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 | $13,291,130 | -2.6% | 89,805 | +1.6% | 0.81% | +1.3% |
| Q2 2023 | $13,647,416 | +26.8% | 88,361 | +7.0% | 0.80% | +16.5% |
| Q1 2023 | $10,761,858 | +0.0% | 82,587 | +3.0% | 0.68% | -5.9% |
| Q4 2022 | $10,757,267 | +33.4% | 80,218 | +4.0% | 0.73% | +17.4% |
| Q3 2022 | $8,061,000 | -4.1% | 77,135 | +3.4% | 0.62% | -1.0% |
| Q2 2022 | $8,402,000 | -17.7% | 74,615 | -0.4% | 0.62% | -7.0% |
| Q1 2022 | $10,210,000 | -12.0% | 74,898 | +2.2% | 0.67% | -18.4% |
| Q4 2021 | $11,601,000 | -0.4% | 73,264 | +2.9% | 0.82% | -10.7% |
| Q3 2021 | $11,652,000 | +8.7% | 71,184 | +3.3% | 0.92% | +6.8% |
| Q2 2021 | $10,722,000 | +5.7% | 68,936 | +3.4% | 0.86% | -1.9% |
| Q1 2021 | $10,146,000 | +25.2% | 66,651 | +4.5% | 0.88% | +14.3% |
| Q4 2020 | $8,103,000 | +34.1% | 63,768 | +1.6% | 0.77% | +12.9% |
| Q3 2020 | $6,042,000 | +2.5% | 62,761 | +0.1% | 0.68% | -6.7% |
| Q2 2020 | $5,896,000 | +3.1% | 62,688 | -1.3% | 0.73% | -14.9% |
| Q1 2020 | $5,717,000 | -34.8% | 63,505 | +0.9% | 0.86% | -8.6% |
| Q4 2019 | $8,773,000 | +22.8% | 62,933 | +3.7% | 0.94% | +6.0% |
| Q3 2019 | $7,145,000 | -0.8% | 60,715 | -5.8% | 0.89% | +1.3% |
| Q2 2019 | $7,206,000 | +11.0% | 64,455 | +0.5% | 0.88% | +4.9% |
| Q1 2019 | $6,491,000 | +7.1% | 64,123 | +3.3% | 0.84% | -8.3% |
| Q4 2018 | $6,059,000 | -7.5% | 62,068 | +6.9% | 0.91% | +4.1% |
| Q3 2018 | $6,553,000 | +11.8% | 58,071 | +3.2% | 0.88% | +6.2% |
| Q2 2018 | $5,862,000 | -0.5% | 56,259 | +5.0% | 0.82% | -1.2% |
| Q1 2018 | $5,892,000 | +4.4% | 53,579 | +1.5% | 0.84% | +4.1% |
| Q4 2017 | $5,646,000 | +13.1% | 52,792 | +1.0% | 0.80% | +5.9% |
| Q3 2017 | $4,992,000 | +8.1% | 52,270 | +3.5% | 0.76% | +3.4% |
| Q2 2017 | $4,616,000 | +4.4% | 50,507 | +0.3% | 0.73% | -3.6% |
| Q1 2017 | $4,421,000 | +4.2% | 50,334 | +2.4% | 0.76% | -4.0% |
| Q4 2016 | $4,241,000 | +30.0% | 49,145 | +0.3% | 0.79% | +18.8% |
| Q3 2016 | $3,262,000 | +5.2% | 48,989 | -1.8% | 0.67% | -0.4% |
| Q2 2016 | $3,102,000 | +11.5% | 49,912 | +6.3% | 0.67% | +6.2% |
| Q1 2016 | $2,781,000 | -2.7% | 46,953 | +8.4% | 0.63% | -8.8% |
| Q4 2015 | $2,859,000 | +18.5% | 43,301 | +9.4% | 0.69% | +10.9% |
| Q3 2015 | $2,413,000 | -13.9% | 39,580 | -2.6% | 0.62% | -9.8% |
| Q2 2015 | $2,801,000 | +33.2% | 40,651 | +17.1% | 0.69% | +25.4% |
| Q1 2015 | $2,103,000 | +16.6% | 34,709 | +20.4% | 0.55% | +10.9% |
| Q4 2014 | $1,804,000 | +6.4% | 28,826 | +2.4% | 0.50% | -0.6% |
| Q3 2014 | $1,695,000 | +3.8% | 28,140 | -0.7% | 0.50% | +3.7% |
| Q2 2014 | $1,633,000 | -8.9% | 28,343 | -4.0% | 0.48% | -15.7% |
| Q1 2014 | $1,792,000 | +5.3% | 29,510 | +1.4% | 0.57% | +2.0% |
| Q4 2013 | $1,701,000 | +9.0% | 29,094 | -3.7% | 0.56% | -1.1% |
| Q3 2013 | $1,561,000 | -1.9% | 30,204 | +0.1% | 0.57% | -10.7% |
| Q2 2013 | $1,592,000 | – | 30,161 | – | 0.64% | – |
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% |