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 | $152,640,086 | +3.4% | 1,052,545 | +3.7% | 0.90% | +9.9% |
| Q2 2023 | $147,563,296 | +64.4% | 1,014,599 | +47.3% | 0.82% | +56.3% |
| Q1 2023 | $89,779,000 | +1853.8% | 688,972 | +1925.9% | 0.53% | +1778.6% |
| Q4 2022 | $4,595,000 | +26.1% | 34,009 | -2.4% | 0.03% | +16.7% |
| Q3 2022 | $3,643,000 | -11.6% | 34,863 | -4.8% | 0.02% | -7.7% |
| Q2 2022 | $4,122,000 | -96.3% | 36,604 | -95.5% | 0.03% | -95.4% |
| Q1 2022 | $110,591,000 | -38.1% | 811,261 | -28.0% | 0.57% | -27.7% |
| Q4 2021 | $178,677,000 | -3.0% | 1,127,446 | +0.2% | 0.78% | -5.9% |
| Q3 2021 | $184,181,000 | +6.1% | 1,125,187 | +0.8% | 0.83% | +11.5% |
| Q2 2021 | $173,651,000 | -1.8% | 1,116,440 | -3.0% | 0.75% | -4.7% |
| Q1 2021 | $176,840,000 | +264.3% | 1,150,481 | +201.2% | 0.78% | +185.8% |
| Q4 2020 | $48,541,000 | -62.6% | 382,003 | -71.9% | 0.27% | -59.0% |
| Q3 2020 | $129,707,000 | +19.8% | 1,360,327 | +16.8% | 0.67% | +8.4% |
| Q2 2020 | $108,293,000 | +3.5% | 1,164,442 | +0.2% | 0.62% | -5.4% |
| Q1 2020 | $104,664,000 | -43.5% | 1,162,555 | -12.6% | 0.65% | -26.9% |
| Q4 2019 | $185,361,000 | +19.2% | 1,329,709 | +0.7% | 0.89% | +11.1% |
| Q3 2019 | $155,461,000 | +1.9% | 1,320,943 | -3.2% | 0.80% | +2.7% |
| Q2 2019 | $152,623,000 | +13.8% | 1,365,151 | +3.0% | 0.78% | +9.2% |
| Q1 2019 | $134,137,000 | +7.9% | 1,325,075 | +4.0% | 0.72% | -8.7% |
| Q4 2018 | $124,360,000 | -22.0% | 1,273,928 | -9.8% | 0.78% | +1.7% |
| Q3 2018 | $159,413,000 | +6.6% | 1,412,736 | -1.5% | 0.77% | -4.5% |
| Q2 2018 | $149,510,000 | -6.1% | 1,434,837 | -0.8% | 0.81% | -6.8% |
| Q1 2018 | $159,140,000 | -1.4% | 1,447,122 | -0.4% | 0.86% | -2.5% |
| Q4 2017 | $161,389,000 | +13.8% | 1,453,197 | -0.7% | 0.89% | +9.1% |
| Q3 2017 | $141,775,000 | +6.1% | 1,464,021 | +0.2% | 0.81% | +0.9% |
| Q2 2017 | $133,609,000 | +5.9% | 1,461,808 | +1.8% | 0.81% | +1.6% |
| Q1 2017 | $126,125,000 | +0.4% | 1,435,854 | -1.4% | 0.79% | -4.0% |
| Q4 2016 | $125,679,000 | +30.8% | 1,456,479 | +0.9% | 0.83% | +26.7% |
| Q3 2016 | $96,093,000 | +10.6% | 1,443,055 | +3.2% | 0.65% | +8.5% |
| Q2 2016 | $86,852,000 | +42.9% | 1,397,694 | +36.2% | 0.60% | +42.4% |
| Q1 2016 | $60,768,000 | +10.1% | 1,026,153 | +22.7% | 0.42% | +14.4% |
| Q4 2015 | $55,213,000 | -45.7% | 836,192 | -49.8% | 0.37% | +6.3% |
| Q3 2015 | $101,624,000 | +156.2% | 1,666,790 | +184.7% | 0.35% | +55.6% |
| Q2 2015 | $39,671,000 | +12.9% | 585,477 | +0.9% | 0.22% | +10.9% |
| Q1 2015 | $35,138,000 | -81.6% | 580,037 | -81.0% | 0.20% | -81.7% |
| Q4 2014 | $191,065,000 | -53.5% | 3,053,137 | -55.2% | 1.10% | -6.5% |
| Q3 2014 | $410,936,000 | +123.9% | 6,821,648 | +114.2% | 1.18% | +18.2% |
| Q2 2014 | $183,504,000 | +11.8% | 3,184,741 | +17.7% | 1.00% | +9.9% |
| Q1 2014 | $164,205,000 | -43.8% | 2,704,759 | -45.9% | 0.90% | +10.0% |
| Q4 2013 | $292,434,000 | -63.2% | 5,000,592 | -67.1% | 0.82% | -79.1% |
| Q3 2013 | $795,074,000 | +690.6% | 15,219,736 | +699.0% | 3.94% | +491.4% |
| Q2 2013 | $100,561,000 | – | 1,904,943 | – | 0.67% | – |
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% |