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 | $42,571,465 | -0.5% | 293,556 | -0.2% | 3.37% | +4.9% |
| Q2 2023 | $42,764,283 | +11.2% | 294,034 | -0.3% | 3.22% | +4.9% |
| Q1 2023 | $38,444,595 | -2.8% | 295,024 | +0.0% | 3.06% | -6.0% |
| Q4 2022 | $39,555,378 | +28.4% | 294,969 | +0.1% | 3.26% | +16.0% |
| Q3 2022 | $30,797,000 | -5.9% | 294,710 | +1.4% | 2.81% | -0.7% |
| Q2 2022 | $32,717,000 | -15.9% | 290,536 | +1.8% | 2.83% | -2.1% |
| Q1 2022 | $38,900,000 | -15.1% | 285,359 | -1.4% | 2.89% | -6.7% |
| Q4 2021 | $45,806,000 | -4.1% | 289,268 | -0.9% | 3.10% | -12.7% |
| Q3 2021 | $47,756,000 | +6.5% | 291,748 | -46.5% | 3.55% | +4.6% |
| Q2 2021 | $44,834,000 | +2.6% | 545,557 | +8.2% | 3.40% | -6.6% |
| Q1 2021 | $43,703,000 | +20.2% | 504,070 | +22.8% | 3.63% | +15.4% |
| Q4 2020 | $36,347,000 | +30.5% | 410,551 | +41.9% | 3.15% | +16.9% |
| Q3 2020 | $27,851,000 | +2.7% | 289,300 | +0.4% | 2.70% | -0.0% |
| Q2 2020 | $27,113,000 | +6.1% | 288,255 | +1.5% | 2.70% | -15.6% |
| Q1 2020 | $25,560,000 | -34.7% | 283,904 | +1.1% | 3.20% | -18.4% |
| Q4 2019 | $39,154,000 | +18.3% | 280,873 | -0.1% | 3.92% | +12.9% |
| Q3 2019 | $33,102,000 | +4.3% | 281,268 | -1.0% | 3.47% | +1.6% |
| Q2 2019 | $31,752,000 | +12.0% | 284,006 | +1.4% | 3.41% | +5.7% |
| Q1 2019 | $28,356,000 | +5.0% | 280,116 | +1.3% | 3.23% | -8.3% |
| Q4 2018 | $26,993,000 | -13.4% | 276,496 | +0.1% | 3.52% | +1.7% |
| Q3 2018 | $31,157,000 | +8.2% | 276,117 | -0.1% | 3.46% | -1.7% |
| Q2 2018 | $28,795,000 | -5.8% | 276,340 | -0.6% | 3.52% | -9.2% |
| Q1 2018 | $30,569,000 | +2.7% | 277,975 | -0.1% | 3.88% | +5.7% |
| Q4 2017 | $29,755,000 | +11.3% | 278,244 | -0.6% | 3.67% | +4.1% |
| Q3 2017 | $26,742,000 | +4.7% | 279,988 | +0.2% | 3.53% | +0.8% |
| Q2 2017 | $25,531,000 | +5.7% | 279,328 | +1.6% | 3.50% | +2.3% |
| Q1 2017 | $24,146,000 | +1.9% | 274,883 | +0.1% | 3.42% | -4.4% |
| Q4 2016 | $23,706,000 | +29.4% | 274,727 | -0.1% | 3.58% | +20.6% |
| Q3 2016 | $18,317,000 | +8.7% | 275,065 | +1.5% | 2.96% | +7.2% |
| Q2 2016 | $16,848,000 | +11.9% | 271,129 | +6.6% | 2.76% | +7.0% |
| Q1 2016 | $15,061,000 | -4.3% | 254,316 | +6.7% | 2.58% | -10.3% |
| Q4 2015 | $15,734,000 | +11.2% | 238,292 | +2.7% | 2.88% | +3.9% |
| Q3 2015 | $14,144,000 | -7.2% | 231,988 | +3.2% | 2.77% | -4.1% |
| Q2 2015 | $15,239,000 | +12.6% | 224,903 | +0.7% | 2.89% | +11.7% |
| Q1 2015 | $13,535,000 | -2.0% | 223,431 | +1.3% | 2.59% | -3.6% |
| Q4 2014 | $13,810,000 | +4.9% | 220,671 | +1.0% | 2.69% | -0.4% |
| Q3 2014 | $13,163,000 | +6.2% | 218,517 | +1.6% | 2.70% | +3.2% |
| Q2 2014 | $12,395,000 | -2.5% | 215,113 | +2.7% | 2.61% | -7.5% |
| Q1 2014 | $12,718,000 | +20.5% | 209,494 | +16.1% | 2.82% | +16.4% |
| Q4 2013 | $10,551,000 | +17.1% | 180,414 | +3.5% | 2.43% | +6.6% |
| Q3 2013 | $9,011,000 | +2.1% | 174,328 | +4.3% | 2.28% | -3.4% |
| Q2 2013 | $8,825,000 | – | 167,168 | – | 2.36% | – |
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% |