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 | $5,685 | -0.7% | 39,203 | -0.4% | 2.00% | +1.2% |
| Q2 2023 | $5,726 | +11.2% | 39,369 | -0.4% | 1.98% | +6.8% |
| Q1 2023 | $5,151 | -2.4% | 39,526 | +0.4% | 1.85% | -7.9% |
| Q4 2022 | $5,280 | -99.9% | 39,372 | -0.6% | 2.01% | +17.2% |
| Q3 2022 | $4,138,000 | -9.1% | 39,595 | -2.1% | 1.71% | -4.8% |
| Q2 2022 | $4,554,000 | -17.2% | 40,439 | +0.3% | 1.80% | -3.6% |
| Q1 2022 | $5,498,000 | -13.8% | 40,334 | +0.1% | 1.87% | -12.1% |
| Q4 2021 | $6,380,000 | -5.7% | 40,289 | -2.5% | 2.12% | -10.2% |
| Q3 2021 | $6,765,000 | +1.7% | 41,329 | -3.3% | 2.36% | +3.3% |
| Q2 2021 | $6,649,000 | +3.0% | 42,746 | +0.8% | 2.29% | -4.4% |
| Q1 2021 | $6,453,000 | +18.6% | 42,390 | -1.0% | 2.40% | +8.8% |
| Q4 2020 | $5,441,000 | +37.5% | 42,815 | +4.1% | 2.20% | +21.0% |
| Q3 2020 | $3,958,000 | +1.0% | 41,109 | -1.3% | 1.82% | -5.9% |
| Q2 2020 | $3,919,000 | +1.2% | 41,664 | -3.2% | 1.94% | -12.8% |
| Q1 2020 | $3,874,000 | -34.8% | 43,032 | +0.9% | 2.22% | -8.9% |
| Q4 2019 | $5,946,000 | +17.0% | 42,657 | -1.2% | 2.44% | +5.6% |
| Q3 2019 | $5,080,000 | +4.9% | 43,168 | -0.4% | 2.31% | +0.8% |
| Q2 2019 | $4,844,000 | +10.9% | 43,323 | +0.4% | 2.29% | +4.7% |
| Q1 2019 | $4,369,000 | +4.9% | 43,155 | +1.2% | 2.19% | -1.8% |
| Q4 2018 | $4,164,000 | -12.4% | 42,660 | +1.2% | 2.23% | -2.2% |
| Q3 2018 | $4,755,000 | +7.3% | 42,140 | -0.9% | 2.28% | -0.9% |
| Q2 2018 | $4,433,000 | -7.0% | 42,540 | -1.8% | 2.30% | -1.3% |
| Q1 2018 | $4,766,000 | +1.6% | 43,340 | -1.2% | 2.33% | +0.6% |
| Q4 2017 | $4,690,000 | +11.2% | 43,860 | -0.7% | 2.32% | +3.3% |
| Q3 2017 | $4,217,000 | +5.1% | 44,150 | +0.5% | 2.24% | +4.8% |
| Q2 2017 | $4,013,000 | +5.9% | 43,910 | +1.7% | 2.14% | +4.6% |
| Q1 2017 | $3,791,000 | +0.6% | 43,161 | -1.2% | 2.04% | +0.1% |
| Q4 2016 | $3,770,000 | +28.8% | 43,693 | -0.6% | 2.04% | +18.9% |
| Q3 2016 | $2,928,000 | +11.2% | 43,973 | +3.8% | 1.72% | +8.8% |
| Q2 2016 | $2,633,000 | +6.4% | 42,373 | +1.4% | 1.58% | +4.8% |
| Q1 2016 | $2,474,000 | -8.3% | 41,784 | +2.3% | 1.51% | -9.4% |
| Q4 2015 | $2,697,000 | +54.7% | 40,844 | +42.9% | 1.66% | +48.7% |
| Q3 2015 | $1,743,000 | -5.5% | 28,584 | +5.0% | 1.12% | +4.1% |
| Q2 2015 | $1,844,000 | +11.8% | 27,219 | 0.0% | 1.07% | +14.0% |
| Q1 2015 | $1,649,000 | -3.6% | 27,219 | -0.5% | 0.94% | -5.4% |
| Q4 2014 | $1,711,000 | +3.3% | 27,347 | -0.5% | 1.00% | -0.4% |
| Q3 2014 | $1,656,000 | +0.9% | 27,497 | -3.5% | 1.00% | +0.9% |
| Q2 2014 | $1,642,000 | -7.2% | 28,497 | -2.2% | 0.99% | -12.7% |
| Q1 2014 | $1,770,000 | +3.8% | 29,147 | 0.0% | 1.14% | -2.6% |
| Q4 2013 | $1,705,000 | +13.2% | 29,147 | 0.0% | 1.16% | +1.8% |
| Q3 2013 | $1,506,000 | -2.5% | 29,147 | -0.4% | 1.14% | -6.8% |
| Q2 2013 | $1,545,000 | – | 29,275 | – | 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% |