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 | $150,351,951 | -1.1% | 1,036,767 | -0.8% | 2.97% | +3.1% |
| Q2 2023 | $152,079,045 | +10.8% | 1,045,648 | -0.8% | 2.88% | +2.1% |
| Q1 2023 | $137,297,743 | -2.5% | 1,053,624 | +0.3% | 2.82% | -15.8% |
| Q4 2022 | $140,888,813 | +28.5% | 1,050,625 | +0.1% | 3.35% | +22.3% |
| Q3 2022 | $109,641,000 | -7.1% | 1,049,202 | +0.1% | 2.74% | -5.2% |
| Q2 2022 | $118,021,000 | -1.6% | 1,048,051 | +19.1% | 2.89% | +21.4% |
| Q1 2022 | $119,941,000 | -29.9% | 879,850 | -18.6% | 2.38% | -19.4% |
| Q4 2021 | $171,165,000 | -4.3% | 1,080,928 | -1.1% | 2.96% | -11.4% |
| Q3 2021 | $178,823,000 | +3.8% | 1,092,447 | -1.4% | 3.34% | +5.5% |
| Q2 2021 | $172,320,000 | +1.5% | 1,107,882 | -0.6% | 3.16% | -8.8% |
| Q1 2021 | $169,743,000 | +19.2% | 1,115,046 | -0.5% | 3.47% | +18.1% |
| Q4 2020 | $142,444,000 | +31.6% | 1,120,995 | -0.3% | 2.94% | +19.8% |
| Q3 2020 | $108,273,000 | +1.8% | 1,124,684 | -0.5% | 2.45% | -7.0% |
| Q2 2020 | $106,333,000 | +18.6% | 1,130,477 | +13.5% | 2.64% | -5.5% |
| Q1 2020 | $89,682,000 | -35.7% | 996,132 | -0.5% | 2.79% | -17.1% |
| Q4 2019 | $139,561,000 | +17.9% | 1,001,153 | -0.4% | 3.37% | +9.7% |
| Q3 2019 | $118,343,000 | +4.4% | 1,005,551 | -0.8% | 3.07% | +4.8% |
| Q2 2019 | $113,335,000 | +9.6% | 1,013,728 | -0.7% | 2.93% | +5.4% |
| Q1 2019 | $103,381,000 | +3.3% | 1,021,241 | -0.4% | 2.78% | -11.6% |
| Q4 2018 | $100,084,000 | -15.5% | 1,025,245 | -2.3% | 3.14% | +0.3% |
| Q3 2018 | $118,467,000 | +6.6% | 1,049,865 | -1.6% | 3.13% | -0.5% |
| Q2 2018 | $111,161,000 | -4.9% | 1,066,809 | +0.4% | 3.15% | -5.1% |
| Q1 2018 | $116,847,000 | +1.8% | 1,062,531 | -1.0% | 3.32% | +2.0% |
| Q4 2017 | $114,787,000 | +7.1% | 1,073,375 | -4.4% | 3.25% | +5.0% |
| Q3 2017 | $107,225,000 | +1.3% | 1,122,657 | -3.0% | 3.10% | -0.4% |
| Q2 2017 | $105,798,000 | -8.0% | 1,157,529 | -11.6% | 3.11% | -1.9% |
| Q1 2017 | $115,031,000 | -2.4% | 1,309,549 | -4.2% | 3.17% | -4.6% |
| Q4 2016 | $117,909,000 | +24.5% | 1,366,428 | -3.9% | 3.32% | +27.7% |
| Q3 2016 | $94,713,000 | +4.1% | 1,422,333 | -2.9% | 2.60% | +1.2% |
| Q2 2016 | $91,006,000 | -0.3% | 1,464,530 | -4.9% | 2.57% | +4.1% |
| Q1 2016 | $91,246,000 | -14.5% | 1,540,797 | -4.7% | 2.47% | -12.1% |
| Q4 2015 | $106,724,000 | +5.5% | 1,616,302 | -2.6% | 2.81% | +3.9% |
| Q3 2015 | $101,149,000 | -22.8% | 1,658,992 | -14.2% | 2.70% | -3.7% |
| Q2 2015 | $131,063,000 | +3.4% | 1,934,230 | -7.5% | 2.80% | +10.6% |
| Q1 2015 | $126,730,000 | +8.2% | 2,091,945 | +11.8% | 2.54% | +19.2% |
| Q4 2014 | $117,109,000 | +1.3% | 1,871,347 | -2.5% | 2.13% | +2.5% |
| Q3 2014 | $115,663,000 | +0.3% | 1,920,037 | -4.0% | 2.08% | +6.5% |
| Q2 2014 | $115,289,000 | – | 2,000,857 | – | 1.95% | – |
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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% |