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 | $186,886,112 | +9.2% | 1,288,692 | -1.9% | 1.07% | +9.9% |
| Q2 2023 | $171,190,722 | 0.0% | 1,313,719 | 0.0% | 0.97% | 0.0% |
| Q1 2023 | $171,190,722 | -1.2% | 1,313,719 | +1.7% | 0.97% | -4.3% |
| Q4 2022 | $173,303,731 | +28.0% | 1,292,347 | -0.2% | 1.02% | +19.1% |
| Q3 2022 | $135,363,000 | -4.8% | 1,295,356 | +2.6% | 0.85% | +2.4% |
| Q2 2022 | $142,172,000 | -18.8% | 1,262,525 | -1.7% | 0.83% | -3.0% |
| Q1 2022 | $175,008,000 | -16.0% | 1,283,819 | -2.5% | 0.86% | -13.2% |
| Q4 2021 | $208,455,000 | +0.9% | 1,316,426 | +4.3% | 0.99% | -7.6% |
| Q3 2021 | $206,638,000 | +3.7% | 1,262,386 | -1.5% | 1.07% | +3.9% |
| Q2 2021 | $199,318,000 | +1.6% | 1,281,467 | -0.5% | 1.03% | -2.5% |
| Q1 2021 | $196,120,000 | +28.3% | 1,288,324 | +7.1% | 1.06% | +25.8% |
| Q4 2020 | $152,815,000 | +31.4% | 1,202,620 | -0.4% | 0.84% | +20.5% |
| Q3 2020 | $116,293,000 | +1.8% | 1,208,002 | -0.5% | 0.70% | -0.1% |
| Q2 2020 | $114,209,000 | -47.5% | 1,214,234 | -22.2% | 0.70% | -29.6% |
| Q1 2020 | $217,499,000 | 0.0% | 1,560,263 | 0.0% | 0.99% | 0.0% |
| Q4 2019 | $217,499,000 | +18.5% | 1,560,263 | +0.1% | 0.99% | +18.2% |
| Q3 2019 | $183,505,000 | +6.0% | 1,559,237 | +0.7% | 0.84% | +10.5% |
| Q2 2019 | $173,086,000 | +11.0% | 1,548,191 | +0.6% | 0.76% | +7.7% |
| Q1 2019 | $155,865,000 | +4.3% | 1,539,719 | +0.6% | 0.70% | -3.3% |
| Q4 2018 | $149,419,000 | -14.2% | 1,530,631 | -0.9% | 0.73% | +4.4% |
| Q3 2018 | $174,229,000 | +4.9% | 1,544,054 | -3.1% | 0.70% | -5.0% |
| Q2 2018 | $166,033,000 | -16.8% | 1,593,405 | -14.6% | 0.74% | -11.7% |
| Q1 2018 | $199,640,000 | 0.0% | 1,866,857 | 0.0% | 0.83% | 0.0% |
| Q4 2017 | $199,640,000 | +11.9% | 1,866,857 | -0.1% | 0.83% | +6.4% |
| Q3 2017 | $178,413,000 | +8.8% | 1,868,022 | +0.1% | 0.78% | -0.1% |
| Q2 2017 | $163,947,000 | 0.0% | 1,866,537 | 0.0% | 0.78% | 0.0% |
| Q1 2017 | $163,947,000 | -1.5% | 1,866,537 | -3.2% | 0.78% | -13.5% |
| Q4 2016 | $166,455,000 | +23.5% | 1,929,045 | -4.7% | 0.90% | +19.2% |
| Q3 2016 | $134,805,000 | +35.6% | 2,024,440 | +26.5% | 0.76% | +25.9% |
| Q2 2016 | $99,429,000 | -16.7% | 1,600,098 | -20.6% | 0.60% | -22.0% |
| Q1 2016 | $119,386,000 | -3.9% | 2,016,000 | +7.2% | 0.77% | -8.8% |
| Q4 2015 | $124,171,000 | +8.6% | 1,880,545 | +0.3% | 0.85% | +1.1% |
| Q3 2015 | $114,362,000 | +1.6% | 1,875,737 | +12.9% | 0.84% | +3.3% |
| Q2 2015 | $112,556,000 | +44.8% | 1,661,120 | +29.4% | 0.81% | +43.2% |
| Q1 2015 | $77,758,000 | -11.1% | 1,283,576 | -8.1% | 0.57% | -17.2% |
| Q4 2014 | $87,447,000 | +4.6% | 1,397,394 | +0.7% | 0.68% | -6.5% |
| Q3 2014 | $83,583,000 | +20.2% | 1,387,541 | +15.0% | 0.73% | +17.3% |
| Q2 2014 | $69,546,000 | -4.3% | 1,207,015 | +0.8% | 0.62% | -7.3% |
| Q1 2014 | $72,676,000 | +3.9% | 1,197,113 | +0.1% | 0.67% | -5.7% |
| Q4 2013 | $69,957,000 | -5.9% | 1,196,301 | -16.8% | 0.72% | -18.9% |
| Q3 2013 | $74,313,000 | +0.4% | 1,437,695 | +2.5% | 0.88% | -4.3% |
| Q2 2013 | $74,050,000 | +1320.8% | 1,402,753 | +1177.3% | 0.92% | +100.4% |
| Q1 2013 | $5,212,000 | -1.7% | 109,822 | -8.9% | 0.46% | -15.4% |
| Q4 2012 | $5,300,000 | +42.9% | 120,547 | +31.5% | 0.54% | +34.3% |
| Q3 2012 | $3,710,000 | -14.6% | 91,662 | -24.6% | 0.40% | +70.2% |
| Q1 2012 | $4,345,000 | +824.5% | 121,622 | +759.3% | 0.24% | +266.2% |
| Q4 2011 | $470,000 | +10.3% | 14,154 | 0.0% | 0.06% | -7.1% |
| Q3 2011 | $426,000 | -95.0% | 14,154 | -93.3% | 0.07% | -94.3% |
| Q2 2011 | $8,602,000 | +29.9% | 210,124 | +34.6% | 1.22% | +6.4% |
| Q4 2010 | $6,624,000 | +18.1% | 156,160 | +6.0% | 1.14% | +5.8% |
| Q3 2010 | $5,609,000 | +2.6% | 147,379 | -1.3% | 1.08% | -5.7% |
| Q2 2010 | $5,466,000 | -7.3% | 149,319 | +13.4% | 1.15% | +4.0% |
| Q1 2010 | $5,894,000 | +42.9% | 131,715 | +33.0% | 1.10% | +35.5% |
| Q4 2009 | $4,125,000 | -13.9% | 99,003 | -9.5% | 0.82% | -16.8% |
| Q3 2009 | $4,791,000 | +53.5% | 109,353 | +19.4% | 0.98% | +33.5% |
| Q2 2009 | $3,122,000 | +143.9% | 91,553 | +90.0% | 0.73% | +102.2% |
| Q1 2009 | $1,280,000 | -18.9% | 48,190 | -3.8% | 0.36% | -9.5% |
| Q4 2008 | $1,579,000 | -32.5% | 50,100 | 0.0% | 0.40% | -11.3% |
| Q3 2008 | $2,339,000 | -1.6% | 50,100 | -27.7% | 0.45% | +7.9% |
| Q2 2008 | $2,377,000 | -47.6% | 69,291 | -34.4% | 0.42% | -39.9% |
| Q1 2008 | $4,536,000 | -12.3% | 105,633 | -1.4% | 0.70% | -21.2% |
| Q4 2007 | $5,173,000 | -5.3% | 107,114 | -10.2% | 0.88% | +19.6% |
| Q3 2007 | $5,465,000 | -0.6% | 119,288 | +5.1% | 0.74% | -2.1% |
| Q2 2007 | $5,500,000 | -2.3% | 113,530 | -2.5% | 0.76% | -14.3% |
| Q1 2007 | $5,632,000 | +8.9% | 116,417 | +8.7% | 0.88% | -0.3% |
| Q4 2006 | $5,173,000 | – | 107,114 | – | 0.88% | – |
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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% |