JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.9%.
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 | $585,631,640 | -1.8% | 4,032,573 | -1.6% | 0.96% | -0.3% |
| Q2 2023 | $596,070,723 | +8.8% | 4,098,396 | -2.6% | 0.96% | +3.7% |
| Q1 2023 | $548,093,732 | -4.6% | 4,205,924 | -1.8% | 0.93% | -8.9% |
| Q4 2022 | $574,301,563 | +49.1% | 4,282,460 | +16.2% | 1.02% | +27.9% |
| Q3 2022 | $385,068,000 | -9.2% | 3,684,635 | -2.1% | 0.80% | -3.3% |
| Q2 2022 | $423,942,000 | -17.7% | 3,764,232 | -0.3% | 0.82% | -4.1% |
| Q1 2022 | $514,861,000 | -14.4% | 3,776,533 | -0.6% | 0.86% | -9.6% |
| Q4 2021 | $601,407,000 | -2.8% | 3,797,839 | +0.5% | 0.95% | -18.6% |
| Q3 2021 | $618,663,000 | +4.0% | 3,779,462 | -1.2% | 1.16% | +4.5% |
| Q2 2021 | $594,717,000 | +0.9% | 3,823,439 | -1.2% | 1.11% | -6.5% |
| Q1 2021 | $589,280,000 | +21.6% | 3,870,989 | +1.5% | 1.19% | +14.2% |
| Q4 2020 | $484,758,000 | +34.5% | 3,814,834 | +1.9% | 1.04% | +18.8% |
| Q3 2020 | $360,526,000 | +4.6% | 3,744,643 | +2.3% | 0.88% | -2.8% |
| Q2 2020 | $344,622,000 | +10.1% | 3,661,995 | +5.5% | 0.90% | -7.4% |
| Q1 2020 | $312,938,000 | -33.9% | 3,472,410 | +2.2% | 0.98% | -19.4% |
| Q4 2019 | $473,622,000 | +16.5% | 3,397,537 | -1.7% | 1.21% | +9.3% |
| Q3 2019 | $406,566,000 | +4.9% | 3,454,551 | -0.3% | 1.11% | +2.6% |
| Q2 2019 | $387,550,000 | +9.2% | 3,466,452 | -1.2% | 1.08% | +5.4% |
| Q1 2019 | $354,991,000 | +4.5% | 3,506,782 | +0.8% | 1.02% | -6.6% |
| Q4 2018 | $339,707,000 | -12.8% | 3,479,902 | +0.8% | 1.10% | -2.7% |
| Q3 2018 | $389,690,000 | +7.3% | 3,453,469 | -0.9% | 1.13% | +1.4% |
| Q2 2018 | $363,034,000 | -6.1% | 3,484,015 | -0.9% | 1.11% | -6.2% |
| Q1 2018 | $386,568,000 | +1.6% | 3,515,215 | -1.2% | 1.19% | +2.0% |
| Q4 2017 | $380,389,000 | +11.4% | 3,557,052 | -0.5% | 1.16% | +6.3% |
| Q3 2017 | $341,582,000 | +3.9% | 3,576,394 | -0.6% | 1.09% | -0.3% |
| Q2 2017 | $328,841,000 | +5.5% | 3,597,825 | +1.4% | 1.10% | +2.7% |
| Q1 2017 | $311,674,000 | +3.8% | 3,548,175 | +2.0% | 1.07% | -1.1% |
| Q4 2016 | $300,216,000 | +29.4% | 3,479,131 | -0.1% | 1.08% | +25.6% |
| Q3 2016 | $232,022,000 | +5.0% | 3,484,353 | -2.1% | 0.86% | +2.3% |
| Q2 2016 | $221,066,000 | +7.0% | 3,557,539 | +1.9% | 0.84% | +3.6% |
| Q1 2016 | $206,649,000 | -9.9% | 3,489,531 | +0.4% | 0.81% | -12.0% |
| Q4 2015 | $229,400,000 | +8.7% | 3,474,170 | +0.4% | 0.92% | +4.3% |
| Q3 2015 | $211,080,000 | -9.4% | 3,462,038 | +0.7% | 0.88% | -2.0% |
| Q2 2015 | $233,007,000 | +14.8% | 3,438,703 | +2.6% | 0.90% | +15.8% |
| Q1 2015 | $202,959,000 | -6.3% | 3,350,273 | -3.2% | 0.78% | -6.9% |
| Q4 2014 | $216,663,000 | +3.7% | 3,462,170 | -0.2% | 0.84% | -1.1% |
| Q3 2014 | $209,004,000 | +4.1% | 3,469,519 | -0.4% | 0.85% | +5.9% |
| Q2 2014 | $200,728,000 | -5.0% | 3,483,662 | +0.1% | 0.80% | -7.6% |
| Q1 2014 | $211,338,000 | +4.6% | 3,481,298 | +0.7% | 0.87% | +5.7% |
| Q4 2013 | $202,073,000 | +13.9% | 3,455,431 | +0.7% | 0.82% | +4.5% |
| Q3 2013 | $177,455,000 | -5.6% | 3,433,069 | -3.6% | 0.78% | -8.6% |
| Q2 2013 | $187,989,000 | – | 3,561,067 | – | 0.86% | – |
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% |