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 | $3,533,993 | -1.0% | 24,369 | -0.7% | 4.02% | +4.8% |
| Q2 2023 | $3,569,679 | +3.2% | 24,544 | -7.5% | 3.84% | +1.1% |
| Q1 2023 | $3,458,956 | -5.7% | 26,544 | -3.0% | 3.80% | -6.2% |
| Q4 2022 | $3,668,174 | +26.0% | 27,354 | -1.8% | 4.05% | +14.0% |
| Q3 2022 | $2,912,000 | -8.8% | 27,866 | -1.7% | 3.56% | +3.3% |
| Q2 2022 | $3,193,000 | -18.8% | 28,359 | -1.7% | 3.44% | -11.6% |
| Q1 2022 | $3,932,000 | -14.7% | 28,839 | -0.9% | 3.90% | -3.2% |
| Q4 2021 | $4,607,000 | -4.1% | 29,095 | -0.9% | 4.03% | -10.1% |
| Q3 2021 | $4,804,000 | +1.5% | 29,345 | -3.6% | 4.48% | +5.2% |
| Q2 2021 | $4,734,000 | -6.6% | 30,433 | -8.6% | 4.26% | +0.1% |
| Q1 2021 | $5,067,000 | +18.9% | 33,283 | -0.8% | 4.25% | +13.9% |
| Q4 2020 | $4,263,000 | +38.0% | 33,549 | +4.5% | 3.73% | +1.6% |
| Q3 2020 | $3,089,000 | +0.8% | 32,089 | -1.5% | 3.68% | -5.7% |
| Q2 2020 | $3,066,000 | +4.0% | 32,589 | -0.5% | 3.90% | -6.7% |
| Q1 2020 | $2,948,000 | -35.7% | 32,739 | -0.4% | 4.17% | -15.9% |
| Q4 2019 | $4,582,000 | +13.1% | 32,874 | -4.5% | 4.96% | +11.4% |
| Q3 2019 | $4,050,000 | +4.7% | 34,412 | -0.5% | 4.45% | +2.8% |
| Q2 2019 | $3,867,000 | +9.2% | 34,594 | -1.1% | 4.33% | +8.8% |
| Q1 2019 | $3,540,000 | +6.0% | 34,964 | +2.2% | 3.98% | -35.6% |
| Q4 2018 | $3,340,000 | -13.9% | 34,214 | -0.4% | 6.19% | +47.3% |
| Q3 2018 | $3,878,000 | +6.3% | 34,362 | -1.8% | 4.20% | +10.8% |
| Q2 2018 | $3,648,000 | -6.1% | 35,006 | -0.9% | 3.79% | -4.0% |
| Q1 2018 | $3,886,000 | +0.7% | 35,331 | -2.1% | 3.95% | -0.7% |
| Q4 2017 | $3,860,000 | +11.6% | 36,098 | -0.3% | 3.98% | +18.9% |
| Q3 2017 | $3,459,000 | +3.7% | 36,219 | -0.8% | 3.35% | +1.4% |
| Q2 2017 | $3,337,000 | +3.9% | 36,513 | -0.1% | 3.30% | -0.9% |
| Q1 2017 | $3,212,000 | +0.2% | 36,563 | -1.6% | 3.33% | +6.2% |
| Q4 2016 | $3,207,000 | +29.1% | 37,163 | -0.4% | 3.14% | +7.8% |
| Q3 2016 | $2,485,000 | +6.3% | 37,313 | -0.8% | 2.91% | +23.4% |
| Q2 2016 | $2,337,000 | +2.4% | 37,613 | -2.4% | 2.36% | +0.0% |
| Q1 2016 | $2,282,000 | -11.5% | 38,538 | -1.3% | 2.36% | -11.6% |
| Q4 2015 | $2,579,000 | +7.3% | 39,055 | -1.0% | 2.67% | +4.4% |
| Q3 2015 | $2,404,000 | -10.3% | 39,430 | -0.3% | 2.55% | -1.5% |
| Q2 2015 | $2,679,000 | +9.9% | 39,530 | -1.8% | 2.59% | +11.2% |
| Q1 2015 | $2,438,000 | -3.3% | 40,242 | -0.1% | 2.33% | +2.1% |
| Q4 2014 | $2,521,000 | +5.2% | 40,294 | +1.3% | 2.28% | +3.4% |
| Q3 2014 | $2,396,000 | +5.8% | 39,768 | +1.2% | 2.21% | +4.2% |
| Q2 2014 | $2,265,000 | -5.9% | 39,304 | -0.9% | 2.12% | -6.2% |
| Q1 2014 | $2,407,000 | +3.9% | 39,643 | +0.1% | 2.26% | +6.1% |
| Q4 2013 | $2,317,000 | +13.3% | 39,622 | +0.1% | 2.13% | +4.6% |
| Q3 2013 | $2,045,000 | +1.1% | 39,566 | +3.2% | 2.03% | +4.5% |
| Q2 2013 | $2,023,000 | – | 38,325 | – | 1.94% | – |
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% |