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 | $34,434,480 | -0.2% | 237,446 | +0.1% | 3.29% | +3.8% |
| Q2 2023 | $34,496,160 | +11.2% | 237,185 | -0.3% | 3.17% | +2.5% |
| Q1 2023 | $31,008,311 | +1.8% | 237,958 | +4.7% | 3.10% | -11.2% |
| Q4 2022 | $30,466,384 | +28.6% | 227,192 | +0.2% | 3.49% | +15.2% |
| Q3 2022 | $23,690,000 | -8.3% | 226,701 | -1.2% | 3.03% | +0.8% |
| Q2 2022 | $25,831,000 | -19.4% | 229,384 | -2.4% | 3.00% | +4.6% |
| Q1 2022 | $32,042,000 | -13.8% | 235,050 | +0.2% | 2.87% | -8.6% |
| Q4 2021 | $37,161,000 | -3.5% | 234,675 | -0.3% | 3.14% | -12.2% |
| Q3 2021 | $38,519,000 | +4.8% | 235,314 | -0.4% | 3.58% | +5.2% |
| Q2 2021 | $36,757,000 | +2.3% | 236,316 | +0.1% | 3.40% | -10.7% |
| Q1 2021 | $35,943,000 | +18.5% | 236,113 | -1.1% | 3.81% | +15.6% |
| Q4 2020 | $30,322,000 | +33.9% | 238,623 | +1.5% | 3.29% | +24.3% |
| Q3 2020 | $22,638,000 | +3.0% | 235,148 | +0.6% | 2.65% | -12.1% |
| Q2 2020 | $21,976,000 | +8.4% | 233,634 | +3.8% | 3.01% | -11.9% |
| Q1 2020 | $20,266,000 | -39.6% | 225,105 | -6.4% | 3.42% | -25.2% |
| Q4 2019 | $33,533,000 | +20.6% | 240,550 | +1.8% | 4.57% | +5.6% |
| Q3 2019 | $27,798,000 | +4.2% | 236,193 | -1.1% | 4.33% | +5.3% |
| Q2 2019 | $26,687,000 | +10.6% | 238,707 | +0.2% | 4.11% | +3.6% |
| Q1 2019 | $24,124,000 | +7.5% | 238,305 | +3.6% | 3.97% | -8.7% |
| Q4 2018 | $22,448,000 | -4.9% | 229,952 | +10.0% | 4.34% | +20.7% |
| Q3 2018 | $23,596,000 | +10.2% | 209,114 | +1.8% | 3.60% | -0.1% |
| Q2 2018 | $21,412,000 | -3.0% | 205,493 | +2.4% | 3.60% | -6.3% |
| Q1 2018 | $22,078,000 | +10.6% | 200,763 | +7.5% | 3.84% | +4.1% |
| Q4 2017 | $19,967,000 | +12.1% | 186,708 | +0.1% | 3.69% | +3.2% |
| Q3 2017 | $17,808,000 | +4.9% | 186,453 | +0.4% | 3.58% | -2.9% |
| Q2 2017 | $16,975,000 | +5.6% | 185,718 | +1.5% | 3.69% | +3.5% |
| Q1 2017 | $16,078,000 | -1.5% | 183,033 | -3.2% | 3.56% | -8.1% |
| Q4 2016 | $16,323,000 | +26.3% | 189,165 | -2.5% | 3.88% | +25.0% |
| Q3 2016 | $12,919,000 | +6.0% | 194,005 | -1.1% | 3.10% | +5.9% |
| Q2 2016 | $12,187,000 | -1.3% | 196,125 | -5.9% | 2.93% | -1.3% |
| Q1 2016 | $12,349,000 | -14.1% | 208,525 | -4.2% | 2.97% | -11.6% |
| Q4 2015 | $14,370,000 | +4.6% | 217,625 | -3.4% | 3.36% | -2.8% |
| Q3 2015 | $13,732,000 | -8.9% | 225,220 | +1.2% | 3.46% | +1.5% |
| Q2 2015 | $15,080,000 | +16.2% | 222,550 | +3.9% | 3.41% | +14.0% |
| Q1 2015 | $12,977,000 | -0.1% | 214,210 | +3.2% | 2.99% | -2.2% |
| Q4 2014 | $12,993,000 | +6.7% | 207,627 | +2.7% | 3.05% | +14.3% |
| Q3 2014 | $12,173,000 | +2.3% | 202,077 | -2.1% | 2.67% | +2.3% |
| Q2 2014 | $11,895,000 | -8.1% | 206,437 | -3.1% | 2.61% | -14.3% |
| Q1 2014 | $12,937,000 | +8.9% | 213,087 | +4.9% | 3.05% | +15.2% |
| Q4 2013 | $11,877,000 | +33.6% | 203,097 | +18.1% | 2.65% | +25.7% |
| Q3 2013 | $8,889,000 | +4.0% | 171,975 | +6.2% | 2.11% | -1.2% |
| Q2 2013 | $8,549,000 | – | 161,947 | – | 2.13% | – |
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% |