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 | $7,627 | -7.9% | 52,594 | -7.7% | 2.49% | -5.4% |
| Q2 2023 | $8,283 | +3.7% | 56,951 | -7.0% | 2.63% | +6.2% |
| Q1 2023 | $7,984 | +12.5% | 61,267 | +15.7% | 2.48% | +2.4% |
| Q4 2022 | $7,098 | -99.9% | 52,934 | +0.4% | 2.42% | +18.2% |
| Q3 2022 | $5,508,000 | +1.5% | 52,709 | +9.4% | 2.05% | +3.6% |
| Q2 2022 | $5,427,000 | -19.7% | 48,193 | -2.7% | 1.98% | -7.0% |
| Q1 2022 | $6,755,000 | -7.2% | 49,553 | +7.8% | 2.13% | -5.7% |
| Q4 2021 | $7,281,000 | -2.9% | 45,983 | +0.4% | 2.26% | -8.4% |
| Q3 2021 | $7,497,000 | +5.8% | 45,799 | +0.6% | 2.46% | +9.1% |
| Q2 2021 | $7,083,000 | -0.4% | 45,540 | -2.5% | 2.26% | -4.1% |
| Q1 2021 | $7,110,000 | +3.0% | 46,705 | -14.0% | 2.35% | -4.5% |
| Q4 2020 | $6,904,000 | +32.0% | 54,333 | 0.0% | 2.46% | +17.2% |
| Q3 2020 | $5,231,000 | -21.6% | 54,333 | -23.4% | 2.10% | -2.4% |
| Q2 2020 | $6,672,000 | +18.0% | 70,935 | +13.0% | 2.15% | +0.2% |
| Q1 2020 | $5,652,000 | -32.9% | 62,782 | +3.9% | 2.15% | -3.1% |
| Q4 2019 | $8,419,000 | +11.7% | 60,398 | -5.7% | 2.21% | +4.6% |
| Q3 2019 | $7,539,000 | +4.5% | 64,058 | -0.7% | 2.12% | +1.0% |
| Q2 2019 | $7,213,000 | +8.5% | 64,518 | -1.7% | 2.10% | +4.6% |
| Q1 2019 | $6,647,000 | -0.1% | 65,660 | -3.6% | 2.00% | -2.7% |
| Q4 2018 | $6,652,000 | +387.0% | 68,137 | +462.9% | 2.06% | +747.3% |
| Q3 2018 | $1,366,000 | +8.2% | 12,105 | -0.2% | 0.24% | +3.0% |
| Q2 2018 | $1,263,000 | -6.2% | 12,125 | -1.0% | 0.24% | +15.7% |
| Q1 2018 | $1,346,000 | +1.4% | 12,242 | -1.3% | 0.20% | +11.5% |
| Q4 2017 | $1,327,000 | +8.6% | 12,405 | -3.0% | 0.18% | +5.2% |
| Q3 2017 | $1,222,000 | +4.1% | 12,795 | -0.4% | 0.17% | +5.5% |
| Q2 2017 | $1,174,000 | +4.1% | 12,845 | 0.0% | 0.16% | +10.0% |
| Q1 2017 | $1,128,000 | +6.5% | 12,845 | +4.6% | 0.15% | +3.4% |
| Q4 2016 | $1,059,000 | -89.7% | 12,275 | -92.0% | 0.14% | -90.6% |
| Q3 2016 | $10,276,000 | -10.9% | 154,318 | -16.8% | 1.54% | -10.7% |
| Q2 2016 | $11,528,000 | -2.5% | 185,517 | -7.1% | 1.72% | +47.2% |
| Q1 2016 | $11,821,000 | -29.8% | 199,617 | -21.7% | 1.17% | -28.3% |
| Q4 2015 | $16,831,000 | -54.1% | 254,900 | -57.6% | 1.63% | -17.5% |
| Q3 2015 | $36,669,000 | -20.8% | 601,420 | -12.0% | 1.98% | +1.5% |
| Q2 2015 | $46,295,000 | -26.3% | 683,222 | -34.2% | 1.95% | -24.9% |
| Q1 2015 | $62,857,000 | -10.5% | 1,037,587 | -7.5% | 2.59% | +1.8% |
| Q4 2014 | $70,196,000 | +1.7% | 1,121,700 | -2.1% | 2.55% | +0.5% |
| Q3 2014 | $69,009,000 | -0.6% | 1,145,563 | -5.0% | 2.53% | +2.8% |
| Q2 2014 | $69,447,000 | -5.6% | 1,205,251 | -0.5% | 2.46% | -11.6% |
| Q1 2014 | $73,566,000 | +10.5% | 1,211,756 | +6.4% | 2.79% | +8.9% |
| Q4 2013 | $66,605,000 | +19.3% | 1,138,931 | +5.4% | 2.56% | +10.7% |
| Q3 2013 | $55,835,000 | -12.2% | 1,080,189 | -10.3% | 2.31% | -8.0% |
| Q2 2013 | $63,598,000 | – | 1,204,742 | – | 2.51% | – |
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% |