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 | $200,334,834 | -3.4% | 1,381,429 | -3.1% | 4.09% | -0.7% |
| Q2 2023 | $207,351,336 | +10.0% | 1,425,683 | -1.4% | 4.12% | +9.6% |
| Q1 2023 | $188,444,158 | +0.5% | 1,446,122 | +3.4% | 3.76% | -6.4% |
| Q4 2022 | $187,516,723 | +40.4% | 1,398,335 | +9.4% | 4.01% | +15.5% |
| Q3 2022 | $133,558,000 | -5.7% | 1,278,068 | +1.6% | 3.47% | -4.1% |
| Q2 2022 | $141,634,000 | -11.7% | 1,257,743 | +6.9% | 3.62% | -2.6% |
| Q1 2022 | $160,338,000 | +1.4% | 1,176,186 | +17.8% | 3.72% | -9.6% |
| Q4 2021 | $158,070,000 | +17.8% | 998,230 | +21.7% | 4.11% | -10.5% |
| Q3 2021 | $134,237,000 | +8.5% | 820,070 | +3.1% | 4.59% | +6.0% |
| Q2 2021 | $123,770,000 | +15.4% | 795,746 | +12.9% | 4.33% | -8.2% |
| Q1 2021 | $107,298,000 | +30.6% | 704,843 | +9.1% | 4.72% | -0.5% |
| Q4 2020 | $82,130,000 | +27.2% | 646,339 | -3.6% | 4.75% | +16.1% |
| Q3 2020 | $64,572,000 | -6.9% | 670,735 | -9.0% | 4.09% | -6.5% |
| Q2 2020 | $69,335,000 | -3.0% | 737,131 | -7.1% | 4.37% | -13.7% |
| Q1 2020 | $71,448,000 | -37.6% | 793,602 | -3.4% | 5.07% | -0.5% |
| Q4 2019 | $114,487,000 | +20.5% | 821,283 | +1.7% | 5.09% | +9.7% |
| Q3 2019 | $95,027,000 | +2.3% | 807,438 | -2.8% | 4.64% | +3.9% |
| Q2 2019 | $92,864,000 | +7.2% | 830,623 | -2.9% | 4.47% | +1.6% |
| Q1 2019 | $86,631,000 | +1.1% | 855,785 | -2.5% | 4.40% | -1.8% |
| Q4 2018 | $85,687,000 | -17.6% | 877,763 | -4.7% | 4.48% | -4.6% |
| Q3 2018 | $103,985,000 | +5.6% | 921,530 | -2.5% | 4.70% | +0.1% |
| Q2 2018 | $98,504,000 | -6.9% | 945,336 | -1.8% | 4.69% | -8.5% |
| Q1 2018 | $105,852,000 | -15.2% | 962,551 | -17.5% | 5.13% | -9.8% |
| Q4 2017 | $124,838,000 | +5.7% | 1,167,368 | -5.6% | 5.69% | +1.2% |
| Q3 2017 | $118,052,000 | +2.5% | 1,236,021 | -1.9% | 5.62% | +1.2% |
| Q2 2017 | $115,204,000 | +1.4% | 1,260,440 | -2.5% | 5.55% | -2.9% |
| Q1 2017 | $113,575,000 | -9.7% | 1,292,972 | -11.3% | 5.72% | -10.4% |
| Q4 2016 | $125,820,000 | +14.2% | 1,458,103 | -11.9% | 6.38% | +21.6% |
| Q3 2016 | $110,221,000 | +0.9% | 1,655,219 | -5.9% | 5.25% | +2.3% |
| Q2 2016 | $109,247,000 | -1.3% | 1,758,083 | -6.0% | 5.13% | +7.3% |
| Q1 2016 | $110,707,000 | -2.5% | 1,869,416 | -11.0% | 4.78% | -5.6% |
| Q4 2015 | $113,490,000 | +20.9% | 2,100,441 | +36.5% | 5.06% | +1.1% |
| Q3 2015 | $93,847,000 | +11.4% | 1,539,237 | +23.8% | 5.01% | -9.0% |
| Q2 2015 | $84,261,000 | +21.3% | 1,243,519 | +8.4% | 5.50% | +7.6% |
| Q1 2015 | $69,493,000 | +52.5% | 1,147,129 | +53.3% | 5.11% | +21.7% |
| Q4 2014 | $45,574,000 | +14.5% | 748,399 | +13.2% | 4.20% | -2.2% |
| Q3 2014 | $39,819,000 | +4.4% | 661,012 | -0.1% | 4.29% | +3.4% |
| Q2 2014 | $38,124,000 | -0.5% | 661,642 | +4.8% | 4.15% | -10.1% |
| Q1 2014 | $38,319,000 | +18.6% | 631,186 | +14.3% | 4.62% | +3.8% |
| Q4 2013 | $32,304,000 | +23.1% | 552,407 | +8.8% | 4.45% | +4.5% |
| Q3 2013 | $26,247,000 | +16.4% | 507,796 | +18.8% | 4.26% | -6.8% |
| Q2 2013 | $22,555,000 | – | 427,267 | – | 4.57% | – |
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% |