JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $335,437 | +12.9% | 1,972 | -3.8% | 0.10% | +6.4% |
| Q3 2023 | $297,146 | -0.3% | 2,049 | 0.0% | 0.09% | -1.1% |
| Q2 2023 | $298,007 | -10.9% | 2,049 | -20.2% | 0.10% | -15.2% |
| Q1 2023 | $334,532 | +76.8% | 2,568 | +82.0% | 0.11% | +64.7% |
| Q4 2022 | $189,215 | +28.7% | 1,411 | 0.0% | 0.07% | +17.2% |
| Q3 2022 | $147,000 | -1.3% | 1,411 | +6.7% | 0.06% | +5.5% |
| Q2 2022 | $149,000 | -18.6% | 1,323 | -1.3% | 0.06% | -5.2% |
| Q1 2022 | $183,000 | +24.5% | 1,341 | +44.8% | 0.06% | +20.8% |
| Q4 2021 | $147,000 | -2.6% | 926 | +0.2% | 0.05% | -9.4% |
| Q3 2021 | $151,000 | +19.8% | 924 | +13.9% | 0.05% | +12.8% |
| Q2 2021 | $126,000 | -92.5% | 811 | -92.6% | 0.05% | -92.3% |
| Q1 2021 | $1,677,000 | +9.8% | 11,018 | -8.3% | 0.61% | +1.5% |
| Q4 2020 | $1,527,000 | +32.0% | 12,018 | -0.0% | 0.60% | +16.7% |
| Q3 2020 | $1,157,000 | -1.2% | 12,022 | -3.5% | 0.52% | -3.9% |
| Q2 2020 | $1,171,000 | +2.4% | 12,457 | -2.0% | 0.54% | -10.8% |
| Q1 2020 | $1,144,000 | -32.3% | 12,708 | +4.7% | 0.60% | -29.4% |
| Q4 2019 | $1,691,000 | +16.4% | 12,133 | -1.8% | 0.85% | +25.1% |
| Q3 2019 | $1,453,000 | +5.0% | 12,354 | -0.2% | 0.68% | +8.1% |
| Q2 2019 | $1,384,000 | -46.2% | 12,380 | -11.5% | 0.63% | +15.1% |
| Q1 2019 | $2,572,000 | +107.6% | 13,991 | +10.2% | 0.55% | -4.0% |
| Q4 2018 | $1,239,000 | -13.7% | 12,698 | -0.3% | 0.57% | -2.7% |
| Q3 2018 | $1,436,000 | +4.7% | 12,731 | -3.3% | 0.59% | +1.6% |
| Q2 2018 | $1,371,000 | -5.8% | 13,163 | -0.6% | 0.58% | -3.8% |
| Q1 2018 | $1,456,000 | +1.5% | 13,243 | -1.3% | 0.60% | +3.4% |
| Q4 2017 | $1,435,000 | +283.7% | 13,419 | +242.1% | 0.58% | +184.8% |
| Q3 2017 | $374,000 | +1.9% | 3,923 | -2.5% | 0.20% | +1.0% |
| Q2 2017 | $367,000 | +12.6% | 4,025 | +8.3% | 0.20% | +12.2% |
| Q1 2017 | $326,000 | +4.8% | 3,715 | +2.9% | 0.18% | +1.1% |
| Q4 2016 | $311,000 | +69.9% | 3,611 | +30.8% | 0.18% | +71.2% |
| Q3 2016 | $183,000 | 0.0% | 2,760 | -6.3% | 0.10% | -3.7% |
| Q2 2016 | $183,000 | +4.6% | 2,947 | -0.6% | 0.11% | +1.9% |
| Q1 2016 | $175,000 | -14.2% | 2,965 | -4.3% | 0.11% | -17.2% |
| Q4 2015 | $204,000 | – | 3,099 | – | 0.13% | – |
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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% |