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 | $238,210,867 | -14.9% | 1,642,607 | -14.7% | 0.74% | -5.3% |
| Q2 2023 | $279,923,132 | +22.4% | 1,924,664 | +9.7% | 0.79% | +15.4% |
| Q1 2023 | $228,718,679 | +7.1% | 1,755,189 | +10.3% | 0.68% | -1.2% |
| Q4 2022 | $213,486,798 | +18.9% | 1,591,997 | -7.4% | 0.69% | +20.9% |
| Q3 2022 | $179,590,000 | -24.2% | 1,718,562 | -18.4% | 0.57% | -7.9% |
| Q2 2022 | $237,037,000 | -19.7% | 2,104,941 | -2.8% | 0.62% | +1.1% |
| Q1 2022 | $295,096,000 | -14.6% | 2,164,732 | -0.8% | 0.61% | -8.2% |
| Q4 2021 | $345,497,000 | -6.2% | 2,181,859 | -3.0% | 0.67% | -12.6% |
| Q3 2021 | $368,247,000 | +10.0% | 2,249,659 | +4.5% | 0.76% | +10.1% |
| Q2 2021 | $334,897,000 | -12.8% | 2,153,126 | -14.6% | 0.69% | -15.4% |
| Q1 2021 | $383,988,000 | +18.9% | 2,522,417 | -0.8% | 0.82% | +9.5% |
| Q4 2020 | $323,063,000 | +19.3% | 2,542,405 | -9.6% | 0.75% | +10.7% |
| Q3 2020 | $270,745,000 | +31.2% | 2,812,347 | +28.2% | 0.68% | +18.2% |
| Q2 2020 | $206,285,000 | +5.4% | 2,193,127 | +0.9% | 0.57% | -12.3% |
| Q1 2020 | $195,683,000 | -49.7% | 2,173,536 | -22.1% | 0.65% | -33.1% |
| Q4 2019 | $389,191,000 | +16.1% | 2,791,899 | -2.0% | 0.98% | +5.3% |
| Q3 2019 | $335,280,000 | +5.7% | 2,848,841 | +0.4% | 0.93% | +4.6% |
| Q2 2019 | $317,297,000 | -9.0% | 2,838,074 | -17.6% | 0.88% | -10.8% |
| Q1 2019 | $348,848,000 | +2.8% | 3,446,095 | -0.9% | 0.99% | -10.4% |
| Q4 2018 | $339,306,000 | -16.1% | 3,475,785 | -3.0% | 1.11% | -0.9% |
| Q3 2018 | $404,218,000 | +1.2% | 3,582,225 | -6.6% | 1.12% | -2.8% |
| Q2 2018 | $399,489,000 | -7.8% | 3,833,872 | -2.7% | 1.15% | -8.2% |
| Q1 2018 | $433,190,000 | -2.0% | 3,939,164 | -4.7% | 1.25% | +3.1% |
| Q4 2017 | $441,893,000 | +11.0% | 4,132,160 | -0.9% | 1.21% | +3.1% |
| Q3 2017 | $398,206,000 | +9.2% | 4,169,257 | +4.5% | 1.18% | -0.1% |
| Q2 2017 | $364,776,000 | +23.6% | 3,990,986 | +18.8% | 1.18% | +3.2% |
| Q1 2017 | $295,070,000 | +13.1% | 3,359,176 | +11.1% | 1.14% | +1.5% |
| Q4 2016 | $260,797,000 | +10.0% | 3,022,328 | -15.1% | 1.12% | +20.4% |
| Q3 2016 | $237,032,000 | +3.7% | 3,559,574 | -3.2% | 0.93% | +1.2% |
| Q2 2016 | $228,568,000 | -1.8% | 3,678,274 | -6.4% | 0.92% | +1.4% |
| Q1 2016 | $232,676,000 | -21.1% | 3,929,004 | -12.0% | 0.91% | -19.8% |
| Q4 2015 | $294,738,000 | -2.7% | 4,463,694 | -10.2% | 1.13% | -3.0% |
| Q3 2015 | $302,921,000 | -11.4% | 4,968,354 | -1.5% | 1.17% | -2.4% |
| Q2 2015 | $341,867,000 | +1.1% | 5,045,264 | -9.6% | 1.20% | +2.5% |
| Q1 2015 | $338,041,000 | -7.8% | 5,580,084 | -4.8% | 1.17% | -7.2% |
| Q4 2014 | $366,735,000 | +7.0% | 5,860,254 | +3.0% | 1.26% | +1.5% |
| Q3 2014 | $342,692,000 | +12.9% | 5,688,784 | +8.0% | 1.24% | +13.6% |
| Q2 2014 | $303,488,000 | +2.8% | 5,267,054 | +8.3% | 1.09% | -2.9% |
| Q1 2014 | $295,206,000 | +6.2% | 4,862,564 | +2.3% | 1.12% | +5.4% |
| Q4 2013 | $277,883,000 | +9.3% | 4,751,764 | -3.4% | 1.07% | +1.6% |
| Q3 2013 | $254,183,000 | -5.6% | 4,917,444 | -3.6% | 1.05% | -6.8% |
| Q2 2013 | $269,381,000 | – | 5,102,884 | – | 1.13% | – |
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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% |