | 3.38% | +12.6% |
| Q2 2022 | $41,615,000 | -9.5% | 369,547 | +9.6% | 3.00% | -13.6% |
| Q1 2022 | $45,971,000 | -11.6% | 337,231 | +2.7% | 3.47% | -2.0% |
| Q4 2021 | $51,984,000 | -2.9% | 328,288 | +0.4% | 3.54% | -11.6% |
| Q3 2021 | $53,546,000 | +8.7% | 327,117 | +3.3% | 4.01% | +4.5% |
| Q2 2021 | $49,259,000 | +2.2% | 316,697 | +0.1% | 3.84% | -15.1% |
| Q1 2021 | $48,179,000 | +19.4% | 316,486 | -0.4% | 4.52% | +11.4% |
| Q4 2020 | $40,366,000 | +34.5% | 317,664 | +1.9% | 4.06% | +20.1% |
| Q3 2020 | $30,001,000 | +3.9% | 311,629 | +1.6% | 3.38% | -3.8% |
| Q2 2020 | $28,861,000 | +5.9% | 306,841 | +1.4% | 3.51% | -6.7% |
| Q1 2020 | $27,252,000 | -30.4% | 302,698 | +7.7% | 3.76% | -11.5% |
| Q4 2019 | $39,182,000 | +19.2% | 281,073 | +0.7% | 4.26% | +12.3% |
| Q3 2019 | $32,859,000 | +5.1% | 279,198 | -0.2% | 3.79% | +3.0% |
| Q2 2019 | $31,278,000 | +12.7% | 279,764 | +2.1% | 3.68% | +8.1% |
| Q1 2019 | $27,750,000 | +3.8% | 274,129 | +0.1% | 3.40% | -6.2% |
| Q4 2018 | $26,729,000 | -12.8% | 273,805 | +0.8% | 3.62% | -3.0% |
| Q3 2018 | $30,650,000 | +7.3% | 271,624 | -0.9% | 3.74% | -2.5% |
| Q2 2018 | $28,556,000 | -4.6% | 274,054 | +0.7% | 3.83% | -7.9% |
| Q1 2018 | $29,942,000 | -1.0% | 272,271 | -3.7% | 4.16% | +2.8% |
| Q4 2017 | $30,246,000 | +14.0% | 282,828 | +1.8% | 4.05% | +6.8% |
| Q3 2017 | $26,536,000 | +2.8% | 277,839 | -1.6% | 3.79% | +0.6% |
| Q2 2017 | $25,819,000 | +4.5% | 282,482 | +0.4% | 3.77% | +2.6% |
| Q1 2017 | $24,706,000 | +3.6% | 281,262 | +1.8% | 3.67% | -3.2% |
| Q4 2016 | $23,851,000 | -31.2% | 276,402 | -46.5% | 3.79% | +28.5% |
| Q3 2016 | $34,687,000 | +106.5% | 516,630 | +91.1% | 2.95% | +4.2% |
| Q2 2016 | $16,801,000 | +11.2% | 270,366 | +6.0% | 2.83% | +9.6% |
| Q1 2016 | $15,106,000 | -9.0% | 255,087 | +1.4% | 2.58% | -11.9% |
| Q4 2015 | $16,608,000 | +9.7% | 251,527 | +1.3% | 2.93% | +0.6% |
| Q3 2015 | $15,137,000 | -8.0% | 248,278 | +2.3% | 2.91% | +1.0% |
| Q2 2015 | $16,453,000 | +15.3% | 242,810 | +3.1% | 2.89% | +12.9% |
| Q1 2015 | $14,264,000 | -1.8% | 235,450 | +1.5% | 2.56% | -2.8% |
| Q4 2014 | $14,519,000 | +7.9% | 232,008 | +3.9% | 2.63% | -1.5% |
| Q3 2014 | $13,451,000 | +12.3% | 223,293 | +7.4% | 2.67% | +9.8% |
| Q2 2014 | $11,982,000 | -67.0% | 207,942 | -65.3% | 2.43% | -9.3% |
| Q1 2014 | $36,355,000 | +6.6% | 598,826 | +2.7% | 2.68% | +1.7% |
| Q4 2013 | $34,097,000 | +244.1% | 583,057 | +204.1% | 2.64% | +4.0% |
| Q3 2013 | $9,910,000 | +1.4% | 191,724 | +3.6% | 2.53% | -2.7% |
| Q2 2013 | $9,771,000 | – | 185,084 | – | 2.60% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guidance Point Advisors, LLC | 400,571 | $45,108,000 | 19.46% |
| ADAMCAPITAL Gestao de Recursos Ltda. | 145,224 | $16,354,000 | 18.72% |
| Global Frontier Investments LLC | 339,000 | $38,175,000 | 17.78% |
| Courant Investment Management LLC | 136,592 | $15,382,000 | 14.69% |
| Gemsstock Ltd. | 80,100 | $9,020,000 | 11.58% |
| Integrity Advisory, LLC | 101,312 | $11,409,000 | 11.17% |
| GREENHAVEN ASSOCIATES INC | 4,533,856 | $510,558,000 | 11.02% |
| Ardent Capital Management, Inc. | 79,240 | $8,923,000 | 10.99% |
| TEGEAN CAPITAL MANAGEMENT, LLC | 150,000 | $11,267,631 | 9.86% |
| PM CAPITAL Ltd | 284,889 | $32,081,000 | 8.31% |