JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.9%.
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 | $467,689 | -0.3% | 3,225 | 0.0% | 0.11% | +3.9% |
| Q2 2023 | $469,044 | +11.6% | 3,225 | 0.0% | 0.10% | -1.0% |
| Q1 2023 | $420,250 | -2.8% | 3,225 | 0.0% | 0.10% | -16.1% |
| Q4 2022 | $432,472 | +28.3% | 3,225 | 0.0% | 0.12% | +49.4% |
| Q3 2022 | $337,000 | +34.3% | 3,225 | +44.9% | 0.08% | +40.7% |
| Q2 2022 | $251,000 | -17.2% | 2,225 | 0.0% | 0.06% | +13.5% |
| Q1 2022 | $303,000 | -13.9% | 2,225 | 0.0% | 0.05% | -8.8% |
| Q4 2021 | $352,000 | -3.3% | 2,225 | 0.0% | 0.06% | +3.6% |
| Q3 2021 | $364,000 | +5.2% | 2,225 | 0.0% | 0.06% | +14.6% |
| Q2 2021 | $346,000 | +2.1% | 2,225 | 0.0% | 0.05% | -5.9% |
| Q1 2021 | $339,000 | +19.8% | 2,225 | 0.0% | 0.05% | +18.6% |
| Q4 2020 | $283,000 | -30.5% | 2,225 | -47.3% | 0.04% | -41.1% |
| Q3 2020 | $407,000 | +2.5% | 4,225 | 0.0% | 0.07% | -12.0% |
| Q2 2020 | $397,000 | +36.9% | 4,225 | +31.0% | 0.08% | +3.8% |
| Q1 2020 | $290,000 | -23.7% | 3,225 | +18.3% | 0.08% | +3.9% |
| Q4 2019 | $380,000 | +18.4% | 2,725 | 0.0% | 0.08% | -4.9% |
| Q3 2019 | $321,000 | -72.9% | 2,725 | -74.3% | 0.08% | -68.7% |
| Q2 2019 | $1,183,000 | -4.4% | 10,585 | -13.4% | 0.26% | -4.4% |
| Q1 2019 | $1,238,000 | +200.5% | 12,225 | +189.3% | 0.27% | +137.7% |
| Q4 2018 | $412,000 | -46.3% | 4,225 | -37.9% | 0.11% | -22.4% |
| Q3 2018 | $767,000 | -70.9% | 6,800 | -73.1% | 0.15% | -72.4% |
| Q2 2018 | $2,636,000 | -5.2% | 25,300 | 0.0% | 0.53% | -4.1% |
| Q1 2018 | $2,782,000 | +31.4% | 25,300 | +27.8% | 0.56% | +29.0% |
| Q4 2017 | $2,117,000 | +692.9% | 19,800 | +607.1% | 0.43% | +698.1% |
| Q3 2017 | $267,000 | +4.3% | 2,800 | 0.0% | 0.05% | +3.8% |
| Q2 2017 | $256,000 | -80.2% | 2,800 | -87.2% | 0.05% | -84.0% |
| Q1 2016 | $1,292,000 | -33.6% | 21,825 | -26.0% | 0.32% | -34.3% |
| Q4 2015 | $1,946,000 | +14.5% | 29,475 | +5.7% | 0.50% | +17.6% |
| Q3 2015 | $1,700,000 | +56.8% | 27,875 | +74.2% | 0.42% | +76.9% |
| Q2 2015 | $1,084,000 | +11.9% | 16,000 | 0.0% | 0.24% | +12.8% |
| Q1 2015 | $969,000 | -3.2% | 16,000 | 0.0% | 0.21% | -4.1% |
| Q4 2014 | $1,001,000 | +3.8% | 16,000 | 0.0% | 0.22% | +1.9% |
| Q3 2014 | $964,000 | -57.8% | 16,000 | -59.6% | 0.22% | -55.4% |
| Q2 2014 | $2,282,000 | -5.1% | 39,600 | 0.0% | 0.48% | -9.0% |
| Q1 2014 | $2,404,000 | +3.8% | 39,600 | 0.0% | 0.53% | -4.7% |
| Q4 2013 | $2,316,000 | +13.1% | 39,600 | 0.0% | 0.56% | +4.1% |
| Q3 2013 | $2,047,000 | +31.0% | 39,600 | +33.8% | 0.54% | +15.8% |
| Q2 2013 | $1,563,000 | – | 29,600 | – | 0.46% | – |
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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% |