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 | $18,164,656 | -0.3% | 125,256 | 0.0% | 3.64% | +3.6% |
| Q2 2023 | $18,217,264 | +12.4% | 125,256 | +0.7% | 3.52% | +6.4% |
| Q1 2023 | $16,201,731 | -1.9% | 124,332 | +1.0% | 3.31% | -4.9% |
| Q4 2022 | $16,515,332 | +28.1% | 123,157 | -0.2% | 3.48% | +16.2% |
| Q3 2022 | $12,891,000 | -7.3% | 123,361 | -0.1% | 2.99% | -0.8% |
| Q2 2022 | $13,912,000 | -17.4% | 123,541 | -0.0% | 3.02% | -4.9% |
| Q1 2022 | $16,848,000 | -2.0% | 123,597 | +13.8% | 3.17% | -2.1% |
| Q4 2021 | $17,195,000 | -4.3% | 108,592 | -1.1% | 3.24% | -12.0% |
| Q3 2021 | $17,974,000 | +6.9% | 109,805 | +1.6% | 3.68% | +5.1% |
| Q2 2021 | $16,808,000 | +2.7% | 108,063 | +0.5% | 3.50% | -2.9% |
| Q1 2021 | $16,370,000 | +19.2% | 107,538 | -0.5% | 3.60% | +10.4% |
| Q4 2020 | $13,733,000 | +31.5% | 108,075 | -0.4% | 3.26% | +18.4% |
| Q3 2020 | $10,442,000 | -3.7% | 108,468 | -5.9% | 2.76% | -7.5% |
| Q2 2020 | $10,847,000 | +5.0% | 115,320 | +0.5% | 2.98% | -10.9% |
| Q1 2020 | $10,330,000 | -35.9% | 114,736 | -0.7% | 3.34% | -19.5% |
| Q4 2019 | $16,113,000 | +14.5% | 115,586 | -3.3% | 4.15% | +8.1% |
| Q3 2019 | $14,071,000 | +4.9% | 119,556 | -0.3% | 3.84% | +3.0% |
| Q2 2019 | $13,409,000 | +11.3% | 119,936 | +0.7% | 3.73% | +7.3% |
| Q1 2019 | $12,051,000 | +4.2% | 119,050 | +0.5% | 3.47% | -5.7% |
| Q4 2018 | $11,564,000 | -15.1% | 118,462 | -1.8% | 3.68% | -0.7% |
| Q3 2018 | $13,616,000 | +10.5% | 120,663 | +2.1% | 3.71% | +1.3% |
| Q2 2018 | $12,320,000 | -5.3% | 118,237 | -0.0% | 3.66% | -5.8% |
| Q1 2018 | $13,004,000 | -0.5% | 118,252 | -3.2% | 3.89% | +5.5% |
| Q4 2017 | $13,068,000 | +12.0% | 122,204 | +0.1% | 3.68% | +3.5% |
| Q3 2017 | $11,663,000 | +4.5% | 122,117 | -0.0% | 3.56% | +0.5% |
| Q2 2017 | $11,163,000 | +4.8% | 122,134 | +0.7% | 3.54% | +2.1% |
| Q1 2017 | $10,652,000 | +1.0% | 121,271 | -0.8% | 3.47% | -3.3% |
| Q4 2016 | $10,544,000 | +29.2% | 122,194 | -0.3% | 3.59% | +23.6% |
| Q3 2016 | $8,161,000 | +8.5% | 122,558 | +1.2% | 2.90% | +4.3% |
| Q2 2016 | $7,524,000 | +6.2% | 121,075 | +1.2% | 2.78% | +1.1% |
| Q1 2016 | $7,088,000 | -8.0% | 119,685 | +2.6% | 2.75% | -9.7% |
| Q4 2015 | $7,703,000 | +12.0% | 116,665 | +3.5% | 3.05% | +5.0% |
| Q3 2015 | $6,875,000 | -8.6% | 112,761 | +1.5% | 2.90% | -1.1% |
| Q2 2015 | $7,525,000 | +14.2% | 111,062 | +2.1% | 2.93% | +11.9% |
| Q1 2015 | $6,589,000 | +4.5% | 108,763 | +7.9% | 2.62% | +0.8% |
| Q4 2014 | $6,308,000 | +2.7% | 100,795 | -1.1% | 2.60% | -1.6% |
| Q3 2014 | $6,140,000 | +8.3% | 101,918 | +3.6% | 2.64% | +7.3% |
| Q2 2014 | $5,667,000 | -0.4% | 98,357 | +5.0% | 2.46% | -7.0% |
| Q1 2014 | $5,689,000 | +9.6% | 93,714 | +5.6% | 2.65% | +4.9% |
| Q4 2013 | $5,191,000 | +13.0% | 88,768 | -0.1% | 2.53% | +2.6% |
| Q3 2013 | $4,593,000 | -1.1% | 88,866 | +1.1% | 2.46% | -5.8% |
| Q2 2013 | $4,642,000 | – | 87,935 | – | 2.61% | – |
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% |