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 | $328,077,202 | -1.1% | 2,262,289 | -0.8% | 1.70% | +3.3% |
| Q2 2023 | $331,817,921 | +11.4% | 2,281,476 | -0.2% | 1.65% | +4.8% |
| Q1 2023 | $297,855,607 | -3.6% | 2,285,746 | -0.8% | 1.57% | -7.1% |
| Q4 2022 | $308,922,596 | +26.4% | 2,303,673 | -1.5% | 1.69% | +16.0% |
| Q3 2022 | $244,479,000 | -6.7% | 2,339,507 | +0.6% | 1.46% | -0.4% |
| Q2 2022 | $261,943,000 | -20.9% | 2,326,108 | -4.2% | 1.47% | -9.2% |
| Q1 2022 | $330,981,000 | -14.1% | 2,427,971 | -0.3% | 1.62% | -7.4% |
| Q4 2021 | $385,523,000 | -3.5% | 2,434,628 | -0.2% | 1.74% | -11.2% |
| Q3 2021 | $399,416,000 | +5.3% | 2,440,078 | +0.0% | 1.96% | +5.8% |
| Q2 2021 | $379,424,000 | +2.9% | 2,439,396 | +0.7% | 1.86% | -6.3% |
| Q1 2021 | $368,828,000 | +20.1% | 2,422,836 | +0.2% | 1.98% | +14.6% |
| Q4 2020 | $307,104,000 | +32.7% | 2,416,806 | +0.6% | 1.73% | +18.4% |
| Q3 2020 | $231,371,000 | +4.2% | 2,403,359 | +1.9% | 1.46% | -5.1% |
| Q2 2020 | $221,946,000 | +6.4% | 2,359,620 | +1.8% | 1.54% | -14.8% |
| Q1 2020 | $208,665,000 | -35.5% | 2,317,730 | -0.2% | 1.81% | -16.5% |
| Q4 2019 | $323,752,000 | +18.8% | 2,322,466 | +0.3% | 2.16% | +9.1% |
| Q3 2019 | $272,630,000 | +5.6% | 2,316,514 | +0.3% | 1.98% | +5.3% |
| Q2 2019 | $258,173,000 | +11.5% | 2,309,237 | +1.0% | 1.88% | +6.4% |
| Q1 2019 | $231,465,000 | +5.4% | 2,286,528 | +1.6% | 1.77% | -9.4% |
| Q4 2018 | $219,601,000 | -10.6% | 2,249,551 | +3.4% | 1.95% | +5.4% |
| Q3 2018 | $245,597,000 | +9.0% | 2,176,506 | +0.7% | 1.85% | +0.6% |
| Q2 2018 | $225,316,000 | -3.1% | 2,162,346 | +2.2% | 1.84% | -5.3% |
| Q1 2018 | $232,637,000 | +4.2% | 2,115,455 | +1.3% | 1.95% | +6.6% |
| Q4 2017 | $223,248,000 | +21.0% | 2,087,602 | +8.1% | 1.83% | +13.0% |
| Q3 2017 | $184,514,000 | +5.7% | 1,931,883 | +1.2% | 1.62% | +2.4% |
| Q2 2017 | $174,483,000 | +7.0% | 1,909,009 | +2.8% | 1.58% | +5.3% |
| Q1 2017 | $163,067,000 | +3.9% | 1,856,411 | +2.1% | 1.50% | +0.4% |
| Q4 2016 | $156,969,000 | +47.3% | 1,819,083 | +13.7% | 1.49% | +43.4% |
| Q3 2016 | $106,556,000 | +9.4% | 1,600,187 | +2.1% | 1.04% | +9.2% |
| Q2 2016 | $97,378,000 | +9.0% | 1,567,068 | +3.9% | 0.95% | +7.3% |
| Q1 2016 | $89,338,000 | -12.7% | 1,508,570 | -2.7% | 0.89% | -7.5% |
| Q4 2015 | $102,388,000 | +8.8% | 1,550,621 | +0.4% | 0.96% | +5.1% |
| Q3 2015 | $94,121,000 | -8.8% | 1,543,727 | +1.4% | 0.91% | +2.6% |
| Q2 2015 | $103,176,000 | +31.8% | 1,522,668 | +17.8% | 0.89% | +35.7% |
| Q1 2015 | $78,301,000 | +5.7% | 1,292,519 | +9.2% | 0.66% | +9.9% |
| Q4 2014 | $74,076,000 | +0.3% | 1,183,706 | -3.5% | 0.60% | -1.5% |
| Q3 2014 | $73,870,000 | +0.8% | 1,226,255 | -3.6% | 0.61% | +4.7% |
| Q2 2014 | $73,262,000 | -7.1% | 1,271,465 | -2.1% | 0.58% | -9.8% |
| Q1 2014 | $78,842,000 | +9.7% | 1,298,665 | +5.7% | 0.64% | +10.7% |
| Q4 2013 | $71,859,000 | +10.4% | 1,228,777 | -2.5% | 0.58% | +3.8% |
| Q3 2013 | $65,113,000 | -5.7% | 1,259,676 | -3.7% | 0.56% | -13.1% |
| Q2 2013 | $69,035,000 | – | 1,307,736 | – | 0.64% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guidance Point Advisors, LLC | 400,571 | $45,108,000 | 19.46% |
| ADAMCAPITAL Gestao de Recursos Ltda. | 145,224 | $16,354,000 | 18.72% |
| Global Frontier Investments LLC | 339,000 | $38,175,000 | 17.78% |
| Courant Investment Management LLC | 136,592 | $15,382,000 | 14.69% |
| Gemsstock Ltd. | 80,100 | $9,020,000 | 11.58% |
| Integrity Advisory, LLC | 101,312 | $11,409,000 | 11.17% |
| GREENHAVEN ASSOCIATES INC | 4,533,856 | $510,558,000 | 11.02% |
| Ardent Capital Management, Inc. | 79,240 | $8,923,000 | 10.99% |
| TEGEAN CAPITAL MANAGEMENT, LLC | 150,000 | $11,267,631 | 9.86% |
| PM CAPITAL Ltd | 284,889 | $32,081,000 | 8.31% |