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 | $1,248,477 | +1.5% | 8,609 | +1.8% | 0.75% | -4.5% |
| Q2 2023 | $1,229,695 | +11.6% | 8,455 | 0.0% | 0.78% | +2.4% |
| Q1 2023 | $1,101,771 | -4.9% | 8,455 | -2.1% | 0.76% | -9.1% |
| Q4 2022 | $1,157,953 | +52.2% | 8,635 | +18.6% | 0.84% | +5.4% |
| Q3 2022 | $761,000 | -1.8% | 7,282 | +5.8% | 0.80% | -19.6% |
| Q2 2022 | $775,000 | -22.7% | 6,882 | -6.4% | 0.99% | -5.4% |
| Q1 2022 | $1,003,000 | -12.8% | 7,356 | +1.3% | 1.05% | -14.9% |
| Q4 2021 | $1,150,000 | -5.9% | 7,260 | -2.7% | 1.23% | -40.0% |
| Q3 2021 | $1,222,000 | +5.3% | 7,465 | 0.0% | 2.05% | +16.0% |
| Q2 2021 | $1,161,000 | +1.8% | 7,465 | -0.3% | 1.77% | -12.7% |
| Q1 2021 | $1,140,000 | +21.8% | 7,485 | +1.6% | 2.02% | -0.6% |
| Q4 2020 | $936,000 | +33.9% | 7,366 | +1.4% | 2.04% | +9.5% |
| Q3 2020 | $699,000 | -1.7% | 7,266 | -4.0% | 1.86% | -9.8% |
| Q2 2020 | $711,000 | +6.0% | 7,567 | +1.5% | 2.06% | -12.4% |
| Q1 2020 | $671,000 | -34.3% | 7,453 | +1.8% | 2.35% | -16.8% |
| Q4 2019 | $1,021,000 | +17.4% | 7,323 | -1.0% | 2.83% | -1.4% |
| Q3 2019 | $870,000 | +15.1% | 7,395 | +9.5% | 2.87% | +10.6% |
| Q2 2019 | $756,000 | -1.7% | 6,756 | -11.1% | 2.59% | -1.0% |
| Q1 2019 | $769,000 | +3.6% | 7,596 | 0.0% | 2.62% | -9.2% |
| Q4 2018 | $742,000 | -9.6% | 7,596 | +4.4% | 2.88% | +6.8% |
| Q3 2018 | $821,000 | +8.3% | 7,276 | 0.0% | 2.70% | +6.7% |
| Q2 2018 | $758,000 | -5.4% | 7,276 | 0.0% | 2.53% | -10.8% |
| Q1 2018 | $801,000 | -0.7% | 7,276 | -3.6% | 2.84% | +6.5% |
| Q4 2017 | $807,000 | +3.9% | 7,546 | -7.2% | 2.67% | -2.2% |
| Q3 2017 | $777,000 | +14.9% | 8,135 | +10.0% | 2.73% | -1.9% |
| Q2 2017 | $676,000 | +20.3% | 7,395 | +15.5% | 2.78% | +24.6% |
| Q1 2017 | $562,000 | -3.9% | 6,405 | -5.6% | 2.23% | -5.8% |
| Q4 2016 | $585,000 | +29.1% | 6,785 | -0.4% | 2.37% | +91.6% |
| Q3 2016 | $453,000 | +11.9% | 6,809 | +4.3% | 1.24% | -2.8% |
| Q2 2016 | $405,000 | +5.2% | 6,529 | +0.6% | 1.27% | -1.1% |
| Q1 2016 | $385,000 | -11.1% | 6,493 | -0.9% | 1.29% | -6.2% |
| Q4 2015 | $433,000 | +8.5% | 6,551 | 0.0% | 1.37% | +5.0% |
| Q3 2015 | $399,000 | -10.3% | 6,551 | -0.3% | 1.31% | -0.6% |
| Q2 2015 | $445,000 | +11.5% | 6,574 | -0.2% | 1.31% | +13.8% |
| Q1 2015 | $399,000 | +0.3% | 6,590 | +3.7% | 1.16% | +2.8% |
| Q4 2014 | $398,000 | +5.9% | 6,352 | +1.9% | 1.12% | +10.6% |
| Q3 2014 | $376,000 | +4.2% | 6,236 | -0.6% | 1.02% | +9.8% |
| Q2 2014 | $361,000 | -4.2% | 6,272 | +1.0% | 0.92% | -9.0% |
| Q1 2014 | $377,000 | +3.3% | 6,208 | -0.4% | 1.02% | +6.4% |
| Q4 2013 | $365,000 | +13.4% | 6,233 | 0.0% | 0.96% | +2.1% |
| Q3 2013 | $322,000 | -2.4% | 6,233 | -0.4% | 0.94% | -1.0% |
| Q2 2013 | $330,000 | – | 6,255 | – | 0.94% | – |
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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% |