JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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 | $5,755,619 | +3.4% | 39,688 | +3.7% | 0.75% | +7.8% |
| Q2 2023 | $5,568,246 | +12.3% | 38,286 | +0.7% | 0.69% | +3.3% |
| Q1 2023 | $4,956,273 | -12.2% | 38,034 | -9.7% | 0.67% | -21.1% |
| Q4 2022 | $5,646,189 | +40.2% | 42,104 | +9.2% | 0.85% | +26.7% |
| Q3 2022 | $4,028,000 | -5.6% | 38,549 | +1.8% | 0.67% | -2.6% |
| Q2 2022 | $4,266,000 | -20.1% | 37,885 | -3.3% | 0.69% | -10.5% |
| Q1 2022 | $5,339,000 | -2.7% | 39,165 | +13.0% | 0.77% | -14.4% |
| Q4 2021 | $5,489,000 | +23.6% | 34,662 | +27.7% | 0.90% | -13.6% |
| Q3 2021 | $4,442,000 | +6.6% | 27,136 | +1.3% | 1.04% | +6.3% |
| Q2 2021 | $4,168,000 | +9.2% | 26,796 | +6.9% | 0.98% | -8.9% |
| Q1 2021 | $3,817,000 | +17.9% | 25,074 | -1.6% | 1.07% | +8.7% |
| Q4 2020 | $3,237,000 | +32.5% | 25,471 | +0.4% | 0.99% | +16.0% |
| Q3 2020 | $2,443,000 | +8.1% | 25,379 | +5.7% | 0.85% | +1.3% |
| Q2 2020 | $2,259,000 | +13.7% | 24,019 | +8.9% | 0.84% | -13.0% |
| Q1 2020 | $1,987,000 | -33.1% | 22,066 | +3.5% | 0.96% | -13.2% |
| Q4 2019 | $2,972,000 | +16.8% | 21,317 | -1.4% | 1.11% | +4.3% |
| Q3 2019 | $2,544,000 | +2.4% | 21,617 | -2.7% | 1.06% | +0.9% |
| Q2 2019 | $2,484,000 | +8.8% | 22,215 | -1.5% | 1.06% | +2.4% |
| Q1 2019 | $2,283,000 | +10.2% | 22,555 | +6.3% | 1.03% | -8.2% |
| Q4 2018 | $2,071,000 | -10.3% | 21,210 | +3.7% | 1.12% | -1.4% |
| Q3 2018 | $2,308,000 | +16.0% | 20,450 | +7.1% | 1.14% | +6.4% |
| Q2 2018 | $1,990,000 | -7.9% | 19,095 | -2.8% | 1.07% | -12.6% |
| Q1 2018 | $2,161,000 | -23.0% | 19,655 | -25.2% | 1.22% | -21.1% |
| Q4 2017 | $2,808,000 | +12.3% | 26,260 | +0.3% | 1.55% | +6.7% |
| Q3 2017 | $2,500,000 | +4.8% | 26,170 | +0.3% | 1.45% | -1.5% |
| Q2 2017 | $2,385,000 | +6.9% | 26,095 | +2.7% | 1.48% | -4.3% |
| Q1 2017 | $2,232,000 | +1.8% | 25,415 | -0.0% | 1.54% | -2.0% |
| Q4 2016 | $2,193,000 | +32.1% | 25,418 | +2.0% | 1.57% | +25.1% |
| Q3 2016 | $1,660,000 | +7.7% | 24,928 | +0.5% | 1.26% | +2.9% |
| Q2 2016 | $1,542,000 | +13.0% | 24,813 | +7.6% | 1.22% | +0.8% |
| Q1 2016 | $1,365,000 | -5.7% | 23,058 | +5.2% | 1.21% | -8.3% |
| Q4 2015 | $1,448,000 | +8.2% | 21,923 | -0.1% | 1.32% | +2.4% |
| Q3 2015 | $1,338,000 | -10.0% | 21,948 | +0.1% | 1.29% | -6.1% |
| Q2 2015 | $1,486,000 | +13.4% | 21,923 | +1.4% | 1.38% | +17.0% |
| Q1 2015 | $1,310,000 | +0.1% | 21,623 | +3.4% | 1.18% | -3.5% |
| Q4 2014 | $1,309,000 | – | 20,919 | – | 1.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Global Frontier Investments LLC | 245,000 | $23,586,000 | 34.80% |
| Guidance Point Advisors, LLC | 400,471 | $38,553,000 | 21.25% |
| ADAMCAPITAL Gestao de Recursos Ltda. | 1,602,072 | $154,231,000 | 21.20% |
| Courant Investment Management LLC | 166,592 | $16,038,000 | 13.14% |
| Consulta Ltd | 2,000,000 | $192,540,000 | 12.89% |
| Gemsstock Ltd. | 87,200 | $8,394,000 | 12.20% |
| Banco BTG Pactual S.A. | 100,000 | $9,627,000 | 10.04% |
| Brave Warrior Advisors | 2,245,142 | $216,140,000 | 9.65% |
| EJF Capital LLC | 924,000 | $88,953,000 | 7.42% |
| Hi-Line Capital Management, LLC | 137,049 | $13,164,000 | 7.19% |