JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,699,657 | +15.4% | 15,871 | -1.6% | 0.89% | +3.2% |
| Q3 2023 | $2,339,028 | -3.5% | 16,129 | -3.2% | 0.87% | -0.9% |
| Q2 2023 | $2,422,885 | +11.6% | 16,659 | -0.0% | 0.87% | +7.6% |
| Q1 2023 | $2,171,095 | -1.7% | 16,661 | +1.1% | 0.81% | -9.5% |
| Q4 2022 | $2,209,163 | +26.0% | 16,474 | -1.8% | 0.90% | +11.7% |
| Q3 2022 | $1,753,000 | -10.5% | 16,771 | -3.5% | 0.80% | -5.3% |
| Q2 2022 | $1,958,000 | -18.1% | 17,387 | -0.9% | 0.85% | -8.2% |
| Q1 2022 | $2,392,000 | -16.7% | 17,547 | -3.3% | 0.92% | -12.9% |
| Q4 2021 | $2,872,000 | -3.9% | 18,138 | -0.7% | 1.06% | -12.0% |
| Q3 2021 | $2,990,000 | +5.2% | 18,268 | -0.0% | 1.21% | +2.2% |
| Q2 2021 | $2,842,000 | +1.4% | 18,270 | -0.8% | 1.18% | -5.2% |
| Q1 2021 | $2,803,000 | +11.0% | 18,413 | -7.4% | 1.24% | +1.5% |
| Q4 2020 | $2,526,000 | +31.5% | 19,878 | -0.4% | 1.23% | +14.5% |
| Q3 2020 | $1,921,000 | +2.3% | 19,953 | -0.1% | 1.07% | -5.5% |
| Q2 2020 | $1,878,000 | +1.0% | 19,963 | -3.4% | 1.13% | -13.8% |
| Q1 2020 | $1,860,000 | -40.1% | 20,656 | -7.3% | 1.32% | -24.5% |
| Q4 2019 | $3,107,000 | +18.6% | 22,288 | +0.1% | 1.74% | +5.7% |
| Q3 2019 | $2,620,000 | +4.5% | 22,258 | -0.8% | 1.65% | +3.2% |
| Q2 2019 | $2,507,000 | +8.7% | 22,427 | -1.6% | 1.60% | +6.2% |
| Q1 2019 | $2,307,000 | +2.3% | 22,792 | -1.4% | 1.50% | -2.6% |
| Q4 2018 | $2,256,000 | -15.3% | 23,117 | -2.1% | 1.54% | -2.7% |
| Q3 2018 | $2,663,000 | +7.9% | 23,605 | -0.3% | 1.59% | -1.2% |
| Q2 2018 | $2,467,000 | -8.2% | 23,685 | -3.1% | 1.61% | -12.7% |
| Q1 2018 | $2,688,000 | +0.4% | 24,450 | -2.3% | 1.84% | +12.5% |
| Q4 2017 | $2,676,000 | +12.6% | 25,030 | +0.6% | 1.64% | +6.1% |
| Q3 2017 | $2,376,000 | +3.9% | 24,880 | -0.5% | 1.54% | -0.3% |
| Q2 2017 | $2,286,000 | -1.6% | 25,012 | -5.4% | 1.55% | -4.9% |
| Q1 2017 | $2,323,000 | +4.9% | 26,447 | +3.0% | 1.63% | -4.0% |
| Q4 2016 | $2,215,000 | +33.2% | 25,672 | +2.7% | 1.69% | +26.8% |
| Q3 2016 | $1,663,000 | +6.4% | 24,985 | -0.7% | 1.34% | +2.7% |
| Q2 2016 | $1,563,000 | +5.4% | 25,155 | +0.5% | 1.30% | -0.4% |
| Q1 2016 | $1,483,000 | -20.7% | 25,040 | -11.6% | 1.30% | -23.9% |
| Q4 2015 | $1,870,000 | +14.5% | 28,316 | +5.7% | 1.71% | -1.5% |
| Q3 2015 | $1,633,000 | -11.3% | 26,789 | -1.5% | 1.74% | -4.0% |
| Q2 2015 | $1,842,000 | +9.3% | 27,184 | -2.3% | 1.81% | +266.8% |
| Q1 2015 | $1,685,000 | -5.4% | 27,821 | -2.3% | 0.49% | -2.9% |
| Q4 2014 | $1,782,000 | +2.9% | 28,471 | -1.0% | 0.51% | -0.8% |
| Q3 2014 | $1,732,000 | +8.5% | 28,746 | +3.8% | 0.51% | +8.9% |
| Q2 2014 | $1,596,000 | -3.2% | 27,692 | +2.0% | 0.47% | -9.2% |
| Q1 2014 | $1,648,000 | +0.7% | 27,149 | -3.0% | 0.52% | -3.2% |
| Q4 2013 | $1,637,000 | +14.6% | 27,999 | +1.4% | 0.54% | +3.7% |
| Q3 2013 | $1,428,000 | -2.3% | 27,623 | -0.3% | 0.52% | -14.1% |
| Q2 2013 | $1,462,000 | – | 27,698 | – | 0.60% | – |
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% |