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 | $255,285,854 | -1.5% | 1,760,349 | -1.2% | 3.11% | +6.4% |
| Q2 2023 | $259,250,757 | +11.2% | 1,782,527 | -0.4% | 2.92% | +5.0% |
| Q1 2023 | $233,215,822 | -2.7% | 1,789,700 | +0.2% | 2.78% | -5.6% |
| Q4 2022 | $239,602,383 | +28.7% | 1,786,744 | +0.3% | 2.95% | +15.7% |
| Q3 2022 | $186,172,000 | -5.8% | 1,781,552 | +1.5% | 2.55% | -1.0% |
| Q2 2022 | $197,698,000 | -10.1% | 1,755,603 | +8.9% | 2.58% | +1.5% |
| Q1 2022 | $219,825,000 | -9.1% | 1,612,562 | +5.6% | 2.54% | -3.6% |
| Q4 2021 | $241,739,000 | -3.4% | 1,526,614 | -0.2% | 2.63% | -12.0% |
| Q3 2021 | $250,292,000 | -50.1% | 1,529,062 | -17.9% | 2.99% | +1.5% |
| Q2 2021 | $501,366,000 | +107.5% | 1,862,377 | +17.3% | 2.95% | -4.6% |
| Q1 2021 | $241,623,000 | +28.0% | 1,587,226 | +6.8% | 3.09% | +15.9% |
| Q4 2020 | $188,838,000 | +34.2% | 1,486,092 | +1.7% | 2.67% | +18.9% |
| Q3 2020 | $140,686,000 | +3.5% | 1,461,364 | +1.2% | 2.24% | -3.8% |
| Q2 2020 | $135,885,000 | +6.3% | 1,444,666 | +1.7% | 2.33% | -10.2% |
| Q1 2020 | $127,866,000 | -35.3% | 1,420,265 | +0.2% | 2.60% | -18.9% |
| Q4 2019 | $197,556,000 | +18.6% | 1,417,188 | +0.2% | 3.20% | +9.5% |
| Q3 2019 | $166,533,000 | +6.8% | 1,415,015 | +1.5% | 2.92% | +4.5% |
| Q2 2019 | $155,897,000 | +10.7% | 1,394,429 | +0.3% | 2.80% | +7.0% |
| Q1 2019 | $140,805,000 | +5.8% | 1,390,940 | +2.0% | 2.61% | -7.7% |
| Q4 2018 | $133,086,000 | -13.3% | 1,363,305 | +0.2% | 2.83% | -0.1% |
| Q3 2018 | $153,528,000 | +8.5% | 1,360,581 | +0.2% | 2.84% | +1.4% |
| Q2 2018 | $141,463,000 | -7.8% | 1,357,613 | -2.7% | 2.80% | -9.0% |
| Q1 2018 | $153,488,000 | +0.9% | 1,395,729 | -1.9% | 3.07% | +2.9% |
| Q4 2017 | $152,075,000 | +11.2% | 1,422,058 | -0.7% | 2.98% | +4.5% |
| Q3 2017 | $136,769,000 | +5.3% | 1,431,991 | +0.8% | 2.86% | +0.8% |
| Q2 2017 | $129,909,000 | +5.6% | 1,421,321 | +1.5% | 2.83% | +0.9% |
| Q1 2017 | $123,031,000 | -15.4% | 1,400,629 | -16.9% | 2.81% | -20.3% |
| Q4 2016 | $145,417,000 | +27.7% | 1,685,207 | -1.5% | 3.52% | +24.1% |
| Q3 2016 | $113,873,000 | +7.1% | 1,710,066 | -0.1% | 2.84% | +6.3% |
| Q2 2016 | $106,368,000 | +5.0% | 1,711,744 | +0.1% | 2.67% | +1.3% |
| Q1 2016 | $101,313,000 | -7.4% | 1,710,792 | +3.3% | 2.64% | -10.4% |
| Q4 2015 | $109,397,000 | +9.6% | 1,656,777 | +1.2% | 2.94% | +1.6% |
| Q3 2015 | $99,780,000 | -8.1% | 1,636,536 | +2.1% | 2.90% | -2.8% |
| Q2 2015 | $108,572,000 | +11.7% | 1,602,302 | -0.1% | 2.98% | +11.0% |
| Q1 2015 | $97,184,000 | -1.6% | 1,604,228 | +1.7% | 2.69% | -2.8% |
| Q4 2014 | $98,725,000 | +5.3% | 1,577,588 | +1.4% | 2.77% | -1.2% |
| Q3 2014 | $93,735,000 | +5.6% | 1,556,025 | +1.0% | 2.80% | +7.5% |
| Q2 2014 | $88,750,000 | -1.0% | 1,540,256 | +4.3% | 2.60% | -6.0% |
| Q1 2014 | $89,629,000 | -8.6% | 1,476,344 | -12.0% | 2.77% | +0.5% |
| Q4 2013 | $98,092,000 | +14.1% | 1,677,353 | +0.9% | 2.76% | -11.9% |
| Q3 2013 | $85,953,000 | +0.3% | 1,662,859 | +2.4% | 3.13% | +10.8% |
| Q2 2013 | $85,707,000 | – | 1,623,544 | – | 2.82% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guidance Point Advisors, LLC | 400,571 | $45,108,000 | 19.46% |
| ADAMCAPITAL Gestao de Recursos Ltda. | 145,224 | $16,354,000 | 18.72% |
| Global Frontier Investments LLC | 339,000 | $38,175,000 | 17.78% |
| Courant Investment Management LLC | 136,592 | $15,382,000 | 14.69% |
| Gemsstock Ltd. | 80,100 | $9,020,000 | 11.58% |
| Integrity Advisory, LLC | 101,312 | $11,409,000 | 11.17% |
| GREENHAVEN ASSOCIATES INC | 4,533,856 | $510,558,000 | 11.02% |
| Ardent Capital Management, Inc. | 79,240 | $8,923,000 | 10.99% |
| TEGEAN CAPITAL MANAGEMENT, LLC | 150,000 | $11,267,631 | 9.86% |
| PM CAPITAL Ltd | 284,889 | $32,081,000 | 8.31% |