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 | $8,118,727 | -0.7% | 55,983 | -0.4% | 2.07% | +2.6% |
| Q2 2023 | $8,174,964 | +8.3% | 56,208 | -3.0% | 2.02% | +3.5% |
| Q1 2023 | $7,548,793 | -3.9% | 57,929 | -1.2% | 1.95% | -6.1% |
| Q4 2022 | $7,859,152 | +24.1% | 58,607 | -3.3% | 2.08% | +11.7% |
| Q3 2022 | $6,332,000 | -5.3% | 60,598 | +2.1% | 1.86% | +0.4% |
| Q2 2022 | $6,683,000 | -17.5% | 59,343 | -0.2% | 1.85% | -5.2% |
| Q1 2022 | $8,103,000 | -14.5% | 59,442 | -0.7% | 1.96% | -11.3% |
| Q4 2021 | $9,481,000 | -3.7% | 59,875 | -0.5% | 2.20% | -12.0% |
| Q3 2021 | $9,850,000 | +5.1% | 60,176 | -0.1% | 2.51% | +7.8% |
| Q2 2021 | $9,369,000 | +0.3% | 60,237 | -1.9% | 2.32% | +0.3% |
| Q1 2021 | $9,343,000 | +17.3% | 61,376 | -2.1% | 2.32% | +9.8% |
| Q4 2020 | $7,968,000 | +31.0% | 62,704 | -0.8% | 2.11% | +17.1% |
| Q3 2020 | $6,083,000 | +3.3% | 63,186 | +0.9% | 1.80% | -4.1% |
| Q2 2020 | $5,888,000 | -1.6% | 62,594 | -5.8% | 1.88% | -21.4% |
| Q1 2020 | $5,985,000 | -43.1% | 66,479 | -11.9% | 2.39% | -27.3% |
| Q4 2019 | $10,524,000 | +16.0% | 75,495 | -2.0% | 3.29% | +8.7% |
| Q3 2019 | $9,069,000 | +5.4% | 77,061 | +0.1% | 3.02% | +5.3% |
| Q2 2019 | $8,605,000 | +11.4% | 76,968 | +0.9% | 2.87% | +8.8% |
| Q1 2019 | $7,723,000 | +6.2% | 76,292 | +2.4% | 2.64% | -5.0% |
| Q4 2018 | $7,274,000 | -13.3% | 74,509 | +0.2% | 2.78% | -2.2% |
| Q3 2018 | $8,392,000 | +8.1% | 74,368 | -0.2% | 2.84% | +2.8% |
| Q2 2018 | $7,761,000 | +37.4% | 74,486 | +45.0% | 2.76% | -3.3% |
| Q1 2018 | $5,647,000 | +3.3% | 51,356 | +0.5% | 2.86% | +6.6% |
| Q4 2017 | $5,467,000 | +12.0% | 51,125 | 0.0% | 2.68% | +8.3% |
| Q3 2017 | $4,882,000 | +3.4% | 51,125 | -1.0% | 2.48% | +16.8% |
| Q2 2017 | $4,720,000 | +4.6% | 51,650 | +0.5% | 2.12% | -22.0% |
| Q1 2017 | $4,513,000 | -5.6% | 51,380 | -7.3% | 2.72% | -4.0% |
| Q4 2016 | $4,781,000 | +26.4% | 55,410 | -2.5% | 2.83% | +23.4% |
| Q3 2016 | $3,782,000 | +6.0% | 56,810 | -1.0% | 2.30% | +7.0% |
| Q2 2016 | $3,567,000 | +4.1% | 57,406 | -0.8% | 2.15% | +0.8% |
| Q1 2016 | $3,427,000 | -9.8% | 57,881 | +0.6% | 2.13% | -10.2% |
| Q4 2015 | $3,799,000 | +9.9% | 57,548 | +1.5% | 2.37% | +2.7% |
| Q3 2015 | $3,457,000 | -10.2% | 56,716 | -0.2% | 2.31% | +2.7% |
| Q2 2015 | $3,849,000 | +11.6% | 56,816 | -0.2% | 2.25% | +6.1% |
| Q1 2015 | $3,450,000 | -2.4% | 56,952 | +0.8% | 2.12% | -2.7% |
| Q4 2014 | $3,535,000 | +4.1% | 56,492 | +0.2% | 2.18% | +7.0% |
| Q3 2014 | $3,397,000 | +4.7% | 56,392 | +0.2% | 2.04% | +3.6% |
| Q2 2014 | $3,243,000 | -1.8% | 56,296 | +3.5% | 1.96% | -9.0% |
| Q1 2014 | $3,302,000 | +3.8% | 54,396 | 0.0% | 2.16% | +4.7% |
| Q4 2013 | $3,181,000 | +13.6% | 54,396 | +0.4% | 2.06% | +6.8% |
| Q3 2013 | $2,801,000 | -1.9% | 54,196 | +0.2% | 1.93% | -2.2% |
| Q2 2013 | $2,856,000 | – | 54,096 | – | 1.98% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guidance Point Advisors, LLC | 400,571 | $45,108,000 | 19.46% |
| ADAMCAPITAL Gestao de Recursos Ltda. | 145,224 | $16,354,000 | 18.72% |
| Global Frontier Investments LLC | 339,000 | $38,175,000 | 17.78% |
| Courant Investment Management LLC | 136,592 | $15,382,000 | 14.69% |
| Gemsstock Ltd. | 80,100 | $9,020,000 | 11.58% |
| Integrity Advisory, LLC | 101,312 | $11,409,000 | 11.17% |
| GREENHAVEN ASSOCIATES INC | 4,533,856 | $510,558,000 | 11.02% |
| Ardent Capital Management, Inc. | 79,240 | $8,923,000 | 10.99% |
| TEGEAN CAPITAL MANAGEMENT, LLC | 150,000 | $11,267,631 | 9.86% |
| PM CAPITAL Ltd | 284,889 | $32,081,000 | 8.31% |