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 | $179,466,601 | -0.9% | 1,237,530 | -0.6% | 1.50% | +1.3% |
| Q2 2023 | $181,095,053 | +10.7% | 1,245,153 | -0.8% | 1.48% | +5.2% |
| Q1 2023 | $163,597,819 | -7.3% | 1,255,451 | -4.6% | 1.41% | -9.0% |
| Q4 2022 | $176,418,875 | +35.6% | 1,315,577 | +5.7% | 1.55% | +20.4% |
| Q3 2022 | $130,065,000 | +2.5% | 1,244,650 | +10.5% | 1.29% | +7.4% |
| Q2 2022 | $126,860,000 | -16.2% | 1,126,546 | +1.4% | 1.20% | -4.2% |
| Q1 2022 | $151,417,000 | -13.6% | 1,110,745 | +0.4% | 1.25% | -11.1% |
| Q4 2021 | $175,202,000 | +1.2% | 1,106,417 | +4.7% | 1.41% | -8.2% |
| Q3 2021 | $173,056,000 | +5.5% | 1,057,220 | +0.3% | 1.53% | +5.1% |
| Q2 2021 | $164,003,000 | +6.6% | 1,054,407 | +4.3% | 1.46% | -2.1% |
| Q1 2021 | $153,904,000 | +32.1% | 1,010,999 | +10.3% | 1.49% | +19.9% |
| Q4 2020 | $116,493,000 | +34.8% | 916,760 | +2.2% | 1.24% | +15.5% |
| Q3 2020 | $86,395,000 | +1.9% | 897,429 | -0.4% | 1.08% | -6.0% |
| Q2 2020 | $84,783,000 | +1.9% | 901,380 | -2.4% | 1.14% | -13.7% |
| Q1 2020 | $83,188,000 | -48.6% | 924,002 | -20.4% | 1.33% | -29.6% |
| Q4 2019 | $161,808,000 | +17.4% | 1,160,750 | -0.9% | 1.88% | +8.7% |
| Q3 2019 | $137,802,000 | +4.7% | 1,170,887 | -0.5% | 1.73% | +1.2% |
| Q2 2019 | $131,561,000 | +10.3% | 1,176,751 | -0.1% | 1.71% | +5.5% |
| Q1 2019 | $119,232,000 | +7.3% | 1,177,834 | +3.5% | 1.62% | -8.1% |
| Q4 2018 | $111,077,000 | -13.4% | 1,137,843 | +0.1% | 1.77% | 0.0% |
| Q3 2018 | $128,236,000 | +8.4% | 1,136,448 | +0.1% | 1.77% | +1.8% |
| Q2 2018 | $118,287,000 | -5.0% | 1,135,198 | +0.3% | 1.74% | -8.1% |
| Q1 2018 | $124,455,000 | +2.7% | 1,131,722 | -0.1% | 1.89% | +6.3% |
| Q4 2017 | $121,152,000 | +14.1% | 1,132,902 | +1.9% | 1.78% | +7.4% |
| Q3 2017 | $106,166,000 | +6.0% | 1,111,563 | +1.4% | 1.65% | +2.7% |
| Q2 2017 | $100,148,000 | +9.5% | 1,095,707 | +5.2% | 1.61% | +12.8% |
| Q1 2017 | $91,479,000 | -47.7% | 1,041,434 | -48.6% | 1.43% | +2.8% |
| Q4 2016 | $174,858,000 | +158.6% | 2,026,406 | +99.6% | 1.39% | +24.4% |
| Q3 2016 | $67,612,000 | +12.5% | 1,015,348 | +5.0% | 1.12% | +8.7% |
| Q2 2016 | $60,092,000 | +6.5% | 967,040 | +1.5% | 1.03% | +4.5% |
| Q1 2016 | $56,402,000 | -8.3% | 952,415 | +2.3% | 0.98% | -13.9% |
| Q4 2015 | $61,476,000 | +9.9% | 931,040 | +1.5% | 1.14% | +22.1% |
| Q3 2015 | $55,914,000 | -10.9% | 917,070 | -1.0% | 0.93% | -2.4% |
| Q2 2015 | $62,783,000 | +9.8% | 926,553 | -1.9% | 0.96% | +12.7% |
| Q1 2015 | $57,199,000 | -14.0% | 944,200 | -11.2% | 0.85% | -14.3% |
| Q4 2014 | $66,549,000 | +3.8% | 1,063,416 | -0.0% | 0.99% | +0.1% |
| Q3 2014 | $64,091,000 | +4.2% | 1,063,941 | -0.4% | 0.99% | +10.7% |
| Q2 2014 | $61,528,000 | -2.9% | 1,067,823 | +2.3% | 0.89% | -5.0% |
| Q1 2014 | $63,352,000 | +1.4% | 1,043,527 | -2.3% | 0.94% | +3.3% |
| Q4 2013 | $62,449,000 | +12.4% | 1,067,877 | -0.7% | 0.91% | +7.2% |
| Q3 2013 | $55,581,000 | -1.4% | 1,075,266 | +0.7% | 0.85% | -6.6% |
| Q2 2013 | $56,373,000 | – | 1,067,871 | – | 0.91% | – |
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% |