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 | $141,413,353 | +3.7% | 975,130 | +4.0% | 0.83% | +8.1% |
| Q2 2023 | $136,365,562 | +5.9% | 937,607 | -5.2% | 0.77% | -11.9% |
| Q1 2023 | $128,820,035 | -15.0% | 988,566 | -12.5% | 0.87% | -31.2% |
| Q4 2022 | $151,475,203 | +43.9% | 1,129,569 | +12.1% | 1.27% | +13.2% |
| Q3 2022 | $105,254,000 | +30.8% | 1,007,215 | +41.0% | 1.12% | +51.4% |
| Q2 2022 | $80,465,000 | -46.5% | 714,545 | -35.2% | 0.74% | -16.9% |
| Q1 2022 | $150,321,000 | -38.8% | 1,102,704 | -28.9% | 0.89% | -31.1% |
| Q4 2021 | $245,629,000 | +5.1% | 1,551,177 | +8.7% | 1.29% | -19.0% |
| Q3 2021 | $233,685,000 | -12.1% | 1,427,605 | -16.5% | 1.60% | -4.6% |
| Q2 2021 | $265,769,000 | +14.1% | 1,708,686 | +11.7% | 1.67% | +5.2% |
| Q1 2021 | $232,909,000 | +45.6% | 1,529,980 | +21.5% | 1.59% | +1.7% |
| Q4 2020 | $159,999,000 | +58.6% | 1,259,143 | +20.1% | 1.56% | +28.2% |
| Q3 2020 | $100,910,000 | +70.6% | 1,048,202 | +66.7% | 1.22% | +46.5% |
| Q2 2020 | $59,148,000 | +372.8% | 628,834 | +352.5% | 0.83% | +59.0% |
| Q1 2020 | $12,511,000 | -82.6% | 138,967 | -73.0% | 0.52% | -52.6% |
| Q4 2019 | $71,804,000 | +26.8% | 515,095 | +7.1% | 1.10% | +24.9% |
| Q3 2019 | $56,621,000 | -11.7% | 481,104 | -16.1% | 0.88% | -21.5% |
| Q2 2019 | $64,117,000 | -5.4% | 573,495 | -14.4% | 1.13% | +3.3% |
| Q1 2019 | $67,803,000 | +20.7% | 669,796 | +16.4% | 1.09% | -11.0% |
| Q4 2018 | $56,197,000 | -36.8% | 575,673 | -27.0% | 1.23% | -11.1% |
| Q3 2018 | $88,984,000 | -4.8% | 788,584 | -12.1% | 1.38% | -1.2% |
| Q2 2018 | $93,449,000 | -4.5% | 896,827 | +0.8% | 1.40% | -3.8% |
| Q1 2018 | $97,887,000 | +21.1% | 890,123 | +17.8% | 1.45% | +3.9% |
| Q4 2017 | $80,830,000 | +43.0% | 755,842 | +27.7% | 1.40% | +10.1% |
| Q3 2017 | $56,539,000 | +17.7% | 591,968 | +12.6% | 1.27% | -8.0% |
| Q2 2017 | $48,041,000 | -18.0% | 525,616 | -21.2% | 1.38% | +6.8% |
| Q1 2017 | $58,602,000 | +252.9% | 667,142 | +246.7% | 1.29% | +69.6% |
| Q4 2016 | $16,607,000 | +6.3% | 192,454 | -18.0% | 0.76% | +33.5% |
| Q3 2016 | $15,620,000 | -36.1% | 234,570 | -40.4% | 0.57% | -65.5% |
| Q2 2016 | $24,453,000 | -15.7% | 393,508 | -19.6% | 1.65% | +4.9% |
| Q1 2016 | $29,002,000 | +28.0% | 489,733 | +43.9% | 1.58% | -42.2% |
| Q4 2015 | $22,652,000 | +5.1% | 340,272 | -3.7% | 2.72% | +60.1% |
| Q3 2015 | $21,549,000 | +83.6% | 353,431 | +104.1% | 1.70% | +116.0% |
| Q2 2015 | $11,735,000 | -16.1% | 173,180 | -24.9% | 0.79% | -25.2% |
| Q1 2015 | $13,979,000 | +99.0% | 230,747 | +105.5% | 1.05% | -33.9% |
| Q4 2014 | $7,026,000 | -13.9% | 112,269 | -17.2% | 1.59% | +81.5% |
| Q3 2014 | $8,164,000 | -23.3% | 135,525 | -26.6% | 0.88% | -57.1% |
| Q2 2014 | $10,646,000 | +290.8% | 184,761 | +311.7% | 2.05% | +263.1% |
| Q1 2014 | $2,724,000 | -37.5% | 44,876 | -39.8% | 0.56% | -45.9% |
| Q4 2013 | $4,360,000 | -20.6% | 74,549 | -29.8% | 1.04% | -1.7% |
| Q3 2013 | $5,488,000 | -34.9% | 106,180 | -33.5% | 1.06% | -8.7% |
| Q2 2013 | $8,425,000 | – | 159,586 | – | 1.16% | – |
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% |