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 | $68,086,310 | -0.3% | 469,496 | 0.0% | 5.17% | +2.7% |
| Q2 2023 | $68,283,498 | +11.6% | 469,496 | 0.0% | 5.03% | +18.0% |
| Q1 2023 | $61,180,024 | -2.8% | 469,496 | 0.0% | 4.26% | -8.4% |
| Q4 2022 | $62,959,414 | +22.7% | 469,496 | -4.4% | 4.65% | +23.7% |
| Q3 2022 | $51,310,000 | -7.2% | 491,000 | 0.0% | 3.76% | +8.2% |
| Q2 2022 | $55,292,000 | -17.4% | 491,000 | 0.0% | 3.48% | +8.6% |
| Q1 2022 | $66,933,000 | -13.9% | 491,000 | 0.0% | 3.20% | -10.2% |
| Q4 2021 | $77,750,000 | -3.3% | 491,000 | 0.0% | 3.57% | +9.5% |
| Q3 2021 | $80,372,000 | +5.2% | 491,000 | 0.0% | 3.26% | +2.0% |
| Q2 2021 | $76,370,000 | +2.2% | 491,000 | 0.0% | 3.19% | -5.4% |
| Q1 2021 | $74,745,000 | +14.8% | 491,000 | -4.2% | 3.38% | -16.4% |
| Q4 2020 | $65,124,000 | +29.2% | 512,504 | -2.1% | 4.04% | -3.5% |
| Q3 2020 | $50,390,000 | +2.4% | 523,424 | 0.0% | 4.18% | -11.4% |
| Q2 2020 | $49,233,000 | +4.5% | 523,424 | 0.0% | 4.72% | -14.1% |
| Q1 2020 | $47,124,000 | -32.6% | 523,424 | +4.3% | 5.50% | +12.7% |
| Q4 2019 | $69,968,000 | +18.4% | 501,920 | 0.0% | 4.88% | +13.0% |
| Q3 2019 | $59,071,000 | -27.9% | 501,920 | -31.5% | 4.32% | -15.2% |
| Q2 2019 | $81,951,000 | +10.4% | 733,012 | 0.0% | 5.09% | +5.8% |
| Q1 2019 | $74,203,000 | +3.7% | 733,012 | 0.0% | 4.81% | +14.5% |
| Q4 2018 | $71,557,000 | -13.5% | 733,012 | 0.0% | 4.20% | +11.2% |
| Q3 2018 | $82,713,000 | +8.3% | 733,012 | 0.0% | 3.78% | +5.1% |
| Q2 2018 | $76,380,000 | -5.2% | 733,012 | 0.0% | 3.60% | +3.6% |
| Q1 2018 | $80,609,000 | +2.8% | 733,012 | 0.0% | 3.47% | -4.2% |
| Q4 2017 | $78,388,000 | +12.0% | 733,012 | 0.0% | 3.62% | +12.6% |
| Q3 2017 | $70,010,000 | +4.5% | 733,012 | 0.0% | 3.22% | -2.0% |
| Q2 2017 | $66,997,000 | +4.1% | 733,012 | 0.0% | 3.28% | +0.2% |
| Q1 2017 | $64,388,000 | +1.7% | 733,012 | -0.1% | 3.28% | +17.6% |
| Q4 2016 | $63,337,000 | +29.8% | 733,997 | +0.1% | 2.79% | +19.5% |
| Q3 2016 | $48,811,000 | +7.2% | 733,012 | 0.0% | 2.33% | -11.6% |
| Q2 2016 | $45,549,000 | +4.9% | 733,012 | 0.0% | 2.64% | +12.1% |
| Q1 2016 | $43,409,000 | -10.3% | 733,012 | 0.0% | 2.35% | -8.2% |
| Q4 2015 | $48,401,000 | +8.3% | 733,012 | 0.0% | 2.56% | +16.2% |
| Q3 2015 | $44,692,000 | -10.0% | 733,012 | 0.0% | 2.20% | -5.2% |
| Q2 2015 | $49,669,000 | +11.9% | 733,012 | 0.0% | 2.33% | +10.2% |
| Q1 2015 | $44,406,000 | -3.2% | 733,012 | 0.0% | 2.11% | -1.2% |
| Q4 2014 | $45,872,000 | +3.9% | 733,012 | 0.0% | 2.14% | -5.4% |
| Q3 2014 | $44,157,000 | +4.5% | 733,012 | 0.0% | 2.26% | +4.1% |
| Q2 2014 | $42,236,000 | -5.1% | 733,012 | 0.0% | 2.17% | -6.3% |
| Q1 2014 | $44,501,000 | -22.7% | 733,012 | -25.6% | 2.32% | -27.1% |
| Q4 2013 | $57,580,000 | +37.2% | 984,606 | +21.2% | 3.18% | +36.0% |
| Q3 2013 | $41,977,000 | -4.2% | 812,098 | -2.1% | 2.34% | -17.4% |
| Q2 2013 | $43,810,000 | – | 829,906 | – | 2.83% | – |
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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% |