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 | $4,251,232 | -1.4% | 29,314 | -1.2% | 1.01% | -0.8% |
| Q2 2023 | $4,313,557 | +11.6% | 29,658 | -0.0% | 1.02% | +7.7% |
| Q1 2023 | $3,865,894 | +16.0% | 29,666 | +19.3% | 0.95% | -16.8% |
| Q4 2022 | $3,333,989 | +21.4% | 24,861 | -5.4% | 1.14% | +22.8% |
| Q3 2022 | $2,747,000 | -9.6% | 26,293 | -2.6% | 0.93% | -8.7% |
| Q2 2022 | $3,039,000 | -19.3% | 26,991 | -2.3% | 1.02% | -2.9% |
| Q1 2022 | $3,767,000 | -14.4% | 27,638 | -0.6% | 1.05% | -15.6% |
| Q4 2021 | $4,403,000 | -4.3% | 27,810 | -1.1% | 1.24% | -10.5% |
| Q3 2021 | $4,602,000 | +5.9% | 28,116 | +0.6% | 1.39% | +7.3% |
| Q2 2021 | $4,346,000 | +3.9% | 27,944 | +1.7% | 1.29% | -1.4% |
| Q1 2021 | $4,183,000 | -0.1% | 27,482 | -16.6% | 1.31% | -3.9% |
| Q4 2020 | $4,186,000 | +37.9% | 32,944 | +4.5% | 1.36% | +21.4% |
| Q3 2020 | $3,036,000 | +29.8% | 31,539 | +26.8% | 1.12% | +31.7% |
| Q2 2020 | $2,339,000 | +4.9% | 24,870 | +0.4% | 0.85% | -2.7% |
| Q1 2020 | $2,230,000 | -51.3% | 24,773 | -23.7% | 0.88% | -42.3% |
| Q4 2019 | $4,581,000 | +16.3% | 32,470 | -3.0% | 1.52% | +9.0% |
| Q3 2019 | $3,940,000 | +7.9% | 33,484 | +2.5% | 1.40% | +5.7% |
| Q2 2019 | $3,653,000 | +9.8% | 32,677 | -0.6% | 1.32% | +10.0% |
| Q1 2019 | $3,328,000 | +63.0% | 32,879 | +56.1% | 1.20% | +41.6% |
| Q4 2018 | $2,042,000 | +0.7% | 21,069 | +17.2% | 0.85% | +7.9% |
| Q3 2018 | $2,027,000 | +8.1% | 17,972 | -0.1% | 0.79% | +5.4% |
| Q2 2018 | $1,875,000 | -4.2% | 17,994 | +1.1% | 0.75% | -8.2% |
| Q1 2018 | $1,957,000 | +2.9% | 17,801 | +0.1% | 0.81% | -2.0% |
| Q4 2017 | $1,901,000 | +12.5% | 17,782 | +0.5% | 0.83% | +4.9% |
| Q3 2017 | $1,690,000 | +4.4% | 17,694 | -0.2% | 0.79% | -5.3% |
| Q2 2017 | $1,619,000 | -2.5% | 17,723 | -6.3% | 0.84% | -6.2% |
| Q1 2017 | $1,661,000 | -6.9% | 18,917 | -8.6% | 0.89% | -11.9% |
| Q4 2016 | $1,785,000 | +23.3% | 20,688 | -4.9% | 1.01% | +23.2% |
| Q3 2016 | $1,448,000 | +126.6% | 21,753 | +111.5% | 0.82% | +135.0% |
| Q2 2016 | $639,000 | +12.7% | 10,287 | +7.4% | 0.35% | +11.1% |
| Q1 2016 | $567,000 | +5.6% | 9,580 | +17.8% | 0.31% | +31.4% |
| Q4 2015 | $537,000 | +8.7% | 8,135 | +0.3% | 0.24% | +3.0% |
| Q3 2015 | $494,000 | -10.0% | 8,111 | +0.1% | 0.23% | -7.6% |
| Q2 2015 | $549,000 | +8.5% | 8,103 | -3.0% | 0.25% | +12.1% |
| Q1 2015 | $506,000 | -7.2% | 8,356 | -4.0% | 0.22% | -10.8% |
| Q4 2014 | $545,000 | -6.7% | 8,704 | -10.2% | 0.25% | -30.5% |
| Q3 2014 | $584,000 | +4.7% | 9,688 | +0.1% | 0.36% | -43.3% |
| Q2 2014 | $558,000 | -5.7% | 9,678 | -0.7% | 0.64% | +29.5% |
| Q1 2014 | $592,000 | +3.7% | 9,743 | -0.2% | 0.49% | +1.7% |
| Q4 2013 | $571,000 | +49.1% | 9,759 | +31.6% | 0.48% | +30.1% |
| Q3 2013 | $383,000 | -2.0% | 7,414 | +0.1% | 0.37% | -35.3% |
| Q2 2013 | $391,000 | – | 7,404 | – | 0.58% | – |
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% |