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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $8,292,201 | +18.3% | 48,399 | +0.1% | 2.27% | +8.2% |
| Q3 2023 | $7,009,977 | -0.9% | 48,338 | +0.2% | 2.10% | +0.8% |
| Q2 2023 | $7,073,639 | +11.3% | 48,248 | -1.1% | 2.09% | +8.6% |
| Q1 2023 | $6,356,522 | +0.4% | 48,786 | +4.1% | 1.92% | -9.8% |
| Q4 2022 | $6,331,048 | +24.8% | 46,855 | -3.0% | 2.13% | +21.1% |
| Q3 2022 | $5,072,000 | -7.1% | 48,313 | -0.4% | 1.76% | -1.2% |
| Q2 2022 | $5,461,000 | -17.3% | 48,494 | +0.1% | 1.78% | -1.5% |
| Q1 2022 | $6,606,000 | -13.5% | 48,460 | +0.5% | 1.81% | -3.8% |
| Q4 2021 | $7,638,000 | -2.3% | 48,235 | +1.0% | 1.88% | -8.7% |
| Q3 2021 | $7,819,000 | +6.8% | 47,766 | +1.5% | 2.06% | +4.7% |
| Q2 2021 | $7,323,000 | +2.3% | 47,083 | +0.2% | 1.97% | -6.6% |
| Q1 2021 | $7,155,000 | +119150.0% | 47,004 | +6.1% | 2.11% | -29.4% |
| Q4 2020 | $6,000 | -99.9% | 44,315 | +3.4% | 2.98% | +97.8% |
| Q3 2020 | $4,127,000 | +6.6% | 42,872 | +4.1% | 1.51% | -3.9% |
| Q2 2020 | $3,873,000 | +5.4% | 41,175 | +0.9% | 1.57% | -15.9% |
| Q1 2020 | $3,673,000 | -34.8% | 40,797 | +0.9% | 1.87% | -13.6% |
| Q4 2019 | $5,637,000 | +19.7% | 40,436 | +1.1% | 2.16% | +8.4% |
| Q3 2019 | $4,709,000 | +7.2% | 40,013 | +1.8% | 1.99% | +5.7% |
| Q2 2019 | $4,394,000 | +11.6% | 39,299 | +1.0% | 1.88% | +8.3% |
| Q1 2019 | $3,939,000 | +3.4% | 38,909 | -0.2% | 1.74% | -8.0% |
| Q4 2018 | $3,808,000 | -15.2% | 39,004 | -2.1% | 1.89% | +4.5% |
| Q3 2018 | $4,493,000 | +8.8% | 39,821 | +1.4% | 1.81% | +2.3% |
| Q2 2018 | $4,128,000 | -5.5% | 39,289 | -1.1% | 1.77% | -4.9% |
| Q1 2018 | $4,368,000 | +0.3% | 39,719 | -2.5% | 1.86% | +2.9% |
| Q4 2017 | $4,354,000 | +15.2% | 40,719 | +2.9% | 1.81% | +9.6% |
| Q3 2017 | $3,779,000 | +35.3% | 39,569 | +29.4% | 1.65% | +18.8% |
| Q2 2017 | $2,794,000 | -99.9% | 30,574 | -3.0% | 1.39% | +9.8% |
| Q1 2017 | $2,768,190,000 | +102311.8% | 31,514 | +0.6% | 1.26% | -34.8% |
| Q4 2016 | $2,703,000 | +28.1% | 31,329 | -1.1% | 1.94% | +46.7% |
| Q3 2016 | $2,110,000 | +4.8% | 31,691 | -2.2% | 1.32% | +16.8% |
| Q2 2016 | $2,013,000 | +4.0% | 32,401 | -0.9% | 1.13% | +2.7% |
| Q1 2016 | $1,935,000 | -16.6% | 32,683 | -7.0% | 1.10% | -12.8% |
| Q4 2015 | $2,320,000 | +30.0% | 35,134 | +20.1% | 1.26% | 0.0% |
| Q3 2015 | $1,784,000 | -8.7% | 29,259 | +1.5% | 1.26% | +3.6% |
| Q2 2015 | $1,953,000 | +14.5% | 28,829 | +2.4% | 1.22% | +2.4% |
| Q1 2015 | $1,706,000 | +1.4% | 28,159 | +4.7% | 1.19% | -1.2% |
| Q4 2014 | $1,682,000 | +4.8% | 26,884 | +0.9% | 1.20% | -9.2% |
| Q3 2014 | $1,605,000 | +9.7% | 26,639 | +4.9% | 1.33% | +15.5% |
| Q2 2014 | $1,463,000 | +9.9% | 25,394 | +15.8% | 1.15% | -8.9% |
| Q1 2014 | $1,331,000 | +23.5% | 21,921 | +18.9% | 1.26% | +32.5% |
| Q4 2013 | $1,078,000 | +16.4% | 18,431 | +2.9% | 0.95% | -5.9% |
| Q3 2013 | $926,000 | -2.0% | 17,906 | 0.0% | 1.01% | -15.0% |
| Q2 2013 | $945,000 | +42.3% | 17,906 | +28.1% | 1.19% | +1.4% |
| Q1 2013 | $664,000 | – | 13,982 | – | 1.18% | – |
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% |