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 | $575,149 | -0.3% | 3,966 | 0.0% | 0.05% | +4.3% |
| Q2 2023 | $576,815 | +6.9% | 3,966 | -4.2% | 0.05% | -4.2% |
| Q1 2023 | $539,614 | -2.8% | 4,141 | 0.0% | 0.05% | -14.3% |
| Q4 2022 | $555,308 | +28.2% | 4,141 | 0.0% | 0.06% | +24.4% |
| Q3 2022 | $433,000 | -7.1% | 4,141 | 0.0% | 0.04% | -2.2% |
| Q2 2022 | $466,000 | -19.9% | 4,141 | -2.9% | 0.05% | 0.0% |
| Q1 2022 | $582,000 | -17.3% | 4,266 | -4.0% | 0.05% | -8.0% |
| Q4 2021 | $704,000 | -3.2% | 4,443 | 0.0% | 0.05% | -16.7% |
| Q3 2021 | $727,000 | +5.2% | 4,443 | 0.0% | 0.06% | +3.4% |
| Q2 2021 | $691,000 | +2.2% | 4,443 | 0.0% | 0.06% | -10.8% |
| Q1 2021 | $676,000 | +19.6% | 4,443 | 0.0% | 0.06% | +16.1% |
| Q4 2020 | $565,000 | -7.5% | 4,443 | -30.0% | 0.06% | -15.2% |
| Q3 2020 | $611,000 | -1.0% | 6,343 | -3.4% | 0.07% | -10.8% |
| Q2 2020 | $617,000 | +4.4% | 6,564 | 0.0% | 0.07% | -11.9% |
| Q1 2020 | $591,000 | -35.4% | 6,564 | 0.0% | 0.08% | -23.6% |
| Q4 2019 | $915,000 | +18.4% | 6,564 | 0.0% | 0.11% | +12.2% |
| Q3 2019 | $773,000 | +3.8% | 6,564 | -1.5% | 0.10% | +1.0% |
| Q2 2019 | $745,000 | +10.4% | 6,664 | 0.0% | 0.10% | +6.6% |
| Q1 2019 | $675,000 | +3.7% | 6,664 | 0.0% | 0.09% | -9.9% |
| Q4 2018 | $651,000 | -18.2% | 6,664 | -5.5% | 0.10% | -5.6% |
| Q3 2018 | $796,000 | +14.7% | 7,054 | +5.9% | 0.11% | +3.9% |
| Q2 2018 | $694,000 | -0.6% | 6,664 | +5.1% | 0.10% | -5.5% |
| Q1 2018 | $698,000 | +2.9% | 6,343 | 0.0% | 0.11% | +2.8% |
| Q4 2017 | $678,000 | +11.9% | 6,343 | 0.0% | 0.11% | +5.0% |
| Q3 2017 | $606,000 | +4.5% | 6,343 | 0.0% | 0.10% | +1.0% |
| Q2 2017 | $580,000 | +4.1% | 6,343 | 0.0% | 0.10% | +4.2% |
| Q1 2017 | $557,000 | +1.8% | 6,343 | 0.0% | 0.10% | -3.0% |
| Q4 2016 | $547,000 | +29.6% | 6,343 | 0.0% | 0.10% | +28.6% |
| Q3 2016 | $422,000 | +7.1% | 6,343 | 0.0% | 0.08% | +5.5% |
| Q2 2016 | $394,000 | +4.8% | 6,343 | 0.0% | 0.07% | +4.3% |
| Q1 2016 | $376,000 | -10.3% | 6,343 | +900.5% | 0.07% | -11.4% |
| Q4 2015 | $419,000 | +8.3% | 634 | -90.0% | 0.08% | +2.6% |
| Q3 2015 | $387,000 | -15.3% | 6,343 | -5.9% | 0.08% | -10.5% |
| Q2 2015 | $457,000 | +9.9% | 6,744 | -1.9% | 0.09% | +10.3% |
| Q1 2015 | $416,000 | -3.3% | 6,875 | 0.0% | 0.08% | -3.7% |
| Q4 2014 | $430,000 | +2.1% | 6,875 | -1.7% | 0.08% | -4.7% |
| Q3 2014 | $421,000 | -27.9% | 6,995 | -31.0% | 0.08% | -27.4% |
| Q2 2014 | $584,000 | -5.2% | 10,140 | 0.0% | 0.12% | -8.6% |
| Q1 2014 | $616,000 | +5.1% | 10,140 | +1.2% | 0.13% | +3.2% |
| Q4 2013 | $586,000 | +13.1% | 10,020 | 0.0% | 0.12% | +4.2% |
| Q3 2013 | $518,000 | -2.1% | 10,020 | 0.0% | 0.12% | -7.0% |
| Q2 2013 | $529,000 | – | 10,020 | – | 0.13% | – |
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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% |