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 | $2,530,866 | -0.3% | 17,452 | 0.0% | 0.47% | +0.6% |
| Q2 2023 | $2,538,195 | +11.6% | 17,452 | 0.0% | 0.47% | +6.1% |
| Q1 2023 | $2,274,149 | -5.0% | 17,452 | -2.2% | 0.44% | -13.2% |
| Q4 2022 | $2,393,931 | +28.2% | 17,852 | -0.1% | 0.51% | +12.4% |
| Q3 2022 | $1,868,000 | -4.5% | 17,875 | +2.9% | 0.45% | -5.2% |
| Q2 2022 | $1,957,000 | -17.4% | 17,375 | 0.0% | 0.48% | -9.8% |
| Q1 2022 | $2,369,000 | -15.7% | 17,375 | -2.1% | 0.53% | -23.6% |
| Q4 2021 | $2,811,000 | -4.0% | 17,752 | -0.8% | 0.69% | -13.2% |
| Q3 2021 | $2,929,000 | +6.5% | 17,894 | +1.2% | 0.80% | -1.1% |
| Q2 2021 | $2,750,000 | +1.6% | 17,681 | -0.6% | 0.81% | -2.9% |
| Q1 2021 | $2,708,000 | +20.5% | 17,792 | +0.6% | 0.83% | +9.8% |
| Q4 2020 | $2,247,000 | +32.0% | 17,681 | 0.0% | 0.76% | +14.2% |
| Q3 2020 | $1,702,000 | +4.7% | 17,681 | +2.3% | 0.66% | -2.9% |
| Q2 2020 | $1,625,000 | +4.4% | 17,281 | 0.0% | 0.68% | -15.7% |
| Q1 2020 | $1,556,000 | -35.4% | 17,281 | 0.0% | 0.81% | -15.6% |
| Q4 2019 | $2,409,000 | +19.6% | 17,281 | +1.0% | 0.96% | +12.3% |
| Q3 2019 | $2,014,000 | +6.1% | 17,117 | +0.8% | 0.85% | +3.8% |
| Q2 2019 | $1,899,000 | +10.5% | 16,984 | 0.0% | 0.82% | +7.5% |
| Q1 2019 | $1,719,000 | +0.6% | 16,984 | -3.0% | 0.76% | -9.5% |
| Q4 2018 | $1,708,000 | -13.5% | 17,501 | 0.0% | 0.84% | +10.7% |
| Q3 2018 | $1,975,000 | +18.6% | 17,501 | +9.5% | 0.76% | +22.7% |
| Q2 2018 | $1,665,000 | -5.2% | 15,980 | 0.0% | 0.62% | +1.0% |
| Q1 2018 | $1,757,000 | +2.8% | 15,980 | 0.0% | 0.62% | +6.2% |
| Q4 2017 | $1,709,000 | +12.0% | 15,980 | 0.0% | 0.58% | +7.8% |
| Q3 2017 | $1,526,000 | +4.4% | 15,980 | 0.0% | 0.54% | +2.3% |
| Q2 2017 | $1,461,000 | +4.1% | 15,980 | 0.0% | 0.53% | +1.7% |
| Q1 2017 | $1,404,000 | +1.4% | 15,980 | -0.5% | 0.52% | -3.9% |
| Q4 2016 | $1,385,000 | +29.6% | 16,055 | 0.0% | 0.54% | +22.3% |
| Q3 2016 | $1,069,000 | +7.1% | 16,055 | 0.0% | 0.44% | -3.9% |
| Q2 2016 | $998,000 | +4.9% | 16,055 | 0.0% | 0.46% | -6.1% |
| Q1 2016 | $951,000 | -10.7% | 16,055 | -0.4% | 0.49% | -19.7% |
| Q4 2015 | $1,065,000 | +8.3% | 16,124 | 0.0% | 0.61% | -1.6% |
| Q3 2015 | $983,000 | -10.1% | 16,124 | 0.0% | 0.62% | -5.5% |
| Q2 2015 | $1,093,000 | +11.0% | 16,124 | -0.8% | 0.65% | +3.0% |
| Q1 2015 | $985,000 | +0.6% | 16,259 | 0.0% | 0.64% | -6.5% |
| Q4 2014 | $979,000 | 0.0% | 16,259 | 0.0% | 0.68% | 0.0% |
| Q3 2014 | $979,000 | +4.5% | 16,259 | 0.0% | 0.68% | +7.6% |
| Q2 2014 | $937,000 | -5.4% | 16,259 | -0.4% | 0.63% | -8.7% |
| Q1 2014 | $991,000 | +3.8% | 16,331 | 0.0% | 0.69% | +2.1% |
| Q4 2013 | $955,000 | – | 16,331 | – | 0.68% | – |
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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% |