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 | $435,619,847 | +6.4% | 3,003,860 | +6.7% | 0.30% | +4.5% |
| Q2 2023 | $409,410,753 | +16.6% | 2,814,981 | +4.4% | 0.29% | +7.0% |
| Q1 2023 | $351,209,280 | -1.2% | 2,695,183 | +1.6% | 0.27% | -10.2% |
| Q4 2022 | $355,607,218 | +34.7% | 2,651,806 | +5.0% | 0.30% | +19.2% |
| Q3 2022 | $263,924,000 | -2.0% | 2,525,582 | +5.6% | 0.26% | -0.4% |
| Q2 2022 | $269,351,000 | -14.6% | 2,391,889 | +3.4% | 0.26% | -5.5% |
| Q1 2022 | $315,298,000 | -7.7% | 2,312,928 | +7.2% | 0.27% | -5.6% |
| Q4 2021 | $341,606,000 | +5.5% | 2,157,286 | +9.1% | 0.29% | -5.6% |
| Q3 2021 | $323,817,000 | +12.5% | 1,978,234 | +6.9% | 0.30% | +4.5% |
| Q2 2021 | $287,794,000 | +10.9% | 1,850,287 | +8.5% | 0.29% | -2.3% |
| Q1 2021 | $259,605,000 | +23.3% | 1,705,349 | +2.9% | 0.30% | +9.2% |
| Q4 2020 | $210,621,000 | +40.0% | 1,657,522 | +6.1% | 0.27% | +16.2% |
| Q3 2020 | $150,425,000 | +7.2% | 1,562,538 | +4.7% | 0.24% | -4.1% |
| Q2 2020 | $140,358,000 | +11.9% | 1,492,216 | +7.1% | 0.24% | -9.3% |
| Q1 2020 | $125,428,000 | -29.4% | 1,393,182 | +9.3% | 0.27% | -16.4% |
| Q4 2019 | $177,628,000 | +27.7% | 1,274,229 | +7.8% | 0.32% | +14.1% |
| Q3 2019 | $139,149,000 | +4.5% | 1,182,338 | -0.7% | 0.28% | -0.4% |
| Q2 2019 | $133,095,000 | +14.4% | 1,190,475 | +3.6% | 0.28% | +7.6% |
| Q1 2019 | $116,328,000 | +12.2% | 1,149,150 | +8.2% | 0.26% | -4.3% |
| Q4 2018 | $103,666,000 | -14.8% | 1,061,931 | -1.5% | 0.28% | -5.5% |
| Q3 2018 | $121,670,000 | +14.7% | 1,078,252 | +6.0% | 0.29% | +5.0% |
| Q2 2018 | $106,041,000 | +2.5% | 1,017,672 | +8.2% | 0.28% | -2.5% |
| Q1 2018 | $103,468,000 | +17.9% | 940,872 | +14.6% | 0.28% | +6.7% |
| Q4 2017 | $87,790,000 | +16.1% | 820,933 | +3.7% | 0.27% | 0.0% |
| Q3 2017 | $75,590,000 | +11.9% | 791,430 | +7.1% | 0.27% | +4.3% |
| Q2 2017 | $67,541,000 | +375.4% | 738,956 | +355.3% | 0.26% | +163.9% |
| Q1 2017 | $14,207,000 | -5.7% | 162,317 | -6.1% | 0.10% | -15.7% |
| Q4 2016 | $15,069,000 | +38.5% | 172,784 | +5.7% | 0.12% | +11.7% |
| Q3 2016 | $10,884,000 | +3.0% | 163,426 | -6.8% | 0.10% | +15.7% |
| Q2 2016 | $10,565,000 | -82.2% | 175,443 | -82.7% | 0.09% | -46.1% |
| Q1 2016 | $59,319,000 | -6.7% | 1,016,394 | +1.9% | 0.16% | -6.2% |
| Q4 2015 | $63,559,000 | +68.2% | 997,196 | +63.7% | 0.18% | -15.4% |
| Q3 2015 | $37,783,000 | -4.5% | 609,252 | +3.7% | 0.21% | +3.5% |
| Q2 2015 | $39,562,000 | +19.3% | 587,556 | +6.2% | 0.20% | +18.9% |
| Q1 2015 | $33,155,000 | -8.1% | 553,032 | -4.1% | 0.17% | -14.2% |
| Q4 2014 | $36,076,000 | +15.6% | 576,482 | +10.4% | 0.20% | +5.9% |
| Q3 2014 | $31,215,000 | +6.0% | 522,236 | +2.2% | 0.19% | +8.1% |
| Q2 2014 | $29,443,000 | -12.1% | 510,984 | -7.3% | 0.17% | -16.5% |
| Q1 2014 | $33,479,000 | -1.4% | 551,456 | -5.1% | 0.21% | -2.8% |
| Q4 2013 | $33,971,000 | +14.8% | 580,899 | +3.4% | 0.21% | +7.6% |
| Q3 2013 | $29,601,000 | +22.1% | 561,577 | -13.4% | 0.20% | +13.2% |
| Q2 2013 | $24,250,000 | – | 648,805 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guidance Point Advisors, LLC | 400,571 | $45,108,000 | 19.46% |
| ADAMCAPITAL Gestao de Recursos Ltda. | 145,224 | $16,354,000 | 18.72% |
| Global Frontier Investments LLC | 339,000 | $38,175,000 | 17.78% |
| Courant Investment Management LLC | 136,592 | $15,382,000 | 14.69% |
| Gemsstock Ltd. | 80,100 | $9,020,000 | 11.58% |
| Integrity Advisory, LLC | 101,312 | $11,409,000 | 11.17% |
| GREENHAVEN ASSOCIATES INC | 4,533,856 | $510,558,000 | 11.02% |
| Ardent Capital Management, Inc. | 79,240 | $8,923,000 | 10.99% |
| TEGEAN CAPITAL MANAGEMENT, LLC | 150,000 | $11,267,631 | 9.86% |
| PM CAPITAL Ltd | 284,889 | $32,081,000 | 8.31% |