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 | $1,035,452,592 | +0.6% | 7,140,068 | +0.9% | 0.89% | +1.1% |
| Q2 2023 | $1,028,821,857 | +9.4% | 7,073,858 | -2.0% | 0.88% | +6.2% |
| Q1 2023 | $940,477,148 | -5.1% | 7,217,229 | -2.3% | 0.82% | -13.2% |
| Q4 2022 | $990,923,219 | +27.7% | 7,389,435 | -0.5% | 0.95% | +17.3% |
| Q3 2022 | $775,808,000 | -9.4% | 7,423,997 | -2.3% | 0.81% | -3.5% |
| Q2 2022 | $855,978,000 | -20.0% | 7,601,250 | -3.1% | 0.84% | -10.4% |
| Q1 2022 | $1,069,498,000 | -14.9% | 7,845,493 | -1.1% | 0.94% | -9.8% |
| Q4 2021 | $1,256,658,000 | -3.4% | 7,935,945 | -0.1% | 1.04% | -13.6% |
| Q3 2021 | $1,300,803,000 | +1.1% | 7,946,745 | -3.9% | 1.20% | +3.2% |
| Q2 2021 | $1,286,655,000 | +1.1% | 8,272,187 | -1.0% | 1.17% | -5.6% |
| Q1 2021 | $1,272,027,000 | +16.6% | 8,355,947 | -2.7% | 1.24% | +12.2% |
| Q4 2020 | $1,091,015,000 | +31.6% | 8,585,937 | -0.3% | 1.10% | +7.7% |
| Q3 2020 | $829,025,000 | +0.7% | 8,611,452 | -1.6% | 1.02% | -6.7% |
| Q2 2020 | $823,097,000 | +1.6% | 8,750,752 | -2.7% | 1.10% | +7.5% |
| Q1 2020 | $809,796,000 | -36.1% | 8,994,719 | -1.0% | 1.02% | -18.3% |
| Q4 2019 | $1,266,800,000 | +19.2% | 9,087,513 | +0.7% | 1.25% | +17.6% |
| Q3 2019 | $1,062,438,000 | +3.8% | 9,027,445 | -1.4% | 1.06% | +5.7% |
| Q2 2019 | $1,023,133,000 | +6.9% | 9,151,449 | -3.2% | 1.00% | +4.6% |
| Q1 2019 | $957,334,000 | +2.5% | 9,457,021 | -1.1% | 0.96% | -7.8% |
| Q4 2018 | $933,732,000 | -15.1% | 9,564,970 | -1.8% | 1.04% | -0.4% |
| Q3 2018 | $1,099,617,000 | +6.6% | 9,744,921 | -1.5% | 1.04% | +2.6% |
| Q2 2018 | $1,031,181,000 | -6.5% | 9,896,154 | -1.3% | 1.02% | -6.3% |
| Q1 2018 | $1,102,576,000 | -0.3% | 10,026,130 | -3.1% | 1.09% | +1.1% |
| Q4 2017 | $1,106,184,000 | +10.6% | 10,343,955 | -1.2% | 1.07% | +3.5% |
| Q3 2017 | $999,983,000 | +0.8% | 10,469,939 | -3.5% | 1.04% | -2.6% |
| Q2 2017 | $992,149,000 | +2.7% | 10,855,006 | -1.3% | 1.07% | -0.4% |
| Q1 2017 | $966,017,000 | -0.6% | 10,997,451 | -2.4% | 1.07% | -3.4% |
| Q4 2016 | $972,025,000 | +23.7% | 11,264,623 | -4.5% | 1.11% | +21.2% |
| Q3 2016 | $785,803,000 | +6.5% | 11,800,652 | -0.6% | 0.91% | +5.8% |
| Q2 2016 | $737,610,000 | +2.7% | 11,870,135 | -2.2% | 0.86% | +3.0% |
| Q1 2016 | $718,514,000 | -9.4% | 12,132,922 | +1.0% | 0.84% | -10.2% |
| Q4 2015 | $793,074,000 | +7.6% | 12,010,787 | -0.6% | 0.93% | +6.1% |
| Q3 2015 | $737,016,000 | -7.4% | 12,088,188 | +2.9% | 0.88% | -1.1% |
| Q2 2015 | $796,081,000 | +11.5% | 11,748,536 | -0.3% | 0.89% | +13.5% |
| Q1 2015 | $713,961,000 | -4.1% | 11,785,446 | -0.9% | 0.78% | -4.2% |
| Q4 2014 | $744,196,000 | +5.6% | 11,891,878 | +1.7% | 0.82% | -1.4% |
| Q3 2014 | $704,490,000 | +20.4% | 11,694,742 | +15.1% | 0.83% | +11.4% |
| Q2 2014 | $585,327,000 | -6.7% | 10,158,382 | -1.7% | 0.74% | -9.7% |
| Q1 2014 | $627,157,000 | +6.6% | 10,330,369 | +2.7% | 0.82% | +5.8% |
| Q4 2013 | $588,154,000 | +7.6% | 10,057,342 | -4.9% | 0.78% | -2.0% |
| Q3 2013 | $546,369,000 | -2.0% | 10,570,141 | +0.1% | 0.80% | -2.3% |
| Q2 2013 | $557,525,000 | – | 10,561,162 | – | 0.82% | – |
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% |