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 | $2,911,876 | -6.1% | 20,079 | -5.8% | 1.07% | +2.2% |
| Q2 2023 | $3,100,875 | +10.9% | 21,321 | -0.7% | 1.05% | +6.2% |
| Q1 2023 | $2,797,209 | -3.5% | 21,466 | -0.7% | 0.98% | -3.2% |
| Q4 2022 | $2,897,673 | +28.7% | 21,608 | +0.3% | 1.02% | +19.1% |
| Q3 2022 | $2,251,000 | -6.8% | 21,537 | +0.4% | 0.86% | +1.2% |
| Q2 2022 | $2,416,000 | -16.3% | 21,457 | +1.3% | 0.84% | -7.2% |
| Q1 2022 | $2,888,000 | -12.0% | 21,189 | +2.2% | 0.91% | -13.3% |
| Q4 2021 | $3,282,000 | +27.0% | 20,727 | +36.7% | 1.05% | +23.2% |
| Q3 2021 | $2,584,000 | +9.9% | 15,157 | +0.2% | 0.85% | +2.2% |
| Q2 2021 | $2,352,000 | +2.3% | 15,121 | +0.1% | 0.84% | -4.0% |
| Q1 2021 | $2,299,000 | +16.9% | 15,104 | -2.4% | 0.87% | +12.8% |
| Q4 2020 | $1,967,000 | +32.2% | 15,483 | +0.2% | 0.77% | +12.6% |
| Q3 2020 | $1,488,000 | +2.5% | 15,458 | +0.2% | 0.68% | -1.9% |
| Q2 2020 | $1,451,000 | +4.6% | 15,430 | +0.2% | 0.70% | -7.3% |
| Q1 2020 | $1,387,000 | -35.3% | 15,402 | +0.1% | 0.75% | -6.7% |
| Q4 2019 | $2,144,000 | +18.6% | 15,383 | +0.1% | 0.81% | +10.4% |
| Q3 2019 | $1,808,000 | +5.4% | 15,362 | +0.1% | 0.73% | +2.7% |
| Q2 2019 | $1,715,000 | +10.6% | 15,343 | +0.1% | 0.71% | +8.7% |
| Q1 2019 | $1,551,000 | +3.3% | 15,323 | -0.4% | 0.66% | -6.7% |
| Q4 2018 | $1,501,000 | -13.4% | 15,379 | +0.1% | 0.70% | -2.0% |
| Q3 2018 | $1,733,000 | +8.4% | 15,358 | +0.1% | 0.72% | +3.5% |
| Q2 2018 | $1,599,000 | -5.2% | 15,345 | +0.1% | 0.69% | -5.5% |
| Q1 2018 | $1,686,000 | +2.2% | 15,330 | -0.6% | 0.73% | +3.5% |
| Q4 2017 | $1,649,000 | +12.1% | 15,417 | +0.1% | 0.71% | +9.4% |
| Q3 2017 | $1,471,000 | +4.6% | 15,402 | +0.1% | 0.65% | +1.9% |
| Q2 2017 | $1,406,000 | +4.1% | 15,387 | +0.1% | 0.63% | +2.8% |
| Q1 2017 | $1,350,000 | +1.9% | 15,372 | +0.1% | 0.62% | -1.3% |
| Q4 2016 | $1,325,000 | +29.8% | 15,357 | +0.1% | 0.62% | +25.3% |
| Q3 2016 | $1,021,000 | +7.2% | 15,338 | +0.1% | 0.50% | +5.1% |
| Q2 2016 | $952,000 | +5.1% | 15,318 | +0.1% | 0.48% | +1.1% |
| Q1 2016 | $906,000 | -10.2% | 15,300 | +0.1% | 0.47% | -11.8% |
| Q4 2015 | $1,009,000 | +8.4% | 15,279 | +0.1% | 0.53% | +3.7% |
| Q3 2015 | $931,000 | -9.9% | 15,262 | +0.1% | 0.51% | -0.2% |
| Q2 2015 | $1,033,000 | +11.9% | 15,245 | +0.1% | 0.52% | +15.2% |
| Q1 2015 | $923,000 | -3.0% | 15,229 | +0.1% | 0.45% | -2.2% |
| Q4 2014 | $952,000 | +4.0% | 15,211 | +0.1% | 0.46% | 0.0% |
| Q3 2014 | $915,000 | +4.7% | 15,194 | +0.1% | 0.46% | +4.3% |
| Q2 2014 | $874,000 | -5.0% | 15,177 | +0.1% | 0.44% | -10.4% |
| Q1 2014 | $920,000 | +3.8% | 15,160 | +0.1% | 0.49% | +0.2% |
| Q4 2013 | $886,000 | +13.3% | 15,143 | +0.1% | 0.49% | +6.6% |
| Q3 2013 | $782,000 | -2.0% | 15,125 | +0.1% | 0.46% | -6.3% |
| Q2 2013 | $798,000 | – | 15,108 | – | 0.49% | – |
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% |