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 | $8,835,489 | -17.6% | 60,926 | -17.3% | 1.92% | -15.9% |
| Q2 2023 | $10,718,201 | +6.2% | 73,695 | -4.9% | 2.29% | +0.0% |
| Q1 2023 | $10,095,507 | -2.5% | 77,473 | +0.3% | 2.29% | -4.4% |
| Q4 2022 | $10,354,532 | +141.0% | 77,215 | +87.8% | 2.39% | +23.4% |
| Q3 2022 | $4,297,000 | -50.3% | 41,118 | -46.4% | 1.94% | -3.8% |
| Q2 2022 | $8,646,000 | -18.3% | 76,780 | -1.0% | 2.02% | -5.8% |
| Q1 2022 | $10,577,000 | -11.0% | 77,593 | +3.4% | 2.14% | -9.9% |
| Q4 2021 | $11,886,000 | +2.7% | 75,063 | +6.2% | 2.38% | -12.8% |
| Q3 2021 | $11,575,000 | +3.4% | 70,711 | -1.8% | 2.72% | +3.7% |
| Q2 2021 | $11,196,000 | -5.6% | 71,981 | -7.6% | 2.63% | -7.0% |
| Q1 2021 | $11,859,000 | +18.4% | 77,901 | -1.1% | 2.83% | +13.6% |
| Q4 2020 | $10,014,000 | +29.3% | 78,806 | -2.0% | 2.49% | +18.8% |
| Q3 2020 | $7,742,000 | +3.5% | 80,416 | +1.1% | 2.09% | -3.7% |
| Q2 2020 | $7,480,000 | +5.6% | 79,531 | +1.1% | 2.18% | -9.5% |
| Q1 2020 | $7,086,000 | -36.1% | 78,702 | -1.1% | 2.40% | -19.5% |
| Q4 2019 | $11,097,000 | +13.9% | 79,599 | -3.8% | 2.99% | +11.8% |
| Q3 2019 | $9,739,000 | +15.0% | 82,756 | +9.3% | 2.67% | +3.8% |
| Q2 2019 | $8,467,000 | +7.2% | 75,730 | -3.0% | 2.57% | +10.4% |
| Q1 2019 | $7,901,000 | +3.8% | 78,043 | +0.1% | 2.33% | -7.3% |
| Q4 2018 | $7,615,000 | -15.5% | 77,998 | -2.4% | 2.52% | -0.3% |
| Q3 2018 | $9,014,000 | +5.3% | 79,883 | -2.8% | 2.52% | +1.0% |
| Q2 2018 | $8,559,000 | -7.6% | 82,143 | -2.4% | 2.50% | -11.9% |
| Q1 2018 | $9,259,000 | +0.9% | 84,193 | -1.9% | 2.83% | +2.0% |
| Q4 2017 | $9,178,000 | +6.4% | 85,824 | -4.9% | 2.78% | +7.7% |
| Q3 2017 | $8,622,000 | +4.9% | 90,274 | +0.4% | 2.58% | +2.2% |
| Q2 2017 | $8,217,000 | +3.3% | 89,909 | -0.7% | 2.52% | +4.2% |
| Q1 2017 | $7,955,000 | +16.0% | 90,562 | +14.0% | 2.42% | -2.1% |
| Q4 2016 | $6,856,000 | +36.2% | 79,462 | +5.1% | 2.47% | +34.0% |
| Q3 2016 | $5,034,000 | +7.1% | 75,607 | -0.0% | 1.85% | +3.5% |
| Q2 2016 | $4,701,000 | +4.9% | 75,642 | 0.0% | 1.78% | +2.8% |
| Q1 2016 | $4,480,000 | -4.0% | 75,642 | +7.0% | 1.73% | -10.8% |
| Q4 2015 | $4,668,000 | +13.3% | 70,697 | +4.6% | 1.94% | +9.9% |
| Q3 2015 | $4,120,000 | -10.0% | 67,582 | +0.1% | 1.77% | -2.7% |
| Q2 2015 | $4,577,000 | +16.4% | 67,547 | +4.1% | 1.82% | +22.4% |
| Q1 2015 | $3,932,000 | -4.9% | 64,905 | -1.8% | 1.49% | -2.4% |
| Q4 2014 | $4,135,000 | +4.5% | 66,070 | +0.6% | 1.52% | +0.3% |
| Q3 2014 | $3,956,000 | +12.4% | 65,670 | +7.5% | 1.52% | +14.8% |
| Q2 2014 | $3,521,000 | +0.3% | 61,105 | +5.6% | 1.32% | -4.3% |
| Q1 2014 | $3,512,000 | +5.7% | 57,845 | +1.8% | 1.38% | +0.8% |
| Q4 2013 | $3,322,000 | – | 56,820 | – | 1.37% | – |
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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% |