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 | $24,383 | -5.4% | 167,410 | +1.9% | 0.55% | -0.4% |
| Q2 2023 | $25,786 | +30.8% | 164,338 | +8.6% | 0.56% | +19.6% |
| Q1 2023 | $19,721 | -2.8% | 151,337 | -0.0% | 0.46% | -8.3% |
| Q4 2022 | $20,298 | -99.9% | 151,362 | -37.2% | 0.51% | -27.6% |
| Q3 2022 | $25,187,000 | -1.6% | 241,021 | +6.0% | 0.70% | +5.4% |
| Q2 2022 | $25,598,000 | -4.8% | 227,310 | +15.3% | 0.66% | +10.5% |
| Q1 2022 | $26,885,000 | -18.8% | 197,224 | -5.6% | 0.60% | -16.6% |
| Q4 2021 | $33,094,000 | +1.7% | 208,997 | +5.1% | 0.72% | -5.6% |
| Q3 2021 | $32,543,000 | +7.3% | 198,809 | +2.0% | 0.76% | +6.9% |
| Q2 2021 | $30,331,000 | +4.6% | 195,001 | +2.4% | 0.71% | -0.7% |
| Q1 2021 | $29,003,000 | -14.1% | 190,516 | -28.3% | 0.72% | -15.8% |
| Q4 2020 | $33,748,000 | +20.2% | 265,589 | -8.9% | 0.85% | +8.4% |
| Q3 2020 | $28,078,000 | -0.7% | 291,653 | -3.0% | 0.79% | -4.6% |
| Q2 2020 | $28,290,000 | +43.8% | 300,760 | +37.6% | 0.82% | +17.2% |
| Q1 2020 | $19,679,000 | -27.9% | 218,586 | +11.6% | 0.70% | -6.1% |
| Q4 2019 | $27,301,000 | +14.8% | 195,845 | -3.1% | 0.75% | +8.1% |
| Q3 2019 | $23,778,000 | -4.1% | 202,042 | -8.9% | 0.69% | -0.1% |
| Q2 2019 | $24,798,000 | +6.5% | 221,807 | -3.6% | 0.70% | +5.1% |
| Q1 2019 | $23,286,000 | +3.8% | 230,030 | +0.1% | 0.66% | -5.0% |
| Q4 2018 | $22,442,000 | -22.1% | 229,889 | -9.9% | 0.70% | -4.8% |
| Q3 2018 | $28,798,000 | +3.7% | 255,208 | -4.2% | 0.73% | -1.9% |
| Q2 2018 | $27,763,000 | -10.1% | 266,436 | -5.1% | 0.74% | -6.6% |
| Q1 2018 | $30,883,000 | -6.2% | 280,829 | -8.8% | 0.80% | +0.9% |
| Q4 2017 | $32,930,000 | +12.9% | 307,931 | +0.8% | 0.79% | +5.2% |
| Q3 2017 | $29,172,000 | 0.0% | 305,430 | 0.0% | 0.75% | 0.0% |
| Q3 2016 | $29,172,000 | – | 305,430 | – | 0.75% | – |
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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% |