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 | $113,247,278 | -5.6% | 780,908 | -5.3% | 0.59% | -0.8% |
| Q2 2023 | $119,954,112 | +11.7% | 824,767 | +0.1% | 0.59% | +13.0% |
| Q1 2023 | $107,402,675 | -16.2% | 824,209 | -13.8% | 0.52% | -12.6% |
| Q4 2022 | $128,206,707 | +8.8% | 956,053 | -15.2% | 0.60% | +11.5% |
| Q3 2022 | $117,828,000 | -7.5% | 1,127,538 | -0.3% | 0.54% | -1.8% |
| Q2 2022 | $127,346,000 | -14.4% | 1,130,860 | +3.6% | 0.55% | -1.8% |
| Q1 2022 | $148,849,000 | -10.3% | 1,091,912 | +4.2% | 0.56% | -9.8% |
| Q4 2021 | $165,917,000 | -17.4% | 1,047,784 | -14.6% | 0.62% | -29.4% |
| Q3 2021 | $200,931,000 | +10.9% | 1,227,506 | +5.4% | 0.88% | +6.0% |
| Q2 2021 | $181,126,000 | +17.9% | 1,164,495 | +15.4% | 0.83% | -1.2% |
| Q1 2021 | $153,649,000 | +21.2% | 1,009,324 | +1.1% | 0.84% | +13.9% |
| Q4 2020 | $126,805,000 | +16.4% | 997,912 | -11.8% | 0.74% | +5.0% |
| Q3 2020 | $108,979,000 | -1.9% | 1,132,014 | -4.1% | 0.70% | -10.7% |
| Q2 2020 | $111,049,000 | +18.8% | 1,180,616 | +13.7% | 0.78% | +7.1% |
| Q1 2020 | $93,456,000 | -58.4% | 1,038,056 | -35.6% | 0.73% | -34.0% |
| Q4 2019 | $224,696,000 | +19.8% | 1,611,876 | +1.2% | 1.11% | +8.8% |
| Q3 2019 | $187,528,000 | +9.4% | 1,593,409 | +4.0% | 1.02% | +7.2% |
| Q2 2019 | $171,370,000 | +20.1% | 1,532,823 | +8.8% | 0.95% | +7.0% |
| Q1 2019 | $142,657,000 | -22.3% | 1,409,238 | -25.1% | 0.89% | -26.6% |
| Q4 2018 | $183,576,000 | -21.0% | 1,880,517 | -8.7% | 1.21% | -5.2% |
| Q3 2018 | $232,406,000 | +8.9% | 2,059,610 | +0.6% | 1.28% | -2.0% |
| Q2 2018 | $213,375,000 | +6.5% | 2,047,743 | +12.3% | 1.30% | 0.0% |
| Q1 2018 | $200,438,000 | -2.0% | 1,822,658 | -4.7% | 1.30% | +25.0% |
| Q4 2017 | $204,586,000 | +16.3% | 1,913,093 | +3.9% | 1.04% | -23.4% |
| Q3 2017 | $175,938,000 | +6.8% | 1,842,089 | +2.2% | 1.36% | +11.7% |
| Q2 2017 | $164,742,000 | -8.6% | 1,802,430 | -12.2% | 1.22% | -14.2% |
| Q1 2017 | $180,273,000 | -1.5% | 2,052,290 | -3.2% | 1.42% | -2.5% |
| Q4 2016 | $183,012,000 | +20.6% | 2,120,898 | -7.0% | 1.46% | +34.1% |
| Q3 2016 | $151,782,000 | -6.0% | 2,279,355 | -12.3% | 1.08% | -4.2% |
| Q2 2016 | $161,453,000 | +4.9% | 2,598,213 | -0.0% | 1.13% | +11.0% |
| Q1 2016 | $153,913,000 | -8.7% | 2,599,011 | +1.8% | 1.02% | -4.7% |
| Q4 2015 | $168,504,000 | -22.4% | 2,551,933 | -28.3% | 1.07% | -28.4% |
| Q3 2015 | $217,055,000 | -4.4% | 3,560,036 | +6.3% | 1.50% | +6.7% |
| Q2 2015 | $226,987,000 | +8.2% | 3,349,869 | -3.2% | 1.40% | +6.6% |
| Q1 2015 | $209,723,000 | +1.3% | 3,461,930 | +4.7% | 1.32% | -3.9% |
| Q4 2014 | $206,930,000 | -10.5% | 3,306,655 | -13.9% | 1.37% | -11.3% |
| Q3 2014 | $231,233,000 | +3.1% | 3,838,537 | -1.4% | 1.54% | +8.6% |
| Q2 2014 | $224,215,000 | -12.6% | 3,891,279 | -7.9% | 1.42% | -13.3% |
| Q1 2014 | $256,422,000 | +2.4% | 4,223,705 | -1.3% | 1.64% | +3.0% |
| Q4 2013 | $250,340,000 | +12.5% | 4,280,769 | -0.6% | 1.59% | +14.0% |
| Q3 2013 | $222,544,000 | +18.0% | 4,305,374 | +20.5% | 1.40% | +13.2% |
| Q2 2013 | $188,622,000 | – | 3,573,060 | – | 1.23% | – |
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% |