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 | $421,786 | +0.1% | 2,908 | +0.4% | 0.20% | +4.1% |
Q2 2023 | $421,159 | +12.2% | 2,896 | +0.5% | 0.20% | +10.8% |
Q1 2023 | $375,442 | +5.0% | 2,881 | +8.1% | 0.18% | +1.7% |
Q4 2022 | $357,400 | +28.6% | 2,665 | +0.2% | 0.17% | +19.3% |
Q3 2022 | $278,000 | -0.7% | 2,661 | +7.0% | 0.14% | +4.3% |
Q2 2022 | $280,000 | -15.2% | 2,488 | +2.9% | 0.14% | 0.0% |
Q1 2022 | $330,000 | -17.1% | 2,418 | -3.8% | 0.14% | -31.5% |
Q4 2021 | $398,000 | -3.2% | 2,514 | +0.1% | 0.20% | +10.9% |
Q3 2021 | $411,000 | +5.4% | 2,511 | +0.1% | 0.18% | +7.0% |
Q2 2021 | $390,000 | +2.4% | 2,508 | +0.2% | 0.17% | -2.3% |
Q1 2021 | $381,000 | +21.0% | 2,504 | +0.9% | 0.18% | +8.7% |
Q4 2020 | $315,000 | +37.6% | 2,482 | +4.4% | 0.16% | +16.7% |
Q3 2020 | $229,000 | +2.7% | 2,377 | +0.2% | 0.14% | -2.8% |
Q2 2020 | $223,000 | +4.7% | 2,372 | +0.2% | 0.14% | -9.6% |
Q1 2020 | $213,000 | -35.5% | 2,367 | +0.1% | 0.16% | -12.3% |
Q4 2019 | $330,000 | +14.6% | 2,364 | -3.5% | 0.18% | +9.1% |
Q3 2019 | $288,000 | +5.5% | 2,449 | +0.2% | 0.16% | +3.1% |
Q2 2019 | $273,000 | +4.6% | 2,445 | -5.2% | 0.16% | +1.3% |
Q1 2019 | $261,000 | -23.7% | 2,579 | -26.4% | 0.16% | -34.6% |
Q4 2018 | $342,000 | -2.0% | 3,506 | +13.5% | 0.24% | +9.6% |
Q3 2018 | $349,000 | +9.1% | 3,089 | +0.5% | 0.22% | -0.5% |
Q2 2018 | $320,000 | -6.7% | 3,074 | -1.3% | 0.22% | -8.3% |
Q1 2018 | $343,000 | +9.6% | 3,115 | +6.3% | 0.24% | +13.2% |
Q4 2017 | $313,000 | -0.9% | 2,930 | -11.4% | 0.21% | -7.0% |
Q3 2017 | $316,000 | +5.0% | 3,307 | +0.5% | 0.23% | -2.6% |
Q2 2017 | $301,000 | +4.5% | 3,289 | +0.4% | 0.23% | +1.3% |
Q1 2017 | $288,000 | +30.3% | 3,277 | +27.7% | 0.23% | +22.9% |
Q4 2016 | $221,000 | +30.0% | 2,566 | +0.5% | 0.19% | +33.3% |
Q3 2016 | $170,000 | +36.0% | 2,552 | +26.7% | 0.14% | +28.2% |
Q2 2016 | $125,000 | +5.9% | 2,014 | +0.7% | 0.11% | +1.9% |
Q1 2016 | $118,000 | +12.4% | 2,000 | +25.4% | 0.11% | +8.0% |
Q4 2015 | $105,000 | – | 1,595 | – | 0.10% | – |
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% |