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 | $1,904,916 | -0.5% | 13,136 | -0.2% | 0.00% | 0.0% |
| Q2 2023 | $1,913,798 | +9.2% | 13,159 | -2.2% | 0.00% | 0.0% |
| Q1 2023 | $1,752,930 | -5.1% | 13,452 | -2.3% | 0.00% | 0.0% |
| Q4 2022 | $1,846,423 | +36.5% | 13,769 | +6.3% | 0.00% | +33.3% |
| Q3 2022 | $1,353,000 | -30.8% | 12,949 | -25.4% | 0.00% | -25.0% |
| Q2 2022 | $1,955,000 | -35.4% | 17,361 | -21.8% | 0.00% | -33.3% |
| Q1 2022 | $3,027,000 | -46.3% | 22,204 | -37.6% | 0.01% | -40.0% |
| Q4 2021 | $5,632,000 | -19.9% | 35,566 | -17.2% | 0.01% | -23.1% |
| Q3 2021 | $7,033,000 | -98.9% | 42,964 | -98.9% | 0.01% | -98.9% |
| Q2 2021 | $611,958,000 | -46.4% | 3,934,410 | -47.6% | 1.17% | -49.9% |
| Q1 2021 | $1,142,132,000 | +25.0% | 7,502,674 | +4.4% | 2.33% | +2.9% |
| Q4 2020 | $913,522,000 | +38.1% | 7,189,122 | +4.6% | 2.27% | +13.6% |
| Q3 2020 | $661,585,000 | +4.6% | 6,872,181 | +2.2% | 2.00% | -6.0% |
| Q2 2020 | $632,219,000 | +18.9% | 6,721,439 | +13.8% | 2.12% | -5.3% |
| Q1 2020 | $531,708,000 | -18.8% | 5,905,895 | +25.7% | 2.24% | +4.2% |
| Q4 2019 | $654,847,000 | +82.1% | 4,697,612 | +53.7% | 2.15% | +12.9% |
| Q3 2019 | $359,626,000 | +7.0% | 3,055,704 | +1.7% | 1.91% | +1.6% |
| Q2 2019 | $336,054,000 | +8.8% | 3,005,853 | -1.5% | 1.88% | +2.2% |
| Q1 2019 | $308,964,000 | +9.2% | 3,052,097 | +5.3% | 1.84% | -3.9% |
| Q4 2018 | $282,929,000 | -14.8% | 2,898,272 | -1.5% | 1.91% | -1.2% |
| Q3 2018 | $332,100,000 | +11.9% | 2,943,103 | +3.4% | 1.93% | +5.9% |
| Q2 2018 | $296,689,000 | +2.2% | 2,847,300 | +7.9% | 1.83% | -6.3% |
| Q1 2018 | $290,190,000 | +5.7% | 2,638,810 | +2.8% | 1.95% | +2.4% |
| Q4 2017 | $274,522,000 | +15.8% | 2,567,059 | +3.5% | 1.90% | +3.5% |
| Q3 2017 | $236,972,000 | +4.9% | 2,481,119 | +0.4% | 1.84% | -2.4% |
| Q2 2017 | $225,946,000 | +11.3% | 2,472,055 | +7.0% | 1.89% | +2.1% |
| Q1 2017 | $203,014,000 | +4.9% | 2,311,179 | +3.1% | 1.85% | -2.4% |
| Q4 2016 | $193,521,000 | +29.5% | 2,242,681 | -0.0% | 1.89% | +22.0% |
| Q3 2016 | $149,393,000 | +6.9% | 2,243,475 | -0.3% | 1.55% | +2.4% |
| Q2 2016 | $139,792,000 | +3.2% | 2,249,623 | -1.7% | 1.52% | -3.6% |
| Q1 2016 | $135,460,000 | -41.0% | 2,287,399 | -34.2% | 1.57% | -43.2% |
| Q4 2015 | $229,638,000 | +13.9% | 3,477,782 | +5.1% | 2.77% | +10.0% |
| Q3 2015 | $201,689,000 | -8.3% | 3,308,000 | +1.9% | 2.52% | -2.7% |
| Q2 2015 | $219,898,000 | +10.9% | 3,245,255 | -0.9% | 2.59% | +5.0% |
| Q1 2015 | $198,319,000 | -51.5% | 3,273,679 | -49.9% | 2.46% | -8.1% |
| Q4 2014 | $409,086,000 | +105.7% | 6,537,008 | +98.0% | 2.68% | +2.4% |
| Q3 2014 | $198,917,000 | +6.4% | 3,302,077 | +1.8% | 2.62% | +5.3% |
| Q2 2014 | $186,884,000 | +4.0% | 3,243,391 | +9.6% | 2.49% | -4.6% |
| Q1 2014 | $179,729,000 | +5.2% | 2,960,444 | +1.4% | 2.60% | -4.1% |
| Q4 2013 | $170,777,000 | +34.0% | 2,920,270 | +18.4% | 2.72% | +6.4% |
| Q3 2013 | $127,456,000 | +27.4% | 2,465,771 | +30.1% | 2.55% | -7.1% |
| Q2 2013 | $100,028,000 | – | 1,894,831 | – | 2.75% | – |
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% |