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 | $7,572,074 | -0.9% | 52,214 | -0.6% | 2.31% | +3.2% |
| Q2 2023 | $7,640,400 | +11.4% | 52,533 | -0.2% | 2.24% | +3.0% |
| Q1 2023 | $6,860,300 | +2.3% | 52,646 | +5.3% | 2.18% | -4.1% |
| Q4 2022 | $6,706,207 | +30.2% | 50,009 | +1.4% | 2.27% | -13.4% |
| Q3 2022 | $5,152,000 | -1.7% | 49,306 | +6.0% | 2.62% | +11.7% |
| Q2 2022 | $5,240,000 | -14.1% | 46,535 | +4.0% | 2.34% | +11.6% |
| Q1 2022 | $6,097,000 | -12.6% | 44,726 | +1.6% | 2.10% | +10.0% |
| Q4 2021 | $6,973,000 | -1.9% | 44,034 | +1.4% | 1.91% | -7.1% |
| Q3 2021 | $7,106,000 | +3.9% | 43,411 | -1.2% | 2.05% | +2.1% |
| Q2 2021 | $6,836,000 | +4.5% | 43,952 | +2.3% | 2.01% | -8.9% |
| Q1 2021 | $6,541,000 | -8.9% | 42,967 | -23.9% | 2.21% | -19.0% |
| Q4 2020 | $7,177,000 | +31.4% | 56,480 | -0.4% | 2.73% | +5.3% |
| Q3 2020 | $5,461,000 | +39.3% | 56,721 | +36.1% | 2.59% | +26.2% |
| Q2 2020 | $3,921,000 | +6.5% | 41,689 | +2.0% | 2.05% | -10.9% |
| Q1 2020 | $3,680,000 | -36.2% | 40,880 | -1.2% | 2.30% | -23.1% |
| Q4 2019 | $5,771,000 | +12.8% | 41,396 | -4.8% | 2.99% | +1.9% |
| Q3 2019 | $5,116,000 | +5.1% | 43,468 | -0.2% | 2.94% | +7.4% |
| Q2 2019 | $4,868,000 | +7.4% | 43,540 | -2.7% | 2.73% | +8.2% |
| Q1 2019 | $4,531,000 | +7.0% | 44,756 | +3.2% | 2.53% | -11.2% |
| Q4 2018 | $4,233,000 | +93.1% | 43,364 | +123.2% | 2.85% | +153.0% |
| Q3 2018 | $2,192,000 | +12.6% | 19,427 | +4.0% | 1.12% | -0.5% |
| Q2 2018 | $1,946,000 | +1.1% | 18,673 | +6.7% | 1.13% | -2.5% |
| Q1 2018 | $1,925,000 | -11.8% | 17,506 | -14.2% | 1.16% | +2.1% |
| Q4 2017 | $2,182,000 | +19.9% | 20,406 | +7.1% | 1.14% | +19.0% |
| Q3 2017 | $1,820,000 | +6.2% | 19,055 | +13.7% | 0.96% | +4.6% |
| Q2 2017 | $1,714,000 | +40.8% | 16,766 | +21.0% | 0.91% | +28.2% |
| Q1 2017 | $1,217,000 | +10.9% | 13,859 | +9.0% | 0.71% | +1.4% |
| Q4 2016 | $1,097,000 | +22.0% | 12,710 | -5.8% | 0.70% | +21.9% |
| Q3 2016 | $899,000 | +59.7% | 13,496 | +49.1% | 0.58% | +52.8% |
| Q2 2016 | $563,000 | +14.4% | 9,053 | +8.9% | 0.38% | +9.0% |
| Q1 2016 | $492,000 | +9.3% | 8,312 | +22.0% | 0.35% | +13.8% |
| Q4 2015 | $450,000 | +8.4% | 6,812 | 0.0% | 0.30% | -4.1% |
| Q3 2015 | $415,000 | -10.2% | 6,812 | 0.0% | 0.32% | -1.9% |
| Q2 2015 | $462,000 | +43.5% | 6,812 | +28.2% | 0.32% | +42.9% |
| Q1 2015 | $322,000 | +2.5% | 5,312 | +6.0% | 0.23% | +0.4% |
| Q4 2014 | $314,000 | +11.0% | 5,012 | +6.8% | 0.22% | +6.6% |
| Q3 2014 | $283,000 | +4.8% | 4,692 | 0.0% | 0.21% | +11.1% |
| Q2 2014 | $270,000 | -5.3% | 4,692 | 0.0% | 0.19% | -15.9% |
| Q1 2014 | $285,000 | -23.6% | 4,692 | -26.5% | 0.23% | -24.2% |
| Q4 2013 | $373,000 | – | 6,382 | – | 0.30% | – |
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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% |