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 | $11,874,383 | -0.6% | 81,881 | -0.3% | 3.83% | +7.5% |
| Q2 2023 | $11,941,933 | +11.1% | 82,109 | -0.5% | 3.56% | +6.0% |
| Q1 2023 | $10,748,099 | -3.2% | 82,481 | -0.3% | 3.36% | +9.7% |
| Q4 2022 | $11,099,323 | +28.3% | 82,769 | -0.0% | 3.06% | +15.5% |
| Q3 2022 | $8,653,000 | -7.2% | 82,808 | -0.0% | 2.65% | -2.4% |
| Q2 2022 | $9,329,000 | -19.0% | 82,841 | -2.0% | 2.72% | -4.3% |
| Q1 2022 | $11,522,000 | -7.7% | 84,521 | +7.2% | 2.84% | +0.5% |
| Q4 2021 | $12,486,000 | -6.5% | 78,849 | -3.3% | 2.83% | -13.0% |
| Q3 2021 | $13,350,000 | +5.1% | 81,559 | -0.1% | 3.25% | +4.7% |
| Q2 2021 | $12,697,000 | +2.1% | 81,632 | -0.1% | 3.10% | -4.6% |
| Q1 2021 | $12,440,000 | +19.1% | 81,716 | -0.6% | 3.25% | +14.2% |
| Q4 2020 | $10,447,000 | +13.6% | 82,217 | -13.9% | 2.85% | +0.6% |
| Q3 2020 | $9,194,000 | +3.9% | 95,501 | +1.5% | 2.83% | -5.1% |
| Q2 2020 | $8,847,000 | -4.5% | 94,062 | -8.6% | 2.98% | -20.4% |
| Q1 2020 | $9,267,000 | -35.6% | 102,928 | -0.3% | 3.74% | -18.2% |
| Q4 2019 | $14,398,000 | +15.4% | 103,288 | -2.6% | 4.58% | +8.1% |
| Q3 2019 | $12,478,000 | +5.0% | 106,027 | -0.2% | 4.23% | +2.6% |
| Q2 2019 | $11,879,000 | +3.3% | 106,256 | -6.5% | 4.13% | +0.0% |
| Q1 2019 | $11,498,000 | +4.3% | 113,584 | +0.6% | 4.12% | -9.3% |
| Q4 2018 | $11,021,000 | -14.2% | 112,895 | -0.8% | 4.54% | -0.2% |
| Q3 2018 | $12,847,000 | +7.6% | 113,850 | -0.6% | 4.56% | +1.6% |
| Q2 2018 | $11,940,000 | -7.9% | 114,591 | -2.8% | 4.48% | -9.1% |
| Q1 2018 | $12,962,000 | +1.6% | 117,867 | -1.2% | 4.93% | +5.9% |
| Q4 2017 | $12,754,000 | +11.8% | 119,264 | -0.1% | 4.66% | +4.4% |
| Q3 2017 | $11,404,000 | +4.1% | 119,401 | -0.4% | 4.46% | -0.1% |
| Q2 2017 | $10,953,000 | -1.2% | 119,836 | -5.0% | 4.46% | -2.2% |
| Q1 2017 | $11,081,000 | -9.9% | 126,151 | -11.5% | 4.56% | -12.1% |
| Q4 2016 | $12,301,000 | +29.1% | 142,552 | -0.4% | 5.19% | +26.7% |
| Q3 2016 | $9,529,000 | +6.4% | 143,104 | -0.7% | 4.10% | +8.3% |
| Q2 2016 | $8,959,000 | +3.7% | 144,171 | -1.2% | 3.78% | +3.8% |
| Q1 2016 | $8,639,000 | -6.6% | 145,875 | +4.1% | 3.64% | -7.7% |
| Q4 2015 | $9,251,000 | +10.2% | 140,108 | +1.7% | 3.94% | +1.8% |
| Q3 2015 | $8,396,000 | -8.9% | 137,701 | +1.3% | 3.88% | -0.5% |
| Q2 2015 | $9,214,000 | +6.8% | 135,983 | -4.6% | 3.89% | +11.3% |
| Q1 2015 | $8,629,000 | -4.0% | 142,580 | -0.7% | 3.50% | -5.0% |
| Q4 2014 | $8,987,000 | +6.8% | 143,610 | +3.1% | 3.68% | -2.4% |
| Q3 2014 | $8,411,000 | +6.2% | 139,332 | +1.3% | 3.77% | +8.5% |
| Q2 2014 | $7,920,000 | -3.2% | 137,552 | +2.1% | 3.48% | -6.9% |
| Q1 2014 | $8,178,000 | +4.9% | 134,691 | +1.1% | 3.74% | +1.8% |
| Q4 2013 | $7,793,000 | +19.6% | 133,193 | +5.7% | 3.67% | +2.3% |
| Q3 2013 | $6,514,000 | +3.3% | 126,028 | +5.5% | 3.59% | +1.0% |
| Q2 2013 | $6,307,000 | – | 119,477 | – | 3.55% | – |
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% |