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 | $1,965,456 | -2.6% | 13,553 | -2.3% | 0.72% | +4.8% |
| Q2 2023 | $2,017,398 | +11.9% | 13,871 | +0.2% | 0.69% | +3.0% |
| Q1 2023 | $1,803,230 | +2.1% | 13,838 | +5.1% | 0.67% | -4.0% |
| Q4 2022 | $1,766,365 | +24.8% | 13,172 | -2.7% | 0.70% | +10.5% |
| Q3 2022 | $1,415,000 | -7.2% | 13,536 | 0.0% | 0.63% | -0.6% |
| Q2 2022 | $1,524,000 | -17.8% | 13,536 | -0.5% | 0.63% | +1.1% |
| Q1 2022 | $1,855,000 | -12.0% | 13,608 | +2.2% | 0.63% | -0.8% |
| Q4 2021 | $2,107,000 | -5.1% | 13,309 | -1.9% | 0.63% | -9.7% |
| Q3 2021 | $2,221,000 | +4.6% | 13,571 | -0.6% | 0.70% | +6.4% |
| Q2 2021 | $2,123,000 | +1.6% | 13,651 | -0.5% | 0.66% | -0.2% |
| Q1 2021 | $2,089,000 | +6.9% | 13,724 | -10.8% | 0.66% | +3.6% |
| Q4 2020 | $1,955,000 | +29.9% | 15,389 | -1.5% | 0.64% | +11.2% |
| Q3 2020 | $1,505,000 | +1.3% | 15,628 | -1.0% | 0.57% | -4.5% |
| Q2 2020 | $1,485,000 | +4.5% | 15,783 | 0.0% | 0.60% | -14.0% |
| Q1 2020 | $1,421,000 | -27.9% | 15,783 | +11.7% | 0.70% | -10.9% |
| Q4 2019 | $1,970,000 | -11.2% | 14,133 | -25.0% | 0.78% | -5.8% |
| Q3 2019 | $2,218,000 | -5.3% | 18,848 | -10.0% | 0.83% | -3.4% |
| Q2 2019 | $2,343,000 | +15.1% | 20,953 | +4.2% | 0.86% | +9.5% |
| Q1 2019 | $2,035,000 | +3.7% | 20,099 | 0.0% | 0.78% | -8.1% |
| Q4 2018 | $1,962,000 | -17.1% | 20,099 | -4.2% | 0.85% | +0.8% |
| Q3 2018 | $2,368,000 | +8.2% | 20,988 | -0.0% | 0.84% | +11.9% |
| Q2 2018 | $2,188,000 | -8.0% | 20,998 | -3.0% | 0.76% | -6.8% |
| Q1 2018 | $2,379,000 | +0.2% | 21,637 | -2.6% | 0.81% | -0.2% |
| Q4 2017 | $2,375,000 | -13.3% | 22,211 | -22.5% | 0.81% | -18.3% |
| Q3 2017 | $2,738,000 | -1.0% | 28,663 | -5.3% | 0.99% | +1.1% |
| Q2 2017 | $2,766,000 | +2.3% | 30,263 | -1.7% | 0.98% | +5.7% |
| Q1 2017 | $2,704,000 | -7.5% | 30,778 | -9.1% | 0.93% | -12.6% |
| Q4 2016 | $2,922,000 | +31.2% | 33,860 | +1.2% | 1.06% | +25.2% |
| Q3 2016 | $2,227,000 | -1.1% | 33,448 | -7.7% | 0.85% | -8.9% |
| Q2 2016 | $2,251,000 | +0.3% | 36,228 | -4.4% | 0.93% | -4.6% |
| Q1 2016 | $2,244,000 | -20.8% | 37,888 | -11.7% | 0.98% | -24.7% |
| Q4 2015 | $2,833,000 | -14.3% | 42,905 | -20.8% | 1.30% | -18.6% |
| Q3 2015 | $3,304,000 | -10.0% | 54,195 | 0.0% | 1.59% | -1.2% |
| Q2 2015 | $3,672,000 | +12.6% | 54,195 | +0.7% | 1.61% | +14.0% |
| Q1 2015 | $3,260,000 | -3.2% | 53,813 | 0.0% | 1.42% | -8.3% |
| Q4 2014 | $3,368,000 | +3.9% | 53,813 | 0.0% | 1.54% | -6.4% |
| Q3 2014 | $3,242,000 | -0.3% | 53,813 | -4.6% | 1.65% | +0.9% |
| Q2 2014 | $3,252,000 | -7.7% | 56,435 | -2.8% | 1.63% | +0.7% |
| Q1 2014 | $3,524,000 | +1.4% | 58,040 | -2.4% | 1.62% | -8.5% |
| Q4 2013 | $3,477,000 | +21.9% | 59,458 | +7.8% | 1.77% | +5.0% |
| Q3 2013 | $2,852,000 | -2.1% | 55,178 | 0.0% | 1.69% | -2.3% |
| Q2 2013 | $2,913,000 | – | 55,178 | – | 1.73% | – |
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% |