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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $34,858,763 | +18.6% | 204,931 | +1.2% | 1.82% | +10.0% |
Q3 2023 | $29,379,892 | -3.2% | 202,592 | -2.9% | 1.65% | +3.1% |
Q2 2023 | $30,342,565 | +300.9% | 208,626 | -19.9% | 1.60% | -37.0% |
Q4 2022 | $7,569,322 | -66.4% | 260,594 | +30.1% | 2.54% | +70.9% |
Q3 2022 | $22,552,000 | 0.0% | 200,268 | 0.0% | 1.49% | 0.0% |
Q2 2022 | $22,552,000 | -18.3% | 200,268 | -1.1% | 1.49% | -4.1% |
Q1 2022 | $27,594,000 | -13.3% | 202,418 | +0.8% | 1.55% | -11.3% |
Q4 2021 | $31,811,000 | -5.2% | 200,891 | -2.0% | 1.75% | -15.3% |
Q3 2021 | $33,557,000 | +2.6% | 205,005 | -2.6% | 2.07% | +0.6% |
Q2 2021 | $32,722,000 | +0.4% | 210,375 | -1.7% | 2.05% | -6.8% |
Q1 2021 | $32,577,000 | +19.0% | 214,000 | -0.7% | 2.20% | +12.6% |
Q4 2020 | $27,383,000 | +33.3% | 215,496 | +1.0% | 1.96% | +17.3% |
Q3 2020 | $20,540,000 | +4.4% | 213,359 | +2.0% | 1.67% | -3.2% |
Q2 2020 | $19,675,000 | +4.6% | 209,174 | +0.1% | 1.72% | -6.9% |
Q1 2020 | $18,809,000 | -35.5% | 208,918 | -0.2% | 1.85% | -24.5% |
Q4 2019 | $29,176,000 | +35.3% | 209,296 | +14.2% | 2.45% | +5.6% |
Q3 2019 | $21,564,000 | +4.3% | 183,230 | -0.9% | 2.32% | +2.9% |
Q2 2019 | $20,679,000 | +8.1% | 184,960 | -2.1% | 2.25% | +8.2% |
Q1 2019 | $19,127,000 | +3.8% | 188,948 | +0.1% | 2.08% | -4.8% |
Q4 2018 | $18,430,000 | -12.4% | 188,789 | +1.3% | 2.19% | -7.1% |
Q3 2018 | $21,035,000 | +9.3% | 186,418 | +0.9% | 2.36% | +2.8% |
Q2 2018 | $19,254,000 | -6.2% | 184,778 | -1.0% | 2.29% | -11.6% |
Q1 2018 | $20,529,000 | -5.9% | 186,675 | -8.5% | 2.59% | -0.5% |
Q4 2017 | $21,824,000 | -8.2% | 204,078 | -18.0% | 2.61% | -12.5% |
Q3 2017 | $23,776,000 | +3.6% | 248,938 | -0.9% | 2.98% | -3.0% |
Q2 2017 | $22,954,000 | +3.5% | 251,140 | -0.6% | 3.07% | -0.6% |
Q1 2017 | $22,183,000 | -19.1% | 252,542 | -20.5% | 3.09% | -16.7% |
Q4 2016 | $27,409,000 | +26.3% | 317,639 | -2.5% | 3.71% | +22.4% |
Q3 2016 | $21,697,000 | +5.8% | 325,824 | -1.3% | 3.03% | +5.7% |
Q2 2016 | $20,517,000 | +4.8% | 330,173 | -0.1% | 2.87% | +2.4% |
Q1 2016 | $19,580,000 | -10.5% | 330,628 | -0.2% | 2.80% | -14.9% |
Q4 2015 | $21,865,000 | +7.9% | 331,141 | -0.4% | 3.29% | -3.1% |
Q3 2015 | $20,261,000 | -11.0% | 332,306 | -1.1% | 3.40% | -1.2% |
Q2 2015 | $22,757,000 | +10.7% | 335,845 | -1.0% | 3.44% | +15.7% |
Q1 2015 | $20,555,000 | -2.5% | 339,306 | +0.7% | 2.97% | -3.1% |
Q4 2014 | $21,085,000 | +3.7% | 336,928 | -0.2% | 3.07% | +0.0% |
Q3 2014 | $20,333,000 | +4.2% | 337,528 | -0.3% | 3.07% | +6.9% |
Q2 2014 | $19,513,000 | -6.3% | 338,646 | -1.3% | 2.87% | -10.0% |
Q1 2014 | $20,830,000 | -0.9% | 343,102 | -4.5% | 3.19% | +3.5% |
Q4 2013 | $21,015,000 | +11.5% | 359,359 | -1.4% | 3.08% | +1.5% |
Q3 2013 | $18,841,000 | -0.0% | 364,502 | +2.1% | 3.03% | -2.8% |
Q2 2013 | $18,843,000 | – | 356,952 | – | 3.12% | – |
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% |