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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $6,410,729 | +13.7% | 37,688 | -3.0% | 2.81% | +9.3% |
| Q3 2023 | $5,637,073 | -0.9% | 38,871 | -0.7% | 2.57% | +5.0% |
| Q2 2023 | $5,690,631 | +8.4% | 39,127 | -2.8% | 2.45% | +7.6% |
| Q1 2023 | $5,247,844 | +93544.6% | 40,272 | -3.6% | 2.28% | -3.2% |
| Q4 2022 | $5,604 | -99.9% | 41,792 | -0.0% | 2.35% | +15.5% |
| Q3 2022 | $4,368,000 | -7.0% | 41,796 | +0.3% | 2.03% | -1.1% |
| Q2 2022 | $4,695,000 | -16.6% | 41,691 | +0.9% | 2.06% | -5.6% |
| Q1 2022 | $5,630,000 | -15.2% | 41,300 | -1.5% | 2.18% | -10.0% |
| Q4 2021 | $6,641,000 | +0.6% | 41,943 | +4.0% | 2.42% | -10.2% |
| Q3 2021 | $6,602,000 | +3.7% | 40,332 | -1.5% | 2.70% | +3.7% |
| Q2 2021 | $6,367,000 | +2.7% | 40,935 | +0.6% | 2.60% | -2.7% |
| Q1 2021 | $6,197,000 | +20.2% | 40,711 | +0.4% | 2.67% | +13.9% |
| Q4 2020 | $5,154,000 | +32.2% | 40,558 | +0.1% | 2.34% | +19.4% |
| Q3 2020 | $3,900,000 | +2.9% | 40,505 | +0.5% | 1.96% | -2.8% |
| Q2 2020 | $3,790,000 | +9.8% | 40,302 | +5.1% | 2.02% | -10.8% |
| Q1 2020 | $3,453,000 | -36.1% | 38,360 | -1.0% | 2.26% | -15.1% |
| Q4 2019 | $5,400,000 | +18.5% | 38,735 | +0.0% | 2.67% | +10.9% |
| Q3 2019 | $4,557,000 | -2.4% | 38,717 | -7.3% | 2.41% | -0.1% |
| Q2 2019 | $4,670,000 | +11.2% | 41,776 | +0.7% | 2.41% | +9.0% |
| Q1 2019 | $4,200,000 | +5.2% | 41,486 | +1.4% | 2.21% | -4.8% |
| Q4 2018 | $3,993,000 | -14.1% | 40,900 | -0.8% | 2.32% | +1.0% |
| Q3 2018 | $4,650,000 | +8.4% | 41,210 | +0.1% | 2.30% | -0.2% |
| Q2 2018 | $4,288,000 | -9.8% | 41,154 | -4.8% | 2.30% | -6.2% |
| Q1 2018 | $4,752,000 | +2.9% | 43,211 | +0.1% | 2.46% | +6.5% |
| Q4 2017 | $4,617,000 | +44.3% | 43,175 | +28.9% | 2.31% | +35.9% |
| Q3 2017 | $3,200,000 | -1.5% | 33,502 | -5.8% | 1.70% | -4.2% |
| Q2 2017 | $3,250,000 | +20.8% | 35,560 | +16.1% | 1.77% | +17.4% |
| Q1 2017 | $2,690,000 | -0.1% | 30,623 | -1.9% | 1.51% | -5.5% |
| Q4 2016 | $2,693,000 | +22.7% | 31,209 | -5.3% | 1.60% | +22.1% |
| Q3 2016 | $2,195,000 | +5.6% | 32,966 | -1.4% | 1.31% | +1.9% |
| Q2 2016 | $2,078,000 | +5.1% | 33,441 | +0.2% | 1.28% | -2.1% |
| Q1 2016 | $1,977,000 | -35.6% | 33,386 | -28.2% | 1.31% | -35.1% |
| Q4 2015 | $3,072,000 | +8.6% | 46,525 | +0.2% | 2.02% | +1.6% |
| Q3 2015 | $2,830,000 | -9.3% | 46,424 | +0.8% | 1.99% | -2.8% |
| Q2 2015 | $3,119,000 | +11.8% | 46,038 | -0.1% | 2.05% | +11.0% |
| Q1 2015 | $2,791,000 | -3.7% | 46,068 | -0.5% | 1.84% | -4.5% |
| Q4 2014 | $2,898,000 | +3.3% | 46,309 | -0.6% | 1.93% | -1.6% |
| Q3 2014 | $2,806,000 | +3.3% | 46,584 | -1.2% | 1.96% | +1.8% |
| Q2 2014 | $2,717,000 | -6.7% | 47,171 | -1.7% | 1.92% | -13.2% |
| Q1 2014 | $2,912,000 | +0.6% | 47,980 | -3.1% | 2.22% | +0.7% |
| Q4 2013 | $2,896,000 | – | 49,533 | – | 2.20% | – |
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% |