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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $13,328 | +11.6% | 91,639 | -0.1% | 1.82% | +7.7% |
| Q1 2023 | $11,948 | -3.0% | 91,692 | -0.2% | 1.69% | -8.8% |
| Q4 2022 | $12,315 | -99.9% | 91,834 | +0.7% | 1.86% | +18.0% |
| Q3 2022 | $9,526,000 | -7.1% | 91,162 | +0.2% | 1.57% | +1.0% |
| Q2 2022 | $10,250,000 | -16.8% | 91,023 | +0.7% | 1.56% | -2.3% |
| Q1 2022 | $12,321,000 | -31.8% | 90,384 | -20.7% | 1.59% | -17.9% |
| Q4 2021 | $18,058,000 | -4.3% | 114,041 | -1.1% | 1.94% | -7.5% |
| Q3 2021 | $18,872,000 | +4.1% | 115,291 | -1.1% | 2.10% | +4.4% |
| Q2 2021 | $18,133,000 | +1.9% | 116,581 | -0.3% | 2.01% | -4.0% |
| Q1 2021 | $17,796,000 | +21.2% | 116,902 | +1.2% | 2.09% | +12.9% |
| Q4 2020 | $14,682,000 | +32.9% | 115,542 | +0.7% | 1.86% | +14.1% |
| Q3 2020 | $11,047,000 | +1.2% | 114,747 | -1.1% | 1.63% | -9.2% |
| Q2 2020 | $10,915,000 | +3.8% | 116,047 | -0.6% | 1.79% | -11.4% |
| Q1 2020 | $10,511,000 | -36.3% | 116,748 | -1.4% | 2.02% | -20.0% |
| Q4 2019 | $16,497,000 | +18.6% | 118,346 | +0.1% | 2.52% | +9.4% |
| Q3 2019 | $13,908,000 | +2.3% | 118,178 | -2.8% | 2.31% | +8.0% |
| Q2 2019 | $13,595,000 | +10.2% | 121,603 | -0.2% | 2.14% | +5.9% |
| Q1 2019 | $12,333,000 | -1.2% | 121,829 | -4.8% | 2.02% | -13.3% |
| Q4 2018 | $12,488,000 | -13.5% | 127,929 | -0.0% | 2.33% | +2.5% |
| Q3 2018 | $14,436,000 | +6.7% | 127,937 | -1.5% | 2.27% | +1.7% |
| Q2 2018 | $13,533,000 | -8.1% | 129,872 | -3.0% | 2.23% | -9.8% |
| Q1 2018 | $14,726,000 | +1.3% | 133,911 | -1.5% | 2.48% | +6.0% |
| Q4 2017 | $14,531,000 | +10.8% | 135,884 | -1.0% | 2.33% | +7.4% |
| Q3 2017 | $13,114,000 | +2.7% | 137,308 | -1.7% | 2.17% | +0.7% |
| Q2 2017 | $12,772,000 | +4.5% | 139,733 | +0.5% | 2.16% | +2.2% |
| Q1 2017 | $12,217,000 | +2.9% | 139,078 | +1.1% | 2.11% | -0.4% |
| Q4 2016 | $11,872,000 | +22.9% | 137,583 | -2.3% | 2.12% | +22.6% |
| Q3 2016 | $9,662,000 | +7.8% | 140,768 | -2.4% | 1.73% | +2.9% |
| Q2 2016 | $8,962,000 | +5.4% | 144,223 | +0.4% | 1.68% | +41.0% |
| Q1 2016 | $8,505,000 | -10.9% | 143,623 | -0.6% | 1.19% | -34.3% |
| Q4 2015 | $9,544,000 | +5.4% | 144,543 | -1.5% | 1.82% | +14.2% |
| Q3 2015 | $9,057,000 | -9.6% | 146,743 | -0.8% | 1.59% | -5.5% |
| Q2 2015 | $10,023,000 | +10.8% | 147,924 | -1.0% | 1.68% | +6.6% |
| Q1 2015 | $9,049,000 | -0.3% | 149,373 | +3.0% | 1.58% | -2.8% |
| Q4 2014 | $9,077,000 | +5.2% | 145,057 | +1.3% | 1.62% | +0.9% |
| Q3 2014 | $8,626,000 | +0.6% | 143,196 | -3.7% | 1.61% | +12.7% |
| Q2 2014 | $8,572,000 | -2.7% | 148,771 | +2.6% | 1.43% | -16.5% |
| Q1 2014 | $8,806,000 | +1.6% | 145,062 | -2.1% | 1.71% | -0.2% |
| Q4 2013 | $8,668,000 | +16.2% | 148,223 | +2.7% | 1.71% | +8.4% |
| Q3 2013 | $7,462,000 | -2.3% | 144,363 | -0.2% | 1.58% | -7.3% |
| Q2 2013 | $7,635,000 | – | 144,638 | – | 1.71% | – |
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% |