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 | $4,182,812 | -0.3% | 28,843 | 0.0% | 3.19% | +2.7% |
| Q2 2023 | $4,194,926 | +11.6% | 28,843 | 0.0% | 3.10% | -0.4% |
| Q1 2023 | $3,758,531 | -21.8% | 28,843 | -19.5% | 3.12% | -24.7% |
| Q4 2022 | $4,806,546 | +159.1% | 35,843 | +440.2% | 4.14% | +116.8% |
| Q3 2022 | $1,855,000 | +32.9% | 6,635 | -46.5% | 1.91% | +44.3% |
| Q2 2022 | $1,396,000 | -17.3% | 12,393 | 0.0% | 1.32% | +18.3% |
| Q1 2022 | $1,689,000 | -13.9% | 12,393 | 0.0% | 1.12% | +6.0% |
| Q4 2021 | $1,962,000 | -3.3% | 12,393 | 0.0% | 1.06% | -2.1% |
| Q3 2021 | $2,029,000 | -14.4% | 12,393 | -18.7% | 1.08% | -12.6% |
| Q2 2021 | $2,371,000 | +2.2% | 15,243 | 0.0% | 1.23% | -2.0% |
| Q1 2021 | $2,320,000 | +47.6% | 15,243 | +23.2% | 1.26% | +40.4% |
| Q4 2020 | $1,572,000 | -22.5% | 12,368 | -41.3% | 0.90% | -29.9% |
| Q3 2020 | $2,028,000 | -19.6% | 21,068 | -21.4% | 1.28% | -26.6% |
| Q2 2020 | $2,523,000 | -36.4% | 26,818 | -39.2% | 1.74% | -50.3% |
| Q1 2020 | $3,970,000 | -43.0% | 44,093 | -11.7% | 3.50% | -22.9% |
| Q4 2019 | $6,962,000 | +18.4% | 49,943 | 0.0% | 4.54% | +5.4% |
| Q3 2019 | $5,878,000 | -17.8% | 49,943 | -22.0% | 4.31% | -18.4% |
| Q2 2019 | $7,154,000 | +6.9% | 63,993 | -3.2% | 5.29% | +6.8% |
| Q1 2019 | $6,693,000 | +3.7% | 66,118 | 0.0% | 4.95% | -14.5% |
| Q4 2018 | $6,454,000 | -19.7% | 66,118 | -7.1% | 5.79% | +4.7% |
| Q3 2018 | $8,033,000 | +8.3% | 71,193 | 0.0% | 5.53% | +4.5% |
| Q2 2018 | $7,418,000 | -5.2% | 71,193 | 0.0% | 5.29% | -3.2% |
| Q1 2018 | $7,829,000 | -30.0% | 71,193 | -32.0% | 5.47% | -24.2% |
| Q4 2017 | $11,191,000 | +9.6% | 104,643 | -2.1% | 7.22% | +6.0% |
| Q3 2017 | $10,213,000 | -2.6% | 106,927 | -6.8% | 6.81% | +0.5% |
| Q2 2017 | $10,485,000 | +4.0% | 114,717 | 0.0% | 6.78% | +5.3% |
| Q1 2017 | $10,077,000 | -11.8% | 114,717 | -13.3% | 6.44% | -14.3% |
| Q4 2016 | $11,420,000 | +29.6% | 132,349 | 0.0% | 7.50% | +26.4% |
| Q3 2016 | $8,813,000 | +7.2% | 132,349 | 0.0% | 5.94% | -2.4% |
| Q2 2016 | $8,224,000 | +4.9% | 132,349 | 0.0% | 6.09% | +19.2% |
| Q1 2016 | $7,838,000 | -7.4% | 132,349 | +3.3% | 5.11% | -17.5% |
| Q4 2015 | $8,462,000 | +27.6% | 128,149 | +17.8% | 6.19% | +23.8% |
| Q3 2015 | $6,633,000 | +16.8% | 108,799 | +29.8% | 5.00% | +16.5% |
| Q2 2015 | $5,678,000 | +18.7% | 83,799 | +6.1% | 4.29% | +26.6% |
| Q1 2015 | $4,785,000 | -3.2% | 78,987 | 0.0% | 3.39% | -3.1% |
| Q4 2014 | $4,943,000 | -7.5% | 78,987 | -10.9% | 3.50% | -12.9% |
| Q3 2014 | $5,341,000 | -3.1% | 88,659 | -7.3% | 4.01% | +3.3% |
| Q2 2014 | $5,512,000 | -22.1% | 95,659 | -17.9% | 3.88% | -8.7% |
| Q1 2014 | $7,073,000 | +5.2% | 116,512 | +1.3% | 4.25% | +6.6% |
| Q4 2013 | $6,725,000 | +26.4% | 114,995 | +11.7% | 3.99% | +16.5% |
| Q3 2013 | $5,321,000 | -2.1% | 102,945 | 0.0% | 3.42% | -8.8% |
| Q2 2013 | $5,434,000 | – | 102,945 | – | 3.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guidance Point Advisors, LLC | 400,571 | $45,108,000 | 19.46% |
| ADAMCAPITAL Gestao de Recursos Ltda. | 145,224 | $16,354,000 | 18.72% |
| Global Frontier Investments LLC | 339,000 | $38,175,000 | 17.78% |
| Courant Investment Management LLC | 136,592 | $15,382,000 | 14.69% |
| Gemsstock Ltd. | 80,100 | $9,020,000 | 11.58% |
| Integrity Advisory, LLC | 101,312 | $11,409,000 | 11.17% |
| GREENHAVEN ASSOCIATES INC | 4,533,856 | $510,558,000 | 11.02% |
| Ardent Capital Management, Inc. | 79,240 | $8,923,000 | 10.99% |
| TEGEAN CAPITAL MANAGEMENT, LLC | 150,000 | $11,267,631 | 9.86% |
| PM CAPITAL Ltd | 284,889 | $32,081,000 | 8.31% |