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 | $238,854,199 | +19.2% | 1,647,043 | +19.6% | 7.67% | +1.5% |
| Q2 2023 | $200,364,869 | +11.8% | 1,377,646 | +0.1% | 7.56% | +3.6% |
| Q1 2023 | $179,278,625 | -4.2% | 1,375,785 | -1.4% | 7.30% | -13.2% |
| Q4 2022 | $187,086,320 | +27.0% | 1,395,125 | -1.1% | 8.40% | +15.1% |
| Q3 2022 | $147,351,000 | -3.6% | 1,410,053 | +3.9% | 7.30% | +5.2% |
| Q2 2022 | $152,824,000 | +12.9% | 1,357,108 | +36.7% | 6.94% | +3.2% |
| Q1 2022 | $135,380,000 | -0.5% | 993,100 | +15.6% | 6.72% | -8.1% |
| Q4 2021 | $136,072,000 | -5.5% | 859,307 | -2.3% | 7.31% | -10.4% |
| Q3 2021 | $143,945,000 | +3.0% | 879,375 | -2.2% | 8.16% | +6.3% |
| Q2 2021 | $139,816,000 | +0.1% | 898,903 | -2.1% | 7.68% | +1.7% |
| Q1 2021 | $139,722,000 | +16.5% | 917,831 | -2.7% | 7.55% | +9.5% |
| Q4 2020 | $119,920,000 | +29.8% | 943,730 | -1.6% | 6.90% | +4.9% |
| Q3 2020 | $92,370,000 | -2.0% | 959,487 | -4.2% | 6.57% | +5.1% |
| Q2 2020 | $94,217,000 | -1.2% | 1,001,676 | -5.5% | 6.26% | -1.3% |
| Q1 2020 | $95,394,000 | -5.0% | 1,059,575 | +47.0% | 6.34% | +21.2% |
| Q4 2019 | $100,459,000 | -2.0% | 720,648 | -17.2% | 5.23% | +1.3% |
| Q3 2019 | $102,475,000 | +4.1% | 870,722 | -1.1% | 5.16% | -0.7% |
| Q2 2019 | $98,453,000 | +4.7% | 880,618 | -5.2% | 5.20% | +7.5% |
| Q1 2019 | $94,006,000 | +6.3% | 928,638 | +2.5% | 4.84% | +7.0% |
| Q4 2018 | $88,423,000 | +24.1% | 905,788 | +43.4% | 4.52% | +19.7% |
| Q3 2018 | $71,266,000 | +8.6% | 631,568 | +0.3% | 3.78% | +7.1% |
| Q2 2018 | $65,611,000 | -8.2% | 629,659 | -3.1% | 3.53% | -9.2% |
| Q1 2018 | $71,481,000 | +0.3% | 650,004 | -2.4% | 3.88% | +2.8% |
| Q4 2017 | $71,242,000 | +10.1% | 666,184 | -1.7% | 3.78% | +8.0% |
| Q3 2017 | $64,723,000 | +3.2% | 677,659 | -1.2% | 3.50% | -35.1% |
| Q2 2017 | $62,692,000 | +0.3% | 685,913 | -3.6% | 5.39% | +0.4% |
| Q1 2017 | $62,532,000 | -21.1% | 711,891 | -22.5% | 5.37% | -16.1% |
| Q4 2016 | $79,294,000 | -33.8% | 918,924 | -48.9% | 6.40% | -22.9% |
| Q3 2016 | $119,863,000 | +8.0% | 1,800,018 | +0.8% | 8.30% | -2.3% |
| Q2 2016 | $110,945,000 | +8.3% | 1,785,402 | +3.2% | 8.49% | +4.0% |
| Q1 2016 | $102,450,000 | -2.2% | 1,729,995 | +9.0% | 8.16% | -22.1% |
| Q4 2015 | $104,761,000 | +8.5% | 1,586,561 | +0.2% | 10.48% | -0.9% |
| Q3 2015 | $96,566,000 | -0.7% | 1,583,826 | +10.3% | 10.58% | -12.9% |
| Q2 2015 | $97,283,000 | +12.8% | 1,435,696 | +0.8% | 12.15% | +15.9% |
| Q1 2015 | $86,258,000 | +20.5% | 1,423,868 | +24.4% | 10.48% | +11.4% |
| Q4 2014 | $71,607,000 | +9.7% | 1,144,246 | +5.6% | 9.41% | -3.4% |
| Q3 2014 | $65,276,000 | +6.4% | 1,083,595 | +1.8% | 9.74% | +3.8% |
| Q2 2014 | $61,327,000 | +2.2% | 1,064,340 | +7.7% | 9.38% | -6.1% |
| Q1 2014 | $60,024,000 | -43.6% | 988,696 | -45.6% | 10.00% | -6.9% |
| Q4 2013 | $106,378,000 | +148.5% | 1,819,066 | +119.6% | 10.73% | +7.8% |
| Q3 2013 | $42,808,000 | +14.2% | 828,167 | +16.6% | 9.96% | +16.9% |
| Q2 2013 | $37,482,000 | – | 710,012 | – | 8.52% | – |
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% |