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 | $58,451,258 | +0.2% | 403,057 | +0.4% | 2.32% | +5.0% |
| Q2 2023 | $58,360,058 | +14.0% | 401,266 | +2.1% | 2.21% | +9.1% |
| Q1 2023 | $51,206,165 | -6.6% | 392,957 | -3.9% | 2.02% | -20.7% |
| Q4 2022 | $54,824,710 | +29.6% | 408,835 | +1.0% | 2.55% | +15.0% |
| Q3 2022 | $42,298,000 | -7.8% | 404,761 | -0.7% | 2.22% | +0.5% |
| Q2 2022 | $45,893,000 | -16.6% | 407,537 | +0.9% | 2.21% | -0.5% |
| Q1 2022 | $55,058,000 | -13.8% | 403,889 | +0.1% | 2.22% | -12.1% |
| Q4 2021 | $63,879,000 | -7.7% | 403,402 | -4.6% | 2.53% | -13.4% |
| Q3 2021 | $69,242,000 | +5.4% | 423,006 | +0.1% | 2.92% | +4.6% |
| Q2 2021 | $65,715,000 | +0.6% | 422,493 | -1.6% | 2.79% | -5.2% |
| Q1 2021 | $65,336,000 | +16.1% | 429,192 | -3.0% | 2.94% | +5.9% |
| Q4 2020 | $56,253,000 | +30.1% | 442,691 | -1.5% | 2.78% | +15.7% |
| Q3 2020 | $43,247,000 | +0.1% | 449,228 | -2.2% | 2.40% | -1.9% |
| Q2 2020 | $43,205,000 | -4.4% | 459,334 | -8.5% | 2.45% | -11.0% |
| Q1 2020 | $45,204,000 | -46.1% | 502,102 | -16.5% | 2.75% | -7.5% |
| Q4 2019 | $83,808,000 | +9.9% | 601,205 | -7.2% | 2.97% | +2.0% |
| Q3 2019 | $76,268,000 | +1.1% | 648,045 | -4.0% | 2.91% | +6.6% |
| Q2 2019 | $75,447,000 | +6.1% | 674,835 | -4.0% | 2.73% | +3.7% |
| Q1 2019 | $71,142,000 | +4.8% | 702,774 | +1.1% | 2.64% | -0.5% |
| Q4 2018 | $67,874,000 | -14.0% | 695,292 | -0.5% | 2.65% | +5.5% |
| Q3 2018 | $78,878,000 | +7.1% | 699,029 | -1.1% | 2.51% | +2.7% |
| Q2 2018 | $73,681,000 | -10.8% | 707,110 | -5.9% | 2.45% | -10.7% |
| Q1 2018 | $82,612,000 | +0.4% | 751,223 | -2.3% | 2.74% | +0.8% |
| Q4 2017 | $82,268,000 | +9.6% | 769,288 | -2.1% | 2.72% | +5.4% |
| Q3 2017 | $75,048,000 | +4.2% | 785,756 | -0.3% | 2.58% | -0.1% |
| Q2 2017 | $72,056,000 | -3.8% | 788,354 | -7.5% | 2.58% | -5.2% |
| Q1 2017 | $74,868,000 | -2.7% | 852,320 | -4.5% | 2.72% | -4.5% |
| Q4 2016 | $76,981,000 | +24.4% | 892,114 | -4.0% | 2.85% | +17.6% |
| Q3 2016 | $61,859,000 | +0.8% | 928,951 | -6.0% | 2.42% | -3.2% |
| Q2 2016 | $61,389,000 | +5.2% | 987,911 | +0.2% | 2.50% | -0.6% |
| Q1 2016 | $58,360,000 | -10.3% | 985,474 | +0.0% | 2.52% | -11.9% |
| Q4 2015 | $65,055,000 | +10.0% | 985,236 | +1.5% | 2.86% | +7.0% |
| Q3 2015 | $59,164,000 | -9.4% | 970,377 | +0.7% | 2.67% | +4.0% |
| Q2 2015 | $65,296,000 | +17.8% | 963,636 | +5.3% | 2.57% | +19.0% |
| Q1 2015 | $55,414,000 | -3.1% | 914,719 | +0.1% | 2.16% | -2.9% |
| Q4 2014 | $57,175,000 | +1.9% | 913,638 | -1.9% | 2.22% | -3.6% |
| Q3 2014 | $56,119,000 | +5.9% | 931,584 | +1.3% | 2.30% | +6.3% |
| Q2 2014 | $52,992,000 | +2.2% | 919,678 | +7.6% | 2.17% | +1.8% |
| Q1 2014 | $51,876,000 | +3.9% | 854,485 | +0.1% | 2.13% | +3.9% |
| Q4 2013 | $49,943,000 | +16.0% | 854,027 | +2.6% | 2.05% | +3.7% |
| Q3 2013 | $43,041,000 | -9.2% | 832,684 | -7.3% | 1.98% | -17.5% |
| Q2 2013 | $47,402,000 | – | 897,938 | – | 2.39% | – |
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% |