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 | $4,668,083 | +2.4% | 32,189 | +2.7% | 1.93% | +2.5% |
| Q2 2023 | $4,558,839 | +12.8% | 31,345 | +1.0% | 1.88% | +5.5% |
| Q1 2023 | $4,043,253 | -1.9% | 31,028 | +1.0% | 1.79% | -9.0% |
| Q4 2022 | $4,119,948 | +29.2% | 30,723 | +0.7% | 1.96% | +19.0% |
| Q3 2022 | $3,189,000 | -5.5% | 30,519 | +1.8% | 1.65% | -1.4% |
| Q2 2022 | $3,374,000 | -16.1% | 29,966 | +1.6% | 1.67% | -1.6% |
| Q1 2022 | $4,022,000 | -9.9% | 29,506 | +4.7% | 1.70% | -9.0% |
| Q4 2021 | $4,462,000 | -2.0% | 28,181 | +1.4% | 1.87% | -11.1% |
| Q3 2021 | $4,551,000 | +9.2% | 27,802 | +1.9% | 2.10% | +8.3% |
| Q2 2021 | $4,169,000 | -2.7% | 27,271 | -3.1% | 1.94% | -11.6% |
| Q1 2021 | $4,285,000 | +21.2% | 28,148 | +1.2% | 2.20% | +13.3% |
| Q4 2020 | $3,535,000 | +34.5% | 27,819 | +1.9% | 1.94% | +16.3% |
| Q3 2020 | $2,629,000 | +6.9% | 27,312 | +4.4% | 1.67% | -3.4% |
| Q2 2020 | $2,460,000 | +13.9% | 26,150 | +9.1% | 1.73% | -8.4% |
| Q1 2020 | $2,159,000 | -31.2% | 23,979 | +2.5% | 1.88% | -17.0% |
| Q4 2019 | $3,139,000 | +14.7% | 23,386 | -0.7% | 2.27% | -0.4% |
| Q3 2019 | $2,736,000 | +0.5% | 23,558 | -1.4% | 2.28% | -0.9% |
| Q2 2019 | $2,723,000 | +2.7% | 23,884 | -8.8% | 2.30% | -10.9% |
| Q1 2019 | $2,652,000 | -7.9% | 26,195 | -11.2% | 2.58% | -14.6% |
| Q4 2018 | $2,881,000 | -13.0% | 29,514 | -2.8% | 3.02% | -2.0% |
| Q3 2018 | $3,310,000 | +0.8% | 30,362 | -3.7% | 3.08% | +1.9% |
| Q2 2018 | $3,285,000 | -4.5% | 31,527 | +0.9% | 3.03% | -11.2% |
| Q1 2018 | $3,438,000 | +8.2% | 31,259 | +5.2% | 3.41% | -0.5% |
| Q4 2017 | $3,177,000 | – | 29,710 | – | 3.43% | – |
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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% |