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 | $586,026 | -7.8% | 4,041 | -7.5% | 0.08% | -2.3% |
| Q2 2023 | $635,718 | +11.6% | 4,371 | 0.0% | 0.09% | +6.1% |
| Q1 2023 | $569,585 | -31.0% | 4,371 | -29.0% | 0.08% | -31.1% |
| Q4 2022 | $825,520 | -5.1% | 6,156 | -26.1% | 0.12% | -11.9% |
| Q3 2022 | $870,000 | -5.7% | 8,326 | +1.6% | 0.14% | -2.2% |
| Q2 2022 | $923,000 | -32.4% | 8,196 | -18.1% | 0.14% | -18.8% |
| Q1 2022 | $1,365,000 | -6.8% | 10,011 | +8.3% | 0.17% | -8.6% |
| Q4 2021 | $1,464,000 | -1.3% | 9,248 | +2.1% | 0.19% | -0.5% |
| Q3 2021 | $1,483,000 | +5.2% | 9,057 | -0.1% | 0.19% | +5.1% |
| Q2 2021 | $1,410,000 | +5.7% | 9,066 | +3.5% | 0.18% | +1.1% |
| Q1 2021 | $1,334,000 | +26.7% | 8,761 | +5.6% | 0.18% | +9.3% |
| Q4 2020 | $1,053,000 | +30.5% | 8,293 | -1.2% | 0.16% | +15.8% |
| Q3 2020 | $807,000 | +3.7% | 8,393 | +1.5% | 0.14% | +0.7% |
| Q2 2020 | $778,000 | +0.5% | 8,272 | -3.8% | 0.14% | -11.5% |
| Q1 2020 | $774,000 | -41.5% | 8,600 | -9.5% | 0.16% | -1.9% |
| Q4 2019 | $1,324,000 | +17.3% | 9,505 | -1.0% | 0.16% | +32.5% |
| Q3 2019 | $1,129,000 | +5.2% | 9,597 | 0.0% | 0.12% | +4.3% |
| Q2 2019 | $1,073,000 | +10.4% | 9,597 | 0.0% | 0.12% | +17.3% |
| Q1 2019 | $972,000 | +3.7% | 9,597 | 0.0% | 0.10% | -6.7% |
| Q4 2018 | $937,000 | -17.6% | 9,597 | -4.8% | 0.10% | +5.0% |
| Q3 2018 | $1,137,000 | +5.8% | 10,077 | -2.3% | 0.10% | +8.7% |
| Q2 2018 | $1,075,000 | -5.3% | 10,317 | 0.0% | 0.09% | -9.8% |
| Q1 2018 | $1,135,000 | +2.9% | 10,317 | 0.0% | 0.10% | +10.9% |
| Q4 2017 | $1,103,000 | +110200.0% | 10,317 | 0.0% | 0.09% | +9.5% |
| Q3 2017 | $1,000 | -99.9% | 10,317 | -1.1% | 0.08% | -2.3% |
| Q2 2017 | $954,000 | -54.2% | 10,437 | -55.9% | 0.09% | -55.4% |
| Q1 2017 | $2,081,000 | -83.6% | 23,689 | -83.9% | 0.19% | -76.9% |
| Q4 2016 | $12,684,000 | +23.5% | 146,995 | -4.7% | 0.84% | +16.5% |
| Q3 2016 | $10,271,000 | -9.5% | 154,240 | -15.5% | 0.72% | -13.3% |
| Q2 2016 | $11,344,000 | +3.2% | 182,555 | -1.7% | 0.83% | -2.0% |
| Q1 2016 | $10,996,000 | -11.7% | 185,673 | -1.5% | 0.84% | -13.5% |
| Q4 2015 | $12,446,000 | +8.6% | 188,484 | +0.3% | 0.98% | +0.7% |
| Q3 2015 | $11,463,000 | -21.4% | 188,003 | -12.6% | 0.97% | -18.0% |
| Q2 2015 | $14,575,000 | +25.4% | 215,101 | +12.1% | 1.18% | +27.8% |
| Q1 2015 | $11,621,000 | -6.8% | 191,825 | -3.7% | 0.92% | -14.9% |
| Q4 2014 | $12,465,000 | -14.7% | 199,190 | -17.9% | 1.09% | -16.8% |
| Q3 2014 | $14,613,000 | +18.1% | 242,584 | +13.0% | 1.31% | +21.2% |
| Q2 2014 | $12,374,000 | -8.5% | 214,757 | -3.6% | 1.08% | -17.1% |
| Q1 2014 | $13,527,000 | -18.5% | 222,820 | -26.2% | 1.30% | +66.6% |
| Q4 2013 | $16,589,000 | +102.2% | 302,103 | +90.4% | 0.78% | -1.0% |
| Q3 2013 | $8,203,000 | +1120.7% | 158,702 | +1146.9% | 0.79% | +1027.1% |
| Q2 2013 | $672,000 | – | 12,728 | – | 0.07% | – |
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% |