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 | $302,530,428 | -5.6% | 2,086,129 | -5.3% | 2.65% | -0.7% |
| Q2 2023 | $320,486,203 | -52.6% | 2,203,563 | -57.5% | 2.67% | -2.2% |
| Q1 2023 | $675,847,342 | +86.2% | 5,186,458 | +91.7% | 2.73% | -3.7% |
| Q4 2022 | $362,898,068 | +31.8% | 2,706,175 | +2.7% | 2.83% | +10.4% |
| Q3 2022 | $275,346,000 | +0.6% | 2,634,894 | +8.4% | 2.57% | +7.8% |
| Q2 2022 | $273,606,000 | -26.7% | 2,429,679 | -11.3% | 2.38% | -12.8% |
| Q1 2022 | $373,230,000 | -12.4% | 2,737,896 | +1.8% | 2.73% | -10.3% |
| Q4 2021 | $426,083,000 | -4.3% | 2,690,770 | -1.1% | 3.04% | -9.5% |
| Q3 2021 | $445,319,000 | -2.7% | 2,720,501 | -7.6% | 3.36% | -0.8% |
| Q2 2021 | $457,770,000 | +4.4% | 2,943,104 | +2.2% | 3.39% | +2.6% |
| Q1 2021 | $438,444,000 | +9.9% | 2,880,140 | -8.2% | 3.30% | -0.2% |
| Q4 2020 | $398,845,000 | +32.4% | 3,138,779 | +0.3% | 3.31% | +11.8% |
| Q3 2020 | $301,148,000 | -1.4% | 3,128,157 | -3.7% | 2.96% | -4.9% |
| Q2 2020 | $305,514,000 | +14.4% | 3,248,074 | +9.5% | 3.11% | -2.4% |
| Q1 2020 | $267,073,000 | -41.4% | 2,966,479 | -8.2% | 3.19% | -0.7% |
| Q4 2019 | $455,993,000 | -3.2% | 3,231,925 | -19.2% | 3.21% | -7.1% |
| Q3 2019 | $470,833,000 | -1.4% | 4,000,614 | -6.4% | 3.46% | +4.7% |
| Q2 2019 | $477,756,000 | +4.1% | 4,273,306 | -5.8% | 3.30% | +4.0% |
| Q1 2019 | $459,137,000 | -2.8% | 4,535,573 | -6.2% | 3.18% | -9.2% |
| Q4 2018 | $472,190,000 | -17.4% | 4,837,021 | -4.6% | 3.50% | -1.9% |
| Q3 2018 | $571,838,000 | +3.6% | 5,067,680 | -4.3% | 3.56% | +1.1% |
| Q2 2018 | $551,970,000 | -7.2% | 5,297,214 | -2.1% | 3.52% | -6.0% |
| Q1 2018 | $594,951,000 | +2.3% | 5,410,115 | -0.5% | 3.75% | +7.9% |
| Q4 2017 | $581,505,000 | +14.6% | 5,437,666 | +2.4% | 3.47% | +8.1% |
| Q3 2017 | $507,253,000 | +3.5% | 5,310,986 | -1.0% | 3.22% | +2.8% |
| Q2 2017 | $490,092,000 | +1.4% | 5,362,048 | -2.6% | 3.13% | +2.4% |
| Q1 2017 | $483,494,000 | -0.4% | 5,504,257 | -2.1% | 3.06% | -0.8% |
| Q4 2016 | $485,259,000 | +21.7% | 5,623,575 | -6.1% | 3.08% | +17.4% |
| Q3 2016 | $398,671,000 | +0.3% | 5,986,937 | -6.4% | 2.62% | -1.9% |
| Q2 2016 | $397,461,000 | +3.7% | 6,396,214 | -1.2% | 2.68% | +7.0% |
| Q1 2016 | $383,287,000 | -11.0% | 6,472,241 | -0.7% | 2.50% | -8.5% |
| Q4 2015 | $430,507,000 | +6.2% | 6,519,863 | -1.9% | 2.74% | +3.6% |
| Q3 2015 | $405,238,000 | -27.2% | 6,646,507 | -19.1% | 2.64% | -24.1% |
| Q2 2015 | $556,692,000 | +16.0% | 8,215,633 | +3.7% | 3.48% | +12.3% |
| Q1 2015 | $480,078,000 | +1.9% | 7,924,687 | +5.3% | 3.10% | -1.7% |
| Q4 2014 | $470,993,000 | +8.1% | 7,526,244 | +4.0% | 3.16% | -1.6% |
| Q3 2014 | $435,734,000 | +9.5% | 7,233,301 | +4.7% | 3.21% | +3.0% |
| Q2 2014 | $398,005,000 | +2.0% | 6,907,401 | +7.5% | 3.11% | -8.1% |
| Q1 2014 | $390,130,000 | +7.8% | 6,426,131 | +3.8% | 3.39% | +2.0% |
| Q4 2013 | $361,979,000 | +13.3% | 6,189,790 | +0.2% | 3.32% | +4.5% |
| Q3 2013 | $319,463,000 | -8.7% | 6,180,354 | -6.8% | 3.18% | -11.6% |
| Q2 2013 | $349,977,000 | – | 6,629,600 | – | 3.60% | – |
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% |