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 | $5,197,082 | +4.3% | 35,837 | +4.6% | 1.18% | +5.9% |
| Q2 2023 | $4,984,520 | +9.3% | 34,272 | -2.1% | 1.12% | +4.0% |
| Q1 2023 | $4,560,590 | -3.5% | 34,998 | -0.7% | 1.07% | -12.6% |
| Q4 2022 | $4,726,623 | +36.7% | 35,247 | +6.6% | 1.23% | +31.5% |
| Q3 2022 | $3,457,000 | -5.6% | 33,079 | +1.7% | 0.93% | +9.0% |
| Q2 2022 | $3,663,000 | -14.3% | 32,532 | +3.7% | 0.86% | -1.9% |
| Q1 2022 | $4,275,000 | -13.0% | 31,357 | +1.0% | 0.87% | -12.9% |
| Q4 2021 | $4,916,000 | -1.9% | 31,046 | +1.4% | 1.00% | -8.1% |
| Q3 2021 | $5,012,000 | +7.1% | 30,621 | +1.8% | 1.09% | +3.0% |
| Q2 2021 | $4,678,000 | +2.3% | 30,079 | +0.1% | 1.06% | -4.9% |
| Q1 2021 | $4,573,000 | +19.6% | 30,042 | -0.2% | 1.11% | +15.5% |
| Q4 2020 | $3,824,000 | +32.4% | 30,093 | +0.3% | 0.96% | +18.5% |
| Q3 2020 | $2,889,000 | +3.3% | 30,010 | +0.9% | 0.81% | -8.0% |
| Q2 2020 | $2,798,000 | +8.7% | 29,752 | +4.1% | 0.88% | -35.1% |
| Q1 2020 | $2,574,000 | +5.2% | 28,593 | +63.0% | 1.36% | +21.0% |
| Q4 2019 | $2,446,000 | +17.5% | 17,545 | -0.8% | 1.12% | -38.2% |
| Q3 2019 | $2,082,000 | +4.2% | 17,687 | -1.1% | 1.82% | +4.7% |
| Q2 2019 | $1,999,000 | +11.9% | 17,877 | +1.3% | 1.74% | +7.6% |
| Q1 2019 | $1,787,000 | +137.9% | 17,648 | +129.3% | 1.62% | +108.4% |
| Q4 2018 | $751,000 | -2.2% | 7,697 | +13.1% | 0.78% | +14.6% |
| Q3 2018 | $768,000 | +8.3% | 6,803 | 0.0% | 0.68% | +16.0% |
| Q2 2018 | $709,000 | +1.9% | 6,803 | +7.5% | 0.58% | +2.8% |
| Q1 2018 | $696,000 | +12.8% | 6,326 | +9.6% | 0.57% | +17.4% |
| Q4 2017 | $617,000 | +7.7% | 5,771 | -3.8% | 0.48% | -0.2% |
| Q3 2017 | $573,000 | +55.3% | 5,996 | +48.3% | 0.48% | +48.0% |
| Q2 2017 | $369,000 | -26.8% | 4,042 | -29.6% | 0.33% | -28.4% |
| Q1 2017 | $504,000 | +0.4% | 5,740 | -1.2% | 0.46% | -8.2% |
| Q4 2016 | $502,000 | +44.7% | 5,812 | +11.5% | 0.50% | +49.1% |
| Q3 2016 | $347,000 | -29.0% | 5,212 | -33.8% | 0.33% | -28.2% |
| Q2 2016 | $489,000 | +5.2% | 7,875 | +0.2% | 0.46% | -1.7% |
| Q1 2016 | $465,000 | +17.1% | 7,858 | +30.8% | 0.47% | +17.7% |
| Q4 2015 | $397,000 | -2.0% | 6,008 | -9.6% | 0.40% | +5.8% |
| Q3 2015 | $405,000 | -13.8% | 6,644 | -4.2% | 0.38% | -4.3% |
| Q2 2015 | $470,000 | – | 6,935 | – | 0.40% | – |
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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% |