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 | $92,486,505 | -1.7% | 637,750 | -1.4% | 0.90% | +2.6% |
| Q2 2023 | $94,118,005 | +9.6% | 647,126 | -1.8% | 0.88% | +4.9% |
| Q1 2023 | $85,886,669 | -5.9% | 659,095 | -3.1% | 0.84% | -6.3% |
| Q4 2022 | $91,252,770 | +30.7% | 680,483 | +1.8% | 0.89% | +19.1% |
| Q3 2022 | $69,821,000 | +5.9% | 668,142 | +14.2% | 0.75% | +18.3% |
| Q2 2022 | $65,905,000 | -18.1% | 585,257 | -0.9% | 0.63% | -10.2% |
| Q1 2022 | $80,504,000 | +25.8% | 590,547 | +46.2% | 0.71% | +28.4% |
| Q4 2021 | $63,978,000 | -7.6% | 404,024 | -4.5% | 0.55% | -12.3% |
| Q3 2021 | $69,248,000 | +3.4% | 423,039 | -1.7% | 0.63% | +1.3% |
| Q2 2021 | $66,940,000 | -3.4% | 430,371 | -5.5% | 0.62% | -8.0% |
| Q1 2021 | $69,318,000 | -26.7% | 455,353 | -38.8% | 0.67% | -34.9% |
| Q4 2020 | $94,581,000 | +32.3% | 744,328 | +0.2% | 1.03% | +8.4% |
| Q3 2020 | $71,509,000 | -0.2% | 742,797 | -2.5% | 0.95% | -3.0% |
| Q2 2020 | $71,652,000 | +4.6% | 761,913 | +0.1% | 0.98% | -11.0% |
| Q1 2020 | $68,501,000 | -36.0% | 760,873 | -0.9% | 1.10% | -4.0% |
| Q4 2019 | $107,039,000 | -6.6% | 767,850 | -21.1% | 1.15% | -41.1% |
| Q3 2019 | $114,586,000 | +16.7% | 973,630 | +10.9% | 1.95% | +13.8% |
| Q2 2019 | $98,160,000 | +11.0% | 877,996 | +0.5% | 1.72% | +7.9% |
| Q1 2019 | $88,398,000 | +1.5% | 873,244 | -2.1% | 1.59% | -9.9% |
| Q4 2018 | $87,056,000 | -16.6% | 891,779 | -3.6% | 1.76% | -0.6% |
| Q3 2018 | $104,355,000 | +10.2% | 924,803 | +1.7% | 1.78% | +4.3% |
| Q2 2018 | $94,710,000 | -3.8% | 908,933 | +1.6% | 1.70% | -7.6% |
| Q1 2018 | $98,428,000 | -16.2% | 895,038 | -18.6% | 1.84% | -13.4% |
| Q4 2017 | $117,520,000 | +8.9% | 1,098,936 | -2.7% | 2.12% | +5.9% |
| Q3 2017 | $107,920,000 | +2.4% | 1,129,933 | -2.0% | 2.01% | -0.9% |
| Q2 2017 | $105,380,000 | +1.4% | 1,152,956 | -2.5% | 2.02% | +0.2% |
| Q1 2017 | $103,878,000 | -2.8% | 1,182,576 | -4.6% | 2.02% | -5.0% |
| Q4 2016 | $106,913,000 | -11.9% | 1,238,999 | -32.0% | 2.13% | -16.8% |
| Q3 2016 | $121,292,000 | +8.6% | 1,821,473 | +1.3% | 2.56% | +2.9% |
| Q2 2016 | $111,707,000 | +9.7% | 1,797,666 | +4.5% | 2.48% | +9.0% |
| Q1 2016 | $101,832,000 | -14.4% | 1,719,560 | -4.5% | 2.28% | -13.2% |
| Q4 2015 | $118,935,000 | +5.5% | 1,801,224 | -2.6% | 2.62% | -0.8% |
| Q3 2015 | $112,765,000 | -11.5% | 1,849,526 | -1.6% | 2.64% | -7.5% |
| Q2 2015 | $127,371,000 | +7.5% | 1,879,736 | -3.9% | 2.86% | +11.3% |
| Q1 2015 | $118,496,000 | -3.3% | 1,956,021 | -0.1% | 2.57% | -5.6% |
| Q4 2014 | $122,514,000 | +3.2% | 1,957,721 | -0.7% | 2.72% | +0.1% |
| Q3 2014 | $118,758,000 | +3.8% | 1,971,401 | -0.8% | 2.72% | +4.1% |
| Q2 2014 | $114,463,000 | -3.9% | 1,986,514 | +1.3% | 2.61% | -6.2% |
| Q1 2014 | $119,049,000 | +0.5% | 1,960,940 | -3.2% | 2.78% | +2.9% |
| Q4 2013 | $118,515,000 | +8.4% | 2,026,580 | -4.2% | 2.70% | +3.6% |
| Q3 2013 | $109,328,000 | -6.8% | 2,115,070 | -4.9% | 2.61% | -6.8% |
| Q2 2013 | $117,356,000 | – | 2,223,066 | – | 2.80% | – |
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% |