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 | $240,220,989 | -4.2% | 1,656,468 | -3.9% | 0.86% | +2.1% |
| Q2 2023 | $250,695,655 | +11.5% | 1,723,705 | -0.1% | 0.85% | +5.5% |
| Q1 2023 | $224,923,009 | -2.6% | 1,726,061 | +0.2% | 0.80% | -8.0% |
| Q4 2022 | $230,965,258 | +28.1% | 1,722,336 | -0.2% | 0.87% | +19.8% |
| Q3 2022 | $180,339,000 | -7.2% | 1,725,728 | 0.0% | 0.73% | -1.2% |
| Q2 2022 | $194,334,000 | -17.8% | 1,725,728 | -0.5% | 0.74% | -1.9% |
| Q1 2022 | $236,355,000 | -14.7% | 1,733,827 | -0.9% | 0.75% | -6.2% |
| Q4 2021 | $277,032,000 | -5.0% | 1,749,490 | -1.8% | 0.80% | -11.2% |
| Q3 2021 | $291,658,000 | +3.7% | 1,781,770 | -1.5% | 0.90% | -2.1% |
| Q2 2021 | $281,387,000 | +1.8% | 1,809,099 | -0.4% | 0.92% | -4.9% |
| Q1 2021 | $276,504,000 | +14.5% | 1,816,359 | -4.4% | 0.97% | +13.6% |
| Q4 2020 | $241,390,000 | +25.8% | 1,899,664 | -4.7% | 0.85% | +12.1% |
| Q3 2020 | $191,813,000 | -2.9% | 1,992,452 | -5.2% | 0.76% | -7.8% |
| Q2 2020 | $197,626,000 | -5.3% | 2,101,066 | -9.3% | 0.82% | -18.5% |
| Q1 2020 | $208,644,000 | -35.4% | 2,317,495 | 0.0% | 1.01% | -16.9% |
| Q4 2019 | $323,059,000 | +9.7% | 2,317,495 | -7.4% | 1.22% | +7.3% |
| Q3 2019 | $294,496,000 | -38.2% | 2,502,300 | -41.3% | 1.14% | -35.9% |
| Q2 2019 | $476,268,000 | +9.4% | 4,260,000 | -0.9% | 1.77% | +8.8% |
| Q1 2019 | $435,289,000 | +4.6% | 4,300,000 | +0.9% | 1.63% | -8.4% |
| Q4 2018 | $416,154,000 | -11.4% | 4,263,000 | +2.4% | 1.78% | +2.8% |
| Q3 2018 | $469,753,000 | +5.8% | 4,163,000 | -2.3% | 1.73% | +3.0% |
| Q2 2018 | $444,205,000 | -4.1% | 4,263,000 | +1.2% | 1.68% | -5.8% |
| Q1 2018 | $463,304,000 | +1.6% | 4,213,000 | -1.2% | 1.78% | +3.2% |
| Q4 2017 | $455,885,000 | +7.9% | 4,263,000 | -3.6% | 1.73% | +2.4% |
| Q3 2017 | $422,345,000 | +4.5% | 4,422,000 | 0.0% | 1.69% | +1.6% |
| Q2 2017 | $404,171,000 | +11.6% | 4,422,000 | +7.3% | 1.66% | +9.9% |
| Q1 2017 | $362,076,000 | +0.8% | 4,122,000 | -1.0% | 1.51% | -2.0% |
| Q4 2016 | $359,225,000 | +19.6% | 4,163,000 | -7.7% | 1.54% | +19.2% |
| Q3 2016 | $300,387,000 | +5.8% | 4,511,000 | -1.3% | 1.29% | +0.5% |
| Q2 2016 | $283,980,000 | +2.1% | 4,570,000 | -2.7% | 1.29% | +2.7% |
| Q1 2016 | $278,038,000 | -57.0% | 4,695,000 | -52.0% | 1.25% | -8.3% |
| Q4 2015 | $646,434,000 | +101.5% | 9,790,000 | +86.0% | 1.37% | +0.3% |
| Q3 2015 | $320,885,000 | -6.5% | 5,263,000 | +4.0% | 1.36% | +3.4% |
| Q2 2015 | $343,069,000 | +10.2% | 5,063,000 | -1.5% | 1.32% | +8.6% |
| Q1 2015 | $311,260,000 | -1.3% | 5,138,000 | +2.0% | 1.21% | -0.3% |
| Q4 2014 | $315,278,000 | +3.9% | 5,038,000 | 0.0% | 1.22% | +1.6% |
| Q3 2014 | $303,489,000 | +11.2% | 5,038,000 | +6.3% | 1.20% | +10.4% |
| Q2 2014 | $273,004,000 | – | 4,738,000 | – | 1.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Global Frontier Investments LLC | 245,000 | $23,586,000 | 34.80% |
| Guidance Point Advisors, LLC | 400,471 | $38,553,000 | 21.25% |
| ADAMCAPITAL Gestao de Recursos Ltda. | 1,602,072 | $154,231,000 | 21.20% |
| Courant Investment Management LLC | 166,592 | $16,038,000 | 13.14% |
| Consulta Ltd | 2,000,000 | $192,540,000 | 12.89% |
| Gemsstock Ltd. | 87,200 | $8,394,000 | 12.20% |
| Banco BTG Pactual S.A. | 100,000 | $9,627,000 | 10.04% |
| Brave Warrior Advisors | 2,245,142 | $216,140,000 | 9.65% |
| EJF Capital LLC | 924,000 | $88,953,000 | 7.42% |
| Hi-Line Capital Management, LLC | 137,049 | $13,164,000 | 7.19% |