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 | $152,312,911 | +35.5% | 1,050,289 | +35.9% | 0.65% | +43.5% |
| Q2 2023 | $112,396,177 | +27.5% | 772,801 | +14.2% | 0.45% | +15.3% |
| Q1 2023 | $88,146,245 | -23.1% | 676,435 | -20.9% | 0.39% | -29.8% |
| Q4 2022 | $114,647,454 | +97.7% | 854,940 | +54.1% | 0.56% | +85.0% |
| Q3 2022 | $57,990,000 | -43.4% | 554,925 | -39.0% | 0.30% | -40.3% |
| Q2 2022 | $102,484,000 | -43.7% | 910,078 | -31.8% | 0.50% | -29.5% |
| Q1 2022 | $182,011,000 | -19.0% | 1,335,174 | -5.9% | 0.72% | -14.6% |
| Q4 2021 | $224,616,000 | +11.4% | 1,418,481 | +15.1% | 0.84% | -9.0% |
| Q3 2021 | $201,684,000 | +1.0% | 1,232,110 | -4.0% | 0.92% | +4.5% |
| Q2 2021 | $199,608,000 | -9.4% | 1,283,321 | -11.3% | 0.88% | -11.6% |
| Q1 2021 | $220,206,000 | +48.5% | 1,446,537 | +24.0% | 1.00% | +57.3% |
| Q4 2020 | $148,251,000 | +121.1% | 1,166,686 | +67.5% | 0.63% | +105.5% |
| Q3 2020 | $67,043,000 | -6.1% | 696,404 | -8.3% | 0.31% | -10.5% |
| Q2 2020 | $71,407,000 | +21.3% | 759,161 | +16.1% | 0.34% | -7.8% |
| Q1 2020 | $58,889,000 | -37.9% | 654,106 | -3.8% | 0.37% | -21.1% |
| Q4 2019 | $94,808,000 | +6.6% | 680,117 | -10.0% | 0.47% | -1.9% |
| Q3 2019 | $88,918,000 | -16.9% | 755,531 | -21.1% | 0.48% | -16.0% |
| Q2 2019 | $106,996,000 | -0.6% | 957,026 | -10.0% | 0.57% | -4.2% |
| Q1 2019 | $107,658,000 | -6.3% | 1,063,496 | -9.6% | 0.60% | -16.0% |
| Q4 2018 | $114,892,000 | -13.7% | 1,176,926 | -0.2% | 0.71% | +2.1% |
| Q3 2018 | $133,121,000 | +10.1% | 1,179,729 | +1.7% | 0.70% | +4.3% |
| Q2 2018 | $120,911,000 | -6.5% | 1,160,379 | -1.4% | 0.67% | -8.7% |
| Q1 2018 | $129,372,000 | +21.3% | 1,176,434 | +18.0% | 0.73% | +25.9% |
| Q4 2017 | $106,632,000 | +3.2% | 997,119 | -7.9% | 0.58% | -2.3% |
| Q3 2017 | $103,363,000 | +9.1% | 1,082,221 | +4.4% | 0.60% | +0.3% |
| Q2 2017 | $94,740,000 | +3.3% | 1,036,545 | -0.7% | 0.59% | -11.1% |
| Q1 2017 | $91,685,000 | -1.5% | 1,043,777 | -3.2% | 0.67% | -8.2% |
| Q4 2016 | $93,034,000 | +81.2% | 1,078,159 | +39.8% | 0.73% | +70.1% |
| Q3 2016 | $51,355,000 | +11.2% | 771,206 | +3.7% | 0.43% | +9.2% |
| Q2 2016 | $46,196,000 | -31.5% | 743,413 | -34.8% | 0.39% | -34.9% |
| Q1 2016 | $67,477,000 | -10.7% | 1,139,433 | -0.4% | 0.60% | -12.9% |
| Q4 2015 | $75,559,000 | +27.7% | 1,144,313 | +17.9% | 0.69% | +20.0% |
| Q3 2015 | $59,160,000 | +24.4% | 970,312 | +38.2% | 0.58% | +30.0% |
| Q2 2015 | $47,562,000 | +16.0% | 701,912 | +3.7% | 0.44% | +17.5% |
| Q1 2015 | $40,990,000 | -60.4% | 676,620 | -59.1% | 0.38% | -60.3% |
| Q4 2014 | $103,402,000 | +17.1% | 1,652,313 | +12.7% | 0.95% | -10.9% |
| Q3 2014 | $88,293,000 | +63.2% | 1,465,680 | +56.1% | 1.07% | +104.6% |
| Q2 2014 | $54,112,000 | +10.6% | 939,115 | +16.5% | 0.52% | -2.4% |
| Q1 2014 | $48,930,000 | +5.2% | 805,967 | +1.3% | 0.53% | +2.7% |
| Q4 2013 | $46,526,000 | -33.1% | 795,583 | -40.8% | 0.52% | -39.4% |
| Q3 2013 | $69,515,000 | -0.5% | 1,344,853 | +1.6% | 0.86% | -13.2% |
| Q2 2013 | $69,865,000 | – | 1,323,454 | – | 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% |