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 | $9,587,417 | -3.1% | 66,111 | -2.9% | 4.86% | +8.1% |
| Q2 2023 | $9,898,065 | +5.6% | 68,056 | -5.4% | 4.49% | +3.1% |
| Q1 2023 | $9,370,071 | +98782.1% | 71,906 | +1.8% | 4.36% | -7.5% |
| Q4 2022 | $9,476 | -99.9% | 70,663 | -3.7% | 4.71% | +10.5% |
| Q3 2022 | $9,237,000 | +7.9% | 73,377 | -3.4% | 4.26% | -7.5% |
| Q2 2022 | $8,558,000 | -24.9% | 75,994 | -9.1% | 4.61% | +30.8% |
| Q1 2022 | $11,393,000 | -15.5% | 83,574 | -1.8% | 3.52% | -12.8% |
| Q4 2021 | $13,479,000 | -3.6% | 85,120 | -0.4% | 4.04% | -12.1% |
| Q3 2021 | $13,982,000 | -15.3% | 85,420 | -0.2% | 4.60% | +8.2% |
| Q2 2021 | $16,509,000 | +26.5% | 85,610 | -0.1% | 4.25% | -7.4% |
| Q1 2021 | $13,051,000 | +22.2% | 85,730 | +2.0% | 4.59% | +6.7% |
| Q4 2020 | $10,680,000 | +35.1% | 84,050 | +2.3% | 4.30% | +17.7% |
| Q3 2020 | $7,907,000 | +3.1% | 82,135 | +0.7% | 3.66% | -7.3% |
| Q2 2020 | $7,670,000 | +7.5% | 81,539 | +2.9% | 3.94% | -10.7% |
| Q1 2020 | $7,136,000 | -52.1% | 79,261 | -25.9% | 4.42% | -23.4% |
| Q4 2019 | $14,901,000 | +15.5% | 106,894 | -2.5% | 5.77% | +1.7% |
| Q3 2019 | $12,901,000 | +3.5% | 109,618 | -1.7% | 5.67% | +9.8% |
| Q2 2019 | $12,462,000 | +9.8% | 111,468 | -0.6% | 5.16% | +14.5% |
| Q1 2019 | $11,350,000 | +4.1% | 112,117 | +0.3% | 4.51% | -6.7% |
| Q4 2018 | $10,907,000 | -13.5% | 111,731 | -0.0% | 4.84% | +11.3% |
| Q3 2018 | $12,614,000 | +9.3% | 111,785 | +1.0% | 4.34% | +11.1% |
| Q2 2018 | $11,536,000 | -5.6% | 110,706 | -0.4% | 3.91% | -3.4% |
| Q1 2018 | $12,222,000 | +3.3% | 111,140 | +0.4% | 4.05% | +4.1% |
| Q4 2017 | $11,835,000 | +11.1% | 110,673 | -0.8% | 3.89% | +7.2% |
| Q3 2017 | $10,656,000 | +1.9% | 111,567 | -2.4% | 3.63% | +0.8% |
| Q2 2017 | $10,453,000 | +2.4% | 114,362 | -1.6% | 3.60% | +0.4% |
| Q1 2017 | $10,205,000 | +5.2% | 116,177 | +3.3% | 3.58% | +9.1% |
| Q4 2016 | $9,700,000 | +11.1% | 112,415 | -14.3% | 3.29% | +19.6% |
| Q3 2016 | $8,731,000 | -0.7% | 131,115 | -7.3% | 2.75% | +4.9% |
| Q2 2016 | $8,789,000 | -1.2% | 141,445 | -5.9% | 2.62% | +6.2% |
| Q1 2016 | $8,896,000 | -12.8% | 150,311 | -2.7% | 2.47% | -12.1% |
| Q4 2015 | $10,204,000 | -40.2% | 154,536 | -44.8% | 2.81% | -33.1% |
| Q3 2015 | $17,072,000 | -17.0% | 280,011 | -7.7% | 4.20% | +13.7% |
| Q2 2015 | $20,563,000 | +10.7% | 303,461 | -1.0% | 3.69% | +9.9% |
| Q1 2015 | $18,574,000 | -4.2% | 306,596 | -1.1% | 3.36% | -14.9% |
| Q4 2014 | $19,391,000 | +4.8% | 309,860 | +0.8% | 3.95% | +14.0% |
| Q3 2014 | $18,511,000 | +3.9% | 307,290 | -0.6% | 3.46% | +16.3% |
| Q2 2014 | $17,810,000 | -22.1% | 309,095 | -17.9% | 2.98% | -28.6% |
| Q1 2014 | $22,853,000 | +9.2% | 376,425 | +5.2% | 4.17% | +3.2% |
| Q4 2013 | $20,924,000 | +1.5% | 357,805 | -10.3% | 4.04% | +9.2% |
| Q3 2013 | $20,611,000 | +3.0% | 398,735 | +5.2% | 3.70% | -5.1% |
| Q2 2013 | $20,002,000 | – | 378,890 | – | 3.90% | – |
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% |