JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.9%.
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 | $1,316,468 | -2.8% | 9,078 | -2.5% | 0.30% | +4.5% |
| Q2 2023 | $1,354,779 | +19.4% | 9,315 | +7.0% | 0.29% | +12.8% |
| Q1 2023 | $1,134,226 | -0.0% | 8,704 | +2.9% | 0.26% | +7.1% |
| Q4 2022 | $1,134,445 | +84.5% | 8,460 | +43.8% | 0.24% | +47.0% |
| Q3 2022 | $615,000 | -10.2% | 5,882 | -4.0% | 0.16% | -3.5% |
| Q2 2022 | $685,000 | -17.6% | 6,127 | +0.5% | 0.17% | -2.3% |
| Q1 2022 | $831,000 | -52.7% | 6,097 | -45.1% | 0.17% | -52.1% |
| Q4 2021 | $1,758,000 | +8.7% | 11,104 | +12.4% | 0.36% | -3.5% |
| Q3 2021 | $1,617,000 | +24.3% | 9,877 | +18.1% | 0.38% | +25.3% |
| Q2 2021 | $1,301,000 | +4.3% | 8,362 | +2.1% | 0.30% | -3.2% |
| Q1 2021 | $1,247,000 | +2.3% | 8,194 | -14.6% | 0.31% | -11.4% |
| Q4 2020 | $1,219,000 | +35.9% | 9,592 | +2.9% | 0.35% | +15.1% |
| Q3 2020 | $897,000 | +18.2% | 9,322 | +15.6% | 0.30% | +4.1% |
| Q2 2020 | $759,000 | +6.5% | 8,065 | +1.9% | 0.29% | -23.4% |
| Q1 2020 | $713,000 | -37.5% | 7,918 | -3.3% | 0.38% | -21.0% |
| Q4 2019 | $1,141,000 | +20.5% | 8,185 | +1.7% | 0.48% | +13.4% |
| Q3 2019 | $947,000 | -1.9% | 8,047 | -6.8% | 0.42% | -3.6% |
| Q2 2019 | $965,000 | -34.7% | 8,630 | -40.9% | 0.44% | -36.3% |
| Q1 2019 | $1,477,000 | +4.6% | 14,594 | +0.9% | 0.69% | +11.4% |
| Q4 2018 | $1,412,000 | -1.5% | 14,467 | +13.8% | 0.62% | -2.4% |
| Q3 2018 | $1,434,000 | +6.5% | 12,711 | -1.6% | 0.64% | +13.2% |
| Q2 2018 | $1,346,000 | -4.9% | 12,918 | +0.3% | 0.56% | -53.0% |
| Q1 2018 | $1,416,000 | +10.2% | 12,874 | +7.2% | 1.20% | +18.5% |
| Q4 2017 | $1,285,000 | +9.2% | 12,012 | -2.5% | 1.01% | +6.4% |
| Q3 2017 | $1,177,000 | +11.4% | 12,323 | +6.6% | 0.95% | -2.5% |
| Q2 2017 | $1,057,000 | +53.4% | 11,560 | +47.4% | 0.97% | +55.7% |
| Q1 2017 | $689,000 | – | 7,843 | – | 0.62% | – |
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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% |