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 | $720,169 | -4.1% | 4,966 | -3.9% | 0.53% | -1.1% |
| Q2 2023 | $751,343 | +94289.8% | 5,166 | -12.9% | 0.54% | -7.3% |
| Q4 2022 | $796 | -99.8% | 5,933 | +43.6% | 0.58% | +49.0% |
| Q3 2022 | $432,000 | -8.5% | 4,133 | -1.4% | 0.39% | -0.8% |
| Q2 2022 | $472,000 | -17.3% | 4,192 | 0.0% | 0.39% | -1.8% |
| Q1 2022 | $571,000 | -14.0% | 4,192 | 0.0% | 0.40% | -11.0% |
| Q4 2021 | $664,000 | +8.5% | 4,192 | +12.2% | 0.45% | -4.5% |
| Q3 2021 | $612,000 | +54.5% | 3,737 | +46.9% | 0.47% | +54.5% |
| Q2 2021 | $396,000 | -23.8% | 2,544 | -25.5% | 0.30% | -30.0% |
| Q1 2021 | $520,000 | +19.8% | 3,416 | -0.0% | 0.43% | +12.5% |
| Q4 2020 | $434,000 | +30.3% | 3,417 | -1.1% | 0.38% | +14.6% |
| Q3 2020 | $333,000 | -79.5% | 3,455 | -80.0% | 0.34% | -9.4% |
| Q2 2020 | $1,625,000 | +4.5% | 17,275 | 0.0% | 0.37% | -10.4% |
| Q1 2020 | $1,555,000 | +220.0% | 17,275 | +396.0% | 0.41% | -16.0% |
| Q4 2019 | $486,000 | +18.5% | 3,483 | 0.0% | 0.49% | +3.4% |
| Q3 2019 | $410,000 | +4.3% | 3,483 | -1.0% | 0.48% | +3.0% |
| Q2 2019 | $393,000 | +10.4% | 3,519 | 0.0% | 0.46% | +3.8% |
| Q1 2019 | $356,000 | -18.9% | 3,519 | -21.7% | 0.45% | -21.6% |
| Q4 2018 | $439,000 | -14.6% | 4,493 | -1.4% | 0.57% | -4.2% |
| Q3 2018 | $514,000 | +17.4% | 4,557 | +8.3% | 0.59% | +16.5% |
| Q2 2018 | $438,000 | -5.8% | 4,208 | -0.5% | 0.51% | -4.1% |
| Q1 2018 | $465,000 | +22.0% | 4,228 | +18.7% | 0.53% | +29.1% |
| Q4 2017 | $381,000 | +10.4% | 3,561 | -1.5% | 0.41% | +4.0% |
| Q3 2017 | $345,000 | +3.9% | 3,617 | -0.4% | 0.40% | +2.1% |
| Q2 2017 | $332,000 | +3.8% | 3,630 | -0.5% | 0.39% | +1.3% |
| Q1 2017 | $320,000 | -81.5% | 3,648 | -81.8% | 0.38% | -9.5% |
| Q4 2016 | $1,730,000 | +547.9% | 20,025 | +400.0% | 0.42% | +22.6% |
| Q3 2016 | $267,000 | +7.2% | 4,005 | 0.0% | 0.34% | +2.4% |
| Q2 2016 | $249,000 | +5.1% | 4,005 | 0.0% | 0.34% | +0.6% |
| Q1 2016 | $237,000 | -11.9% | 4,005 | -1.6% | 0.34% | -11.4% |
| Q4 2015 | $269,000 | +8.5% | 4,071 | 0.0% | 0.38% | -11.3% |
| Q3 2015 | $248,000 | -10.1% | 4,071 | 0.0% | 0.43% | -6.0% |
| Q2 2015 | $276,000 | -5.5% | 4,071 | -15.7% | 0.45% | -1.3% |
| Q1 2015 | $292,000 | -10.7% | 4,828 | -7.7% | 0.46% | -5.2% |
| Q4 2014 | $327,000 | +3.8% | 5,229 | 0.0% | 0.48% | -6.9% |
| Q3 2014 | $315,000 | +11.7% | 5,229 | +6.7% | 0.52% | +12.3% |
| Q2 2014 | $282,000 | -5.1% | 4,899 | 0.0% | 0.46% | -7.6% |
| Q1 2014 | $297,000 | +2.4% | 4,899 | -1.3% | 0.50% | +2.9% |
| Q4 2013 | $290,000 | +3.6% | 4,964 | -8.2% | 0.49% | -5.4% |
| Q3 2013 | $280,000 | -3.4% | 5,408 | -1.6% | 0.52% | +3.8% |
| Q2 2013 | $290,000 | – | 5,495 | – | 0.50% | – |
Download | ||||||
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% |