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 | $68,057,451 | -17.8% | 469,297 | -17.6% | 0.86% | -6.9% |
| Q2 2023 | $82,828,953 | +25.4% | 569,506 | +12.3% | 0.92% | +8.6% |
| Q1 2023 | $66,070,037 | +0.3% | 507,022 | +3.2% | 0.84% | -10.4% |
| Q4 2022 | $65,865,495 | +34.2% | 491,167 | +4.6% | 0.94% | +31.3% |
| Q3 2022 | $49,068,000 | -14.9% | 469,547 | -8.3% | 0.72% | -4.9% |
| Q2 2022 | $57,688,000 | -29.2% | 512,276 | -14.3% | 0.76% | -3.0% |
| Q1 2022 | $81,486,000 | -13.5% | 597,761 | +0.4% | 0.78% | +0.4% |
| Q4 2021 | $94,254,000 | -0.4% | 595,230 | +2.9% | 0.78% | +217.6% |
| Q3 2021 | $94,670,000 | +3.8% | 578,346 | -1.3% | 0.24% | -69.1% |
| Q2 2021 | $91,164,000 | -5.2% | 586,117 | -7.2% | 0.79% | -14.2% |
| Q1 2021 | $96,170,000 | +2.3% | 631,749 | -14.6% | 0.92% | +12.5% |
| Q4 2020 | $94,024,000 | +34.5% | 739,936 | +1.9% | 0.82% | +7.5% |
| Q3 2020 | $69,908,000 | -6.4% | 726,169 | -8.5% | 0.76% | -12.5% |
| Q2 2020 | $74,669,000 | -6.1% | 793,847 | -10.1% | 0.87% | -20.8% |
| Q1 2020 | $79,520,000 | -38.5% | 883,258 | -4.8% | 1.10% | -23.2% |
| Q4 2019 | $129,321,000 | +3.4% | 927,697 | -12.7% | 1.43% | +0.5% |
| Q3 2019 | $125,116,000 | -5.3% | 1,063,093 | -10.1% | 1.42% | +1.4% |
| Q2 2019 | $132,183,000 | -24.1% | 1,182,317 | -31.3% | 1.41% | -15.8% |
| Q1 2019 | $174,262,000 | -5.9% | 1,721,442 | -9.3% | 1.67% | -12.9% |
| Q4 2018 | $185,214,000 | -18.4% | 1,897,301 | -5.7% | 1.92% | +2.9% |
| Q3 2018 | $227,009,000 | -3.3% | 2,011,782 | -10.7% | 1.86% | -2.3% |
| Q2 2018 | $234,829,000 | -5.5% | 2,253,639 | -0.3% | 1.90% | -5.7% |
| Q1 2018 | $248,468,000 | -2.7% | 2,259,413 | -5.4% | 2.02% | -1.8% |
| Q4 2017 | $255,429,000 | +1.9% | 2,388,523 | -9.0% | 2.06% | +3.2% |
| Q3 2017 | $250,690,000 | +2.9% | 2,624,750 | -1.6% | 1.99% | -1.5% |
| Q2 2017 | $243,735,000 | -1.4% | 2,666,677 | -5.3% | 2.02% | -1.9% |
| Q1 2017 | $247,267,000 | -13.0% | 2,814,976 | -14.5% | 2.06% | -3.5% |
| Q4 2016 | $284,080,000 | +27.9% | 3,292,164 | -1.3% | 2.14% | +26.7% |
| Q3 2016 | $222,053,000 | +1.2% | 3,334,633 | -5.5% | 1.69% | +1.8% |
| Q2 2016 | $219,347,000 | -0.4% | 3,529,887 | -5.1% | 1.66% | +2.6% |
| Q1 2016 | $220,205,000 | -1.1% | 3,718,426 | +10.2% | 1.62% | +1.0% |
| Q4 2015 | $222,711,000 | +4.9% | 3,372,878 | -3.1% | 1.60% | +5.0% |
| Q3 2015 | $212,307,000 | -7.7% | 3,482,146 | +2.6% | 1.52% | +2.8% |
| Q2 2015 | $229,971,000 | -11.4% | 3,393,913 | -20.8% | 1.48% | +18.9% |
| Q1 2015 | $259,592,000 | -19.4% | 4,285,106 | -16.7% | 1.25% | -7.5% |
| Q4 2014 | $322,049,000 | -1.6% | 5,146,189 | -5.3% | 1.35% | +2.4% |
| Q3 2014 | $327,187,000 | +7.5% | 5,431,396 | +2.8% | 1.32% | +5.0% |
| Q2 2014 | $304,337,000 | -10.7% | 5,281,795 | -5.9% | 1.25% | -11.4% |
| Q1 2014 | $340,837,000 | +3.6% | 5,614,180 | -0.2% | 1.42% | +2.0% |
| Q4 2013 | $329,053,000 | +13.4% | 5,626,747 | +0.2% | 1.39% | +3.5% |
| Q3 2013 | $290,171,000 | -51.0% | 5,613,681 | -50.0% | 1.34% | -8.2% |
| Q2 2013 | $592,160,000 | – | 11,217,274 | – | 1.46% | – |
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% |