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 | $4,429,056 | +1.7% | 30,541 | +2.0% | 1.61% | +2.7% |
| Q2 2023 | $4,353,019 | +8.6% | 29,930 | -2.7% | 1.57% | +8.4% |
| Q1 2023 | $4,009,117 | -4.6% | 30,766 | -1.8% | 1.44% | -6.8% |
| Q4 2022 | $4,201,621 | +29.6% | 31,332 | +1.0% | 1.55% | +15.2% |
| Q3 2022 | $3,241,000 | +16.8% | 31,018 | +25.8% | 1.35% | +18.5% |
| Q2 2022 | $2,776,000 | -12.0% | 24,655 | +6.5% | 1.14% | +2.5% |
| Q1 2022 | $3,156,000 | -12.4% | 23,151 | +1.7% | 1.11% | -13.8% |
| Q4 2021 | $3,604,000 | -4.2% | 22,761 | -1.0% | 1.29% | -14.0% |
| Q3 2021 | $3,763,000 | +5.3% | 22,988 | +0.1% | 1.50% | +5.5% |
| Q2 2021 | $3,572,000 | +1.0% | 22,967 | -1.1% | 1.42% | -3.1% |
| Q1 2021 | $3,536,000 | -3.3% | 23,231 | -19.3% | 1.46% | -11.8% |
| Q4 2020 | $3,658,000 | +29.2% | 28,787 | -2.2% | 1.66% | +10.6% |
| Q3 2020 | $2,832,000 | +13.1% | 29,421 | +10.5% | 1.50% | +5.1% |
| Q2 2020 | $2,504,000 | +113.7% | 26,624 | +104.5% | 1.43% | +61.3% |
| Q1 2020 | $1,172,000 | +440.1% | 13,018 | +735.6% | 0.88% | +612.9% |
| Q4 2019 | $217,000 | +239.1% | 1,558 | +121.0% | 0.12% | +113.8% |
| Q2 2017 | $64,000 | +3.2% | 705 | 0.0% | 0.06% | +1.8% |
| Q1 2017 | $62,000 | +1.6% | 705 | 0.0% | 0.06% | +1.8% |
| Q4 2016 | $61,000 | +29.8% | 705 | 0.0% | 0.06% | +24.4% |
| Q3 2016 | $47,000 | +6.8% | 705 | 0.0% | 0.04% | +4.7% |
| Q2 2016 | $44,000 | +4.8% | 705 | 0.0% | 0.04% | +7.5% |
| Q1 2016 | $42,000 | -22.2% | 705 | -14.1% | 0.04% | -24.5% |
| Q4 2015 | $54,000 | +8.0% | 821 | 0.0% | 0.05% | 0.0% |
| Q3 2015 | $50,000 | +4.2% | 821 | +16.5% | 0.05% | +10.4% |
| Q2 2015 | $48,000 | +60.0% | 705 | +41.0% | 0.05% | +60.0% |
| Q1 2015 | $30,000 | -3.2% | 500 | 0.0% | 0.03% | -3.2% |
| Q4 2014 | $31,000 | – | 500 | – | 0.03% | – |
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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% |