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 | $5,013,652 | -22.1% | 34,572 | -21.9% | 0.76% | -20.3% |
| Q2 2023 | $6,439,621 | +10.5% | 44,277 | -1.0% | 0.96% | +2.9% |
| Q1 2023 | $5,828,827 | +0.8% | 44,730 | +3.7% | 0.93% | -7.4% |
| Q4 2022 | $5,784,553 | +16.6% | 43,136 | -9.1% | 1.01% | +4.7% |
| Q3 2022 | $4,961,000 | -23.6% | 47,472 | -17.7% | 0.96% | -21.0% |
| Q2 2022 | $6,496,000 | -31.8% | 57,685 | -17.4% | 1.22% | -22.1% |
| Q1 2022 | $9,519,000 | -17.6% | 69,827 | -4.3% | 1.56% | -12.7% |
| Q4 2021 | $11,549,000 | -2.7% | 72,932 | +0.6% | 1.79% | -7.9% |
| Q3 2021 | $11,871,000 | +5.6% | 72,524 | +0.3% | 1.94% | +6.9% |
| Q2 2021 | $11,244,000 | -1.2% | 72,290 | -3.3% | 1.82% | -5.2% |
| Q1 2021 | $11,376,000 | +18.3% | 74,729 | -1.3% | 1.92% | +13.2% |
| Q4 2020 | $9,619,000 | +32.6% | 75,697 | +0.5% | 1.69% | +17.5% |
| Q3 2020 | $7,254,000 | +4.4% | 75,355 | +2.0% | 1.44% | -4.9% |
| Q2 2020 | $6,951,000 | +8.2% | 73,896 | +3.6% | 1.52% | -6.1% |
| Q1 2020 | $6,424,000 | -44.9% | 71,349 | -14.7% | 1.62% | -20.1% |
| Q4 2019 | $11,663,000 | +18.5% | 83,664 | +0.0% | 2.02% | +10.6% |
| Q3 2019 | $9,843,000 | +3.9% | 83,632 | -1.3% | 1.83% | +2.0% |
| Q2 2019 | $9,474,000 | +12.0% | 84,741 | +1.4% | 1.79% | +7.8% |
| Q1 2019 | $8,460,000 | +5.0% | 83,574 | +1.3% | 1.66% | -5.9% |
| Q4 2018 | $8,056,000 | -12.3% | 82,522 | +1.3% | 1.77% | -1.6% |
| Q3 2018 | $9,191,000 | +7.4% | 81,448 | -0.8% | 1.80% | +3.4% |
| Q2 2018 | $8,556,000 | -6.4% | 82,109 | -1.2% | 1.74% | -9.2% |
| Q1 2018 | $9,139,000 | -0.1% | 83,109 | -2.9% | 1.91% | -0.4% |
| Q4 2017 | $9,149,000 | +15.2% | 85,557 | +2.9% | 1.92% | +9.2% |
| Q3 2017 | $7,941,000 | +0.6% | 83,141 | -3.8% | 1.76% | -3.5% |
| Q2 2017 | $7,897,000 | -3.4% | 86,397 | -7.1% | 1.82% | -4.7% |
| Q1 2017 | $8,171,000 | -1.7% | 93,017 | -3.4% | 1.91% | -7.2% |
| Q4 2016 | $8,310,000 | +31.1% | 96,304 | +1.2% | 2.06% | +27.2% |
| Q3 2016 | $6,341,000 | +8.9% | 95,187 | +1.5% | 1.62% | +4.8% |
| Q2 2016 | $5,825,000 | +13.0% | 93,745 | +7.7% | 1.55% | +9.9% |
| Q1 2016 | $5,156,000 | -0.0% | 87,059 | +11.4% | 1.41% | -2.5% |
| Q4 2015 | $5,158,000 | +15.1% | 78,120 | +6.2% | 1.44% | +9.2% |
| Q3 2015 | $4,483,000 | -4.7% | 73,526 | +6.4% | 1.32% | +0.2% |
| Q2 2015 | $4,706,000 | +16.0% | 69,116 | +3.2% | 1.32% | +12.8% |
| Q1 2015 | $4,056,000 | +2.2% | 66,955 | +5.6% | 1.17% | -1.2% |
| Q4 2014 | $3,970,000 | +18.4% | 63,434 | +13.9% | 1.18% | +13.2% |
| Q3 2014 | $3,354,000 | +7.4% | 55,680 | +2.7% | 1.04% | +6.0% |
| Q2 2014 | $3,123,000 | -3.8% | 54,197 | +1.3% | 0.98% | -9.5% |
| Q1 2014 | $3,247,000 | +6.4% | 53,483 | +2.5% | 1.09% | +1.6% |
| Q4 2013 | $3,053,000 | +17.4% | 52,198 | +4.9% | 1.07% | +1.4% |
| Q3 2013 | $2,600,000 | +12.0% | 49,766 | +13.1% | 1.06% | +11.2% |
| Q2 2013 | $2,322,000 | – | 43,986 | – | 0.95% | – |
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% |