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 | $1,188,874 | -0.3% | 8,198 | 0.0% | 0.60% | +3.6% |
| Q2 2023 | $1,192,317 | -9.7% | 8,198 | -19.1% | 0.58% | -16.8% |
| Q1 2023 | $1,320,822 | -2.8% | 10,136 | 0.0% | 0.70% | -0.1% |
| Q4 2022 | $1,359,238 | +27.9% | 10,136 | -0.3% | 0.70% | +7.4% |
| Q3 2022 | $1,063,000 | -6.8% | 10,168 | +0.3% | 0.65% | -2.3% |
| Q2 2022 | $1,141,000 | -17.4% | 10,136 | 0.0% | 0.67% | -9.5% |
| Q1 2022 | $1,382,000 | -23.5% | 10,136 | -11.2% | 0.74% | -22.6% |
| Q4 2021 | $1,807,000 | -4.1% | 11,411 | -0.9% | 0.95% | -12.0% |
| Q3 2021 | $1,884,000 | +5.3% | 11,511 | 0.0% | 1.08% | +5.9% |
| Q2 2021 | $1,790,000 | -24.4% | 11,511 | -26.0% | 1.02% | -29.7% |
| Q1 2021 | $2,367,000 | +18.0% | 15,551 | -1.5% | 1.45% | +6.5% |
| Q4 2020 | $2,006,000 | +32.9% | 15,784 | +0.7% | 1.36% | +19.6% |
| Q3 2020 | $1,509,000 | -15.4% | 15,676 | -17.4% | 1.14% | -19.2% |
| Q2 2020 | $1,784,000 | +12.0% | 18,970 | +7.2% | 1.41% | -8.6% |
| Q1 2020 | $1,593,000 | -35.4% | 17,692 | 0.0% | 1.54% | -15.1% |
| Q4 2019 | $2,466,000 | +18.4% | 17,692 | 0.0% | 1.82% | +8.2% |
| Q3 2019 | $2,082,000 | +4.7% | 17,692 | -0.5% | 1.68% | -0.4% |
| Q2 2019 | $1,989,000 | +12.2% | 17,789 | +1.7% | 1.69% | +8.7% |
| Q1 2019 | $1,772,000 | +2.7% | 17,500 | -1.0% | 1.55% | -15.0% |
| Q4 2018 | $1,725,000 | -14.1% | 17,669 | -0.8% | 1.82% | -2.9% |
| Q3 2018 | $2,009,000 | -2.8% | 17,807 | -10.2% | 1.88% | -10.6% |
| Q2 2018 | $2,066,000 | -17.4% | 19,824 | -12.8% | 2.10% | -19.4% |
| Q1 2018 | $2,500,000 | +1.9% | 22,732 | -0.9% | 2.61% | +4.7% |
| Q4 2017 | $2,453,000 | – | 22,939 | – | 2.49% | – |
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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% |