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 | $7,380,054 | -1.2% | 50,890 | -0.9% | 0.74% | +1.8% |
| Q2 2023 | $7,468,800 | +15.3% | 51,353 | +3.3% | 0.73% | +7.5% |
| Q1 2023 | $6,479,568 | -0.5% | 49,724 | +2.4% | 0.68% | -8.7% |
| Q4 2022 | $6,514,900 | +23.4% | 48,582 | -3.9% | 0.74% | +11.4% |
| Q3 2022 | $5,281,000 | -6.6% | 50,532 | +0.7% | 0.67% | -1.5% |
| Q2 2022 | $5,652,000 | -18.4% | 50,191 | -1.2% | 0.68% | -4.9% |
| Q1 2022 | $6,925,000 | -13.7% | 50,799 | +0.3% | 0.71% | -11.0% |
| Q4 2021 | $8,020,000 | -1.1% | 50,649 | +2.2% | 0.80% | -10.5% |
| Q3 2021 | $8,108,000 | +5.7% | 49,535 | +0.5% | 0.89% | +4.4% |
| Q2 2021 | $7,669,000 | +4.5% | 49,307 | +2.3% | 0.86% | -7.3% |
| Q1 2021 | $7,338,000 | +21.4% | 48,206 | +1.3% | 0.92% | +11.6% |
| Q4 2020 | $6,045,000 | +35.4% | 47,570 | +2.6% | 0.83% | +18.1% |
| Q3 2020 | $4,463,000 | +0.8% | 46,362 | -1.5% | 0.70% | -6.9% |
| Q2 2020 | $4,426,000 | -5.3% | 47,050 | -9.4% | 0.75% | -23.9% |
| Q1 2020 | $4,673,000 | -32.6% | 51,904 | +4.3% | 0.99% | -25.1% |
| Q4 2019 | $6,938,000 | +25.2% | 49,773 | +5.7% | 1.32% | +10.3% |
| Q3 2019 | $5,540,000 | +6.6% | 47,077 | +1.2% | 1.20% | +2.1% |
| Q2 2019 | $5,198,000 | +17.0% | 46,501 | +6.0% | 1.17% | +11.0% |
| Q1 2019 | $4,441,000 | +4.1% | 43,872 | +0.3% | 1.06% | -11.9% |
| Q4 2018 | $4,268,000 | -15.4% | 43,720 | -2.2% | 1.20% | -3.9% |
| Q3 2018 | $5,044,000 | +10.4% | 44,700 | +1.9% | 1.24% | +3.9% |
| Q2 2018 | $4,569,000 | +16.3% | 43,851 | +22.7% | 1.20% | +8.3% |
| Q1 2018 | $3,929,000 | -6.6% | 35,725 | -9.2% | 1.11% | +1.7% |
| Q4 2017 | $4,208,000 | -52.4% | 39,349 | -58.6% | 1.09% | -14.9% |
| Q3 2017 | $8,840,000 | +64.0% | 95,094 | +61.2% | 1.28% | -18.8% |
| Q2 2017 | $5,390,000 | +9.4% | 58,974 | +5.1% | 1.57% | +2.7% |
| Q1 2017 | $4,928,000 | +11.6% | 56,100 | +9.6% | 1.53% | +7.9% |
| Q4 2016 | $4,417,000 | +29.6% | 51,192 | 0.0% | 1.42% | +17.7% |
| Q3 2016 | $3,409,000 | +7.1% | 51,192 | -0.1% | 1.20% | +2.8% |
| Q2 2016 | $3,184,000 | +5.0% | 51,232 | +0.1% | 1.17% | +3.7% |
| Q1 2016 | $3,031,000 | -0.1% | 51,182 | +11.4% | 1.13% | -6.0% |
| Q4 2015 | $3,033,000 | +8.7% | 45,932 | +0.4% | 1.20% | +0.5% |
| Q3 2015 | $2,790,000 | +29.8% | 45,762 | +44.2% | 1.20% | +47.7% |
| Q2 2015 | $2,150,000 | +12.9% | 31,727 | +0.9% | 0.81% | +7.6% |
| Q1 2015 | $1,904,000 | -8.3% | 31,432 | -5.3% | 0.75% | -11.7% |
| Q4 2014 | $2,077,000 | +7.6% | 33,197 | +3.6% | 0.85% | -1.7% |
| Q3 2014 | $1,931,000 | +4.5% | 32,057 | 0.0% | 0.87% | +16.2% |
| Q2 2014 | $1,847,000 | +7.3% | 32,057 | +13.0% | 0.75% | -10.6% |
| Q1 2014 | $1,722,000 | +3.8% | 28,367 | 0.0% | 0.84% | +10.0% |
| Q4 2013 | $1,659,000 | +11.6% | 28,367 | -1.3% | 0.76% | -1.6% |
| Q3 2013 | $1,486,000 | +2.6% | 28,739 | +4.8% | 0.77% | -15.1% |
| Q2 2013 | $1,448,000 | – | 27,434 | – | 0.91% | – |
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% |