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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,437,399 | +10.7% | 26,087 | -5.7% | 0.95% | +1.5% |
| Q3 2023 | $4,009,803 | -1.1% | 27,650 | -0.8% | 0.94% | +2.1% |
| Q2 2023 | $4,053,849 | +10.3% | 27,873 | -1.1% | 0.92% | +5.1% |
| Q1 2023 | $3,673,960 | +94031.7% | 28,194 | -3.1% | 0.88% | -7.4% |
| Q4 2022 | $3,903 | -99.9% | 29,104 | -2.6% | 0.95% | +16.4% |
| Q3 2022 | $3,124,000 | -19.9% | 29,896 | -13.7% | 0.81% | -12.2% |
| Q2 2022 | $3,900,000 | -25.6% | 34,634 | -9.9% | 0.93% | -5.6% |
| Q1 2022 | $5,241,000 | -14.3% | 38,446 | -0.5% | 0.98% | -9.6% |
| Q4 2021 | $6,119,000 | -2.1% | 38,641 | +1.2% | 1.08% | -10.7% |
| Q3 2021 | $6,251,000 | +6.1% | 38,192 | +0.8% | 1.22% | +7.4% |
| Q2 2021 | $5,893,000 | +3.2% | 37,887 | +1.0% | 1.13% | -4.6% |
| Q1 2021 | $5,713,000 | +19.4% | 37,530 | -0.3% | 1.18% | +13.0% |
| Q4 2020 | $4,783,000 | +36.2% | 37,637 | +3.2% | 1.05% | +17.3% |
| Q3 2020 | $3,511,000 | +19.2% | 36,478 | +16.5% | 0.89% | +10.6% |
| Q2 2020 | $2,945,000 | -0.6% | 31,309 | -4.9% | 0.81% | -16.7% |
| Q1 2020 | $2,962,000 | -28.0% | 32,911 | +11.5% | 0.97% | -12.2% |
| Q4 2019 | $4,114,000 | +20.9% | 29,510 | +2.0% | 1.10% | +9.2% |
| Q3 2019 | $3,404,000 | +9.3% | 28,928 | +3.8% | 1.01% | +7.5% |
| Q2 2019 | $3,114,000 | +9.1% | 27,857 | -1.1% | 0.94% | +7.9% |
| Q1 2019 | $2,853,000 | +1.1% | 28,179 | -2.6% | 0.87% | -10.6% |
| Q4 2018 | $2,823,000 | -13.6% | 28,917 | -0.2% | 0.98% | -0.1% |
| Q3 2018 | $3,269,000 | +46.1% | 28,966 | +34.9% | 0.98% | +36.1% |
| Q2 2018 | $2,237,000 | +11.2% | 21,469 | +17.4% | 0.72% | +8.8% |
| Q1 2018 | $2,011,000 | +17.9% | 18,288 | +14.7% | 0.66% | +44.8% |
| Q4 2017 | $1,705,000 | +16.5% | 15,946 | +4.1% | 0.46% | -10.3% |
| Q3 2017 | $1,463,000 | +3.8% | 15,317 | -0.7% | 0.51% | 0.0% |
| Q2 2017 | $1,410,000 | -10.2% | 15,430 | -13.7% | 0.51% | -11.7% |
| Q1 2017 | $1,570,000 | +14.5% | 17,873 | +12.5% | 0.57% | +20.1% |
| Q4 2016 | $1,371,000 | +41.0% | 15,885 | +8.8% | 0.48% | +19.5% |
| Q3 2016 | $972,000 | +18.5% | 14,597 | +10.7% | 0.40% | +15.6% |
| Q2 2016 | $820,000 | +14.7% | 13,185 | +9.2% | 0.35% | +7.8% |
| Q1 2016 | $715,000 | -15.2% | 12,079 | -5.4% | 0.32% | -19.3% |
| Q4 2015 | $843,000 | +34.2% | 12,764 | +24.0% | 0.40% | +15.0% |
| Q3 2015 | $628,000 | +42.4% | 10,293 | +41.5% | 0.35% | +58.0% |
| Q2 2015 | $441,000 | 0.0% | 7,273 | 0.0% | 0.22% | 0.0% |
| Q1 2015 | $441,000 | +1.6% | 7,273 | +4.8% | 0.22% | -3.9% |
| Q4 2014 | $434,000 | +54.4% | 6,937 | +48.8% | 0.23% | +34.1% |
| Q3 2014 | $281,000 | -0.7% | 4,663 | -5.0% | 0.17% | -0.6% |
| Q2 2014 | $283,000 | +1.1% | 4,911 | +6.4% | 0.17% | -2.8% |
| Q1 2014 | $280,000 | +26.7% | 4,615 | +22.1% | 0.18% | +27.5% |
| Q4 2013 | $221,000 | – | 3,781 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guidance Point Advisors, LLC | 400,796 | $58,123,830 | 23.66% |
| Global Frontier Investments LLC | 339,000 | $49,162 | 21.31% |
| Gilfoyle & Co LLC | 50 | $7,716 | 19.81% |
| Courant Investment Management LLC | 114,592 | $16,618,132 | 18.34% |
| SEARLE & CO. | 261,134 | $37,869,653 | 12.89% |
| Gemsstock Ltd. | 174,900 | $25,363,998 | 11.12% |
| GREENHAVEN ASSOCIATES INC | 4,719,004 | $684,349,960 | 8.87% |
| CINCINNATI CASUALTY CO | 93,000 | $13,486,860 | 8.61% |
| Saber Capital Managment, LLC | 32,389 | $4,697,053 | 8.27% |
| Paralel Advisors LLC | 1,028,000 | $149,080,560 | 8.25% |