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 | $35,448,699 | +50.2% | 244,440 | +50.6% | 0.93% | +25.3% |
| Q2 2023 | $23,605,147 | -15.6% | 162,302 | -24.4% | 0.74% | -20.3% |
| Q1 2023 | $27,957,959 | -9.5% | 214,550 | -6.8% | 0.93% | -11.5% |
| Q4 2022 | $30,875,755 | +24.8% | 230,244 | -2.7% | 1.05% | +20.0% |
| Q3 2022 | $24,731,000 | -7.7% | 236,664 | -0.6% | 0.88% | -2.8% |
| Q2 2022 | $26,804,000 | -17.3% | 238,027 | +0.1% | 0.90% | -0.8% |
| Q1 2022 | $32,400,000 | -15.8% | 237,679 | -2.2% | 0.91% | -9.0% |
| Q4 2021 | $38,483,000 | -3.7% | 243,026 | -0.5% | 1.00% | -11.7% |
| Q3 2021 | $39,969,000 | +5.2% | 244,174 | -0.0% | 1.13% | +3.0% |
| Q2 2021 | $37,985,000 | -6.0% | 244,212 | -8.0% | 1.10% | -13.5% |
| Q1 2021 | $40,397,000 | +17.0% | 265,367 | -2.3% | 1.27% | +11.6% |
| Q4 2020 | $34,527,000 | +23.5% | 271,712 | -6.4% | 1.14% | +8.4% |
| Q3 2020 | $27,958,000 | -4.0% | 290,408 | -6.2% | 1.05% | -9.9% |
| Q2 2020 | $29,125,000 | +4.1% | 309,645 | -0.4% | 1.17% | -16.0% |
| Q1 2020 | $27,985,000 | -36.0% | 310,843 | -0.8% | 1.39% | -19.9% |
| Q4 2019 | $43,693,000 | +17.6% | 313,439 | -0.8% | 1.73% | +6.0% |
| Q3 2019 | $37,168,000 | +4.6% | 315,810 | -0.7% | 1.63% | +1.5% |
| Q2 2019 | $35,547,000 | +2967.0% | 317,951 | +2678.1% | 1.61% | +1839.8% |
| Q1 2019 | $1,159,000 | +32.0% | 11,445 | +27.3% | 0.08% | +18.6% |
| Q4 2018 | $878,000 | -17.9% | 8,989 | -5.2% | 0.07% | -6.7% |
| Q3 2018 | $1,070,000 | -1.1% | 9,484 | -0.1% | 0.08% | -5.1% |
| Q2 2018 | $1,082,000 | +2.2% | 9,498 | -1.3% | 0.08% | -4.8% |
| Q1 2018 | $1,059,000 | -3.7% | 9,627 | -6.4% | 0.08% | -4.6% |
| Q4 2017 | $1,100,000 | +64.2% | 10,286 | +46.6% | 0.09% | +52.6% |
| Q3 2017 | $670,000 | +9.8% | 7,016 | +5.0% | 0.06% | +9.6% |
| Q2 2017 | $610,000 | -10.8% | 6,680 | -15.5% | 0.05% | -13.3% |
| Q1 2017 | $684,000 | +16.1% | 7,909 | +15.8% | 0.06% | +5.3% |
| Q4 2016 | $589,000 | +65.4% | 6,829 | +27.6% | 0.06% | +32.6% |
| Q3 2016 | $356,000 | +31.9% | 5,353 | +23.4% | 0.04% | +30.3% |
| Q2 2016 | $270,000 | -8.5% | 4,339 | -13.0% | 0.03% | -5.7% |
| Q1 2016 | $295,000 | -40.5% | 4,989 | -33.6% | 0.04% | -41.7% |
| Q4 2015 | $496,000 | +53.1% | 7,514 | +41.3% | 0.06% | +42.9% |
| Q3 2015 | $324,000 | +24.6% | 5,316 | +38.7% | 0.04% | +20.0% |
| Q2 2015 | $260,000 | +2.8% | 3,833 | -8.1% | 0.04% | -2.8% |
| Q1 2015 | $253,000 | -15.4% | 4,170 | -12.8% | 0.04% | -20.0% |
| Q4 2014 | $299,000 | +3.1% | 4,780 | -0.8% | 0.04% | 0.0% |
| Q3 2014 | $290,000 | +13.7% | 4,820 | +9.0% | 0.04% | +9.8% |
| Q2 2014 | $255,000 | -4.9% | 4,420 | +0.2% | 0.04% | -6.8% |
| Q1 2014 | $268,000 | +2.3% | 4,409 | -1.7% | 0.04% | +4.8% |
| Q4 2013 | $262,000 | +6.5% | 4,486 | -5.8% | 0.04% | -2.3% |
| Q3 2013 | $246,000 | -12.8% | 4,761 | -10.9% | 0.04% | -17.3% |
| Q2 2013 | $282,000 | – | 5,342 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Global Frontier Investments LLC | 245,000 | $23,586,000 | 34.80% |
| Guidance Point Advisors, LLC | 400,471 | $38,553,000 | 21.25% |
| ADAMCAPITAL Gestao de Recursos Ltda. | 1,602,072 | $154,231,000 | 21.20% |
| Courant Investment Management LLC | 166,592 | $16,038,000 | 13.14% |
| Consulta Ltd | 2,000,000 | $192,540,000 | 12.89% |
| Gemsstock Ltd. | 87,200 | $8,394,000 | 12.20% |
| Banco BTG Pactual S.A. | 100,000 | $9,627,000 | 10.04% |
| Brave Warrior Advisors | 2,245,142 | $216,140,000 | 9.65% |
| EJF Capital LLC | 924,000 | $88,953,000 | 7.42% |
| Hi-Line Capital Management, LLC | 137,049 | $13,164,000 | 7.19% |