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 | $7,498,561 | -0.4% | 51,707 | -0.1% | 2.67% | +9.3% |
| Q2 2023 | $7,526,338 | -44.1% | 51,749 | -49.9% | 2.44% | +5.1% |
| Q1 2023 | $13,452,310 | +89.8% | 103,234 | +95.3% | 2.33% | -8.6% |
| Q4 2022 | $7,089,155 | +27.4% | 52,865 | -0.7% | 2.55% | +23.0% |
| Q3 2022 | $5,563,000 | -6.7% | 53,234 | +0.5% | 2.07% | -3.3% |
| Q2 2022 | $5,964,000 | +9.5% | 52,958 | +32.6% | 2.14% | +31.9% |
| Q1 2022 | $5,446,000 | -10.4% | 39,950 | +4.1% | 1.62% | -4.4% |
| Q4 2021 | $6,078,000 | +15.8% | 38,380 | +19.7% | 1.70% | +3.3% |
| Q3 2021 | $5,249,000 | +5.3% | 32,065 | +0.1% | 1.64% | +12.4% |
| Q2 2021 | $4,985,000 | +1.9% | 32,048 | -0.3% | 1.46% | -3.9% |
| Q1 2021 | $4,894,000 | -6.2% | 32,155 | -21.7% | 1.52% | -17.7% |
| Q4 2020 | $5,220,000 | +29.9% | 41,080 | -1.6% | 1.85% | +10.1% |
| Q3 2020 | $4,018,000 | -0.4% | 41,740 | -2.7% | 1.68% | 0.0% |
| Q2 2020 | $4,036,000 | +1.2% | 42,913 | -3.1% | 1.68% | -15.3% |
| Q1 2020 | $3,988,000 | -35.4% | 44,301 | +0.1% | 1.98% | -24.2% |
| Q4 2019 | $6,172,000 | +17.3% | 44,277 | -0.9% | 2.62% | +12.2% |
| Q3 2019 | $5,261,000 | +3.4% | 44,700 | -1.7% | 2.33% | +6.7% |
| Q2 2019 | $5,086,000 | +9.6% | 45,495 | -0.7% | 2.19% | +8.4% |
| Q1 2019 | $4,639,000 | +2.1% | 45,829 | -1.5% | 2.02% | -7.1% |
| Q4 2018 | $4,542,000 | -14.1% | 46,530 | -0.7% | 2.17% | +4.8% |
| Q3 2018 | $5,287,000 | +8.8% | 46,851 | +0.4% | 2.07% | +0.5% |
| Q2 2018 | $4,861,000 | -2.6% | 46,648 | +2.8% | 2.06% | -7.1% |
| Q1 2018 | $4,989,000 | -8.4% | 45,365 | -10.9% | 2.22% | -5.2% |
| Q4 2017 | $5,444,000 | +12.0% | 50,910 | +0.0% | 2.34% | +5.6% |
| Q3 2017 | $4,860,000 | +1.4% | 50,888 | -2.9% | 2.22% | -1.6% |
| Q2 2017 | $4,792,000 | -1.1% | 52,428 | -5.0% | 2.25% | -9.2% |
| Q1 2017 | $4,846,000 | -4.1% | 55,168 | -5.8% | 2.48% | +6.5% |
| Q4 2016 | $5,052,000 | +26.6% | 58,543 | -2.4% | 2.33% | +19.2% |
| Q3 2016 | $3,992,000 | +7.5% | 59,952 | +0.3% | 1.95% | +5.6% |
| Q2 2016 | $3,713,000 | +5.7% | 59,754 | +0.7% | 1.85% | +4.6% |
| Q1 2016 | $3,513,000 | -10.3% | 59,328 | +0.0% | 1.77% | -16.6% |
| Q4 2015 | $3,916,000 | +10.3% | 59,302 | +1.9% | 2.12% | +12.3% |
| Q3 2015 | $3,549,000 | -5.5% | 58,202 | +5.0% | 1.89% | +1.8% |
| Q2 2015 | $3,756,000 | +12.2% | 55,430 | +0.3% | 1.86% | +9.9% |
| Q1 2015 | $3,349,000 | -10.9% | 55,276 | -7.9% | 1.69% | -9.7% |
| Q4 2014 | $3,758,000 | +1.0% | 60,048 | -2.8% | 1.87% | -3.1% |
| Q3 2014 | $3,721,000 | +2.4% | 61,772 | -2.0% | 1.93% | +8.7% |
| Q2 2014 | $3,633,000 | -8.3% | 63,046 | -3.3% | 1.77% | -15.8% |
| Q1 2014 | $3,960,000 | +7.9% | 65,227 | +3.9% | 2.11% | +7.8% |
| Q4 2013 | $3,671,000 | +17.3% | 62,768 | +3.6% | 1.95% | +7.3% |
| Q3 2013 | $3,130,000 | +1.9% | 60,559 | +4.1% | 1.82% | -19.8% |
| Q2 2013 | $3,072,000 | – | 58,199 | – | 2.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Global Frontier Investments LLC | 245,000 | $23,586,000 | 34.80% |
| Guidance Point Advisors, LLC | 400,471 | $38,553,000 | 21.25% |
| ADAMCAPITAL Gestao de Recursos Ltda. | 1,602,072 | $154,231,000 | 21.20% |
| Courant Investment Management LLC | 166,592 | $16,038,000 | 13.14% |
| Consulta Ltd | 2,000,000 | $192,540,000 | 12.89% |
| Gemsstock Ltd. | 87,200 | $8,394,000 | 12.20% |
| Banco BTG Pactual S.A. | 100,000 | $9,627,000 | 10.04% |
| Brave Warrior Advisors | 2,245,142 | $216,140,000 | 9.65% |
| EJF Capital LLC | 924,000 | $88,953,000 | 7.42% |
| Hi-Line Capital Management, LLC | 137,049 | $13,164,000 | 7.19% |