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 | $314,562,937 | +6.0% | 2,168,577 | +6.3% | 1.02% | +6.1% |
| Q2 2023 | $296,685,279 | +40.4% | 2,040,687 | +25.9% | 0.96% | +13.5% |
| Q1 2023 | $211,250,753 | +1.1% | 1,621,140 | +4.1% | 0.85% | -9.6% |
| Q4 2022 | $208,880,089 | +30.3% | 1,557,470 | +1.6% | 0.94% | +15.3% |
| Q3 2022 | $160,346,000 | -11.8% | 1,532,361 | -5.0% | 0.81% | -3.2% |
| Q2 2022 | $181,722,000 | -18.4% | 1,613,155 | -1.3% | 0.84% | -3.6% |
| Q1 2022 | $222,715,000 | -10.0% | 1,633,824 | +4.6% | 0.87% | -5.4% |
| Q4 2021 | $247,341,000 | -14.9% | 1,562,140 | -12.0% | 0.92% | -22.0% |
| Q3 2021 | $290,630,000 | +2.3% | 1,775,113 | -2.9% | 1.18% | +1.7% |
| Q2 2021 | $284,167,000 | -0.7% | 1,827,850 | -2.7% | 1.16% | -11.6% |
| Q1 2021 | $286,160,000 | +23.9% | 1,878,491 | +3.3% | 1.31% | +8.3% |
| Q4 2020 | $230,900,000 | +36.0% | 1,818,615 | +2.2% | 1.21% | +17.9% |
| Q3 2020 | $169,764,000 | +1.4% | 1,780,238 | -1.1% | 1.03% | -12.1% |
| Q2 2020 | $167,471,000 | -4.6% | 1,800,859 | -4.2% | 1.17% | -17.6% |
| Q1 2020 | $175,627,000 | -31.7% | 1,879,265 | +1.3% | 1.42% | -20.3% |
| Q4 2019 | $257,240,000 | +18.1% | 1,854,850 | +0.2% | 1.78% | +8.0% |
| Q3 2019 | $217,782,000 | +3.6% | 1,850,625 | -1.6% | 1.65% | -17.0% |
| Q2 2019 | $210,117,000 | +11.5% | 1,879,820 | +1.0% | 1.99% | +34.0% |
| Q1 2019 | $188,390,000 | +3.3% | 1,860,462 | -1.2% | 1.48% | -7.1% |
| Q4 2018 | $182,400,000 | +13.1% | 1,883,715 | +21.8% | 1.60% | -1.6% |
| Q2 2018 | $161,331,000 | +97.5% | 1,546,425 | +17.7% | 1.62% | +21.8% |
| Q2 2016 | $81,691,000 | +8986.9% | 1,314,098 | -97.5% | 1.33% | +3.6% |
| Q1 2016 | $899,000 | -99.1% | 53,243,749 | +3545.9% | 1.29% | -14.3% |
| Q4 2015 | $97,224,000 | +9.3% | 1,460,374 | +0.1% | 1.50% | +4.7% |
| Q3 2015 | $88,975,000 | -89.4% | 1,459,319 | +9.4% | 1.43% | -10.0% |
| Q4 2014 | $842,544,000 | +1203.3% | 1,334,089 | +24.5% | 1.59% | -1.8% |
| Q3 2014 | $64,649,000 | +11.3% | 1,071,493 | +3.7% | 1.62% | +21.7% |
| Q2 2014 | $58,088,000 | +2.0% | 1,033,047 | -0.8% | 1.33% | +0.8% |
| Q1 2014 | $56,927,000 | +6.7% | 1,041,673 | +14.1% | 1.32% | -2.3% |
| Q4 2013 | $53,377,000 | +14.0% | 912,590 | +2.3% | 1.35% | +8.0% |
| Q3 2013 | $46,830,000 | +0.0% | 892,331 | +1.3% | 1.25% | -8.2% |
| Q2 2013 | $46,811,000 | – | 880,657 | – | 1.37% | – |
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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% |