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 | $17,613,343 | -3.0% | 121,454 | -2.7% | 1.82% | +2.6% |
| Q2 2023 | $18,154,564 | +36.5% | 124,825 | +22.3% | 1.78% | +29.6% |
| Q1 2023 | $13,303,385 | +88.9% | 102,090 | +94.4% | 1.37% | +56.1% |
| Q4 2022 | $7,043,334 | +28.9% | 52,523 | +0.5% | 0.88% | +15.5% |
| Q3 2022 | $5,463,000 | -20.8% | 52,274 | -14.7% | 0.76% | -17.1% |
| Q2 2022 | $6,900,000 | -15.1% | 61,275 | +2.8% | 0.92% | -0.8% |
| Q1 2022 | $8,129,000 | +7.3% | 59,629 | +24.7% | 0.92% | +12.5% |
| Q4 2021 | $7,573,000 | -1.2% | 47,825 | +2.1% | 0.82% | +478.9% |
| Q3 2021 | $7,667,000 | +10.2% | 46,838 | +4.7% | 0.14% | -83.2% |
| Q2 2021 | $6,960,000 | +0.2% | 44,744 | -2.0% | 0.84% | -7.3% |
| Q1 2021 | $6,949,000 | +15.3% | 45,651 | -3.8% | 0.91% | +5.0% |
| Q4 2020 | $6,029,000 | -99.9% | 47,448 | +5.2% | 0.87% | +16.9% |
| Q3 2020 | $4,340,526,000 | +95569.5% | 45,087 | -6.5% | 0.74% | -13.7% |
| Q2 2020 | $4,537,000 | +3.3% | 48,236 | -1.1% | 0.86% | -16.1% |
| Q1 2020 | $4,392,000 | -99.9% | 48,786 | -7.6% | 1.02% | -19.7% |
| Q4 2019 | $7,362,272,000 | +120277.2% | 52,814 | +1.6% | 1.28% | +6.9% |
| Q3 2019 | $6,116,000 | +15.4% | 51,965 | +9.6% | 1.19% | +11.9% |
| Q2 2019 | $5,302,000 | +5.6% | 47,421 | -4.4% | 1.07% | +4.8% |
| Q1 2019 | $5,022,000 | +2.2% | 49,609 | -1.5% | 1.02% | -10.0% |
| Q4 2018 | $4,916,000 | -1.1% | 50,359 | +6.2% | 1.13% | +12.8% |
| Q3 2018 | $4,973,000 | -1.5% | 47,424 | -2.1% | 1.00% | +6.4% |
| Q2 2018 | $5,047,000 | -5.4% | 48,432 | -0.2% | 0.94% | -9.5% |
| Q1 2018 | $5,335,000 | +0.7% | 48,509 | -2.1% | 1.04% | +4.5% |
| Q4 2017 | $5,300,000 | +6.1% | 49,559 | -5.2% | 1.00% | +0.6% |
| Q3 2017 | $4,994,000 | -1.3% | 52,292 | -4.4% | 0.99% | +2.4% |
| Q2 2017 | $5,060,000 | +11.6% | 54,692 | +5.9% | 0.97% | +5.7% |
| Q1 2017 | $4,536,000 | +0.6% | 51,639 | -1.2% | 0.92% | -3.6% |
| Q4 2016 | $4,511,000 | +16.4% | 52,277 | -10.2% | 0.95% | +12.3% |
| Q3 2016 | $3,877,000 | +8.1% | 58,228 | +0.9% | 0.85% | +8.5% |
| Q2 2016 | $3,586,000 | +15.7% | 57,712 | +10.3% | 0.78% | +14.4% |
| Q1 2016 | $3,100,000 | -26.7% | 52,339 | -18.3% | 0.68% | -29.0% |
| Q4 2015 | $4,230,000 | +8.4% | 64,057 | +0.0% | 0.96% | +7.6% |
| Q3 2015 | $3,904,000 | -2.9% | 64,027 | +7.9% | 0.89% | +13.3% |
| Q2 2015 | $4,019,000 | -14.2% | 59,316 | -31.7% | 0.79% | -12.5% |
| Q1 2015 | $4,685,000 | +196.0% | 86,786 | +243.1% | 0.90% | +180.7% |
| Q4 2014 | $1,583,000 | +124.5% | 25,296 | +116.3% | 0.32% | +104.5% |
| Q3 2014 | $705,000 | +191.3% | 11,696 | +178.7% | 0.16% | +201.9% |
| Q2 2014 | $242,000 | -5.1% | 4,196 | 0.0% | 0.05% | -13.3% |
| Q1 2014 | $255,000 | -85.6% | 4,196 | -86.1% | 0.06% | -86.5% |
| Q4 2013 | $1,768,000 | +714.7% | 30,236 | +620.6% | 0.44% | +652.5% |
| Q3 2013 | $217,000 | -87.3% | 4,196 | -87.1% | 0.06% | -88.4% |
| Q2 2013 | $1,712,000 | – | 32,429 | – | 0.51% | – |
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% |