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 | $28,679,591 | +0.6% | 197,763 | +0.8% | 1.94% | +4.2% |
| Q2 2023 | $28,522,384 | +14.1% | 196,111 | +2.2% | 1.86% | +6.5% |
| Q1 2023 | $24,997,758 | +1.1% | 191,833 | +4.0% | 1.74% | -3.7% |
| Q4 2022 | $24,727,101 | +38.1% | 184,393 | +7.6% | 1.81% | +27.9% |
| Q3 2022 | $17,908,000 | -0.2% | 171,369 | +7.5% | 1.42% | +3.3% |
| Q2 2022 | $17,948,000 | -12.5% | 159,382 | +5.9% | 1.37% | -1.2% |
| Q1 2022 | $20,515,000 | -11.7% | 150,489 | +2.5% | 1.39% | -5.3% |
| Q4 2021 | $23,243,000 | -1.9% | 146,788 | +1.4% | 1.47% | -12.9% |
| Q3 2021 | $23,685,000 | +6.3% | 144,696 | +1.0% | 1.68% | +8.5% |
| Q2 2021 | $22,282,000 | +3.9% | 143,254 | +1.7% | 1.55% | -3.4% |
| Q1 2021 | $21,448,000 | +20.3% | 140,891 | +0.4% | 1.61% | +12.9% |
| Q4 2020 | $17,834,000 | +37.4% | 140,348 | +4.1% | 1.42% | +19.6% |
| Q3 2020 | $12,982,000 | +6.1% | 134,855 | +3.7% | 1.19% | -1.5% |
| Q2 2020 | $12,232,000 | -6.0% | 130,052 | -10.0% | 1.21% | -0.9% |
| Q1 2020 | $13,016,000 | -34.3% | 144,574 | +1.6% | 1.22% | -18.6% |
| Q4 2019 | $19,826,000 | +18.3% | 142,228 | -0.1% | 1.50% | +11.2% |
| Q3 2019 | $16,755,000 | +8.7% | 142,360 | +3.2% | 1.34% | +5.1% |
| Q2 2019 | $15,416,000 | +16.4% | 137,888 | +5.4% | 1.28% | +12.3% |
| Q1 2019 | $13,247,000 | +4.2% | 130,856 | +0.5% | 1.14% | -7.2% |
| Q4 2018 | $12,713,000 | -12.1% | 130,238 | +1.6% | 1.23% | +0.6% |
| Q3 2018 | $14,471,000 | +9.9% | 128,241 | +1.5% | 1.22% | +3.6% |
| Q2 2018 | $13,169,000 | -2.0% | 126,384 | +3.4% | 1.18% | -7.0% |
| Q1 2018 | $13,441,000 | +4.1% | 122,224 | +1.2% | 1.27% | +5.8% |
| Q4 2017 | $12,915,000 | +11.5% | 120,768 | -0.4% | 1.20% | +4.2% |
| Q3 2017 | $11,583,000 | +3.8% | 121,274 | -0.7% | 1.15% | +0.5% |
| Q2 2017 | $11,161,000 | +7.9% | 122,108 | +3.7% | 1.14% | +2.4% |
| Q1 2017 | $10,345,000 | -0.2% | 117,777 | -2.0% | 1.12% | -6.4% |
| Q4 2016 | $10,369,000 | +28.2% | 120,168 | -1.1% | 1.20% | +17.9% |
| Q3 2016 | $8,090,000 | +10.4% | 121,482 | +3.0% | 1.01% | +4.1% |
| Q2 2016 | $7,331,000 | +3.9% | 117,978 | -1.0% | 0.97% | -1.3% |
| Q1 2016 | $7,056,000 | -11.3% | 119,159 | -1.1% | 0.99% | -13.4% |
| Q4 2015 | $7,959,000 | +18.5% | 120,542 | +9.5% | 1.14% | +9.0% |
| Q3 2015 | $6,714,000 | -5.2% | 110,120 | +5.3% | 1.05% | +1.6% |
| Q2 2015 | $7,083,000 | +19.6% | 104,531 | +7.0% | 1.03% | +19.6% |
| Q1 2015 | $5,920,000 | -0.2% | 97,707 | +3.1% | 0.86% | -0.5% |
| Q4 2014 | $5,929,000 | +5.0% | 94,730 | +1.0% | 0.86% | +1.3% |
| Q3 2014 | $5,649,000 | +7.0% | 93,767 | +2.4% | 0.85% | +4.9% |
| Q2 2014 | $5,277,000 | -5.7% | 91,584 | -0.6% | 0.81% | -11.1% |
| Q1 2014 | $5,594,000 | +5.1% | 92,138 | +1.3% | 0.92% | +2.7% |
| Q4 2013 | $5,321,000 | +11.4% | 90,987 | -1.6% | 0.89% | +1.7% |
| Q3 2013 | $4,778,000 | +2.3% | 92,431 | +4.5% | 0.88% | -3.8% |
| Q2 2013 | $4,671,000 | – | 88,473 | – | 0.91% | – |
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% |