JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.9%.
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 | $380,532 | +0.6% | 2,624 | +0.9% | 0.08% | +4.0% |
| Q2 2023 | $378,289 | +11.6% | 2,601 | 0.0% | 0.08% | +38.9% |
| Q1 2023 | $338,936 | -2.8% | 2,601 | 0.0% | 0.05% | -8.5% |
| Q4 2022 | $348,794 | +14.4% | 2,601 | -10.9% | 0.06% | +3.5% |
| Q3 2022 | $305,000 | -10.3% | 2,920 | -3.3% | 0.06% | -5.0% |
| Q2 2022 | $340,000 | -17.5% | 3,020 | 0.0% | 0.06% | -1.6% |
| Q1 2022 | $412,000 | -13.8% | 3,020 | 0.0% | 0.06% | -3.2% |
| Q4 2021 | $478,000 | -4.2% | 3,020 | -1.0% | 0.06% | -10.0% |
| Q3 2021 | $499,000 | +6.9% | 3,050 | +1.7% | 0.07% | +9.4% |
| Q2 2021 | $467,000 | +2.2% | 3,000 | 0.0% | 0.06% | -3.0% |
| Q1 2021 | $457,000 | +23.8% | 3,000 | +3.2% | 0.07% | +17.9% |
| Q4 2020 | $369,000 | +47.0% | 2,907 | +11.5% | 0.06% | +30.2% |
| Q3 2020 | $251,000 | +1.2% | 2,607 | -0.9% | 0.04% | -4.4% |
| Q2 2020 | $248,000 | +4.6% | 2,632 | 0.0% | 0.04% | -11.8% |
| Q1 2020 | $237,000 | -35.4% | 2,632 | 0.0% | 0.05% | -17.7% |
| Q4 2019 | $367,000 | +14.0% | 2,632 | -3.8% | 0.06% | +5.1% |
| Q3 2019 | $322,000 | +5.2% | 2,735 | 0.0% | 0.06% | +5.4% |
| Q2 2019 | $306,000 | +10.1% | 2,735 | -0.5% | 0.06% | +5.7% |
| Q1 2019 | $278,000 | +3.7% | 2,748 | 0.0% | 0.05% | -10.2% |
| Q4 2018 | $268,000 | -13.5% | 2,748 | 0.0% | 0.06% | +11.3% |
| Q3 2018 | $310,000 | +4.7% | 2,748 | -3.1% | 0.05% | +3.9% |
| Q2 2018 | $296,000 | -11.1% | 2,836 | -6.2% | 0.05% | -10.5% |
| Q1 2018 | $333,000 | +10.3% | 3,024 | +7.0% | 0.06% | +11.8% |
| Q4 2017 | $302,000 | +11.4% | 2,826 | -0.4% | 0.05% | +10.9% |
| Q3 2017 | $271,000 | +4.6% | 2,836 | 0.0% | 0.05% | +2.2% |
| Q2 2017 | $259,000 | +4.0% | 2,836 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $249,000 | +9.7% | 2,836 | +7.6% | 0.04% | +4.7% |
| Q4 2016 | $227,000 | +8.6% | 2,636 | -21.7% | 0.04% | +4.9% |
| Q2 2016 | $209,000 | -5.9% | 3,368 | 0.0% | 0.04% | -4.7% |
| Q4 2015 | $222,000 | +8.3% | 3,368 | 0.0% | 0.04% | +4.9% |
| Q3 2015 | $205,000 | -10.1% | 3,368 | 0.0% | 0.04% | -2.4% |
| Q2 2015 | $228,000 | +7.0% | 3,368 | -4.3% | 0.04% | +7.7% |
| Q1 2015 | $213,000 | -3.2% | 3,518 | 0.0% | 0.04% | -7.1% |
| Q4 2014 | $220,000 | +3.8% | 3,518 | 0.0% | 0.04% | 0.0% |
| Q3 2014 | $212,000 | +4.4% | 3,518 | 0.0% | 0.04% | +2.4% |
| Q2 2014 | $203,000 | -5.1% | 3,518 | 0.0% | 0.04% | -8.9% |
| Q1 2014 | $214,000 | -1.4% | 3,518 | -5.4% | 0.04% | -2.2% |
| Q4 2013 | $217,000 | 0.0% | 3,718 | -11.2% | 0.05% | -9.8% |
| Q3 2013 | $217,000 | -1.8% | 4,189 | 0.0% | 0.05% | -7.3% |
| Q2 2013 | $221,000 | – | 4,189 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guidance Point Advisors, LLC | 400,796 | $58,123,830 | 23.66% |
| Global Frontier Investments LLC | 339,000 | $49,162 | 21.31% |
| Gilfoyle & Co LLC | 50 | $7,716 | 19.81% |
| Courant Investment Management LLC | 114,592 | $16,618,132 | 18.34% |
| SEARLE & CO. | 261,134 | $37,869,653 | 12.89% |
| Gemsstock Ltd. | 174,900 | $25,363,998 | 11.12% |
| GREENHAVEN ASSOCIATES INC | 4,719,004 | $684,349,960 | 8.87% |
| CINCINNATI CASUALTY CO | 93,000 | $13,486,860 | 8.61% |
| Saber Capital Managment, LLC | 32,389 | $4,697,053 | 8.27% |
| Paralel Advisors LLC | 1,028,000 | $149,080,560 | 8.25% |