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 | $10,506,554 | -2.3% | 72,449 | -2.0% | 0.79% | +1.3% |
| Q2 2023 | $10,749,180 | +12.2% | 73,908 | +0.5% | 0.78% | +7.6% |
| Q1 2023 | $9,579,479 | +98262.0% | 73,513 | +1.2% | 0.73% | -4.3% |
| Q4 2022 | $9,739 | -99.9% | 72,619 | +1.4% | 0.76% | +22.4% |
| Q3 2022 | $7,481,000 | -4.1% | 71,592 | +3.3% | 0.62% | +3.0% |
| Q2 2022 | $7,804,000 | -14.3% | 69,297 | +3.8% | 0.60% | -2.0% |
| Q1 2022 | $9,102,000 | -12.5% | 66,771 | +1.6% | 0.61% | -7.9% |
| Q4 2021 | $10,405,000 | -2.6% | 65,709 | +0.7% | 0.67% | -10.2% |
| Q3 2021 | $10,686,000 | +7.5% | 65,281 | +2.1% | 0.74% | +7.4% |
| Q2 2021 | $9,942,000 | +0.0% | 63,914 | -2.1% | 0.69% | -7.2% |
| Q1 2021 | $9,938,000 | +21.4% | 65,289 | +1.3% | 0.75% | +14.2% |
| Q4 2020 | $8,185,000 | +32.3% | 64,424 | +0.2% | 0.65% | +19.2% |
| Q3 2020 | $6,186,000 | +9.4% | 64,271 | +6.9% | 0.55% | +2.2% |
| Q2 2020 | $5,655,000 | +91.3% | 60,125 | +83.1% | 0.54% | +64.9% |
| Q1 2020 | $2,956,000 | -14.6% | 32,841 | +32.3% | 0.32% | +2.8% |
| Q4 2019 | $3,460,000 | -0.4% | 24,826 | -15.9% | 0.32% | -7.9% |
| Q3 2019 | $3,474,000 | +11.3% | 29,528 | +5.8% | 0.34% | +9.6% |
| Q2 2019 | $3,120,000 | +4.3% | 27,922 | -5.5% | 0.31% | +4.0% |
| Q1 2019 | $2,990,000 | +12.3% | 29,546 | +8.3% | 0.30% | -0.3% |
| Q4 2018 | $2,663,000 | -24.3% | 27,292 | -12.4% | 0.30% | -13.2% |
| Q3 2018 | $3,517,000 | +8.2% | 31,172 | -0.1% | 0.35% | +0.6% |
| Q2 2018 | $3,249,000 | -1.6% | 31,192 | +3.9% | 0.35% | -3.6% |
| Q1 2018 | $3,301,000 | +36.1% | 30,023 | +32.4% | 0.36% | +27.8% |
| Q4 2017 | $2,425,000 | +46.4% | 22,678 | +30.7% | 0.28% | +35.7% |
| Q3 2017 | $1,656,000 | +4.5% | 17,346 | 0.0% | 0.21% | +4.5% |
| Q2 2017 | $1,585,000 | +8.3% | 17,346 | +4.1% | 0.20% | +4.2% |
| Q1 2017 | $1,463,000 | +2.9% | 16,657 | +1.1% | 0.19% | -0.5% |
| Q4 2016 | $1,422,000 | -31.2% | 16,475 | -49.8% | 0.19% | +34.5% |
| Q3 2016 | $2,066,000 | +105.6% | 32,808 | +102.9% | 0.14% | +2.2% |
| Q2 2016 | $1,005,000 | +5.1% | 16,169 | +0.2% | 0.14% | +3.7% |
| Q1 2016 | $956,000 | -21.3% | 16,139 | -12.3% | 0.13% | -22.5% |
| Q4 2015 | $1,215,000 | +14.7% | 18,400 | +5.9% | 0.17% | +6.8% |
| Q3 2015 | $1,059,000 | -9.2% | 17,369 | +0.9% | 0.16% | -6.9% |
| Q2 2015 | $1,166,000 | +21.0% | 17,210 | +8.1% | 0.17% | +25.2% |
| Q1 2015 | $964,000 | -1.5% | 15,915 | +1.8% | 0.14% | -4.1% |
| Q4 2014 | $979,000 | +12.7% | 15,641 | +8.5% | 0.14% | +3.6% |
| Q3 2014 | $869,000 | +33.5% | 14,422 | +27.7% | 0.14% | +30.8% |
| Q2 2014 | $651,000 | -16.6% | 11,297 | -12.2% | 0.11% | -16.4% |
| Q1 2014 | $781,000 | +6.7% | 12,862 | +2.8% | 0.13% | +4.9% |
| Q4 2013 | $732,000 | +12.1% | 12,515 | -1.0% | 0.12% | +3.4% |
| Q3 2013 | $653,000 | -2.1% | 12,640 | 0.0% | 0.12% | -6.3% |
| Q2 2013 | $667,000 | – | 12,640 | – | 0.13% | – |
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% |