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 | $6,368,480 | +3.8% | 43,914 | +4.1% | 1.26% | +7.4% |
| Q2 2023 | $6,136,734 | +6.8% | 42,194 | -4.3% | 1.17% | +0.4% |
| Q1 2023 | $5,747,004 | -3.9% | 44,103 | -1.1% | 1.16% | -12.6% |
| Q4 2022 | $5,978,702 | +27.8% | 44,584 | -0.4% | 1.33% | +28.3% |
| Q3 2022 | $4,680,000 | -6.1% | 44,785 | +1.2% | 1.04% | -0.4% |
| Q2 2022 | $4,985,000 | -15.7% | 44,269 | +2.1% | 1.04% | +1.6% |
| Q1 2022 | $5,910,000 | -17.7% | 43,354 | -4.4% | 1.03% | +0.5% |
| Q4 2021 | $7,180,000 | +1.3% | 45,347 | +4.7% | 1.02% | -33.1% |
| Q3 2021 | $7,090,000 | +8.2% | 43,316 | +2.8% | 1.53% | -10.4% |
| Q2 2021 | $6,551,000 | +4.1% | 42,121 | +1.9% | 1.70% | -6.7% |
| Q1 2021 | $6,292,000 | +9.7% | 41,333 | -2.1% | 1.83% | +10.2% |
| Q4 2020 | $5,734,000 | +23.1% | 42,208 | -10.2% | 1.66% | +6.1% |
| Q3 2020 | $4,657,000 | -6.5% | 47,027 | -6.8% | 1.56% | -16.0% |
| Q2 2020 | $4,982,000 | +10.2% | 50,485 | +5.3% | 1.86% | -5.6% |
| Q1 2020 | $4,521,000 | -33.6% | 47,941 | -1.8% | 1.97% | -17.0% |
| Q4 2019 | $6,808,000 | +18.6% | 48,834 | +0.1% | 2.37% | +10.1% |
| Q3 2019 | $5,742,000 | +6.8% | 48,788 | +1.4% | 2.15% | +5.2% |
| Q2 2019 | $5,376,000 | +13.2% | 48,093 | +2.5% | 2.05% | +11.5% |
| Q1 2019 | $4,751,000 | +11.3% | 46,930 | +7.3% | 1.84% | -1.5% |
| Q4 2018 | $4,269,000 | -13.2% | 43,728 | +0.4% | 1.86% | +3.6% |
| Q3 2018 | $4,916,000 | +14.2% | 43,564 | +5.4% | 1.80% | +4.1% |
| Q2 2018 | $4,305,000 | -1.4% | 41,317 | +4.1% | 1.73% | -4.4% |
| Q1 2018 | $4,365,000 | +8.5% | 39,691 | +5.5% | 1.81% | +9.8% |
| Q4 2017 | $4,024,000 | +42.6% | 37,625 | +27.4% | 1.64% | +34.4% |
| Q3 2017 | $2,821,000 | +22.1% | 29,538 | +16.8% | 1.22% | +15.9% |
| Q2 2017 | $2,311,000 | -5.0% | 25,286 | -8.7% | 1.06% | -8.1% |
| Q1 2017 | $2,433,000 | +15.5% | 27,700 | +13.4% | 1.15% | +3.9% |
| Q4 2016 | $2,107,000 | +33.1% | 24,422 | +2.8% | 1.11% | +24.7% |
| Q3 2016 | $1,583,000 | +12.2% | 23,767 | +4.7% | 0.89% | +9.0% |
| Q2 2016 | $1,411,000 | -2.1% | 22,705 | -6.8% | 0.81% | -0.7% |
| Q1 2016 | $1,442,000 | -99.9% | 24,358 | +5.5% | 0.82% | -17.8% |
| Q4 2015 | $1,524,105,000 | +111311.2% | 23,082 | +2.9% | 1.00% | +5.1% |
| Q3 2015 | $1,368,000 | -10.0% | 22,438 | +0.1% | 0.95% | -2.1% |
| Q2 2015 | $1,520,000 | +194.6% | 22,426 | +150.3% | 0.97% | +192.7% |
| Q1 2015 | $516,000 | -7.0% | 8,961 | +1.0% | 0.33% | -8.6% |
| Q4 2014 | $555,000 | +3.9% | 8,871 | 0.0% | 0.36% | +3.1% |
| Q3 2014 | $534,000 | +3.5% | 8,871 | -1.0% | 0.35% | +6.4% |
| Q2 2014 | $516,000 | -11.0% | 8,961 | -6.2% | 0.33% | -15.2% |
| Q1 2014 | $580,000 | +6.6% | 9,549 | +2.6% | 0.39% | +5.1% |
| Q4 2013 | $544,000 | +35.3% | 9,310 | +19.6% | 0.37% | +12.1% |
| Q3 2013 | $402,000 | +0.8% | 7,783 | +2.4% | 0.33% | -7.6% |
| Q2 2013 | $399,000 | – | 7,603 | – | 0.36% | – |
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% |