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 | $29,913,420 | -0.3% | 206,271 | 0.0% | 0.36% | +10.6% |
| Q2 2023 | $30,000,054 | +10.0% | 206,271 | -1.5% | 0.33% | +6.1% |
| Q1 2023 | $27,283,135 | -45.5% | 209,371 | -43.9% | 0.31% | -48.2% |
| Q4 2022 | $50,069,051 | +28.4% | 373,371 | +0.0% | 0.60% | +25.1% |
| Q3 2022 | $39,007,000 | +8.2% | 373,271 | +16.6% | 0.48% | +15.7% |
| Q2 2022 | $36,051,000 | +3.3% | 320,139 | +25.1% | 0.41% | +35.4% |
| Q1 2022 | $34,896,000 | -16.4% | 255,989 | -2.9% | 0.30% | -9.0% |
| Q4 2021 | $41,739,000 | -3.8% | 263,589 | -0.5% | 0.34% | -1.2% |
| Q3 2021 | $43,376,000 | -8.3% | 264,989 | -12.8% | 0.34% | -4.8% |
| Q2 2021 | $47,282,000 | -24.7% | 303,989 | -26.3% | 0.36% | -24.3% |
| Q1 2021 | $62,824,000 | +7.4% | 412,689 | -10.4% | 0.47% | +3.8% |
| Q4 2020 | $58,514,000 | +218.1% | 460,489 | +141.0% | 0.45% | +158.9% |
| Q3 2020 | $18,396,000 | +17.8% | 191,089 | +15.1% | 0.18% | +8.7% |
| Q2 2020 | $15,622,000 | +43.4% | 166,089 | +37.3% | 0.16% | +12.6% |
| Q1 2020 | $10,893,000 | -28.6% | 120,995 | +10.6% | 0.14% | +5.1% |
| Q4 2019 | $15,250,000 | +18.4% | 109,400 | 0.0% | 0.14% | +6.2% |
| Q3 2019 | $12,875,000 | +5.0% | 109,400 | -0.2% | 0.13% | +8.5% |
| Q2 2019 | $12,259,000 | +5.6% | 109,650 | -4.4% | 0.12% | +8.3% |
| Q1 2019 | $11,606,000 | -29.1% | 114,650 | -31.6% | 0.11% | -36.6% |
| Q4 2018 | $16,366,000 | -10.8% | 167,650 | +3.1% | 0.17% | +12.4% |
| Q3 2018 | $18,353,000 | +56.4% | 162,650 | +44.4% | 0.15% | +41.7% |
| Q2 2018 | $11,738,000 | -13.0% | 112,650 | -8.2% | 0.11% | -20.0% |
| Q1 2018 | $13,490,000 | +2.8% | 122,670 | 0.0% | 0.14% | +1.5% |
| Q4 2017 | $13,118,000 | +12.0% | 122,670 | 0.0% | 0.13% | 0.0% |
| Q3 2017 | $11,716,000 | +3.6% | 122,670 | -0.9% | 0.13% | -5.0% |
| Q2 2017 | $11,309,000 | +3.6% | 123,729 | -0.5% | 0.14% | -6.0% |
| Q1 2017 | $10,921,000 | -4.0% | 124,332 | -5.7% | 0.15% | -17.2% |
| Q4 2016 | $11,373,000 | +31.4% | 131,797 | +1.4% | 0.18% | +14.6% |
| Q3 2016 | $8,657,000 | +7.2% | 130,000 | 0.0% | 0.16% | -4.3% |
| Q2 2016 | $8,078,000 | +18.6% | 130,000 | +13.0% | 0.16% | +8.6% |
| Q1 2016 | $6,810,000 | -10.3% | 115,000 | 0.0% | 0.15% | -27.4% |
| Q4 2015 | $7,593,000 | -2.4% | 115,000 | -9.8% | 0.21% | -1.9% |
| Q3 2015 | $7,777,000 | -10.0% | 127,554 | 0.0% | 0.21% | +0.5% |
| Q2 2015 | $8,643,000 | +21.4% | 127,554 | +8.5% | 0.21% | +14.1% |
| Q1 2015 | $7,121,000 | -8.4% | 117,554 | -5.4% | 0.18% | -7.5% |
| Q4 2014 | $7,777,000 | -28.5% | 124,269 | -31.2% | 0.20% | -33.1% |
| Q3 2014 | $10,882,000 | +4.5% | 180,650 | 0.0% | 0.30% | +0.7% |
| Q2 2014 | $10,409,000 | -16.6% | 180,650 | -12.2% | 0.30% | -26.8% |
| Q1 2014 | $12,485,000 | +3.2% | 205,650 | -0.6% | 0.41% | +8.0% |
| Q4 2013 | $12,097,000 | -11.0% | 206,850 | -21.4% | 0.38% | -15.9% |
| Q3 2013 | $13,597,000 | -35.8% | 263,050 | -34.5% | 0.45% | -92.2% |
| Q2 2013 | $21,187,000 | – | 401,350 | – | 5.70% | – |
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% |