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 | $3,693,659 | -1.7% | 25,470 | -1.5% | 2.38% | +9.6% |
| Q2 2023 | $3,759,188 | -0.3% | 25,847 | -10.7% | 2.18% | +7.9% |
| Q1 2023 | $3,771,302 | +26.7% | 28,941 | +30.4% | 2.02% | +47.3% |
| Q4 2022 | $2,975,545 | +39.8% | 22,189 | +8.9% | 1.37% | +23.9% |
| Q3 2022 | $2,129,000 | -7.8% | 20,375 | -0.6% | 1.10% | -1.9% |
| Q2 2022 | $2,308,000 | -13.8% | 20,496 | +4.3% | 1.13% | +2.6% |
| Q1 2022 | $2,679,000 | -51.4% | 19,651 | -43.6% | 1.10% | -50.4% |
| Q4 2021 | $5,514,000 | -4.1% | 34,822 | -0.8% | 2.21% | -14.1% |
| Q3 2021 | $5,747,000 | +10.5% | 35,109 | +5.0% | 2.58% | +9.8% |
| Q2 2021 | $5,199,000 | -31.6% | 33,425 | -33.1% | 2.35% | -15.8% |
| Q1 2021 | $7,603,000 | +18.6% | 49,945 | -1.0% | 2.78% | +7.7% |
| Q4 2020 | $6,410,000 | +18.9% | 50,443 | -9.9% | 2.58% | +9.3% |
| Q3 2020 | $5,391,000 | +7.9% | 56,001 | +5.4% | 2.37% | -0.3% |
| Q2 2020 | $4,996,000 | -16.2% | 53,111 | -19.8% | 2.37% | -21.9% |
| Q1 2020 | $5,961,000 | -45.6% | 66,216 | -15.8% | 3.04% | -23.6% |
| Q4 2019 | $10,963,000 | -3.4% | 78,647 | -18.5% | 3.98% | +11.6% |
| Q3 2019 | $11,352,000 | -7.8% | 96,454 | -12.4% | 3.56% | +0.9% |
| Q2 2019 | $12,311,000 | -26.8% | 110,120 | -33.7% | 3.53% | +2.4% |
| Q1 2019 | $16,823,000 | -27.8% | 166,189 | -30.4% | 3.45% | -15.4% |
| Q4 2018 | $23,314,000 | -23.2% | 238,829 | -11.3% | 4.08% | +1.8% |
| Q3 2018 | $30,372,000 | +29.4% | 269,157 | +19.5% | 4.00% | +20.7% |
| Q2 2018 | $23,469,000 | -23.6% | 225,229 | -19.3% | 3.32% | -7.5% |
| Q1 2018 | $30,700,000 | -0.7% | 279,165 | -3.4% | 3.59% | +2.2% |
| Q4 2017 | $30,910,000 | +5.7% | 289,045 | -5.6% | 3.51% | +3.5% |
| Q3 2017 | $29,241,000 | -0.6% | 306,156 | -4.8% | 3.39% | -3.4% |
| Q2 2017 | $29,404,000 | -21.7% | 321,702 | -24.7% | 3.51% | +3.2% |
| Q1 2017 | $37,549,000 | -1.8% | 427,470 | -3.6% | 3.40% | -5.7% |
| Q4 2016 | $38,247,000 | +9.4% | 443,239 | -15.6% | 3.60% | +21.3% |
| Q3 2016 | $34,955,000 | -6.2% | 524,935 | -12.4% | 2.97% | +8.0% |
| Q2 2016 | $37,247,000 | +15.4% | 599,404 | +10.0% | 2.75% | -2.8% |
| Q1 2016 | $32,272,000 | -10.3% | 544,943 | -0.0% | 2.83% | -8.4% |
| Q4 2015 | $35,994,000 | +7.6% | 545,122 | -0.7% | 3.09% | +1.4% |
| Q3 2015 | $33,462,000 | -12.2% | 548,825 | -2.5% | 3.05% | +0.2% |
| Q2 2015 | $38,130,000 | +2.5% | 562,715 | -8.3% | 3.04% | +13.6% |
| Q1 2015 | $37,182,000 | +18.3% | 613,773 | +22.2% | 2.68% | -7.8% |
| Q4 2014 | $31,435,000 | +9.9% | 502,324 | +5.8% | 2.91% | +0.2% |
| Q3 2014 | $28,602,000 | -1.2% | 474,793 | -5.5% | 2.90% | -11.6% |
| Q2 2014 | $28,961,000 | -5.2% | 502,622 | -0.1% | 3.28% | -8.9% |
| Q1 2014 | $30,537,000 | +4.5% | 502,999 | +0.7% | 3.60% | +1.4% |
| Q4 2013 | $29,223,000 | +7.5% | 499,701 | -5.0% | 3.55% | +0.9% |
| Q3 2013 | $27,189,000 | -28.9% | 526,001 | -27.4% | 3.52% | +5.8% |
| Q2 2013 | $38,261,000 | – | 724,774 | – | 3.33% | – |
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% |