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 | $111,841,959 | -8.3% | 771,217 | -8.0% | 1.40% | -2.2% |
| Q2 2023 | $121,979,469 | +11.4% | 838,693 | -0.2% | 1.44% | +7.2% |
| Q1 2023 | $109,488,380 | -13.1% | 840,215 | -10.6% | 1.34% | -13.9% |
| Q4 2022 | $125,993,044 | +23.8% | 939,545 | -3.6% | 1.56% | +22.3% |
| Q3 2022 | $101,803,000 | -13.2% | 974,192 | -6.5% | 1.27% | -3.9% |
| Q2 2022 | $117,300,000 | -11.3% | 1,041,651 | +7.4% | 1.32% | +1.4% |
| Q1 2022 | $132,251,000 | -22.5% | 970,152 | -10.0% | 1.31% | -19.8% |
| Q4 2021 | $170,713,000 | -4.9% | 1,078,077 | -1.7% | 1.63% | -13.0% |
| Q3 2021 | $179,569,000 | +4.0% | 1,097,006 | -1.2% | 1.87% | +5.6% |
| Q2 2021 | $172,646,000 | +1.9% | 1,109,981 | -0.2% | 1.77% | -3.3% |
| Q1 2021 | $169,390,000 | +15.9% | 1,112,724 | -3.2% | 1.83% | +14.6% |
| Q4 2020 | $146,095,000 | +27.7% | 1,149,722 | -3.2% | 1.60% | +20.8% |
| Q3 2020 | $114,366,000 | -10.1% | 1,187,973 | -12.1% | 1.32% | -11.7% |
| Q2 2020 | $127,159,000 | -0.2% | 1,351,892 | -4.4% | 1.50% | -4.2% |
| Q1 2020 | $127,351,000 | -37.6% | 1,414,535 | -3.3% | 1.56% | -22.3% |
| Q4 2019 | $203,925,000 | +10.9% | 1,462,878 | -6.4% | 2.01% | +8.6% |
| Q3 2019 | $183,898,000 | -2.9% | 1,562,564 | -7.7% | 1.85% | +8.3% |
| Q2 2019 | $189,333,000 | +3.5% | 1,693,494 | -6.3% | 1.71% | +5.4% |
| Q1 2019 | $182,954,000 | +2.2% | 1,807,306 | -1.5% | 1.62% | -4.1% |
| Q4 2018 | $179,058,000 | -13.4% | 1,834,233 | +0.2% | 1.69% | -2.3% |
| Q3 2018 | $206,661,000 | +2.7% | 1,831,456 | -5.1% | 1.73% | -2.6% |
| Q2 2018 | $201,178,000 | -6.3% | 1,930,689 | -1.1% | 1.78% | -6.6% |
| Q1 2018 | $214,779,000 | -1.5% | 1,953,071 | -4.3% | 1.90% | +2.8% |
| Q4 2017 | $218,155,000 | +7.4% | 2,039,977 | -4.1% | 1.85% | +5.4% |
| Q3 2017 | $203,092,000 | +4.1% | 2,126,397 | -0.4% | 1.76% | +0.5% |
| Q2 2017 | $195,074,000 | +5.3% | 2,134,286 | +1.2% | 1.75% | +3.0% |
| Q1 2017 | $185,221,000 | -5.3% | 2,108,615 | -6.9% | 1.70% | -7.2% |
| Q4 2016 | $195,489,000 | +20.1% | 2,265,484 | -7.3% | 1.83% | +26.7% |
| Q3 2016 | $162,713,000 | +6.2% | 2,443,507 | -0.9% | 1.44% | +9.8% |
| Q2 2016 | $153,266,000 | +4.8% | 2,466,462 | -0.1% | 1.31% | +3.7% |
| Q1 2016 | $146,178,000 | -14.5% | 2,468,385 | -4.7% | 1.27% | -11.4% |
| Q4 2015 | $171,035,000 | +13.8% | 2,590,266 | +5.1% | 1.43% | +7.0% |
| Q3 2015 | $150,300,000 | -7.0% | 2,465,146 | +3.4% | 1.34% | -0.8% |
| Q2 2015 | $161,584,000 | +11.4% | 2,384,652 | -0.4% | 1.35% | +12.0% |
| Q1 2015 | $145,059,000 | -7.8% | 2,394,508 | -4.7% | 1.20% | -7.3% |
| Q4 2014 | $157,267,000 | -5.1% | 2,513,063 | -8.7% | 1.30% | -0.5% |
| Q3 2014 | $165,780,000 | +1.5% | 2,751,996 | -2.9% | 1.31% | +2.4% |
| Q2 2014 | $163,311,000 | -10.1% | 2,834,281 | -5.2% | 1.28% | -13.4% |
| Q1 2014 | $181,600,000 | -3.6% | 2,991,264 | -7.2% | 1.47% | -2.3% |
| Q4 2013 | $188,458,000 | +12.7% | 3,222,607 | -0.4% | 1.51% | +5.8% |
| Q3 2013 | $167,291,000 | -0.4% | 3,236,438 | +1.7% | 1.42% | -2.5% |
| Q2 2013 | $167,999,000 | – | 3,182,403 | – | 1.46% | – |
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% |