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 | $8,187 | -0.3% | 56,456 | 0.0% | 0.96% | +3.7% |
| Q2 2023 | $8,211 | -20.0% | 56,456 | -28.3% | 0.93% | -18.8% |
| Q1 2023 | $10,258 | -8.7% | 78,720 | -6.0% | 1.14% | -19.4% |
| Q4 2022 | $11,233 | -99.9% | 83,768 | -19.9% | 1.42% | -8.4% |
| Q3 2022 | $10,927,000 | -19.1% | 104,561 | -12.8% | 1.55% | -9.6% |
| Q2 2022 | $13,503,000 | -9.9% | 119,913 | +9.1% | 1.71% | -2.7% |
| Q1 2022 | $14,983,000 | -11.2% | 109,913 | +3.2% | 1.76% | +23.3% |
| Q4 2021 | $16,871,000 | -3.3% | 106,543 | 0.0% | 1.43% | -21.6% |
| Q3 2021 | $17,440,000 | +5.2% | 106,543 | 0.0% | 1.82% | +4.1% |
| Q2 2021 | $16,572,000 | -18.3% | 106,543 | -20.1% | 1.75% | -24.4% |
| Q1 2021 | $20,287,000 | +13.3% | 133,268 | -5.4% | 2.31% | +17.8% |
| Q4 2020 | $17,904,000 | +32.0% | 140,901 | 0.0% | 1.96% | +21.5% |
| Q3 2020 | $13,565,000 | +2.4% | 140,901 | 0.0% | 1.62% | +0.2% |
| Q2 2020 | $13,253,000 | +4.5% | 140,901 | 0.0% | 1.61% | -8.1% |
| Q1 2020 | $12,685,000 | -35.4% | 140,901 | 0.0% | 1.76% | -31.3% |
| Q4 2019 | $19,642,000 | +13.8% | 140,901 | -3.9% | 2.56% | +16.9% |
| Q3 2019 | $17,253,000 | -4.0% | 146,595 | -8.8% | 2.19% | -3.9% |
| Q2 2019 | $17,968,000 | +10.4% | 160,715 | 0.0% | 2.28% | +11.9% |
| Q1 2019 | $16,269,000 | +3.7% | 160,715 | 0.0% | 2.03% | -0.1% |
| Q4 2018 | $15,689,000 | -30.8% | 160,715 | -20.0% | 2.04% | -13.4% |
| Q3 2018 | $22,669,000 | +8.3% | 200,894 | 0.0% | 2.35% | -6.7% |
| Q2 2018 | $20,933,000 | -5.2% | 200,894 | 0.0% | 2.52% | -8.7% |
| Q1 2018 | $22,092,000 | -19.9% | 200,894 | -22.1% | 2.76% | +1.5% |
| Q4 2017 | $27,575,000 | +9.2% | 257,855 | -2.5% | 2.72% | +20.6% |
| Q3 2017 | $25,253,000 | -1.0% | 264,406 | -5.3% | 2.25% | -3.1% |
| Q2 2017 | $25,512,000 | +4.1% | 279,120 | 0.0% | 2.33% | +5.0% |
| Q1 2017 | $24,518,000 | +1.8% | 279,120 | 0.0% | 2.22% | +3.1% |
| Q4 2016 | $24,085,000 | +29.6% | 279,120 | 0.0% | 2.15% | +22.4% |
| Q3 2016 | $18,587,000 | +7.2% | 279,120 | 0.0% | 1.76% | +4.3% |
| Q2 2016 | $17,345,000 | +4.9% | 279,120 | 0.0% | 1.68% | +7.3% |
| Q1 2016 | $16,529,000 | -3.4% | 279,120 | +7.7% | 1.57% | +0.5% |
| Q4 2015 | $17,110,000 | +8.3% | 259,120 | 0.0% | 1.56% | +3.4% |
| Q3 2015 | $15,799,000 | -10.0% | 259,120 | 0.0% | 1.51% | -0.3% |
| Q2 2015 | $17,558,000 | +11.9% | 259,120 | 0.0% | 1.51% | +17.6% |
| Q1 2015 | $15,697,000 | -3.2% | 259,120 | 0.0% | 1.29% | +1.9% |
| Q4 2014 | $16,216,000 | +3.9% | 259,120 | 0.0% | 1.26% | +1.4% |
| Q3 2014 | $15,609,000 | +4.5% | 259,120 | 0.0% | 1.25% | +6.1% |
| Q2 2014 | $14,930,000 | -5.1% | 259,120 | 0.0% | 1.17% | -8.1% |
| Q1 2014 | $15,731,000 | -22.3% | 259,120 | -25.1% | 1.28% | -21.4% |
| Q4 2013 | $20,235,000 | +13.1% | 346,012 | 0.0% | 1.63% | +6.7% |
| Q3 2013 | $17,885,000 | -2.1% | 346,012 | 0.0% | 1.52% | -4.6% |
| Q2 2013 | $18,266,000 | – | 346,012 | – | 1.60% | – |
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% |