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 | $519,539,370 | -8.3% | 3,582,536 | -8.1% | 0.61% | -3.9% |
| Q2 2023 | $566,681,799 | +13.7% | 3,896,327 | +1.9% | 0.64% | +11.4% |
| Q1 2023 | $498,469,110 | -5.6% | 3,825,256 | -2.9% | 0.57% | -9.8% |
| Q4 2022 | $528,044,900 | -13.1% | 3,937,695 | -32.3% | 0.63% | -18.9% |
| Q3 2022 | $607,967,000 | +0.8% | 5,817,874 | +8.7% | 0.78% | +9.1% |
| Q2 2022 | $602,879,000 | +15.9% | 5,353,689 | +40.3% | 0.72% | +34.5% |
| Q1 2022 | $520,295,000 | -10.1% | 3,816,716 | +4.5% | 0.53% | -10.1% |
| Q4 2021 | $578,498,000 | -4.3% | 3,653,291 | -1.1% | 0.59% | -11.6% |
| Q3 2021 | $604,408,000 | -2.3% | 3,692,390 | -7.2% | 0.67% | +1.1% |
| Q2 2021 | $618,706,000 | -0.6% | 3,977,793 | -2.7% | 0.66% | -6.2% |
| Q1 2021 | $622,193,000 | +17.0% | 4,087,182 | -2.3% | 0.71% | +8.1% |
| Q4 2020 | $531,599,000 | +18.7% | 4,183,517 | -10.1% | 0.66% | +17.8% |
| Q3 2020 | $447,954,000 | +5.1% | 4,653,104 | +2.7% | 0.56% | -3.3% |
| Q2 2020 | $426,313,000 | +34.5% | 4,532,363 | +28.7% | 0.58% | +10.4% |
| Q1 2020 | $316,971,000 | -51.3% | 3,520,723 | -24.6% | 0.52% | -42.2% |
| Q4 2019 | $650,772,000 | +22.4% | 4,668,375 | +3.4% | 0.90% | +12.2% |
| Q3 2019 | $531,608,000 | +6.4% | 4,517,020 | +1.1% | 0.80% | +6.8% |
| Q2 2019 | $499,469,000 | +18.7% | 4,467,526 | +7.5% | 0.75% | +14.3% |
| Q1 2019 | $420,861,000 | -11.2% | 4,157,472 | -14.4% | 0.66% | -21.6% |
| Q4 2018 | $473,972,000 | -12.8% | 4,855,283 | +0.8% | 0.84% | +4.7% |
| Q3 2018 | $543,336,000 | +12.4% | 4,815,109 | +3.8% | 0.80% | +10.2% |
| Q2 2018 | $483,349,000 | -6.2% | 4,638,663 | -1.0% | 0.73% | -48.6% |
| Q1 2018 | $515,376,000 | +15.5% | 4,686,521 | +12.3% | 1.42% | +14.1% |
| Q4 2017 | $446,315,000 | +12.6% | 4,173,507 | +0.5% | 1.24% | +9.2% |
| Q3 2017 | $396,495,000 | +8.3% | 4,151,340 | +3.6% | 1.14% | +7.7% |
| Q2 2017 | $366,181,000 | -42.3% | 4,006,352 | -44.5% | 1.06% | -40.8% |
| Q1 2017 | $634,141,000 | -0.2% | 7,219,282 | -2.0% | 1.78% | -4.2% |
| Q4 2016 | $635,544,000 | +33.4% | 7,365,199 | +3.0% | 1.86% | +30.6% |
| Q3 2016 | $476,378,000 | +7.2% | 7,153,904 | +0.0% | 1.43% | +0.7% |
| Q2 2016 | $444,519,000 | +5.1% | 7,153,519 | +0.2% | 1.42% | +8.2% |
| Q1 2016 | $422,892,000 | -18.8% | 7,141,047 | -9.5% | 1.31% | -17.4% |
| Q4 2015 | $520,969,000 | +11.4% | 7,889,877 | +2.9% | 1.58% | -2.5% |
| Q3 2015 | $467,496,000 | -14.2% | 7,667,631 | -4.6% | 1.63% | -6.3% |
| Q2 2015 | $544,595,000 | +26.9% | 8,037,109 | +13.5% | 1.74% | +25.6% |
| Q1 2015 | $429,097,000 | -1.2% | 7,083,145 | +2.1% | 1.38% | -7.8% |
| Q4 2014 | $434,218,000 | +16.5% | 6,938,617 | +12.1% | 1.50% | +4.9% |
| Q3 2014 | $372,748,000 | +4.6% | 6,187,709 | +0.0% | 1.43% | +6.9% |
| Q2 2014 | $356,485,000 | -11.9% | 6,186,819 | -7.2% | 1.34% | -9.0% |
| Q1 2014 | $404,718,000 | +174.7% | 6,666,412 | +164.6% | 1.47% | +147.7% |
| Q4 2013 | $147,336,000 | +55.9% | 2,519,426 | +37.8% | 0.59% | +31.2% |
| Q3 2013 | $94,518,000 | +24.8% | 1,828,551 | +27.5% | 0.45% | +5.6% |
| Q2 2013 | $75,712,000 | – | 1,434,204 | – | 0.43% | – |
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% |