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 | $18,094,623 | -1.4% | 124,773 | -1.1% | 2.21% | +2.4% |
| Q2 2023 | $18,350,004 | +7.3% | 126,169 | -3.9% | 2.16% | +0.8% |
| Q1 2023 | $17,101,772 | -9.2% | 131,239 | -6.5% | 2.14% | -14.6% |
| Q4 2022 | $18,832,107 | +30.3% | 140,433 | +1.6% | 2.50% | +19.7% |
| Q3 2022 | $14,450,000 | -8.8% | 138,281 | -1.7% | 2.09% | -3.6% |
| Q2 2022 | $15,849,000 | -17.9% | 140,743 | -0.6% | 2.17% | -3.9% |
| Q1 2022 | $19,309,000 | -12.7% | 141,645 | +1.5% | 2.26% | -10.1% |
| Q4 2021 | $22,106,000 | -3.7% | 139,604 | -0.5% | 2.52% | -13.2% |
| Q3 2021 | $22,965,000 | +5.7% | 140,296 | +0.5% | 2.90% | +5.7% |
| Q2 2021 | $21,721,000 | +2.7% | 139,649 | +0.5% | 2.74% | -4.2% |
| Q1 2021 | $21,153,000 | +13.3% | 138,957 | -5.4% | 2.86% | +8.1% |
| Q4 2020 | $18,670,000 | +37.9% | 146,929 | +4.5% | 2.65% | +21.3% |
| Q3 2020 | $13,538,000 | +19.9% | 140,627 | +17.2% | 2.18% | +11.7% |
| Q2 2020 | $11,287,000 | +25.8% | 119,998 | +20.4% | 1.96% | +1.1% |
| Q1 2020 | $8,974,000 | -33.7% | 99,682 | +2.7% | 1.93% | -22.1% |
| Q4 2019 | $13,529,000 | +18.7% | 97,053 | +0.2% | 2.48% | +8.3% |
| Q3 2019 | $11,399,000 | +1.7% | 96,852 | -3.4% | 2.29% | -1.1% |
| Q2 2019 | $11,204,000 | +13.0% | 100,215 | +2.3% | 2.32% | +7.5% |
| Q1 2019 | $9,915,000 | +3.9% | 97,943 | +0.2% | 2.16% | -8.8% |
| Q4 2018 | $9,546,000 | -13.5% | 97,784 | 0.0% | 2.36% | -2.8% |
| Q3 2018 | $11,034,000 | +8.3% | 97,784 | +0.1% | 2.43% | +2.7% |
| Q2 2018 | $10,184,000 | -4.8% | 97,734 | +0.5% | 2.37% | -4.5% |
| Q1 2018 | $10,693,000 | +2.6% | 97,234 | -0.2% | 2.48% | +3.5% |
| Q4 2017 | $10,422,000 | +17.1% | 97,459 | +4.6% | 2.40% | +8.6% |
| Q3 2017 | $8,899,000 | +2.8% | 93,174 | -1.6% | 2.21% | -1.7% |
| Q2 2017 | $8,658,000 | +6.6% | 94,724 | +2.4% | 2.24% | -0.7% |
| Q1 2017 | $8,123,000 | +1.8% | 92,475 | -0.0% | 2.26% | -5.9% |
| Q4 2016 | $7,981,000 | +29.3% | 92,495 | -0.2% | 2.40% | +24.3% |
| Q3 2016 | $6,173,000 | +13.2% | 92,695 | +5.7% | 1.93% | +12.9% |
| Q2 2016 | $5,451,000 | +4.9% | 87,715 | 0.0% | 1.71% | +0.9% |
| Q1 2016 | $5,194,000 | -8.0% | 87,715 | +2.6% | 1.70% | -13.4% |
| Q4 2015 | $5,643,000 | +7.5% | 85,465 | -0.7% | 1.96% | +0.1% |
| Q3 2015 | $5,247,000 | -10.0% | 86,065 | 0.0% | 1.96% | -7.8% |
| Q2 2015 | $5,832,000 | +13.9% | 86,065 | +1.9% | 2.12% | +13.4% |
| Q1 2015 | $5,119,000 | -2.6% | 84,500 | +0.7% | 1.87% | -7.9% |
| Q4 2014 | $5,254,000 | +4.2% | 83,950 | +0.3% | 2.03% | +0.4% |
| Q3 2014 | $5,041,000 | +4.6% | 83,674 | 0.0% | 2.02% | +9.8% |
| Q2 2014 | $4,821,000 | -5.2% | 83,674 | -0.1% | 1.84% | -12.7% |
| Q1 2014 | $5,086,000 | -3.5% | 83,774 | -7.0% | 2.11% | -2.7% |
| Q4 2013 | $5,270,000 | +12.7% | 90,124 | -0.4% | 2.17% | -3.0% |
| Q3 2013 | $4,675,000 | -4.9% | 90,449 | -2.9% | 2.24% | -5.6% |
| Q2 2013 | $4,916,000 | – | 93,124 | – | 2.37% | – |
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% |