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 | $250,435,183 | +1.9% | 1,726,901 | +2.2% | 0.64% | +11.7% |
| Q2 2023 | $245,775,276 | +15.8% | 1,689,874 | +3.8% | 0.57% | +7.7% |
| Q1 2023 | $212,245,801 | +3.8% | 1,628,776 | +6.9% | 0.53% | -4.5% |
| Q4 2022 | $204,380,604 | +41.2% | 1,524,091 | +10.0% | 0.56% | +29.0% |
| Q3 2022 | $144,752,000 | +7.5% | 1,385,180 | +16.5% | 0.43% | +1.9% |
| Q2 2022 | $134,712,000 | -16.5% | 1,188,934 | +2.2% | 0.42% | +2.7% |
| Q1 2022 | $161,265,000 | -34.3% | 1,163,695 | -24.9% | 0.41% | -23.6% |
| Q4 2021 | $245,524,000 | -51.4% | 1,550,513 | -49.8% | 0.54% | -52.7% |
| Q3 2021 | $505,467,000 | -3.2% | 3,085,781 | -8.1% | 1.14% | -0.3% |
| Q2 2021 | $522,028,000 | -0.8% | 3,356,229 | -2.9% | 1.14% | -4.5% |
| Q1 2021 | $526,389,000 | +175.0% | 3,455,472 | +129.4% | 1.20% | +156.3% |
| Q4 2020 | $191,446,000 | +39.5% | 1,506,622 | +5.7% | 0.47% | +27.6% |
| Q3 2020 | $137,261,000 | +1.6% | 1,425,796 | -0.7% | 0.37% | 0.0% |
| Q2 2020 | $135,110,000 | -2.2% | 1,436,430 | -6.3% | 0.37% | -16.6% |
| Q1 2020 | $138,175,000 | -39.9% | 1,533,148 | -7.0% | 0.44% | -21.0% |
| Q4 2019 | $229,918,000 | +12.4% | 1,649,340 | -5.1% | 0.56% | +9.0% |
| Q3 2019 | $204,535,000 | -17.9% | 1,737,916 | -22.0% | 0.51% | -7.8% |
| Q2 2019 | $249,052,000 | +7.0% | 2,227,659 | -3.1% | 0.55% | +9.7% |
| Q1 2019 | $232,787,000 | +17.6% | 2,298,892 | +12.8% | 0.50% | +7.2% |
| Q4 2018 | $197,885,000 | -31.0% | 2,038,691 | -19.8% | 0.47% | -12.1% |
| Q3 2018 | $286,808,000 | +0.4% | 2,541,715 | -7.2% | 0.54% | -2.6% |
| Q2 2018 | $285,619,000 | -7.9% | 2,737,786 | -2.9% | 0.55% | -10.7% |
| Q1 2018 | $310,186,000 | -5.4% | 2,820,648 | -7.7% | 0.62% | -1.9% |
| Q4 2017 | $327,772,000 | -50.6% | 3,057,579 | -56.0% | 0.63% | -48.2% |
| Q3 2017 | $664,067,000 | – | 6,952,874 | – | 1.21% | – |
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% |