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 | $346,500,065 | -1.1% | 2,389,326 | -0.8% | 1.37% | +4.3% |
| Q2 2023 | $350,345,699 | +9.6% | 2,408,868 | -1.8% | 1.31% | +3.7% |
| Q1 2023 | $319,732,136 | -1.9% | 2,453,627 | +1.0% | 1.26% | -8.7% |
| Q4 2022 | $325,781,869 | +19.3% | 2,429,395 | -7.0% | 1.38% | +18.8% |
| Q3 2022 | $273,030,000 | -6.2% | 2,612,718 | +1.1% | 1.17% | -3.2% |
| Q2 2022 | $291,122,000 | -18.1% | 2,585,241 | -0.8% | 1.20% | -1.7% |
| Q1 2022 | $355,410,000 | -17.9% | 2,607,177 | -4.7% | 1.22% | -12.2% |
| Q4 2021 | $433,105,000 | -3.7% | 2,735,112 | -0.4% | 1.40% | -10.9% |
| Q3 2021 | $449,594,000 | +2.6% | 2,746,605 | -2.5% | 1.57% | +5.1% |
| Q2 2021 | $438,356,000 | -0.1% | 2,818,282 | -2.3% | 1.49% | -4.7% |
| Q1 2021 | $438,927,000 | +21.4% | 2,883,325 | +1.3% | 1.56% | +21.4% |
| Q4 2020 | $361,549,000 | +32.2% | 2,846,291 | +0.2% | 1.29% | +19.2% |
| Q3 2020 | $273,564,000 | +1.0% | 2,841,622 | -1.3% | 1.08% | -1.5% |
| Q2 2020 | $270,872,000 | +9.8% | 2,879,781 | +5.1% | 1.10% | -4.4% |
| Q1 2020 | $246,624,000 | -34.6% | 2,739,332 | +1.3% | 1.15% | -19.5% |
| Q4 2019 | $376,991,000 | +16.1% | 2,704,388 | -2.0% | 1.43% | +7.1% |
| Q3 2019 | $324,630,000 | +3.8% | 2,758,359 | -1.4% | 1.33% | +2.7% |
| Q2 2019 | $312,715,000 | -4.2% | 2,797,090 | -1.0% | 1.30% | -4.0% |
| Q1 2019 | $326,304,000 | +19.9% | 2,825,684 | +1.3% | 1.35% | +1.7% |
| Q4 2018 | $272,256,000 | -14.2% | 2,788,943 | -0.9% | 1.33% | +0.9% |
| Q3 2018 | $317,448,000 | +4.4% | 2,813,260 | -3.6% | 1.32% | -0.2% |
| Q2 2018 | $304,057,000 | -6.3% | 2,918,017 | -1.1% | 1.32% | -8.6% |
| Q1 2018 | $324,543,000 | -0.7% | 2,951,196 | -3.4% | 1.44% | +2.5% |
| Q4 2017 | $326,799,000 | +9.6% | 3,055,920 | -2.1% | 1.41% | +4.2% |
| Q3 2017 | $298,071,000 | +5.1% | 3,120,836 | +0.6% | 1.35% | -0.6% |
| Q2 2017 | $283,681,000 | +3.3% | 3,103,735 | -0.8% | 1.36% | +0.7% |
| Q1 2017 | $274,721,000 | +4.5% | 3,127,521 | +2.7% | 1.35% | -3.2% |
| Q4 2016 | $262,897,000 | +29.0% | 3,046,668 | -0.4% | 1.39% | +24.9% |
| Q3 2016 | $203,787,000 | +3.9% | 3,060,320 | -3.0% | 1.12% | +2.0% |
| Q2 2016 | $196,066,000 | +5.7% | 3,155,232 | +0.8% | 1.09% | +3.1% |
| Q1 2016 | $185,428,000 | -8.5% | 3,131,170 | +2.0% | 1.06% | -10.8% |
| Q4 2015 | $202,633,000 | +8.5% | 3,068,802 | +0.2% | 1.19% | +2.0% |
| Q3 2015 | $186,695,000 | -7.2% | 3,062,092 | +3.1% | 1.16% | -3.3% |
| Q2 2015 | $201,157,000 | +12.8% | 2,968,671 | +0.8% | 1.20% | +12.0% |
| Q1 2015 | $178,362,000 | -0.2% | 2,944,238 | +3.1% | 1.08% | -3.7% |
| Q4 2014 | $178,667,000 | +2.3% | 2,855,009 | -1.5% | 1.12% | -1.2% |
| Q3 2014 | $174,603,000 | +10.7% | 2,898,467 | +5.9% | 1.13% | +3.0% |
| Q2 2014 | $157,730,000 | -7.0% | 2,737,414 | -2.0% | 1.10% | -9.7% |
| Q1 2014 | $169,555,000 | +4.4% | 2,792,869 | +0.6% | 1.22% | +2.4% |
| Q4 2013 | $162,353,000 | +14.6% | 2,776,218 | +1.3% | 1.19% | +2.6% |
| Q3 2013 | $141,729,000 | +3719.2% | 2,741,903 | +3800.7% | 1.16% | +44.1% |
| Q2 2013 | $3,711,000 | – | 70,293 | – | 0.80% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guidance Point Advisors, LLC | 400,571 | $45,108,000 | 19.46% |
| ADAMCAPITAL Gestao de Recursos Ltda. | 145,224 | $16,354,000 | 18.72% |
| Global Frontier Investments LLC | 339,000 | $38,175,000 | 17.78% |
| Courant Investment Management LLC | 136,592 | $15,382,000 | 14.69% |
| Gemsstock Ltd. | 80,100 | $9,020,000 | 11.58% |
| Integrity Advisory, LLC | 101,312 | $11,409,000 | 11.17% |
| GREENHAVEN ASSOCIATES INC | 4,533,856 | $510,558,000 | 11.02% |
| Ardent Capital Management, Inc. | 79,240 | $8,923,000 | 10.99% |
| TEGEAN CAPITAL MANAGEMENT, LLC | 150,000 | $11,267,631 | 9.86% |
| PM CAPITAL Ltd | 284,889 | $32,081,000 | 8.31% |