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 | $4,358,367 | +0.2% | 30,054 | +0.4% | 1.15% | +4.1% |
| Q2 2023 | $4,351,663 | +13.1% | 29,921 | +1.3% | 1.10% | +20.5% |
| Q1 2023 | $3,848,571 | -4.7% | 29,534 | -2.0% | 0.92% | -5.0% |
| Q4 2022 | $4,039,508 | +124.7% | 30,123 | +75.1% | 0.96% | +87.9% |
| Q3 2022 | $1,798,000 | -3.0% | 17,206 | +4.5% | 0.51% | -12.9% |
| Q2 2022 | $1,854,000 | -16.3% | 16,467 | +1.4% | 0.59% | -1.5% |
| Q1 2022 | $2,215,000 | -13.1% | 16,245 | +0.9% | 0.60% | -11.8% |
| Q4 2021 | $2,550,000 | -2.5% | 16,105 | +0.8% | 0.68% | -12.7% |
| Q3 2021 | $2,616,000 | +5.2% | 15,980 | -0.0% | 0.78% | +5.0% |
| Q2 2021 | $2,486,000 | +4.2% | 15,982 | +2.0% | 0.74% | -0.5% |
| Q1 2021 | $2,386,000 | +31.2% | 15,675 | +9.6% | 0.74% | +24.2% |
| Q4 2020 | $1,818,000 | +36.0% | 14,307 | +3.0% | 0.60% | +40.0% |
| Q3 2020 | $1,337,000 | +1.9% | 13,890 | -0.4% | 0.43% | +47.6% |
| Q2 2020 | $1,312,000 | +7.2% | 13,945 | +2.6% | 0.29% | -21.4% |
| Q1 2020 | $1,224,000 | -36.5% | 13,593 | -1.7% | 0.37% | -56.2% |
| Q4 2019 | $1,927,000 | +18.0% | 13,823 | -0.4% | 0.84% | +2.8% |
| Q3 2019 | $1,633,000 | +7.3% | 13,876 | +1.9% | 0.82% | +3.9% |
| Q2 2019 | $1,522,000 | +7.5% | 13,614 | -2.7% | 0.79% | +6.0% |
| Q1 2019 | $1,416,000 | -11.7% | 13,992 | -1.5% | 0.74% | -7.9% |
| Q4 2018 | $1,604,000 | 0.0% | 14,211 | 0.0% | 0.81% | 0.0% |
| Q3 2018 | $1,604,000 | +6.6% | 14,211 | -1.6% | 0.81% | -0.6% |
| Q2 2018 | $1,505,000 | -3.3% | 14,440 | +2.0% | 0.81% | -9.7% |
| Q1 2018 | $1,557,000 | +20.2% | 14,161 | +17.0% | 0.90% | +19.5% |
| Q4 2017 | $1,295,000 | +18.7% | 12,108 | +6.0% | 0.75% | +13.1% |
| Q3 2017 | $1,091,000 | +4.4% | 11,428 | 0.0% | 0.67% | -0.4% |
| Q2 2017 | $1,045,000 | +6.6% | 11,428 | +2.5% | 0.67% | +1.2% |
| Q1 2017 | $980,000 | +84.9% | 11,153 | +81.6% | 0.66% | +85.7% |
| Q4 2016 | $530,000 | – | 6,140 | – | 0.36% | – |
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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% |