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 | $23,012,920 | -4.5% | 158,686 | -4.2% | 1.79% | -1.7% |
| Q2 2023 | $24,098,345 | +12.0% | 165,693 | +0.4% | 1.82% | +4.3% |
| Q1 2023 | $21,512,968 | -3.3% | 165,091 | -0.5% | 1.74% | -10.0% |
| Q4 2022 | $22,248,355 | +30.0% | 165,909 | +1.3% | 1.94% | +17.5% |
| Q3 2022 | $17,116,000 | -8.0% | 163,788 | -0.9% | 1.65% | +1.2% |
| Q2 2022 | $18,614,000 | -18.5% | 165,296 | -1.3% | 1.63% | -3.4% |
| Q1 2022 | $22,838,000 | -13.6% | 167,532 | +0.4% | 1.69% | -12.6% |
| Q4 2021 | $26,433,000 | +8.3% | 166,929 | +12.0% | 1.93% | +1.6% |
| Q3 2021 | $24,396,000 | -9.9% | 149,041 | -14.4% | 1.90% | -22.1% |
| Q2 2021 | $27,072,000 | +3.2% | 174,050 | +1.0% | 2.44% | -4.4% |
| Q1 2021 | $26,225,000 | +20.0% | 172,274 | +0.2% | 2.55% | +7.7% |
| Q4 2020 | $21,855,000 | +31.4% | 171,989 | -0.5% | 2.37% | +14.4% |
| Q3 2020 | $16,638,000 | +2.0% | 172,824 | -0.3% | 2.07% | -5.6% |
| Q2 2020 | $16,307,000 | +6.2% | 173,365 | +1.7% | 2.19% | -13.3% |
| Q1 2020 | $15,351,000 | -36.5% | 170,513 | -1.6% | 2.53% | -15.6% |
| Q4 2019 | $24,166,000 | +17.3% | 173,358 | -1.0% | 3.00% | +8.4% |
| Q3 2019 | $20,601,000 | +5.6% | 175,047 | +0.3% | 2.76% | +4.0% |
| Q2 2019 | $19,512,000 | -45.4% | 174,528 | -50.6% | 2.66% | +6.4% |
| Q1 2019 | $35,734,000 | +106.5% | 353,006 | +99.1% | 2.50% | -11.6% |
| Q4 2018 | $17,304,000 | -13.3% | 177,259 | +0.2% | 2.83% | +1.3% |
| Q3 2018 | $19,955,000 | +8.8% | 176,839 | +0.4% | 2.79% | +3.5% |
| Q2 2018 | $18,348,000 | -6.3% | 176,087 | -1.1% | 2.70% | -6.9% |
| Q1 2018 | $19,584,000 | +2.1% | 178,083 | -0.8% | 2.90% | +5.2% |
| Q4 2017 | $19,190,000 | +10.8% | 179,447 | -1.1% | 2.75% | +3.7% |
| Q3 2017 | $17,324,000 | +3.5% | 181,381 | -1.0% | 2.66% | +1.0% |
| Q2 2017 | $16,745,000 | +5.3% | 183,208 | +1.2% | 2.63% | +3.6% |
| Q1 2017 | $15,906,000 | +1.1% | 181,076 | -0.7% | 2.54% | -3.6% |
| Q4 2016 | $15,734,000 | +28.2% | 182,343 | -1.1% | 2.63% | +24.3% |
| Q3 2016 | $12,277,000 | +6.3% | 184,362 | -0.8% | 2.12% | +5.3% |
| Q2 2016 | $11,553,000 | +6.2% | 185,914 | +1.2% | 2.01% | +7.4% |
| Q1 2016 | $10,878,000 | -11.3% | 183,682 | -1.1% | 1.87% | -10.6% |
| Q4 2015 | $12,268,000 | +2.0% | 185,796 | -5.8% | 2.09% | -0.5% |
| Q3 2015 | $12,027,000 | -13.8% | 197,256 | -4.2% | 2.10% | -6.5% |
| Q2 2015 | $13,956,000 | +7.6% | 205,957 | -3.8% | 2.25% | +9.9% |
| Q1 2015 | $12,975,000 | -3.9% | 214,185 | -0.7% | 2.05% | -4.7% |
| Q4 2014 | $13,502,000 | +2.4% | 215,760 | -1.4% | 2.15% | +1.9% |
| Q3 2014 | $13,188,000 | +4.9% | 218,925 | +0.3% | 2.10% | +4.9% |
| Q2 2014 | $12,573,000 | -5.6% | 218,199 | -0.6% | 2.01% | -9.6% |
| Q1 2014 | $13,321,000 | +2.5% | 219,424 | -1.3% | 2.22% | +3.2% |
| Q4 2013 | $12,999,000 | +9.3% | 222,289 | -3.4% | 2.15% | -0.6% |
| Q3 2013 | $11,895,000 | -1.9% | 230,117 | +0.2% | 2.16% | -4.0% |
| Q2 2013 | $12,129,000 | – | 229,765 | – | 2.25% | – |
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% |