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 | $3,309,697 | +1.6% | 22,822 | +1.9% | 1.08% | +2.2% |
| Q2 2023 | $3,256,135 | +12.2% | 22,388 | +0.6% | 1.06% | +9.0% |
| Q1 2023 | $2,900,827 | -3.3% | 22,261 | -0.5% | 0.97% | -10.8% |
| Q4 2022 | $3,000,886 | +24.8% | 22,377 | -2.7% | 1.09% | +14.3% |
| Q3 2022 | $2,404,000 | -4.1% | 22,999 | +3.3% | 0.95% | -2.1% |
| Q2 2022 | $2,508,000 | -5.3% | 22,274 | +14.7% | 0.97% | +16.1% |
| Q1 2022 | $2,648,000 | -5.4% | 19,420 | +9.9% | 0.84% | -3.8% |
| Q4 2021 | $2,798,000 | -3.0% | 17,671 | +0.3% | 0.87% | -16.0% |
| Q3 2021 | $2,885,000 | +7.9% | 17,626 | +2.6% | 1.04% | +8.0% |
| Q2 2021 | $2,673,000 | +5.4% | 17,184 | +3.1% | 0.96% | -4.7% |
| Q1 2021 | $2,537,000 | +15.5% | 16,662 | -3.6% | 1.01% | +10.2% |
| Q4 2020 | $2,197,000 | +32.6% | 17,291 | +0.5% | 0.92% | +17.6% |
| Q3 2020 | $1,657,000 | +6.4% | 17,213 | +3.9% | 0.78% | -7.3% |
| Q2 2020 | $1,558,000 | +9.5% | 16,559 | +4.8% | 0.84% | -15.2% |
| Q1 2020 | $1,423,000 | -42.6% | 15,808 | -11.1% | 0.99% | -33.4% |
| Q4 2019 | $2,479,000 | +17.2% | 17,784 | -1.1% | 1.48% | +14.2% |
| Q3 2019 | $2,116,000 | +4.2% | 17,975 | -1.0% | 1.30% | +6.1% |
| Q2 2019 | $2,031,000 | +10.8% | 18,164 | +0.3% | 1.22% | +0.9% |
| Q1 2019 | $1,833,000 | +2.5% | 18,105 | -1.2% | 1.21% | -9.4% |
| Q4 2018 | $1,789,000 | -4.3% | 18,328 | +10.7% | 1.34% | +13.4% |
| Q3 2018 | $1,869,000 | +3.7% | 16,563 | -4.2% | 1.18% | -5.6% |
| Q2 2018 | $1,802,000 | -2.4% | 17,292 | +1.0% | 1.25% | -7.0% |
| Q1 2018 | $1,847,000 | +3.0% | 17,125 | +2.1% | 1.35% | -1.7% |
| Q4 2017 | $1,794,000 | – | 16,777 | – | 1.37% | – |
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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% |