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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $174,484,000 | +30.8% | 1,301,150 | +1.9% | 2.65% | +16.3% |
| Q3 2022 | $133,443,000 | -12.3% | 1,276,969 | -5.5% | 2.28% | -2.4% |
| Q2 2022 | $152,134,000 | -18.9% | 1,350,986 | -1.8% | 2.34% | -2.5% |
| Q1 2022 | $187,558,000 | -11.9% | 1,375,874 | +2.3% | 2.40% | -4.1% |
| Q4 2021 | $212,959,000 | -4.7% | 1,344,863 | -1.5% | 2.50% | -9.9% |
| Q3 2021 | $223,573,000 | +4.0% | 1,365,829 | -1.1% | 2.77% | +8.8% |
| Q2 2021 | $214,898,000 | +5.5% | 1,381,623 | +3.3% | 2.55% | +1.4% |
| Q1 2021 | $203,622,000 | +2.7% | 1,337,594 | -14.3% | 2.51% | -1.4% |
| Q4 2020 | $198,243,000 | +121.3% | 1,560,104 | +67.6% | 2.55% | +57.9% |
| Q3 2020 | $89,592,000 | -20.5% | 930,627 | -22.3% | 1.61% | -2.8% |
| Q2 2020 | $112,728,000 | -5.3% | 1,198,468 | -9.4% | 1.66% | -10.6% |
| Q1 2020 | $119,028,000 | -38.5% | 1,322,092 | -4.7% | 1.86% | -7.7% |
| Q4 2019 | $193,399,000 | +16.7% | 1,387,363 | -1.5% | 2.01% | +12.1% |
| Q3 2019 | $165,695,000 | +3.2% | 1,407,888 | -2.0% | 1.79% | +4.7% |
| Q2 2019 | $160,570,000 | +4.7% | 1,436,227 | -5.2% | 1.71% | +4.3% |
| Q1 2019 | $153,335,000 | +2.5% | 1,514,718 | -1.1% | 1.64% | -8.9% |
| Q4 2018 | $149,558,000 | -13.7% | 1,532,045 | -0.3% | 1.80% | +1.4% |
| Q3 2018 | $173,394,000 | +11.9% | 1,536,634 | +3.3% | 1.78% | +6.8% |
| Q2 2018 | $155,020,000 | -9.2% | 1,487,720 | -4.2% | 1.67% | -12.3% |
| Q1 2018 | $170,809,000 | -4.5% | 1,553,233 | -7.2% | 1.90% | +0.6% |
| Q4 2017 | $178,940,000 | +8.7% | 1,673,273 | -2.9% | 1.89% | +4.3% |
| Q3 2017 | $164,577,000 | +1.2% | 1,723,137 | -3.2% | 1.81% | -1.4% |
| Q2 2017 | $162,637,000 | +2.6% | 1,779,401 | -1.4% | 1.84% | +1.0% |
| Q1 2017 | $158,460,000 | +15.3% | 1,803,952 | +13.3% | 1.82% | +3.9% |
| Q4 2016 | $137,378,000 | +97.3% | 1,592,046 | +52.2% | 1.75% | +46.5% |
| Q3 2016 | $69,644,000 | +4.6% | 1,045,867 | -2.4% | 1.19% | -0.8% |
| Q2 2016 | $66,606,000 | -8.5% | 1,071,866 | -12.8% | 1.20% | -11.9% |
| Q1 2016 | $72,786,000 | -20.5% | 1,229,067 | -11.4% | 1.36% | -18.1% |
| Q4 2015 | $91,547,000 | +13.6% | 1,386,440 | +4.9% | 1.67% | +5.9% |
| Q3 2015 | $80,606,000 | -6.6% | 1,322,058 | +3.6% | 1.57% | -0.9% |
| Q2 2015 | $86,256,000 | +14.1% | 1,276,254 | +2.3% | 1.59% | +11.0% |
| Q1 2015 | $75,578,000 | -1.9% | 1,247,560 | +1.6% | 1.43% | -6.9% |
| Q4 2014 | $77,013,000 | +1.8% | 1,227,440 | -2.2% | 1.54% | -4.9% |
| Q3 2014 | $75,617,000 | +14.5% | 1,254,503 | +9.5% | 1.62% | +19.1% |
| Q2 2014 | $66,043,000 | -0.8% | 1,146,174 | +4.5% | 1.36% | -8.4% |
| Q1 2014 | $66,571,000 | +7.7% | 1,096,541 | +2.7% | 1.48% | +7.5% |
| Q4 2013 | $61,824,000 | -8.0% | 1,067,686 | -17.9% | 1.38% | -6.1% |
| Q3 2013 | $67,195,000 | -2.8% | 1,299,959 | -0.7% | 1.47% | -8.9% |
| Q2 2013 | $69,096,000 | – | 1,308,871 | – | 1.61% | – |
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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% |