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 | $3,860,287 | -12.2% | 26,619 | -11.9% | 1.29% | -4.5% |
| Q2 2023 | $4,395,051 | -3.1% | 30,219 | -13.2% | 1.35% | +0.9% |
| Q1 2023 | $4,537,264 | -2.8% | 34,819 | 0.0% | 1.34% | -8.4% |
| Q4 2022 | $4,669,228 | +11.8% | 34,819 | -12.9% | 1.46% | +5.9% |
| Q3 2022 | $4,178,000 | -8.1% | 39,979 | -1.0% | 1.38% | -3.4% |
| Q2 2022 | $4,547,000 | -2.7% | 40,379 | +17.8% | 1.42% | +15.1% |
| Q1 2022 | $4,674,000 | -10.9% | 34,289 | +3.5% | 1.24% | -4.5% |
| Q4 2021 | $5,244,000 | 0.0% | 33,114 | +3.4% | 1.30% | -10.1% |
| Q3 2021 | $5,244,000 | +42.2% | 32,039 | +35.1% | 1.44% | +29.8% |
| Q2 2021 | $3,688,000 | +1.8% | 23,709 | -0.4% | 1.11% | -2.5% |
| Q1 2021 | $3,624,000 | +20.0% | 23,809 | +0.1% | 1.14% | +14.6% |
| Q4 2020 | $3,021,000 | +32.0% | 23,774 | 0.0% | 1.00% | +22.1% |
| Q3 2020 | $2,289,000 | -22.7% | 23,774 | -24.5% | 0.82% | -27.2% |
| Q2 2020 | $2,962,000 | +14.2% | 31,489 | +9.3% | 1.12% | -2.5% |
| Q1 2020 | $2,594,000 | -53.1% | 28,813 | -27.3% | 1.15% | -43.2% |
| Q4 2019 | $5,528,000 | +16.2% | 39,654 | -1.9% | 2.02% | +12.2% |
| Q3 2019 | $4,758,000 | +1.4% | 40,425 | -3.7% | 1.80% | -0.1% |
| Q2 2019 | $4,694,000 | -4.8% | 41,985 | -13.8% | 1.80% | -7.7% |
| Q1 2019 | $4,933,000 | +12.5% | 48,730 | +8.5% | 1.95% | -1.4% |
| Q4 2018 | $4,384,000 | -14.6% | 44,905 | -1.3% | 1.98% | +1.0% |
| Q3 2018 | $5,136,000 | +8.2% | 45,515 | -0.1% | 1.96% | +1.3% |
| Q2 2018 | $4,746,000 | -5.1% | 45,545 | +0.1% | 1.94% | -6.7% |
| Q1 2018 | $5,003,000 | -14.4% | 45,495 | -16.8% | 2.07% | -12.0% |
| Q4 2017 | $5,846,000 | +10.2% | 54,670 | -1.5% | 2.36% | +5.4% |
| Q3 2017 | $5,303,000 | +19.4% | 55,525 | +14.3% | 2.24% | +23.3% |
| Q2 2017 | $4,440,000 | +3.4% | 48,575 | -0.7% | 1.81% | -2.9% |
| Q1 2017 | $4,295,000 | +2.1% | 48,900 | +0.3% | 1.87% | -3.9% |
| Q4 2016 | $4,207,000 | +31.7% | 48,750 | +1.6% | 1.94% | +31.5% |
| Q3 2016 | $3,195,000 | +6.6% | 47,975 | -0.5% | 1.48% | +6.0% |
| Q2 2016 | $2,997,000 | +50.6% | 48,225 | +43.5% | 1.39% | +44.0% |
| Q1 2016 | $1,990,000 | +78.0% | 33,605 | +98.5% | 0.97% | +80.9% |
| Q4 2015 | $1,118,000 | +10.3% | 16,930 | +1.8% | 0.54% | +5.5% |
| Q3 2015 | $1,014,000 | -16.3% | 16,630 | -7.0% | 0.51% | -7.3% |
| Q2 2015 | $1,212,000 | +15.4% | 17,880 | +3.2% | 0.55% | +18.1% |
| Q1 2015 | $1,050,000 | 0.0% | 17,330 | +3.3% | 0.46% | -0.6% |
| Q4 2014 | $1,050,000 | -5.3% | 16,780 | -8.8% | 0.47% | -9.3% |
| Q3 2014 | $1,109,000 | -20.6% | 18,405 | -24.0% | 0.51% | -21.3% |
| Q2 2014 | $1,396,000 | -65.7% | 24,230 | -63.8% | 0.65% | -65.5% |
| Q1 2014 | $4,065,000 | +5.4% | 66,955 | +1.5% | 1.89% | +5.8% |
| Q4 2013 | $3,857,000 | +13.9% | 65,955 | +0.6% | 1.79% | +0.4% |
| Q3 2013 | $3,387,000 | -12.0% | 65,530 | -10.1% | 1.78% | -15.5% |
| Q2 2013 | $3,848,000 | – | 72,905 | – | 2.11% | – |
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% |