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 | $8,263,247 | -2.0% | 56,980 | -1.7% | 6.49% | +4.0% |
| Q2 2023 | $8,432,305 | +11.3% | 57,978 | -0.2% | 6.24% | +6.8% |
| Q1 2023 | $7,573,022 | -2.9% | 58,115 | -0.1% | 5.84% | -8.2% |
| Q4 2022 | $7,802,750 | +24.1% | 58,186 | -3.3% | 6.36% | +22.9% |
| Q3 2022 | $6,286,000 | -2.8% | 60,153 | +4.7% | 5.18% | -3.0% |
| Q2 2022 | $6,468,000 | -23.0% | 57,437 | -6.8% | 5.34% | -1.1% |
| Q1 2022 | $8,405,000 | -10.7% | 61,653 | +3.7% | 5.40% | -4.8% |
| Q4 2021 | $9,415,000 | -3.7% | 59,456 | -0.5% | 5.67% | -12.0% |
| Q3 2021 | $9,781,000 | +4.4% | 59,756 | -0.8% | 6.44% | +6.7% |
| Q2 2021 | $9,372,000 | +2.1% | 60,253 | -0.1% | 6.04% | -2.8% |
| Q1 2021 | $9,181,000 | +17.3% | 60,311 | -2.1% | 6.21% | +5.2% |
| Q4 2020 | $7,827,000 | +24.4% | 61,595 | -5.7% | 5.90% | +11.7% |
| Q3 2020 | $6,290,000 | +4.0% | 65,337 | +1.6% | 5.28% | -5.7% |
| Q2 2020 | $6,049,000 | +4.8% | 64,314 | +0.3% | 5.60% | -13.4% |
| Q1 2020 | $5,772,000 | -34.7% | 64,108 | +1.2% | 6.46% | +1.3% |
| Q4 2019 | $8,834,000 | +14.7% | 63,369 | -3.1% | 6.38% | +9.2% |
| Q3 2019 | $7,699,000 | +5.3% | 65,414 | +0.0% | 5.84% | +8.2% |
| Q2 2019 | $7,313,000 | +9.3% | 65,412 | -1.1% | 5.40% | +7.3% |
| Q1 2019 | $6,692,000 | +3.8% | 66,112 | +0.1% | 5.03% | -5.2% |
| Q4 2018 | $6,444,000 | -17.5% | 66,014 | -4.7% | 5.31% | -0.2% |
| Q3 2018 | $7,813,000 | +8.3% | 69,241 | 0.0% | 5.32% | +0.3% |
| Q2 2018 | $7,215,000 | -5.7% | 69,241 | -0.5% | 5.30% | -4.7% |
| Q1 2018 | $7,653,000 | +2.7% | 69,588 | -0.1% | 5.56% | +5.0% |
| Q4 2017 | $7,449,000 | +12.4% | 69,659 | +0.4% | 5.30% | +7.1% |
| Q3 2017 | $6,627,000 | +3.2% | 69,385 | -1.2% | 4.95% | +4.9% |
| Q2 2017 | $6,420,000 | +2.5% | 70,235 | -1.5% | 4.72% | +2.4% |
| Q1 2017 | $6,264,000 | +42.0% | 71,310 | +39.5% | 4.61% | +4.4% |
| Q4 2016 | $4,410,000 | -9.1% | 51,109 | -29.8% | 4.41% | +15.3% |
| Q3 2016 | $4,849,000 | +5.2% | 72,826 | -1.9% | 3.83% | +4.7% |
| Q2 2016 | $4,611,000 | +3.5% | 74,211 | -1.4% | 3.66% | +4.5% |
| Q1 2016 | $4,457,000 | -9.6% | 75,268 | +0.8% | 3.50% | -10.8% |
| Q4 2015 | $4,930,000 | +8.2% | 74,665 | -0.1% | 3.92% | +1.2% |
| Q3 2015 | $4,555,000 | -11.0% | 74,705 | -1.1% | 3.88% | -1.0% |
| Q2 2015 | $5,118,000 | +12.9% | 75,534 | +0.9% | 3.92% | +12.9% |
| Q1 2015 | $4,533,000 | -3.6% | 74,829 | -0.4% | 3.47% | -5.6% |
| Q4 2014 | $4,700,000 | +1.5% | 75,096 | -2.3% | 3.67% | +2.9% |
| Q3 2014 | $4,629,000 | +6.1% | 76,846 | +1.5% | 3.57% | +3.0% |
| Q2 2014 | $4,361,000 | -6.6% | 75,679 | -1.6% | 3.47% | -8.9% |
| Q1 2014 | $4,667,000 | +3.5% | 76,879 | -0.3% | 3.80% | +1.6% |
| Q4 2013 | $4,508,000 | +13.2% | 77,079 | 0.0% | 3.74% | -1.9% |
| Q3 2013 | $3,984,000 | -3.6% | 77,079 | -1.6% | 3.82% | -7.4% |
| Q2 2013 | $4,134,000 | – | 78,308 | – | 4.12% | – |
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% |