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 | $271,733,150 | -2.1% | 1,873,762 | -1.8% | 2.72% | +5.8% |
| Q2 2023 | $277,465,067 | +10.3% | 1,907,763 | -1.2% | 2.57% | +3.0% |
| Q1 2023 | $251,661,675 | -2.5% | 1,931,252 | +0.4% | 2.50% | -7.0% |
| Q4 2022 | $258,014,661 | +28.2% | 1,924,044 | -0.1% | 2.69% | +17.1% |
| Q3 2022 | $201,259,000 | -7.3% | 1,925,912 | -0.1% | 2.30% | -1.8% |
| Q2 2022 | $217,152,000 | -17.1% | 1,928,345 | +0.4% | 2.34% | -3.5% |
| Q1 2022 | $261,823,000 | -12.5% | 1,920,650 | +1.6% | 2.42% | -11.0% |
| Q4 2021 | $299,232,000 | -2.4% | 1,889,688 | +0.9% | 2.72% | -11.1% |
| Q3 2021 | $306,501,000 | +5.6% | 1,872,445 | +0.4% | 3.06% | +5.3% |
| Q2 2021 | $290,189,000 | +7.2% | 1,865,682 | +4.9% | 2.90% | -10.8% |
| Q1 2021 | $270,780,000 | +21.0% | 1,778,753 | +1.0% | 3.26% | +11.3% |
| Q4 2020 | $223,700,000 | +31.5% | 1,760,455 | -0.4% | 2.93% | +17.7% |
| Q3 2020 | $170,178,000 | +2.0% | 1,767,708 | -0.4% | 2.49% | -5.7% |
| Q2 2020 | $166,921,000 | +5.3% | 1,774,618 | +0.8% | 2.64% | -11.2% |
| Q1 2020 | $158,508,000 | -34.5% | 1,760,609 | +1.4% | 2.97% | -18.6% |
| Q4 2019 | $242,127,000 | +19.3% | 1,736,921 | +0.7% | 3.65% | +11.5% |
| Q3 2019 | $202,946,000 | +4.6% | 1,724,414 | -0.7% | 3.27% | +4.7% |
| Q2 2019 | $194,057,000 | +9.5% | 1,735,758 | -0.9% | 3.12% | +6.7% |
| Q1 2019 | $177,238,000 | +2.0% | 1,750,841 | -1.6% | 2.93% | -5.6% |
| Q4 2018 | $173,753,000 | -13.2% | 1,779,886 | +0.3% | 3.10% | -1.0% |
| Q3 2018 | $200,254,000 | +8.2% | 1,774,674 | -0.1% | 3.13% | +1.9% |
| Q2 2018 | $185,015,000 | -5.1% | 1,775,579 | +0.2% | 3.07% | -5.3% |
| Q1 2018 | $194,957,000 | +3.7% | 1,772,812 | +0.9% | 3.24% | +8.1% |
| Q4 2017 | $187,923,000 | +11.4% | 1,757,271 | -0.5% | 3.00% | +5.6% |
| Q3 2017 | $168,745,000 | +3.5% | 1,766,772 | -1.0% | 2.84% | -0.6% |
| Q2 2017 | $163,108,000 | +6.6% | 1,784,555 | +2.4% | 2.86% | +5.2% |
| Q1 2017 | $153,029,000 | +1.6% | 1,742,127 | -0.2% | 2.72% | -0.6% |
| Q4 2016 | $150,649,000 | +28.4% | 1,745,832 | -0.9% | 2.74% | +25.7% |
| Q3 2016 | $117,323,000 | +28.5% | 1,761,870 | +19.9% | 2.18% | -4.6% |
| Q2 2016 | $91,322,000 | +22.7% | 1,469,612 | +19.6% | 2.28% | +25.5% |
| Q1 2016 | $74,424,000 | -19.6% | 1,228,527 | -12.4% | 1.82% | -22.4% |
| Q4 2015 | $92,568,000 | +12.7% | 1,401,891 | +4.0% | 2.34% | +8.9% |
| Q3 2015 | $82,159,000 | -3.2% | 1,347,536 | +7.5% | 2.15% | +4.9% |
| Q2 2015 | $84,914,000 | +14.5% | 1,253,163 | +2.3% | 2.05% | +13.3% |
| Q1 2015 | $74,193,000 | -6.2% | 1,224,717 | -3.1% | 1.81% | -4.1% |
| Q4 2014 | $79,109,000 | -6.0% | 1,264,126 | -9.5% | 1.89% | +9.5% |
| Q3 2014 | $84,181,000 | +6.0% | 1,397,430 | +1.4% | 1.72% | +10.2% |
| Q2 2014 | $79,408,000 | -10.9% | 1,378,138 | -6.1% | 1.57% | -8.5% |
| Q1 2014 | $89,104,000 | +11.9% | 1,467,701 | +7.8% | 1.71% | -18.6% |
| Q4 2013 | $79,638,000 | +14.0% | 1,361,784 | +0.7% | 2.10% | +1.1% |
| Q3 2013 | $69,883,000 | -2.2% | 1,351,984 | -0.1% | 2.08% | -6.4% |
| Q2 2013 | $71,437,000 | +12.2% | 1,353,213 | +0.8% | 2.22% | +9.8% |
| Q1 2013 | $63,689,000 | +8.2% | 1,341,937 | +0.2% | 2.03% | -2.4% |
| Q4 2012 | $58,859,000 | +6.5% | 1,338,641 | -1.9% | 2.08% | +7.6% |
| Q3 2012 | $55,258,000 | +12.1% | 1,365,081 | -1.1% | 1.93% | +6.9% |
| Q2 2012 | $49,298,000 | -21.7% | 1,379,722 | +0.8% | 1.80% | -19.5% |
| Q1 2012 | $62,933,000 | +40.5% | 1,368,688 | +1.6% | 2.24% | +25.3% |
| Q4 2011 | $44,794,000 | +7.5% | 1,347,172 | -2.6% | 1.79% | -2.9% |
| Q3 2011 | $41,660,000 | -27.7% | 1,383,118 | -1.7% | 1.84% | -15.9% |
| Q2 2011 | $57,623,000 | -11.7% | 1,407,501 | -0.6% | 2.19% | -10.7% |
| Q1 2011 | $65,275,000 | +7.7% | 1,415,948 | -0.9% | 2.45% | +3.6% |
| Q4 2010 | $60,621,000 | +10.0% | 1,429,080 | -1.3% | 2.37% | +1.4% |
| Q3 2010 | $55,098,000 | +4.4% | 1,447,652 | +0.4% | 2.34% | -5.5% |
| Q2 2010 | $52,775,000 | -17.7% | 1,441,534 | +0.6% | 2.47% | -6.0% |
| Q1 2010 | $64,109,000 | +1.9% | 1,432,599 | -5.1% | 2.63% | -2.0% |
| Q4 2009 | $62,929,000 | -4.1% | 1,510,172 | +0.8% | 2.68% | -9.1% |
| Q3 2009 | $65,619,000 | +25.0% | 1,497,465 | -2.7% | 2.95% | +10.9% |
| Q2 2009 | $52,500,000 | +25.3% | 1,539,121 | -2.3% | 2.66% | +9.0% |
| Q1 2009 | $41,886,000 | – | 1,575,840 | – | 2.44% | – |
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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% |