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 | $209,609,733 | -5.9% | 1,445,385 | -5.6% | 0.85% | -9.1% |
| Q2 2023 | $222,711,691 | +6.7% | 1,531,296 | -4.4% | 0.93% | +0.5% |
| Q1 2023 | $208,709,709 | +101509.9% | 1,601,640 | +4.6% | 0.93% | -3.3% |
| Q4 2022 | $205,403 | +45.9% | 1,531,712 | +13.7% | 0.96% | +40.6% |
| Q3 2022 | $140,761 | -99.9% | 1,346,997 | -1.1% | 0.68% | -4.2% |
| Q2 2022 | $153,331,000 | -20.4% | 1,361,606 | -3.6% | 0.71% | -3.9% |
| Q1 2022 | $192,562,000 | -14.0% | 1,412,573 | -0.1% | 0.74% | -10.2% |
| Q4 2021 | $223,892,000 | -12.7% | 1,413,904 | -9.8% | 0.82% | -17.7% |
| Q3 2021 | $256,558,000 | -3.0% | 1,567,331 | -7.8% | 1.00% | -0.5% |
| Q2 2021 | $264,535,000 | -13.2% | 1,700,752 | -15.1% | 1.01% | -19.0% |
| Q1 2021 | $304,821,000 | +17.3% | 2,002,375 | -2.1% | 1.24% | +12.9% |
| Q4 2020 | $259,861,000 | +23.1% | 2,045,022 | -6.7% | 1.10% | +12.4% |
| Q3 2020 | $211,114,000 | -3.7% | 2,192,937 | -5.9% | 0.98% | -8.7% |
| Q2 2020 | $219,229,000 | -4.3% | 2,330,737 | -8.4% | 1.07% | -16.8% |
| Q1 2020 | $228,990,000 | -29.3% | 2,543,484 | +9.4% | 1.29% | -9.8% |
| Q4 2019 | $324,035,000 | +12.9% | 2,324,495 | -4.6% | 1.43% | +7.4% |
| Q3 2019 | $286,892,000 | +5.6% | 2,437,703 | +0.3% | 1.33% | -0.8% |
| Q2 2019 | $271,781,000 | +7.1% | 2,430,956 | -3.0% | 1.34% | +7.1% |
| Q1 2019 | $253,752,000 | +2.0% | 2,506,679 | -1.7% | 1.25% | -7.7% |
| Q4 2018 | $248,849,000 | -8.8% | 2,549,163 | +5.4% | 1.36% | +2.3% |
| Q3 2018 | $272,822,000 | +3.9% | 2,417,774 | -4.1% | 1.32% | -0.4% |
| Q2 2018 | $262,615,000 | -5.9% | 2,520,302 | -0.7% | 1.33% | -6.7% |
| Q1 2018 | $279,184,000 | -13.4% | 2,538,731 | -15.8% | 1.42% | -1.2% |
| Q4 2017 | $322,395,000 | +21.6% | 3,014,728 | +8.6% | 1.44% | +7.0% |
| Q3 2017 | $265,192,000 | -6.4% | 2,776,588 | -10.4% | 1.35% | -0.7% |
| Q2 2017 | $283,295,000 | +0.4% | 3,099,502 | -3.5% | 1.36% | +2.0% |
| Q1 2017 | $282,100,000 | +13.4% | 3,211,518 | +11.4% | 1.33% | +1.2% |
| Q4 2016 | $248,707,000 | +13.2% | 2,882,221 | -12.6% | 1.31% | +24.1% |
| Q3 2016 | $219,682,000 | -2.3% | 3,299,014 | -8.8% | 1.06% | -7.1% |
| Q2 2016 | $224,784,000 | +24.1% | 3,617,380 | +18.3% | 1.14% | +9.3% |
| Q1 2016 | $181,140,000 | -21.0% | 3,058,768 | -11.9% | 1.04% | -23.2% |
| Q4 2015 | $229,302,000 | +3.9% | 3,472,701 | -4.0% | 1.36% | -0.2% |
| Q3 2015 | $220,657,000 | -6.9% | 3,619,107 | +3.5% | 1.36% | +4.5% |
| Q2 2015 | $237,001,000 | +35.8% | 3,497,657 | +21.4% | 1.30% | +40.0% |
| Q1 2015 | $174,579,000 | -5.2% | 2,881,798 | -2.1% | 0.93% | -5.5% |
| Q4 2014 | $184,237,000 | +0.5% | 2,944,021 | -3.2% | 0.98% | -5.9% |
| Q3 2014 | $183,231,000 | +2.9% | 3,041,700 | -1.6% | 1.05% | +4.1% |
| Q2 2014 | $178,086,000 | -6.5% | 3,090,700 | -1.5% | 1.01% | -9.5% |
| Q1 2014 | $190,448,000 | +3.4% | 3,137,000 | -0.4% | 1.11% | +5.1% |
| Q4 2013 | $184,270,000 | +0.1% | 3,151,000 | -11.5% | 1.06% | -5.5% |
| Q3 2013 | $184,110,000 | – | 3,561,804 | – | 1.12% | – |
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% |