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 | $251,749 | -2.5% | 1,735,964 | -2.2% | 4.14% | -1.1% |
| Q2 2023 | $258,137 | +0.4% | 1,774,872 | -10.1% | 4.18% | -1.6% |
| Q1 2023 | $257,219 | -2.6% | 1,973,904 | +0.3% | 4.25% | -4.8% |
| Q4 2022 | $263,998 | -99.9% | 1,968,662 | +7.6% | 4.46% | +31.8% |
| Q3 2022 | $191,146,000 | -6.6% | 1,829,144 | +0.6% | 3.39% | +8.0% |
| Q2 2022 | $204,698,000 | -17.6% | 1,817,764 | -0.2% | 3.14% | -3.6% |
| Q1 2022 | $248,292,000 | -16.5% | 1,821,388 | -3.0% | 3.25% | -6.7% |
| Q4 2021 | $297,297,000 | -4.7% | 1,877,467 | -1.5% | 3.49% | -9.0% |
| Q3 2021 | $311,969,000 | -25.6% | 1,905,851 | -29.3% | 3.83% | -20.6% |
| Q2 2021 | $419,536,000 | -5.4% | 2,697,287 | -7.5% | 4.82% | -6.3% |
| Q1 2021 | $443,679,000 | +16.9% | 2,914,529 | -2.4% | 5.15% | +14.4% |
| Q4 2020 | $379,392,000 | +14.3% | 2,985,693 | -13.4% | 4.50% | +2.6% |
| Q3 2020 | $331,809,000 | +0.8% | 3,446,645 | -1.5% | 4.39% | +3.8% |
| Q2 2020 | $329,048,000 | +2.2% | 3,498,274 | -2.2% | 4.22% | -8.2% |
| Q1 2020 | $321,977,000 | -42.4% | 3,576,325 | -10.7% | 4.60% | -14.3% |
| Q4 2019 | $558,559,000 | +8.8% | 4,006,878 | -8.1% | 5.37% | +8.5% |
| Q3 2019 | $513,340,000 | +4.8% | 4,361,797 | -0.5% | 4.95% | +5.3% |
| Q2 2019 | $489,916,000 | +5.7% | 4,382,079 | -4.3% | 4.70% | +4.8% |
| Q1 2019 | $463,696,000 | +2.5% | 4,580,623 | -1.2% | 4.49% | +1.3% |
| Q4 2018 | $452,543,000 | -14.6% | 4,635,761 | -1.3% | 4.43% | +0.2% |
| Q3 2018 | $529,731,000 | +5.2% | 4,694,530 | -2.9% | 4.42% | +15.5% |
| Q2 2018 | $503,670,000 | -11.4% | 4,833,683 | -6.4% | 3.83% | -10.7% |
| Q1 2018 | $568,208,000 | -14.9% | 5,166,935 | -17.3% | 4.28% | -7.8% |
| Q4 2017 | $668,059,000 | +14.2% | 6,247,043 | +2.0% | 4.64% | +11.2% |
| Q3 2017 | $584,982,000 | +4.3% | 6,124,821 | -0.2% | 4.18% | -2.1% |
| Q2 2017 | $560,908,000 | +3.8% | 6,136,845 | -0.2% | 4.27% | -2.8% |
| Q1 2017 | $540,165,000 | -14.5% | 6,149,419 | -16.0% | 4.39% | -9.9% |
| Q4 2016 | $631,749,000 | +13.9% | 7,321,227 | -12.1% | 4.88% | +15.4% |
| Q3 2016 | $554,756,000 | +6.6% | 8,330,925 | -0.5% | 4.22% | +4.9% |
| Q2 2016 | $520,522,000 | -15.2% | 8,376,594 | -19.2% | 4.03% | -1.6% |
| Q1 2016 | $613,786,000 | -13.2% | 10,364,510 | -3.3% | 4.09% | -8.9% |
| Q4 2015 | $707,442,000 | +2.6% | 10,713,946 | -5.3% | 4.49% | +3.9% |
| Q3 2015 | $689,622,000 | -12.3% | 11,310,846 | -2.6% | 4.32% | -4.5% |
| Q2 2015 | $786,724,000 | +7.1% | 11,610,442 | -4.2% | 4.53% | +10.9% |
| Q1 2015 | $734,244,000 | -0.9% | 12,120,243 | +2.4% | 4.09% | +10.3% |
| Q4 2014 | $740,690,000 | +2.6% | 11,835,885 | -1.3% | 3.70% | +13.7% |
| Q3 2014 | $722,122,000 | +7.1% | 11,987,423 | +2.4% | 3.26% | +21.2% |
| Q2 2014 | $674,374,000 | +19.9% | 11,703,821 | +26.4% | 2.69% | +21.5% |
| Q1 2014 | $562,331,000 | +7.7% | 9,262,569 | +3.7% | 2.21% | +11.1% |
| Q4 2013 | $522,309,000 | +16.8% | 8,931,404 | +3.2% | 1.99% | +10.5% |
| Q3 2013 | $447,208,000 | -2.3% | 8,651,731 | -0.2% | 1.80% | -13.6% |
| Q2 2013 | $457,713,000 | – | 8,670,447 | – | 2.09% | – |
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% |