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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $16,190,493 | +16.4% | 95,182 | -0.8% | 1.65% | +8.1% |
| Q3 2023 | $13,911,314 | -2.9% | 95,927 | -2.6% | 1.53% | +2.1% |
| Q2 2023 | $14,328,463 | +8.8% | 98,518 | -2.5% | 1.50% | +6.0% |
| Q1 2023 | $13,166,277 | +96924.9% | 101,038 | -0.2% | 1.41% | -3.9% |
| Q4 2022 | $13,570 | -99.9% | 101,199 | -1.7% | 1.47% | +11.1% |
| Q3 2022 | $10,758,000 | -7.2% | 102,945 | +0.1% | 1.32% | -6.6% |
| Q2 2022 | $11,587,000 | -15.7% | 102,889 | +2.0% | 1.41% | -3.4% |
| Q1 2022 | $13,746,000 | -11.7% | 100,836 | +2.6% | 1.46% | -7.1% |
| Q4 2021 | $15,570,000 | -4.4% | 98,321 | -1.2% | 1.57% | -11.8% |
| Q3 2021 | $16,291,000 | +5.2% | 99,523 | -0.1% | 1.78% | +5.6% |
| Q2 2021 | $15,489,000 | +0.5% | 99,584 | -1.6% | 1.69% | -1.9% |
| Q1 2021 | $15,407,000 | +15.8% | 101,213 | -3.3% | 1.72% | +10.3% |
| Q4 2020 | $13,304,000 | +31.5% | 104,702 | -0.3% | 1.56% | +12.4% |
| Q3 2020 | $10,114,000 | +0.6% | 105,053 | -1.7% | 1.39% | -5.8% |
| Q2 2020 | $10,049,000 | +10.8% | 106,838 | +6.1% | 1.48% | -6.8% |
| Q1 2020 | $9,069,000 | -34.8% | 100,729 | +1.0% | 1.58% | -17.3% |
| Q4 2019 | $13,904,000 | +20.1% | 99,742 | +1.4% | 1.91% | +12.2% |
| Q3 2019 | $11,577,000 | +6.5% | 98,369 | +1.1% | 1.70% | +3.1% |
| Q2 2019 | $10,874,000 | -2.3% | 97,255 | -11.5% | 1.65% | -3.4% |
| Q1 2019 | $11,128,000 | +3.6% | 109,924 | -0.1% | 1.71% | -8.5% |
| Q4 2018 | $10,737,000 | -14.2% | 109,987 | -0.8% | 1.87% | +1.5% |
| Q3 2018 | $12,511,000 | +7.3% | 110,874 | -0.9% | 1.84% | +2.3% |
| Q2 2018 | $11,663,000 | -6.3% | 111,928 | -1.1% | 1.80% | -11.1% |
| Q1 2018 | $12,443,000 | +3.5% | 113,147 | +0.7% | 2.03% | +2.4% |
| Q4 2017 | $12,021,000 | +11.5% | 112,409 | -0.4% | 1.98% | +8.6% |
| Q3 2017 | $10,783,000 | +4.0% | 112,904 | -0.4% | 1.82% | +2.0% |
| Q2 2017 | $10,365,000 | +4.8% | 113,394 | +0.7% | 1.79% | -2.0% |
| Q1 2017 | $9,887,000 | +2.8% | 112,564 | +1.0% | 1.82% | -3.3% |
| Q4 2016 | $9,614,000 | +24.7% | 111,414 | -3.8% | 1.89% | +33.0% |
| Q3 2016 | $7,710,000 | +4.5% | 115,777 | -2.5% | 1.42% | -0.3% |
| Q2 2016 | $7,378,000 | +7.9% | 118,731 | +2.9% | 1.42% | +5.1% |
| Q1 2016 | $6,835,000 | -9.4% | 115,430 | +1.0% | 1.36% | -11.9% |
| Q4 2015 | $7,546,000 | +6.7% | 114,286 | -1.5% | 1.54% | +0.1% |
| Q3 2015 | $7,071,000 | -9.4% | 115,976 | +0.7% | 1.54% | -8.3% |
| Q2 2015 | $7,803,000 | +10.6% | 115,165 | -1.1% | 1.68% | +15.4% |
| Q1 2015 | $7,057,000 | -2.9% | 116,502 | +0.4% | 1.45% | +8.4% |
| Q4 2014 | $7,265,000 | +5.7% | 116,090 | +1.7% | 1.34% | -3.2% |
| Q3 2014 | $6,874,000 | +4.4% | 114,121 | -0.1% | 1.38% | +6.3% |
| Q2 2014 | $6,582,000 | -7.1% | 114,228 | -2.1% | 1.30% | -5.6% |
| Q1 2014 | $7,083,000 | +6.5% | 116,669 | +2.6% | 1.38% | +9.5% |
| Q4 2013 | $6,651,000 | +9.9% | 113,728 | -2.8% | 1.26% | -16.6% |
| Q3 2013 | $6,051,000 | -4.9% | 117,063 | -2.9% | 1.51% | -4.7% |
| Q2 2013 | $6,364,000 | +5.1% | 120,537 | -5.6% | 1.58% | +8.5% |
| Q1 2013 | $6,058,000 | – | 127,642 | – | 1.46% | – |
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% |