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 | $4,223,826,084 | -3.3% | 29,125,817 | -3.1% | 0.93% | +1.2% |
| Q2 2023 | $4,369,428,649 | +8.4% | 30,042,826 | -2.8% | 0.92% | +4.1% |
| Q1 2023 | $4,029,334,060 | -2.7% | 30,921,143 | +0.1% | 0.88% | -6.9% |
| Q4 2022 | $4,141,465,012 | +41.6% | 30,883,408 | +10.3% | 0.95% | +33.4% |
| Q3 2022 | $2,925,286,000 | -8.9% | 27,993,156 | -1.9% | 0.71% | -3.4% |
| Q2 2022 | $3,212,460,000 | -14.4% | 28,527,295 | +3.6% | 0.73% | +1.0% |
| Q1 2022 | $3,752,522,000 | -22.4% | 27,527,303 | -9.9% | 0.73% | -16.7% |
| Q4 2021 | $4,836,259,000 | -4.3% | 30,541,576 | -1.1% | 0.87% | -11.5% |
| Q3 2021 | $5,052,659,000 | +4.2% | 30,867,258 | -1.0% | 0.99% | +5.1% |
| Q2 2021 | $4,849,569,000 | +4.7% | 31,178,926 | +2.4% | 0.94% | -1.0% |
| Q1 2021 | $4,633,113,000 | +22.2% | 30,434,951 | +2.0% | 0.95% | +14.8% |
| Q4 2020 | $3,790,792,000 | +28.9% | 29,832,312 | -2.4% | 0.82% | +13.6% |
| Q3 2020 | $2,941,110,000 | +5.5% | 30,550,628 | +3.1% | 0.73% | -2.4% |
| Q2 2020 | $2,788,523,000 | -2.0% | 29,646,217 | -6.2% | 0.74% | -21.0% |
| Q1 2020 | $2,844,306,000 | -35.1% | 31,592,855 | +0.6% | 0.94% | -16.6% |
| Q4 2019 | $4,379,513,000 | +12.3% | 31,416,876 | -5.2% | 1.13% | +5.5% |
| Q3 2019 | $3,898,952,000 | +3.9% | 33,129,015 | -1.3% | 1.07% | +4.6% |
| Q2 2019 | $3,751,280,000 | +6.5% | 33,553,486 | -3.5% | 1.02% | +3.9% |
| Q1 2019 | $3,520,768,000 | +4.4% | 34,779,872 | +0.7% | 0.98% | -6.7% |
| Q4 2018 | $3,373,046,000 | -17.1% | 34,552,803 | -4.1% | 1.06% | +1.1% |
| Q3 2018 | $4,067,399,000 | +6.5% | 36,045,712 | -1.7% | 1.04% | +0.6% |
| Q2 2018 | $3,819,161,000 | -6.7% | 36,652,213 | -1.6% | 1.04% | -8.3% |
| Q1 2018 | $4,094,515,000 | -0.5% | 37,233,035 | -3.3% | 1.13% | +4.5% |
| Q4 2017 | $4,117,157,000 | +13.5% | 38,499,692 | +1.4% | 1.08% | +8.6% |
| Q3 2017 | $3,626,418,000 | +1.0% | 37,968,983 | -3.4% | 1.00% | -1.5% |
| Q2 2017 | $3,591,393,000 | -2.1% | 39,293,150 | -5.9% | 1.01% | -0.2% |
| Q1 2017 | $3,667,120,000 | -1.0% | 41,747,729 | -2.8% | 1.02% | -4.9% |
| Q4 2016 | $3,705,734,000 | +31.5% | 42,945,107 | +1.5% | 1.07% | +27.2% |
| Q3 2016 | $2,818,802,000 | +4.9% | 42,330,739 | -2.1% | 0.84% | +2.3% |
| Q2 2016 | $2,687,226,000 | +1.2% | 43,244,701 | -3.5% | 0.82% | +2.2% |
| Q1 2016 | $2,654,982,000 | -12.6% | 44,832,523 | -2.5% | 0.80% | -12.5% |
| Q4 2015 | $3,036,528,000 | +3.4% | 45,987,098 | -4.5% | 0.92% | +1.9% |
| Q3 2015 | $2,937,042,000 | -11.2% | 48,171,884 | -1.3% | 0.90% | -1.2% |
| Q2 2015 | $3,307,276,000 | +8.5% | 48,808,703 | -3.0% | 0.91% | +15.0% |
| Q1 2015 | $3,048,756,000 | -11.3% | 50,326,103 | -8.4% | 0.79% | -11.9% |
| Q4 2014 | $3,438,381,000 | +2.2% | 54,943,790 | -1.6% | 0.90% | -1.5% |
| Q3 2014 | $3,363,976,000 | -47.7% | 55,842,878 | -49.9% | 0.91% | +5.5% |
| Q2 2014 | $6,426,084,000 | +92.2% | 111,525,238 | +102.5% | 0.86% | -5.0% |
| Q1 2014 | $3,343,468,000 | +6.4% | 55,072,771 | +2.5% | 0.91% | +4.4% |
| Q4 2013 | $3,142,736,000 | -46.2% | 53,740,379 | -52.5% | 0.87% | -0.5% |
| Q3 2013 | $5,842,206,000 | +95.1% | 113,023,951 | +99.3% | 0.88% | -7.0% |
| Q2 2013 | $2,994,197,000 | +14209.9% | 56,719,053 | +12764.6% | 0.94% | -48.8% |
| Q1 2013 | $20,924,000 | -3.0% | 440,892 | -10.2% | 1.84% | -80.4% |
| Q4 2012 | $21,578,000 | +13.0% | 490,746 | +4.0% | 9.42% | +3.6% |
| Q3 2012 | $19,095,000 | +4.8% | 471,715 | -7.5% | 9.09% | -2.7% |
| Q2 2012 | $18,220,000 | +86.3% | 509,939 | +139.7% | 9.35% | +51.3% |
| Q1 2012 | $9,782,000 | +215.9% | 212,736 | +128.4% | 6.18% | +176.4% |
| Q4 2011 | $3,097,000 | -21.5% | 93,125 | -28.9% | 2.24% | -6.3% |
| Q3 2011 | $3,946,000 | +107.4% | 131,028 | +181.9% | 2.39% | +27.4% |
| Q2 2011 | $1,903,000 | +316.4% | 46,478 | +369.8% | 1.87% | +332.8% |
| Q1 2011 | $457,000 | – | 9,893 | – | 0.43% | – |
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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% |