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 | $11,401 | +0.4% | 78,616 | +0.7% | 2.40% | +4.7% |
| Q2 2023 | $11,357 | +14.3% | 78,086 | +2.4% | 2.30% | +4.6% |
| Q1 2023 | $9,937 | -0.4% | 76,258 | +2.6% | 2.20% | -8.0% |
| Q4 2022 | $9,972 | -99.9% | 74,361 | -4.6% | 2.38% | +15.2% |
| Q3 2022 | $8,149,000 | -6.5% | 77,982 | +0.7% | 2.07% | -0.8% |
| Q2 2022 | $8,718,000 | -15.0% | 77,422 | +2.9% | 2.09% | +3.7% |
| Q1 2022 | $10,254,000 | -12.3% | 75,219 | +1.9% | 2.01% | -7.2% |
| Q4 2021 | $11,688,000 | -1.7% | 73,813 | +1.7% | 2.17% | -10.9% |
| Q3 2021 | $11,885,000 | +6.8% | 72,604 | +1.5% | 2.43% | +7.0% |
| Q2 2021 | $11,130,000 | +4.2% | 71,557 | +2.0% | 2.28% | -5.1% |
| Q1 2021 | $10,677,000 | +21.7% | 70,138 | +1.6% | 2.40% | +16.5% |
| Q4 2020 | $8,776,000 | +35.8% | 69,064 | +2.9% | 2.06% | +22.6% |
| Q3 2020 | $6,464,000 | +3.0% | 67,143 | +0.6% | 1.68% | -9.0% |
| Q2 2020 | $6,276,000 | +7.3% | 66,724 | +2.7% | 1.84% | -27.0% |
| Q1 2020 | $5,849,000 | -36.9% | 64,964 | -2.3% | 2.52% | +2.9% |
| Q4 2019 | $9,269,000 | +19.7% | 66,492 | +1.1% | 2.45% | +10.4% |
| Q3 2019 | $7,742,000 | +10.4% | 65,781 | +4.8% | 2.22% | +5.9% |
| Q2 2019 | $7,015,000 | +12.0% | 62,749 | +1.4% | 2.10% | +6.9% |
| Q1 2019 | $6,266,000 | +8.1% | 61,897 | +4.2% | 1.96% | -6.5% |
| Q4 2018 | $5,798,000 | -13.5% | 59,392 | +0.0% | 2.10% | +0.1% |
| Q3 2018 | $6,700,000 | +8.6% | 59,373 | +0.3% | 2.10% | -0.9% |
| Q2 2018 | $6,168,000 | -3.6% | 59,190 | +1.7% | 2.11% | -7.0% |
| Q1 2018 | $6,397,000 | +3.4% | 58,173 | +0.5% | 2.27% | +3.8% |
| Q4 2017 | $6,188,000 | +11.9% | 57,870 | -0.1% | 2.19% | +6.4% |
| Q3 2017 | $5,531,000 | +7.6% | 57,912 | +3.0% | 2.06% | +0.7% |
| Q2 2017 | $5,138,000 | +3.6% | 56,213 | -0.4% | 2.04% | -1.5% |
| Q1 2017 | $4,959,000 | +0.6% | 56,458 | -1.2% | 2.07% | -6.4% |
| Q4 2016 | $4,929,000 | +246.1% | 57,121 | +167.2% | 2.21% | +212.7% |
| Q3 2016 | $1,424,000 | +33.6% | 21,377 | +24.6% | 0.71% | +24.4% |
| Q2 2016 | $1,066,000 | +21.6% | 17,162 | +15.8% | 0.57% | +20.6% |
| Q1 2016 | $877,000 | -11.0% | 14,814 | -0.7% | 0.47% | -13.1% |
| Q4 2015 | $985,000 | +31.5% | 14,914 | +21.3% | 0.54% | +18.0% |
| Q3 2015 | $749,000 | +82.7% | 12,292 | +103.3% | 0.46% | +105.4% |
| Q2 2015 | $410,000 | +10.8% | 6,045 | -1.3% | 0.22% | +4.7% |
| Q1 2015 | $370,000 | -23.1% | 6,123 | -20.4% | 0.21% | -16.4% |
| Q4 2014 | $481,000 | +30.0% | 7,690 | +25.0% | 0.26% | +10.3% |
| Q3 2014 | $370,000 | +5.1% | 6,150 | +0.4% | 0.23% | +6.9% |
| Q2 2014 | $352,000 | -99.9% | 6,124 | +29.9% | 0.22% | +10.2% |
| Q1 2014 | $286,186,000 | +7.6% | 4,714 | +3.6% | 0.20% | +29.6% |
| Q4 2013 | $266,084,000 | +15.6% | 4,550 | +2.2% | 0.15% | +1.3% |
| Q3 2013 | $230,227,000 | +5.0% | 4,454 | +7.2% | 0.15% | -1.3% |
| Q2 2013 | $219,289,000 | – | 4,154 | – | 0.15% | – |
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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% |