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 | $403,390,097 | -4.3% | 2,781,617 | -4.0% | 1.19% | +0.3% |
| Q2 2023 | $421,600,018 | +12.5% | 2,898,790 | +0.8% | 1.18% | +8.6% |
| Q1 2023 | $374,820,687 | -1.9% | 2,876,377 | +1.0% | 1.09% | -9.1% |
| Q4 2022 | $382,090,594 | +15.6% | 2,849,296 | -9.9% | 1.20% | +18.0% |
| Q3 2022 | $330,459,000 | -1.6% | 3,162,284 | +6.0% | 1.02% | -1.0% |
| Q2 2022 | $335,938,000 | -25.2% | 2,983,203 | -9.4% | 1.03% | -7.5% |
| Q1 2022 | $448,937,000 | -3.1% | 3,293,261 | +12.6% | 1.11% | -7.8% |
| Q4 2021 | $463,201,000 | +0.0% | 2,925,170 | +3.4% | 1.20% | -12.8% |
| Q3 2021 | $463,182,000 | -3.0% | 2,829,630 | -7.9% | 1.38% | +1.0% |
| Q2 2021 | $477,691,000 | +3.8% | 3,071,178 | +1.6% | 1.37% | -5.8% |
| Q1 2021 | $460,281,000 | +14.0% | 3,023,588 | -4.9% | 1.45% | +19.8% |
| Q4 2020 | $403,871,000 | +35.3% | 3,178,337 | +2.5% | 1.21% | +15.1% |
| Q3 2020 | $298,407,000 | -1.5% | 3,099,689 | -3.7% | 1.05% | -5.3% |
| Q2 2020 | $302,853,000 | +6.0% | 3,219,789 | +1.4% | 1.11% | -11.3% |
| Q1 2020 | $285,826,000 | -31.2% | 3,174,789 | +6.5% | 1.26% | -17.2% |
| Q4 2019 | $415,634,000 | +26.8% | 2,981,589 | +7.1% | 1.52% | +9.4% |
| Q3 2019 | $327,718,000 | +5.4% | 2,784,589 | +0.1% | 1.38% | +3.6% |
| Q2 2019 | $311,049,000 | +9.3% | 2,782,189 | -1.0% | 1.34% | +4.4% |
| Q1 2019 | $284,577,000 | +1.6% | 2,811,189 | -2.1% | 1.28% | -15.9% |
| Q4 2018 | $280,184,000 | -16.4% | 2,870,148 | -3.4% | 1.52% | -1.5% |
| Q3 2018 | $335,287,000 | +1.8% | 2,971,348 | -6.0% | 1.55% | +3.1% |
| Q2 2018 | $329,306,000 | -6.6% | 3,160,331 | -1.4% | 1.50% | -8.3% |
| Q1 2018 | $352,501,000 | +1.6% | 3,205,431 | -1.2% | 1.64% | +3.5% |
| Q4 2017 | $347,070,000 | +16.5% | 3,245,461 | +4.0% | 1.58% | +14.7% |
| Q3 2017 | $298,021,000 | -2.7% | 3,120,317 | -6.9% | 1.38% | -3.5% |
| Q2 2017 | $306,292,000 | +6.6% | 3,351,117 | +2.4% | 1.43% | +0.1% |
| Q1 2017 | $287,415,000 | -10.4% | 3,272,032 | -11.9% | 1.43% | -7.5% |
| Q4 2016 | $320,614,000 | +42.9% | 3,715,538 | +10.3% | 1.54% | +28.8% |
| Q3 2016 | $224,393,000 | +14.5% | 3,369,775 | +6.8% | 1.20% | +2.5% |
| Q2 2016 | $196,034,000 | +30.4% | 3,154,719 | +24.3% | 1.17% | +6.2% |
| Q1 2016 | $150,283,000 | -14.9% | 2,537,719 | -5.2% | 1.10% | -10.7% |
| Q4 2015 | $176,664,000 | +23.0% | 2,675,519 | +13.6% | 1.23% | +7.6% |
| Q3 2015 | $143,634,000 | +8.3% | 2,355,819 | +20.4% | 1.14% | +1.2% |
| Q2 2015 | $132,633,000 | +0.2% | 1,957,400 | -10.4% | 1.13% | +9.6% |
| Q1 2015 | $132,404,000 | -2.9% | 2,185,600 | +0.3% | 1.03% | -7.9% |
| Q4 2014 | $136,349,000 | -1.0% | 2,178,800 | -4.7% | 1.12% | -0.4% |
| Q3 2014 | $137,793,000 | +4.5% | 2,287,400 | -0.0% | 1.12% | +2.4% |
| Q2 2014 | $131,863,000 | -9.0% | 2,288,500 | -4.1% | 1.10% | -14.4% |
| Q1 2014 | $144,909,000 | -6.3% | 2,386,900 | -9.8% | 1.28% | -12.3% |
| Q4 2013 | $154,726,000 | +17.1% | 2,645,800 | +3.5% | 1.46% | +4.2% |
| Q3 2013 | $132,114,000 | +5.6% | 2,555,900 | +7.8% | 1.40% | -6.4% |
| Q2 2013 | $125,144,000 | – | 2,370,600 | – | 1.50% | – |
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% |