JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.9%.
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 | $4,244,335 | -0.4% | 29,267 | -0.1% | 0.34% | +5.6% |
| Q2 2023 | $4,260,417 | +15.1% | 29,293 | +3.1% | 0.32% | +10.7% |
| Q1 2023 | $3,702,491 | +1.8% | 28,413 | +4.8% | 0.29% | -6.2% |
| Q4 2022 | $3,636,324 | +40.9% | 27,117 | +9.8% | 0.31% | +28.3% |
| Q3 2022 | $2,581,000 | -7.1% | 24,698 | +0.1% | 0.24% | -2.4% |
| Q2 2022 | $2,779,000 | -15.6% | 24,675 | +2.1% | 0.25% | -4.7% |
| Q1 2022 | $3,294,000 | -9.7% | 24,163 | +4.9% | 0.26% | -5.1% |
| Q4 2021 | $3,648,000 | -0.8% | 23,040 | +2.6% | 0.27% | -9.6% |
| Q3 2021 | $3,676,000 | +9.9% | 22,455 | +4.4% | 0.30% | +8.7% |
| Q2 2021 | $3,345,000 | -1.6% | 21,505 | -3.7% | 0.28% | -4.8% |
| Q1 2021 | $3,398,000 | +23.9% | 22,324 | +3.4% | 0.29% | -18.9% |
| Q4 2020 | $2,743,000 | +83.0% | 21,580 | +38.6% | 0.36% | +6.5% |
| Q3 2020 | $1,499,000 | +11.9% | 15,569 | +9.4% | 0.34% | +2.7% |
| Q2 2020 | $1,339,000 | -0.7% | 14,231 | -5.0% | 0.33% | -18.6% |
| Q1 2020 | $1,349,000 | -34.8% | 14,985 | +0.9% | 0.40% | -16.7% |
| Q4 2019 | $2,069,000 | +35.8% | 14,845 | +14.6% | 0.48% | +24.1% |
| Q3 2019 | $1,524,000 | +57.3% | 12,953 | +49.4% | 0.39% | +49.4% |
| Q2 2019 | $969,000 | +13.7% | 8,670 | +3.0% | 0.26% | +9.2% |
| Q1 2019 | $852,000 | +2.5% | 8,421 | -1.0% | 0.24% | -12.8% |
| Q4 2018 | $831,000 | -19.4% | 8,507 | -6.9% | 0.27% | -10.5% |
| Q3 2018 | $1,031,000 | +9.1% | 9,137 | +0.8% | 0.31% | +0.7% |
| Q2 2018 | $945,000 | -6.1% | 9,067 | -0.9% | 0.30% | -7.6% |
| Q1 2018 | $1,006,000 | +2.9% | 9,145 | +0.0% | 0.33% | -2.1% |
| Q4 2017 | $978,000 | -2.2% | 9,144 | -12.7% | 0.34% | -12.5% |
| Q3 2017 | $1,000,000 | +4.5% | 10,472 | +0.0% | 0.38% | -9.2% |
| Q2 2017 | $957,000 | -6.5% | 10,468 | -10.1% | 0.42% | -10.9% |
| Q1 2017 | $1,023,000 | +1.8% | 11,645 | +0.0% | 0.48% | -6.5% |
| Q4 2016 | $1,005,000 | +28.8% | 11,642 | -0.6% | 0.51% | +26.4% |
| Q3 2016 | $780,000 | +6.4% | 11,707 | -0.7% | 0.40% | +5.5% |
| Q2 2016 | $733,000 | -3.8% | 11,795 | -8.3% | 0.38% | -9.9% |
| Q1 2016 | $762,000 | -7.5% | 12,859 | +3.0% | 0.42% | -10.4% |
| Q4 2015 | $824,000 | +8.3% | 12,481 | +0.0% | 0.47% | -0.4% |
| Q3 2015 | $761,000 | -50.7% | 12,480 | -45.2% | 0.47% | -43.4% |
| Q2 2015 | $1,544,000 | +99.2% | 22,789 | +78.2% | 0.84% | +67.6% |
| Q1 2015 | $775,000 | -4.4% | 12,786 | -1.4% | 0.50% | -21.3% |
| Q4 2014 | $811,000 | +23.3% | 12,962 | +18.6% | 0.64% | +1.8% |
| Q3 2014 | $658,000 | -10.6% | 10,928 | -14.5% | 0.62% | -19.7% |
| Q2 2014 | $736,000 | -8.8% | 12,776 | -3.9% | 0.78% | -11.6% |
| Q1 2014 | $807,000 | -47.7% | 13,289 | -49.7% | 0.88% | -41.6% |
| Q4 2013 | $1,544,000 | -21.4% | 26,395 | -30.6% | 1.50% | -35.4% |
| Q3 2013 | $1,965,000 | +9.8% | 38,021 | +12.2% | 2.33% | -13.9% |
| Q2 2013 | $1,789,000 | – | 33,888 | – | 2.70% | – |
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% |