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 | $6,859,865 | +26.6% | 47,303 | +26.9% | 1.68% | +20.1% |
| Q2 2023 | $5,420,387 | +8.1% | 37,269 | -3.2% | 1.40% | -1.7% |
| Q1 2023 | $5,014,705 | -8.1% | 38,483 | -5.5% | 1.42% | -11.1% |
| Q4 2022 | $5,458,391 | +15.9% | 40,704 | -9.6% | 1.60% | +15.8% |
| Q3 2022 | $4,708,000 | -8.6% | 45,051 | -1.5% | 1.38% | -2.7% |
| Q2 2022 | $5,149,000 | -21.3% | 45,720 | -4.7% | 1.42% | +11.2% |
| Q1 2022 | $6,539,000 | -14.8% | 47,971 | -1.0% | 1.28% | -9.9% |
| Q4 2021 | $7,677,000 | -3.1% | 48,479 | +0.2% | 1.42% | -9.8% |
| Q3 2021 | $7,920,000 | +4.9% | 48,384 | -0.3% | 1.58% | +3.1% |
| Q2 2021 | $7,550,000 | +2.7% | 48,539 | +0.5% | 1.53% | -2.9% |
| Q1 2021 | $7,353,000 | +9.8% | 48,302 | -8.4% | 1.57% | +9.2% |
| Q4 2020 | $6,698,000 | +3.8% | 52,715 | -21.4% | 1.44% | +27.5% |
| Q3 2020 | $6,454,000 | -1.2% | 67,040 | -3.5% | 1.13% | -20.7% |
| Q2 2020 | $6,534,000 | +3.5% | 69,461 | -0.9% | 1.42% | -16.0% |
| Q1 2020 | $6,311,000 | -35.1% | 70,094 | +0.5% | 1.70% | -17.1% |
| Q4 2019 | $9,727,000 | +20.5% | 69,776 | +1.7% | 2.04% | +6.8% |
| Q3 2019 | $8,072,000 | +6.2% | 68,588 | +0.9% | 1.91% | +6.5% |
| Q2 2019 | $7,600,000 | +9.4% | 67,976 | -1.0% | 1.80% | +3.7% |
| Q1 2019 | $6,947,000 | +2.9% | 68,629 | -0.8% | 1.73% | -7.9% |
| Q4 2018 | $6,750,000 | -15.0% | 69,148 | -1.7% | 1.88% | +3.0% |
| Q3 2018 | $7,940,000 | +11.3% | 70,366 | +2.7% | 1.83% | -0.5% |
| Q2 2018 | $7,137,000 | -2.5% | 68,491 | +2.9% | 1.84% | -3.3% |
| Q1 2018 | $7,321,000 | +2.4% | 66,571 | -0.4% | 1.90% | -14.8% |
| Q4 2017 | $7,146,000 | +11.0% | 66,821 | -0.9% | 2.23% | +5.0% |
| Q3 2017 | $6,437,000 | +5.2% | 67,396 | +0.7% | 2.12% | +2.4% |
| Q2 2017 | $6,117,000 | +2.0% | 66,926 | -2.0% | 2.07% | +2.8% |
| Q1 2017 | $5,997,000 | +2.7% | 68,276 | +0.9% | 2.02% | -1.1% |
| Q4 2016 | $5,841,000 | +25.8% | 67,696 | -2.9% | 2.04% | +23.9% |
| Q3 2016 | $4,643,000 | +10.7% | 69,718 | +3.3% | 1.65% | +4.4% |
| Q2 2016 | $4,194,000 | +5.0% | 67,496 | +0.0% | 1.58% | +4.7% |
| Q1 2016 | $3,996,000 | -9.9% | 67,485 | +0.5% | 1.50% | -11.7% |
| Q4 2015 | $4,434,000 | +9.5% | 67,155 | +1.1% | 1.70% | +10.0% |
| Q3 2015 | $4,048,000 | -7.7% | 66,395 | +2.6% | 1.55% | -2.3% |
| Q2 2015 | $4,384,000 | +14.4% | 64,703 | +2.3% | 1.58% | +14.7% |
| Q1 2015 | $3,833,000 | -2.3% | 63,279 | +0.9% | 1.38% | -5.0% |
| Q4 2014 | $3,923,000 | +6.5% | 62,686 | +2.6% | 1.45% | +4.6% |
| Q3 2014 | $3,682,000 | +8.3% | 61,119 | +3.6% | 1.39% | +2.1% |
| Q2 2014 | $3,401,000 | -0.3% | 59,019 | +5.1% | 1.36% | -9.1% |
| Q1 2014 | $3,410,000 | +8.3% | 56,165 | +4.3% | 1.50% | +7.1% |
| Q4 2013 | $3,149,000 | +62880.0% | 53,850 | +51185.7% | 1.40% | +69900.0% |
| Q3 2013 | $5,000 | -16.7% | 105 | 0.0% | 0.00% | -33.3% |
| Q2 2013 | $6,000 | – | 105 | – | 0.00% | – |
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% |