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 | $917,542 | -3.6% | 6,327 | -3.3% | 0.65% | +4.8% |
| Q2 2023 | $952,051 | +8.9% | 6,546 | -2.4% | 0.62% | +7.3% |
| Q1 2023 | $873,859 | -7.9% | 6,706 | -5.2% | 0.58% | -13.4% |
| Q4 2022 | $948,354 | +28.3% | 7,072 | 0.0% | 0.67% | +17.7% |
| Q3 2022 | $739,000 | -7.2% | 7,072 | 0.0% | 0.57% | -3.2% |
| Q2 2022 | $796,000 | -17.3% | 7,072 | 0.0% | 0.58% | -1.7% |
| Q1 2022 | $963,000 | -10.4% | 7,072 | +4.2% | 0.60% | -12.0% |
| Q4 2021 | $1,075,000 | +23.4% | 6,784 | +27.6% | 0.68% | +11.6% |
| Q3 2021 | $871,000 | +5.2% | 5,317 | 0.0% | 0.61% | +38.4% |
| Q2 2021 | $828,000 | +2.1% | 5,317 | 0.0% | 0.44% | -5.2% |
| Q1 2021 | $811,000 | +89.5% | 5,317 | +58.1% | 0.46% | +68.6% |
| Q4 2020 | $428,000 | -56.4% | 3,364 | -66.9% | 0.27% | -54.8% |
| Q3 2020 | $981,000 | +2.5% | 10,174 | 0.0% | 0.61% | -9.4% |
| Q2 2020 | $957,000 | +8.5% | 10,174 | +3.9% | 0.67% | -19.0% |
| Q1 2020 | $882,000 | -35.4% | 9,794 | 0.0% | 0.83% | -9.7% |
| Q4 2019 | $1,365,000 | +18.4% | 9,794 | 0.0% | 0.92% | +10.9% |
| Q3 2019 | $1,153,000 | +5.3% | 9,794 | 0.0% | 0.82% | +2.4% |
| Q2 2019 | $1,095,000 | +10.5% | 9,794 | 0.0% | 0.81% | +6.5% |
| Q1 2019 | $991,000 | +3.7% | 9,794 | 0.0% | 0.76% | -12.8% |
| Q4 2018 | $956,000 | -13.5% | 9,794 | 0.0% | 0.87% | +5.6% |
| Q3 2018 | $1,105,000 | +8.2% | 9,794 | 0.0% | 0.82% | +1.2% |
| Q2 2018 | $1,021,000 | -5.2% | 9,794 | 0.0% | 0.81% | -11.3% |
| Q1 2018 | $1,077,000 | -21.9% | 9,794 | -24.1% | 0.92% | -13.1% |
| Q4 2017 | $1,379,000 | +11.9% | 12,898 | 0.0% | 1.05% | -1.9% |
| Q3 2017 | $1,232,000 | +4.5% | 12,898 | 0.0% | 1.07% | +0.7% |
| Q2 2017 | $1,179,000 | -3.4% | 12,898 | -7.2% | 1.07% | +7.6% |
| Q1 2017 | $1,221,000 | -7.8% | 13,895 | -9.4% | 0.99% | -20.8% |
| Q4 2016 | $1,324,000 | +28.0% | 15,339 | -1.2% | 1.25% | +22.3% |
| Q3 2016 | $1,034,000 | -27.8% | 15,527 | -32.7% | 1.02% | -11.7% |
| Q2 2016 | $1,433,000 | +299.2% | 23,061 | +280.7% | 1.16% | +663.2% |
| Q1 2016 | $359,000 | -0.3% | 6,057 | +11.2% | 0.15% | +33.3% |
| Q4 2015 | $360,000 | +14.6% | 5,445 | +5.8% | 0.11% | +147.8% |
| Q3 2015 | $314,000 | -35.7% | 5,146 | -28.6% | 0.05% | -17.9% |
| Q2 2015 | $488,000 | -83.3% | 7,206 | -85.0% | 0.06% | -64.3% |
| Q1 2015 | $2,916,000 | -45.1% | 48,136 | -43.3% | 0.16% | -40.8% |
| Q4 2014 | $5,309,000 | +20.6% | 84,840 | +16.1% | 0.26% | +15.2% |
| Q3 2014 | $4,401,000 | +4.5% | 73,064 | 0.0% | 0.23% | +13.9% |
| Q2 2014 | $4,210,000 | -4.8% | 73,064 | +0.3% | 0.20% | +1.0% |
| Q1 2014 | $4,423,000 | +3.8% | 72,854 | 0.0% | 0.20% | +3.1% |
| Q4 2013 | $4,261,000 | +13.1% | 72,854 | -0.0% | 0.19% | +26.0% |
| Q3 2013 | $3,767,000 | -4.0% | 72,884 | -1.9% | 0.15% | -18.9% |
| Q2 2013 | $3,923,000 | – | 74,319 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guidance Point Advisors, LLC | 400,571 | $45,108,000 | 19.46% |
| ADAMCAPITAL Gestao de Recursos Ltda. | 145,224 | $16,354,000 | 18.72% |
| Global Frontier Investments LLC | 339,000 | $38,175,000 | 17.78% |
| Courant Investment Management LLC | 136,592 | $15,382,000 | 14.69% |
| Gemsstock Ltd. | 80,100 | $9,020,000 | 11.58% |
| Integrity Advisory, LLC | 101,312 | $11,409,000 | 11.17% |
| GREENHAVEN ASSOCIATES INC | 4,533,856 | $510,558,000 | 11.02% |
| Ardent Capital Management, Inc. | 79,240 | $8,923,000 | 10.99% |
| TEGEAN CAPITAL MANAGEMENT, LLC | 150,000 | $11,267,631 | 9.86% |
| PM CAPITAL Ltd | 284,889 | $32,081,000 | 8.31% |