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 | $135,420 | +9.8% | 933,803 | +10.2% | 1.26% | +14.4% |
| Q2 2023 | $123,284 | -26.5% | 847,660 | -34.2% | 1.10% | -26.8% |
| Q1 2023 | $167,793 | -6.8% | 1,287,642 | -4.1% | 1.51% | -4.9% |
| Q4 2022 | $180,096 | -99.9% | 1,343,000 | +15.9% | 1.59% | +10.8% |
| Q3 2022 | $121,067,000 | +137.4% | 1,158,539 | +155.8% | 1.43% | +157.4% |
| Q2 2022 | $51,003,000 | -25.9% | 452,920 | -10.3% | 0.56% | -12.6% |
| Q1 2022 | $68,861,000 | +32.8% | 505,138 | +54.2% | 0.64% | +36.8% |
| Q4 2021 | $51,862,000 | -4.7% | 327,513 | -1.4% | 0.46% | -21.3% |
| Q3 2021 | $54,398,000 | +0.9% | 332,323 | -4.1% | 0.59% | +8.2% |
| Q2 2021 | $53,927,000 | -56.9% | 346,707 | -57.8% | 0.55% | -56.6% |
| Q1 2021 | $125,011,000 | -22.8% | 821,201 | -35.6% | 1.26% | -32.5% |
| Q4 2020 | $161,979,000 | +28.0% | 1,274,717 | -3.0% | 1.86% | +16.2% |
| Q3 2020 | $126,563,000 | +1.1% | 1,314,666 | -1.2% | 1.60% | -3.3% |
| Q2 2020 | $125,148,000 | +2.5% | 1,330,509 | -1.9% | 1.66% | -10.0% |
| Q1 2020 | $122,152,000 | -32.2% | 1,356,797 | +4.9% | 1.84% | -4.4% |
| Q4 2019 | $180,232,000 | +6.6% | 1,292,909 | -10.0% | 1.92% | +3.1% |
| Q3 2019 | $169,079,000 | +1.6% | 1,436,647 | -3.5% | 1.87% | +3.0% |
| Q2 2019 | $166,384,000 | -11.3% | 1,488,246 | -19.7% | 1.81% | -7.1% |
| Q1 2019 | $187,650,000 | -3.1% | 1,853,695 | -6.6% | 1.95% | -11.8% |
| Q4 2018 | $193,734,000 | -20.4% | 1,984,579 | -8.0% | 2.21% | +3.6% |
| Q3 2018 | $243,478,000 | +3.2% | 2,157,733 | -4.7% | 2.14% | +7.7% |
| Q2 2018 | $235,867,000 | +48.1% | 2,263,585 | +56.3% | 1.98% | +53.4% |
| Q1 2018 | $159,305,000 | -13.8% | 1,448,635 | -16.2% | 1.29% | -7.0% |
| Q4 2017 | $184,794,000 | +14.6% | 1,728,014 | +2.4% | 1.39% | +8.6% |
| Q3 2017 | $161,238,000 | -6.1% | 1,688,180 | -10.2% | 1.28% | -8.5% |
| Q2 2017 | $171,760,000 | +8.2% | 1,879,221 | +4.0% | 1.40% | +8.4% |
| Q1 2017 | $158,770,000 | -2.0% | 1,807,487 | -3.7% | 1.29% | -2.3% |
| Q4 2016 | $162,025,000 | +13.3% | 1,877,688 | -12.6% | 1.32% | +9.0% |
| Q3 2016 | $143,058,000 | -2.2% | 2,148,334 | -8.8% | 1.21% | -6.6% |
| Q2 2016 | $146,330,000 | -0.5% | 2,354,850 | -5.2% | 1.30% | +2.4% |
| Q1 2016 | $147,064,000 | -8.9% | 2,483,346 | +1.6% | 1.27% | -9.4% |
| Q4 2015 | $161,423,000 | +6.3% | 2,444,692 | -1.8% | 1.40% | +6.5% |
| Q3 2015 | $151,829,000 | -10.6% | 2,490,214 | -0.7% | 1.32% | +2.9% |
| Q2 2015 | $169,915,000 | +1.4% | 2,507,698 | -9.4% | 1.28% | +0.2% |
| Q1 2015 | $167,636,000 | +2.2% | 2,767,175 | +5.5% | 1.28% | +0.9% |
| Q4 2014 | $164,076,000 | -7.0% | 2,621,851 | -10.4% | 1.26% | -8.9% |
| Q3 2014 | $176,334,000 | -8.4% | 2,927,190 | -12.4% | 1.39% | -2.0% |
| Q2 2014 | $192,437,000 | -2.0% | 3,339,748 | +3.3% | 1.42% | -6.3% |
| Q1 2014 | $196,319,000 | -3.9% | 3,233,717 | -7.4% | 1.51% | -3.6% |
| Q4 2013 | $204,230,000 | +19.1% | 3,492,313 | +5.3% | 1.57% | +8.2% |
| Q3 2013 | $171,443,000 | +17.0% | 3,316,756 | +19.4% | 1.45% | +13.2% |
| Q2 2013 | $146,588,000 | – | 2,776,818 | – | 1.28% | – |
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% |