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 | $64,492,412 | -1.1% | 444,714 | -0.9% | 1.12% | +1.3% |
| Q2 2023 | $65,238,424 | +8.9% | 448,559 | -2.5% | 1.11% | +1.2% |
| Q1 2023 | $59,928,904 | -7.8% | 459,895 | -5.1% | 1.10% | -11.7% |
| Q4 2022 | $64,991,308 | +39.0% | 484,648 | +8.3% | 1.24% | +16.0% |
| Q3 2022 | $46,751,000 | -4.4% | 447,374 | +3.0% | 1.07% | -2.6% |
| Q2 2022 | $48,904,000 | -17.4% | 434,282 | -0.0% | 1.10% | -4.8% |
| Q1 2022 | $59,202,000 | -21.8% | 434,289 | -9.1% | 1.15% | -19.9% |
| Q4 2021 | $75,660,000 | -5.7% | 477,801 | -2.5% | 1.44% | -11.2% |
| Q3 2021 | $80,254,000 | +5.5% | 490,282 | +0.3% | 1.62% | +6.2% |
| Q2 2021 | $76,057,000 | +3.7% | 488,987 | +1.5% | 1.53% | -5.0% |
| Q1 2021 | $73,370,000 | +20.3% | 481,970 | +0.4% | 1.61% | +14.4% |
| Q4 2020 | $61,003,000 | +30.6% | 480,076 | -1.1% | 1.41% | +20.9% |
| Q3 2020 | $46,713,000 | -2.4% | 485,226 | -4.7% | 1.16% | -7.9% |
| Q2 2020 | $47,879,000 | +30.9% | 509,027 | +25.3% | 1.26% | -0.6% |
| Q1 2020 | $36,570,000 | -34.7% | 406,201 | +1.1% | 1.27% | -17.0% |
| Q4 2019 | $56,028,000 | +22.1% | 401,925 | +3.1% | 1.53% | +12.5% |
| Q3 2019 | $45,885,000 | +7.2% | 389,878 | +1.9% | 1.36% | +2.9% |
| Q2 2019 | $42,787,000 | +25.1% | 382,713 | +13.0% | 1.32% | +25.9% |
| Q1 2019 | $34,198,000 | +25.0% | 338,564 | +20.8% | 1.05% | +3.3% |
| Q4 2018 | $27,359,000 | -10.5% | 280,258 | +3.5% | 1.02% | +6.5% |
| Q3 2018 | $30,566,000 | +10.8% | 270,883 | +2.4% | 0.96% | +11.6% |
| Q2 2018 | $27,576,000 | +35.2% | 264,643 | +42.7% | 0.86% | +42.7% |
| Q1 2018 | $20,395,000 | -6.9% | 185,459 | -9.5% | 0.60% | -13.5% |
| Q4 2017 | $21,915,000 | +12.1% | 204,923 | +0.2% | 0.69% | +8.4% |
| Q3 2017 | $19,542,000 | +3.7% | 204,606 | -0.8% | 0.64% | +1.1% |
| Q2 2017 | $18,846,000 | +1.7% | 206,196 | -2.3% | 0.63% | +0.2% |
| Q1 2017 | $18,530,000 | -12.6% | 210,958 | -14.1% | 0.63% | -13.3% |
| Q4 2016 | $21,193,000 | +28.8% | 245,593 | -0.6% | 0.73% | +23.4% |
| Q3 2016 | $16,455,000 | +0.9% | 247,102 | -5.8% | 0.59% | -2.2% |
| Q2 2016 | $16,306,000 | +3.9% | 262,403 | -1.0% | 0.60% | +2.7% |
| Q1 2016 | $15,696,000 | -13.7% | 265,038 | -3.7% | 0.59% | -14.3% |
| Q4 2015 | $18,180,000 | -24.1% | 275,336 | -30.0% | 0.69% | -27.9% |
| Q3 2015 | $23,968,000 | -7.9% | 393,106 | +2.4% | 0.95% | -1.9% |
| Q2 2015 | $26,020,000 | +4.2% | 384,003 | -6.8% | 0.97% | +3.7% |
| Q1 2015 | $24,962,000 | -2.1% | 412,042 | +1.1% | 0.93% | -4.7% |
| Q4 2014 | $25,502,000 | -12.2% | 407,509 | -15.5% | 0.98% | -16.6% |
| Q3 2014 | $29,040,000 | +3.7% | 482,066 | -0.8% | 1.18% | +4.0% |
| Q2 2014 | $27,991,000 | -5.9% | 485,788 | -0.9% | 1.13% | -11.6% |
| Q1 2014 | $29,748,000 | +8.0% | 490,008 | +4.1% | 1.28% | +4.8% |
| Q4 2013 | $27,540,000 | +13.6% | 470,919 | +0.4% | 1.22% | +2.8% |
| Q3 2013 | $24,244,000 | +1.0% | 469,027 | +3.2% | 1.19% | -5.6% |
| Q2 2013 | $23,995,000 | – | 454,546 | – | 1.26% | – |
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% |