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 | $131,896 | -4.5% | 909,501 | -4.2% | 0.88% | -5.6% |
| Q2 2023 | $138,079 | +26.2% | 949,389 | +13.0% | 0.93% | +25.8% |
| Q1 2023 | $109,454 | +1.3% | 839,951 | +4.3% | 0.74% | -6.6% |
| Q4 2022 | $108,004 | -99.9% | 805,400 | -13.3% | 0.79% | +11.9% |
| Q3 2022 | $97,055,000 | -7.5% | 928,757 | -0.3% | 0.70% | -0.1% |
| Q2 2022 | $104,932,000 | -31.1% | 931,819 | -16.6% | 0.71% | -9.5% |
| Q1 2022 | $152,376,000 | -34.5% | 1,117,784 | -23.9% | 0.78% | -25.4% |
| Q4 2021 | $232,729,000 | +28.3% | 1,469,714 | +32.6% | 1.04% | +6.7% |
| Q3 2021 | $181,404,000 | +31.7% | 1,108,216 | +25.1% | 0.98% | +28.8% |
| Q2 2021 | $137,774,000 | +8.8% | 885,778 | +6.5% | 0.76% | +7.8% |
| Q1 2021 | $126,618,000 | +35.3% | 831,752 | +12.9% | 0.70% | +25.0% |
| Q4 2020 | $93,611,000 | +21.7% | 736,689 | -7.8% | 0.56% | +13.5% |
| Q3 2020 | $76,901,000 | +46.3% | 798,810 | +42.9% | 0.50% | +15.9% |
| Q2 2020 | $52,573,000 | -24.6% | 558,930 | -27.8% | 0.43% | -42.6% |
| Q1 2020 | $69,719,000 | -17.6% | 774,394 | +27.6% | 0.75% | +12.7% |
| Q4 2019 | $84,596,000 | +27.5% | 606,858 | +7.6% | 0.66% | +14.1% |
| Q3 2019 | $66,357,000 | +1.7% | 563,830 | -3.4% | 0.58% | +7.2% |
| Q2 2019 | $65,234,000 | +5.7% | 583,485 | -4.3% | 0.54% | +2.8% |
| Q1 2019 | $61,743,000 | -22.9% | 609,931 | -25.6% | 0.53% | -29.5% |
| Q4 2018 | $80,054,000 | -34.7% | 820,058 | -24.5% | 0.75% | -12.6% |
| Q3 2018 | $122,635,000 | -8.1% | 1,086,807 | -15.1% | 0.86% | +1.1% |
| Q2 2018 | $133,436,000 | -11.6% | 1,280,579 | -6.7% | 0.85% | -16.6% |
| Q1 2018 | $150,982,000 | -1.6% | 1,372,938 | -4.3% | 1.02% | -0.9% |
| Q4 2017 | $153,431,000 | -34.1% | 1,434,735 | -41.2% | 1.02% | -28.5% |
| Q3 2017 | $232,943,000 | +5.5% | 2,438,938 | +1.0% | 1.43% | -5.9% |
| Q2 2017 | $220,783,000 | +3.8% | 2,415,572 | -0.2% | 1.52% | +0.3% |
| Q1 2017 | $212,695,000 | +1.8% | 2,421,394 | -0.0% | 1.52% | +0.8% |
| Q4 2016 | $208,967,000 | +24.6% | 2,421,681 | -3.9% | 1.51% | +28.0% |
| Q3 2016 | $167,765,000 | +5.8% | 2,519,373 | -1.3% | 1.18% | +9.0% |
| Q2 2016 | $158,558,000 | +7.8% | 2,551,632 | +2.7% | 1.08% | +8.9% |
| Q1 2016 | $147,123,000 | -19.1% | 2,484,353 | -9.7% | 0.99% | -24.6% |
| Q4 2015 | $181,753,000 | +10.0% | 2,752,580 | +1.5% | 1.32% | +1.2% |
| Q3 2015 | $165,290,000 | -8.1% | 2,710,999 | +2.1% | 1.30% | -4.0% |
| Q2 2015 | $179,920,000 | +12.7% | 2,655,255 | +0.8% | 1.35% | +9.2% |
| Q1 2015 | $159,612,000 | -0.7% | 2,634,732 | +2.6% | 1.24% | -1.7% |
| Q4 2014 | $160,673,000 | +3.4% | 2,567,475 | -0.5% | 1.26% | -2.0% |
| Q3 2014 | $155,371,000 | +5.4% | 2,579,195 | +0.8% | 1.29% | +5.7% |
| Q2 2014 | $147,387,000 | -1.0% | 2,557,920 | +4.3% | 1.22% | -9.8% |
| Q1 2014 | $148,916,000 | -1.9% | 2,452,905 | -5.5% | 1.35% | +2.3% |
| Q4 2013 | $151,816,000 | +7.1% | 2,596,036 | -5.4% | 1.32% | +6.1% |
| Q3 2013 | $141,789,000 | -3.1% | 2,743,061 | -1.1% | 1.24% | -6.8% |
| Q2 2013 | $146,368,000 | – | 2,772,648 | – | 1.34% | – |
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% |