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 | $11,901,700 | -3.9% | 82,069 | -3.6% | 2.62% | -1.5% |
| Q2 2023 | $12,379,494 | +11.8% | 85,118 | +0.1% | 2.66% | +7.4% |
| Q1 2023 | $11,077,275 | -5.2% | 85,007 | -2.5% | 2.48% | -7.7% |
| Q4 2022 | $11,687,084 | +24.0% | 87,152 | -3.4% | 2.68% | +5.3% |
| Q3 2022 | $9,426,000 | +2.4% | 90,202 | +10.4% | 2.55% | +8.6% |
| Q2 2022 | $9,202,000 | -6.6% | 81,720 | +13.1% | 2.35% | +14.8% |
| Q1 2022 | $9,852,000 | -5.4% | 72,272 | +9.9% | 2.04% | -3.9% |
| Q4 2021 | $10,416,000 | -3.8% | 65,780 | -0.5% | 2.13% | -11.8% |
| Q3 2021 | $10,824,000 | +6.9% | 66,128 | +1.6% | 2.41% | -0.4% |
| Q2 2021 | $10,125,000 | +5.1% | 65,094 | +2.8% | 2.42% | -9.9% |
| Q1 2021 | $9,636,000 | +15.1% | 63,301 | -3.9% | 2.68% | +4.5% |
| Q4 2020 | $8,372,000 | +31.1% | 65,885 | -0.7% | 2.57% | +10.3% |
| Q3 2020 | $6,388,000 | +14.5% | 66,350 | +11.9% | 2.33% | +11.5% |
| Q2 2020 | $5,577,000 | +15.9% | 59,295 | +10.9% | 2.09% | -2.2% |
| Q1 2020 | $4,813,000 | -27.8% | 53,455 | +11.8% | 2.14% | -9.8% |
| Q4 2019 | $6,666,000 | +14.4% | 47,817 | -3.5% | 2.37% | +6.0% |
| Q3 2019 | $5,829,000 | +13.9% | 49,530 | +8.2% | 2.23% | +6.9% |
| Q2 2019 | $5,118,000 | +11.7% | 45,781 | +1.2% | 2.09% | +4.4% |
| Q1 2019 | $4,582,000 | +9.8% | 45,260 | +5.9% | 2.00% | +0.5% |
| Q4 2018 | $4,172,000 | -11.1% | 42,732 | +2.7% | 1.99% | -1.5% |
| Q3 2018 | $4,694,000 | +7.5% | 41,601 | -0.7% | 2.02% | +1.4% |
| Q2 2018 | $4,365,000 | -4.1% | 41,888 | +1.2% | 2.00% | -4.1% |
| Q1 2018 | $4,551,000 | +1.7% | 41,383 | -1.1% | 2.08% | +3.7% |
| Q4 2017 | $4,473,000 | +9.2% | 41,824 | -2.5% | 2.01% | +2.5% |
| Q3 2017 | $4,098,000 | +463.7% | 42,911 | +439.2% | 1.96% | +170.3% |
| Q2 2017 | $727,000 | -78.8% | 7,959 | -79.6% | 0.72% | -62.8% |
| Q1 2017 | $3,432,000 | +10.0% | 39,074 | +8.0% | 1.95% | +2.7% |
| Q4 2016 | $3,121,000 | +27.9% | 36,170 | -1.3% | 1.90% | +25.5% |
| Q3 2016 | $2,441,000 | +12.7% | 36,662 | +5.2% | 1.51% | -10.7% |
| Q2 2016 | $2,165,000 | +7.3% | 34,841 | +2.2% | 1.69% | +5.7% |
| Q1 2016 | $2,018,000 | -6.3% | 34,084 | +4.5% | 1.60% | -8.1% |
| Q4 2015 | $2,154,000 | +15.6% | 32,624 | +6.7% | 1.74% | +8.4% |
| Q3 2015 | $1,864,000 | -8.0% | 30,567 | +2.3% | 1.61% | -6.7% |
| Q2 2015 | $2,025,000 | +14.0% | 29,881 | +1.9% | 1.72% | +13.6% |
| Q1 2015 | $1,776,000 | +0.9% | 29,310 | +4.2% | 1.52% | +0.9% |
| Q4 2014 | $1,760,000 | – | 28,124 | – | 1.50% | – |
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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% |