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 | $47,822,230 | +5.0% | 329,763 | +5.3% | 2.04% | +7.9% |
| Q2 2023 | $45,531,883 | +15.1% | 313,063 | +3.2% | 1.89% | +6.7% |
| Q1 2023 | $39,547,391 | +19.0% | 303,487 | +22.4% | 1.78% | +11.4% |
| Q4 2022 | $33,241,647 | +155.1% | 247,887 | +98.8% | 1.59% | +145.2% |
| Q3 2022 | $13,031,000 | -7.2% | 124,700 | 0.0% | 0.65% | -2.5% |
| Q2 2022 | $14,042,000 | -17.4% | 124,700 | 0.0% | 0.67% | -1.3% |
| Q1 2022 | $16,999,000 | -43.6% | 124,700 | -34.5% | 0.68% | -40.9% |
| Q4 2021 | $30,166,000 | -3.3% | 190,500 | 0.0% | 1.14% | -7.1% |
| Q3 2021 | $31,183,000 | -27.2% | 190,500 | -30.9% | 1.23% | -27.1% |
| Q2 2021 | $42,851,000 | -6.4% | 275,500 | -8.4% | 1.69% | -13.7% |
| Q1 2021 | $45,776,000 | +19.8% | 300,700 | 0.0% | 1.96% | +13.1% |
| Q4 2020 | $38,210,000 | +39.9% | 300,700 | +6.0% | 1.73% | +29.6% |
| Q3 2020 | $27,321,000 | -16.4% | 283,800 | -18.3% | 1.33% | -22.9% |
| Q2 2020 | $32,686,000 | -0.5% | 347,500 | -4.7% | 1.73% | -16.7% |
| Q1 2020 | $32,834,000 | -30.4% | 364,700 | +7.7% | 2.08% | -14.5% |
| Q4 2019 | $47,187,000 | +18.4% | 338,500 | 0.0% | 2.43% | +14.6% |
| Q3 2019 | $39,838,000 | +19.5% | 338,500 | +13.5% | 2.12% | +19.9% |
| Q2 2019 | $33,339,000 | +10.4% | 298,200 | 0.0% | 1.77% | +6.6% |
| Q1 2019 | $30,187,000 | -9.0% | 298,200 | -12.2% | 1.66% | -18.7% |
| Q4 2018 | $33,171,000 | -8.0% | 339,800 | +6.3% | 2.04% | +14.1% |
| Q3 2018 | $36,075,000 | +8.3% | 319,700 | 0.0% | 1.79% | +0.8% |
| Q2 2018 | $33,313,000 | +3.6% | 319,700 | +9.3% | 1.77% | +0.8% |
| Q1 2018 | $32,155,000 | +68.7% | 292,400 | +64.1% | 1.76% | +71.7% |
| Q4 2017 | $19,057,000 | +12.0% | 178,200 | 0.0% | 1.02% | +10.9% |
| Q3 2017 | $17,020,000 | +4.5% | 178,200 | 0.0% | 0.92% | +0.5% |
| Q2 2017 | $16,287,000 | +4.1% | 178,200 | 0.0% | 0.92% | +2.3% |
| Q1 2017 | $15,653,000 | -24.8% | 178,200 | -26.1% | 0.90% | -30.4% |
| Q4 2016 | $20,813,000 | -11.4% | 241,200 | -36.2% | 1.29% | -18.3% |
| Q3 2016 | $23,495,000 | 0.0% | 378,100 | 0.0% | 1.58% | 0.0% |
| Q2 2016 | $23,495,000 | +4.9% | 378,100 | 0.0% | 1.58% | +1.2% |
| Q1 2016 | $22,391,000 | -24.6% | 378,100 | -16.0% | 1.56% | -23.8% |
| Q4 2015 | $29,714,000 | +8.3% | 450,000 | 0.0% | 2.04% | +3.3% |
| Q3 2015 | $27,437,000 | -10.0% | 450,000 | 0.0% | 1.98% | -1.7% |
| Q2 2015 | $30,492,000 | +11.9% | 450,000 | 0.0% | 2.01% | +12.3% |
| Q1 2015 | $27,261,000 | -3.2% | 450,000 | 0.0% | 1.79% | -3.5% |
| Q4 2014 | $28,161,000 | -0.5% | 450,000 | -4.3% | 1.86% | -0.3% |
| Q3 2014 | $28,313,000 | +4.5% | 470,000 | 0.0% | 1.87% | +3.2% |
| Q2 2014 | $27,081,000 | -25.7% | 470,000 | -21.7% | 1.81% | -29.6% |
| Q1 2014 | $36,426,000 | +3.8% | 600,000 | 0.0% | 2.57% | +3.5% |
| Q4 2013 | $35,088,000 | +13.1% | 600,000 | 0.0% | 2.48% | +5.0% |
| Q3 2013 | $31,014,000 | -2.1% | 600,000 | 0.0% | 2.36% | -6.1% |
| Q2 2013 | $31,674,000 | – | 600,000 | – | 2.52% | – |
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% |