JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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 | $253,075,660 | -39.2% | 1,745,109 | -45.4% | 0.72% | -18.2% |
| Q1 2023 | $416,502,556 | +0.7% | 3,196,244 | +3.7% | 0.88% | -4.2% |
| Q4 2022 | $413,408,442 | +17.7% | 3,082,837 | -8.3% | 0.92% | +0.5% |
| Q3 2022 | $351,315,000 | -4.4% | 3,361,865 | +3.0% | 0.92% | -2.3% |
| Q2 2022 | $367,650,000 | -16.8% | 3,264,808 | +0.7% | 0.94% | -1.8% |
| Q1 2022 | $441,950,000 | -6.4% | 3,242,003 | +8.7% | 0.96% | -5.7% |
| Q4 2021 | $472,141,000 | +0.4% | 2,981,631 | +3.8% | 1.02% | -11.7% |
| Q3 2021 | $470,171,000 | +8.7% | 2,872,327 | +3.3% | 1.15% | +2.7% |
| Q2 2021 | $432,593,000 | +9.7% | 2,781,235 | +7.4% | 1.12% | -12.2% |
| Q1 2021 | $394,315,000 | +16.5% | 2,590,256 | -2.8% | 1.28% | +16.3% |
| Q4 2020 | $338,459,000 | +39.7% | 2,663,562 | +5.8% | 1.10% | +16.1% |
| Q3 2020 | $242,271,000 | +11.9% | 2,516,579 | +9.4% | 0.94% | -4.3% |
| Q2 2020 | $216,414,000 | +5.4% | 2,300,808 | +0.9% | 0.99% | -15.1% |
| Q1 2020 | $205,319,000 | -33.6% | 2,280,558 | +2.8% | 1.16% | -17.2% |
| Q4 2019 | $309,199,000 | +28.0% | 2,218,073 | +8.1% | 1.40% | +11.6% |
| Q3 2019 | $241,476,000 | +9.1% | 2,051,801 | +3.6% | 1.26% | +3.7% |
| Q2 2019 | $221,366,000 | +2.4% | 1,980,014 | -7.3% | 1.21% | +7.6% |
| Q1 2019 | $216,162,000 | +9.4% | 2,135,354 | +5.5% | 1.13% | -6.2% |
| Q4 2018 | $197,596,000 | -9.6% | 2,024,131 | +4.5% | 1.20% | +12.6% |
| Q3 2018 | $218,490,000 | +4.0% | 1,936,282 | -4.0% | 1.07% | -9.3% |
| Q2 2018 | $210,062,000 | +10.0% | 2,015,950 | +16.1% | 1.18% | -8.8% |
| Q1 2018 | $190,902,000 | +9.1% | 1,735,940 | +6.1% | 1.29% | +12.1% |
| Q4 2017 | $174,963,000 | +16.0% | 1,636,087 | +3.6% | 1.15% | +6.1% |
| Q3 2017 | $150,865,000 | +5.2% | 1,579,567 | +0.7% | 1.09% | -0.3% |
| Q2 2017 | $143,437,000 | +3.6% | 1,569,328 | -0.4% | 1.09% | +1.6% |
| Q1 2017 | $138,428,000 | +4.5% | 1,575,914 | +2.6% | 1.07% | -6.9% |
| Q4 2016 | $132,478,000 | +33.9% | 1,535,258 | +3.3% | 1.15% | +24.9% |
| Q3 2016 | $98,928,000 | +12.4% | 1,485,642 | +4.9% | 0.92% | +8.0% |
| Q2 2016 | $87,999,000 | +7.8% | 1,416,111 | +2.7% | 0.85% | +9.5% |
| Q1 2016 | $81,631,000 | -19.8% | 1,378,444 | -10.6% | 0.78% | -25.3% |
| Q4 2015 | $101,765,000 | +10.2% | 1,541,212 | +1.8% | 1.04% | -9.9% |
| Q3 2015 | $92,307,000 | -13.4% | 1,513,970 | -3.8% | 1.16% | -5.2% |
| Q2 2015 | $106,584,000 | +12.6% | 1,572,965 | +0.7% | 1.22% | +13.1% |
| Q1 2015 | $94,670,000 | -2.3% | 1,562,729 | +0.9% | 1.08% | -6.6% |
| Q4 2014 | $96,880,000 | +4.1% | 1,548,101 | +0.2% | 1.16% | -3.3% |
| Q3 2014 | $93,026,000 | +42.9% | 1,544,264 | +36.7% | 1.20% | +8.8% |
| Q2 2014 | $65,080,000 | -8.2% | 1,129,454 | -3.3% | 1.10% | -15.1% |
| Q1 2014 | $70,878,000 | +13.9% | 1,167,479 | +9.7% | 1.30% | +3.6% |
| Q4 2013 | $62,217,000 | +17.1% | 1,063,899 | +3.5% | 1.25% | +3.7% |
| Q3 2013 | $53,145,000 | +6.5% | 1,028,155 | +8.8% | 1.20% | -2.1% |
| Q2 2013 | $49,878,000 | – | 944,854 | – | 1.23% | – |
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% |