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 | $193,595,693 | +0.0% | 1,334,959 | +0.3% | 0.32% | +5.3% |
| Q2 2023 | $193,519,767 | +9.5% | 1,330,581 | -1.9% | 0.30% | +1.0% |
| Q1 2023 | $176,680,548 | -2.9% | 1,355,848 | -0.1% | 0.30% | -11.5% |
| Q4 2022 | $181,957,057 | +28.7% | 1,356,876 | +0.3% | 0.34% | +22.9% |
| Q3 2022 | $141,419,000 | -9.7% | 1,353,278 | -2.6% | 0.28% | -6.5% |
| Q2 2022 | $156,537,000 | -51.8% | 1,390,081 | -41.7% | 0.29% | -39.3% |
| Q1 2022 | $324,880,000 | -14.0% | 2,383,209 | -0.1% | 0.48% | +3.4% |
| Q4 2021 | $377,751,000 | -3.3% | 2,385,540 | -0.1% | 0.47% | -18.9% |
| Q3 2021 | $390,702,000 | +6.0% | 2,386,838 | +0.7% | 0.58% | +3.8% |
| Q2 2021 | $368,548,000 | +2.4% | 2,369,466 | +0.2% | 0.56% | -9.6% |
| Q1 2021 | $359,928,000 | +17.5% | 2,364,371 | -1.9% | 0.62% | +13.1% |
| Q4 2020 | $306,270,000 | +35.3% | 2,410,245 | +2.5% | 0.54% | +16.2% |
| Q3 2020 | $226,411,000 | +2.6% | 2,351,834 | +0.2% | 0.47% | -8.9% |
| Q2 2020 | $220,733,000 | -12.3% | 2,346,717 | -16.1% | 0.51% | -33.3% |
| Q1 2020 | $251,729,000 | -28.9% | 2,796,043 | +10.1% | 0.77% | -14.1% |
| Q4 2019 | $354,163,000 | +18.9% | 2,540,630 | +0.4% | 0.90% | +7.4% |
| Q3 2019 | $297,960,000 | +3.7% | 2,531,739 | -1.5% | 0.84% | +1.7% |
| Q2 2019 | $287,431,000 | +3.5% | 2,570,945 | -6.2% | 0.82% | +4.4% |
| Q1 2019 | $277,592,000 | +4.5% | 2,742,192 | +0.8% | 0.79% | -11.8% |
| Q4 2018 | $265,665,000 | -9.9% | 2,721,426 | +4.1% | 0.89% | +6.3% |
| Q3 2018 | $294,982,000 | +9.2% | 2,614,159 | +0.8% | 0.84% | +1.0% |
| Q2 2018 | $270,175,000 | -5.2% | 2,592,849 | +0.1% | 0.83% | -9.8% |
| Q1 2018 | $284,947,000 | -1.0% | 2,591,135 | -3.8% | 0.92% | +1.1% |
| Q4 2017 | $287,917,000 | +9.5% | 2,692,317 | -2.2% | 0.91% | +4.5% |
| Q3 2017 | $263,009,000 | -14.9% | 2,753,729 | -18.5% | 0.87% | -7.6% |
| Q2 2017 | $308,958,000 | +24.0% | 3,380,279 | +19.1% | 0.94% | +11.1% |
| Q1 2017 | $249,255,000 | +4.9% | 2,837,613 | +3.0% | 0.85% | +0.1% |
| Q4 2016 | $237,690,000 | +31.0% | 2,754,550 | +1.1% | 0.85% | +36.1% |
| Q3 2016 | $181,496,000 | +4.7% | 2,725,576 | -2.3% | 0.62% | +2.5% |
| Q2 2016 | $173,399,000 | +3.9% | 2,790,439 | -1.0% | 0.61% | +5.7% |
| Q1 2016 | $166,929,000 | -13.4% | 2,818,788 | -3.5% | 0.58% | -11.9% |
| Q4 2015 | $192,812,000 | +5.2% | 2,920,057 | -2.9% | 0.65% | -0.2% |
| Q3 2015 | $183,359,000 | -8.4% | 3,007,379 | +1.8% | 0.66% | +0.5% |
| Q2 2015 | $200,104,000 | +12.1% | 2,953,128 | +0.2% | 0.65% | +14.8% |
| Q1 2015 | $178,479,000 | -6.7% | 2,946,159 | -3.6% | 0.57% | -5.8% |
| Q4 2014 | $191,325,000 | +6.1% | 3,057,286 | +2.1% | 0.60% | +4.1% |
| Q3 2014 | $180,321,000 | +13.4% | 2,993,369 | +8.5% | 0.58% | +15.8% |
| Q2 2014 | $158,985,000 | +6.1% | 2,759,193 | +11.8% | 0.50% | +4.6% |
| Q1 2014 | $149,849,000 | +54.7% | 2,468,262 | +49.0% | 0.48% | +52.2% |
| Q4 2013 | $96,856,000 | +14.8% | 1,656,218 | +1.5% | 0.31% | +4.3% |
| Q3 2013 | $84,384,000 | +2.3% | 1,632,486 | +4.5% | 0.30% | -8.8% |
| Q2 2013 | $82,462,000 | – | 1,562,058 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guidance Point Advisors, LLC | 400,796 | $58,123,830 | 23.66% |
| Global Frontier Investments LLC | 339,000 | $49,162 | 21.31% |
| Gilfoyle & Co LLC | 50 | $7,716 | 19.81% |
| Courant Investment Management LLC | 114,592 | $16,618,132 | 18.34% |
| SEARLE & CO. | 261,134 | $37,869,653 | 12.89% |
| Gemsstock Ltd. | 174,900 | $25,363,998 | 11.12% |
| GREENHAVEN ASSOCIATES INC | 4,719,004 | $684,349,960 | 8.87% |
| CINCINNATI CASUALTY CO | 93,000 | $13,486,860 | 8.61% |
| Saber Capital Managment, LLC | 32,389 | $4,697,053 | 8.27% |
| Paralel Advisors LLC | 1,028,000 | $149,080,560 | 8.25% |