JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.9%.
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 | $1,029,642 | -0.3% | 7,100 | 0.0% | 0.36% | -0.6% |
| Q2 2023 | $1,032,624 | +13.2% | 7,100 | +1.4% | 0.36% | -4.5% |
| Q1 2023 | $912,170 | -8.1% | 7,000 | -5.4% | 0.38% | -8.7% |
| Q4 2022 | $992,340 | +14.5% | 7,400 | -10.8% | 0.42% | +1.5% |
| Q3 2022 | $867,000 | -51.3% | 8,300 | -47.5% | 0.41% | +5.4% |
| Q2 2022 | $1,780,000 | +83.9% | 15,800 | +122.5% | 0.39% | +4.0% |
| Q1 2022 | $968,000 | -3.0% | 7,100 | +12.7% | 0.37% | 0.0% |
| Q4 2021 | $998,000 | -6.2% | 6,300 | -3.1% | 0.37% | -16.0% |
| Q3 2021 | $1,064,000 | +85.0% | 6,500 | +75.7% | 0.44% | +102.3% |
| Q2 2021 | $575,000 | -78.0% | 3,700 | -78.5% | 0.22% | -72.7% |
| Q1 2021 | $2,618,000 | -74.4% | 17,200 | -78.6% | 0.80% | -54.0% |
| Q4 2020 | $10,229,000 | +11.5% | 80,500 | -15.5% | 1.75% | -4.0% |
| Q3 2020 | $9,175,000 | +7.1% | 95,300 | +4.6% | 1.82% | +9.7% |
| Q2 2020 | $8,569,000 | -7.2% | 91,100 | -11.2% | 1.66% | -17.3% |
| Q1 2020 | $9,237,000 | +4.7% | 102,600 | +62.1% | 2.01% | +60.4% |
| Q4 2019 | $8,824,000 | +51.2% | 63,300 | +27.6% | 1.25% | +53.3% |
| Q3 2019 | $5,837,000 | +1273.4% | 49,600 | +1205.3% | 0.82% | +1175.0% |
| Q2 2019 | $425,000 | -4.5% | 3,800 | -13.6% | 0.06% | -9.9% |
| Q1 2019 | $445,000 | +78.0% | 4,400 | +83.3% | 0.07% | +86.8% |
| Q2 2018 | $250,000 | -75.3% | 2,400 | -73.9% | 0.04% | -76.5% |
| Q1 2018 | $1,012,000 | -62.3% | 9,200 | -63.3% | 0.16% | -61.1% |
| Q4 2017 | $2,684,000 | -55.9% | 25,100 | -60.6% | 0.42% | -58.6% |
| Q3 2017 | $6,084,000 | -32.7% | 63,700 | -35.6% | 1.01% | -31.9% |
| Q2 2017 | $9,039,000 | -13.4% | 98,900 | -18.2% | 1.48% | -18.5% |
| Q4 2016 | $10,433,000 | -30.2% | 120,911 | -46.1% | 1.81% | -20.2% |
| Q3 2016 | $14,937,000 | -23.6% | 224,311 | -28.7% | 2.27% | -32.5% |
| Q2 2016 | $19,543,000 | +71.5% | 314,500 | +63.5% | 3.37% | +35.1% |
| Q1 2016 | $11,394,000 | +0.0% | 192,400 | +11.5% | 2.49% | -2.2% |
| Q4 2015 | $11,390,000 | +2.8% | 172,500 | -5.1% | 2.55% | -0.5% |
| Q3 2015 | $11,084,000 | -13.5% | 181,800 | -3.9% | 2.56% | -8.2% |
| Q2 2015 | $12,820,000 | +41.1% | 189,200 | +26.1% | 2.79% | +34.0% |
| Q1 2015 | $9,087,000 | +83.6% | 150,000 | +89.6% | 2.08% | +48.8% |
| Q4 2014 | $4,950,000 | +22.8% | 79,100 | +18.2% | 1.40% | +20.4% |
| Q3 2014 | $4,030,000 | +4.5% | 66,900 | 0.0% | 1.16% | +10.0% |
| Q2 2014 | $3,855,000 | -1.4% | 66,900 | +3.9% | 1.06% | -6.4% |
| Q1 2014 | $3,910,000 | +24.0% | 64,400 | +19.5% | 1.13% | +13.9% |
| Q4 2013 | $3,152,000 | +14.2% | 53,900 | +0.9% | 0.99% | +4.1% |
| Q3 2013 | $2,760,000 | +3.5% | 53,400 | +5.7% | 0.95% | -4.3% |
| Q2 2013 | $2,666,000 | – | 50,500 | – | 0.99% | – |
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% |