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 | $7,012 | -0.3% | 48,349 | 0.0% | 4.78% | +1.7% |
| Q2 2023 | $7,032 | +10.8% | 48,349 | -0.7% | 4.70% | +5.9% |
| Q1 2023 | $6,347 | -2.6% | 48,710 | +0.2% | 4.44% | -3.4% |
| Q4 2022 | $6,517 | -99.9% | 48,599 | 0.0% | 4.60% | +26.0% |
| Q3 2022 | $5,079,000 | -7.2% | 48,599 | 0.0% | 3.65% | +2.6% |
| Q2 2022 | $5,473,000 | -31.8% | 48,599 | -17.5% | 3.55% | -11.3% |
| Q1 2022 | $8,029,000 | -15.1% | 58,899 | -1.3% | 4.00% | -8.1% |
| Q4 2021 | $9,453,000 | +16.2% | 59,695 | +20.1% | 4.36% | -3.2% |
| Q3 2021 | $8,134,000 | +5.2% | 49,695 | 0.0% | 4.50% | +7.0% |
| Q2 2021 | $7,730,000 | +2.2% | 49,695 | 0.0% | 4.21% | -3.6% |
| Q1 2021 | $7,565,000 | +21.0% | 49,695 | +1.0% | 4.36% | +10.6% |
| Q4 2020 | $6,254,000 | +32.0% | 49,220 | 0.0% | 3.95% | +14.1% |
| Q3 2020 | $4,739,000 | +5.0% | 49,220 | +2.6% | 3.46% | -3.8% |
| Q2 2020 | $4,512,000 | +4.0% | 47,966 | -0.5% | 3.60% | -8.8% |
| Q1 2020 | $4,340,000 | -37.7% | 48,215 | -3.6% | 3.94% | -10.1% |
| Q4 2019 | $6,971,000 | +17.9% | 50,009 | -0.5% | 4.38% | +11.9% |
| Q3 2019 | $5,915,000 | +6.5% | 50,262 | +1.2% | 3.92% | +7.3% |
| Q2 2019 | $5,555,000 | +10.4% | 49,689 | +0.0% | 3.65% | -4.0% |
| Q1 2019 | $5,030,000 | +3.7% | 49,681 | +0.0% | 3.80% | -16.0% |
| Q4 2018 | $4,849,000 | -8.0% | 49,672 | +6.4% | 4.53% | +20.4% |
| Q3 2018 | $5,271,000 | +9.3% | 46,705 | +1.0% | 3.76% | +10.5% |
| Q2 2018 | $4,821,000 | -5.6% | 46,263 | -0.4% | 3.41% | -12.7% |
| Q1 2018 | $5,109,000 | +3.3% | 46,456 | +0.4% | 3.90% | +3.6% |
| Q4 2017 | $4,947,000 | +15.0% | 46,256 | +2.8% | 3.77% | +7.3% |
| Q3 2017 | $4,300,000 | +10.0% | 45,016 | +5.2% | 3.51% | +11.3% |
| Q2 2017 | $3,910,000 | -1.8% | 42,778 | -5.6% | 3.16% | -6.4% |
| Q1 2017 | $3,982,000 | – | 45,322 | – | 3.37% | – |
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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% |