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 | $175,039,784 | -0.5% | 1,207,004 | -0.2% | 1.12% | +4.4% |
| Q2 2023 | $175,929,383 | -24.6% | 1,209,635 | -32.4% | 1.07% | -14.7% |
| Q1 2023 | $233,304,714 | +40.3% | 1,790,382 | +44.4% | 1.26% | +21.0% |
| Q4 2022 | $166,256,387 | +8.9% | 1,239,794 | -15.1% | 1.04% | +2.7% |
| Q3 2022 | $152,666,000 | -38.3% | 1,460,921 | -33.5% | 1.01% | -37.9% |
| Q2 2022 | $247,244,000 | -34.8% | 2,195,573 | -21.0% | 1.63% | -41.6% |
| Q1 2022 | $378,964,000 | -34.3% | 2,779,953 | -23.7% | 2.79% | -13.6% |
| Q4 2021 | $576,817,000 | -6.2% | 3,642,671 | -3.0% | 3.22% | -14.4% |
| Q3 2021 | $614,695,000 | +4.9% | 3,755,236 | -0.3% | 3.77% | +5.6% |
| Q2 2021 | $586,018,000 | +1.8% | 3,767,631 | -0.4% | 3.57% | -2.1% |
| Q1 2021 | $575,567,000 | +18.6% | 3,780,904 | -1.0% | 3.64% | +17.9% |
| Q4 2020 | $485,134,000 | +28.7% | 3,817,851 | -2.5% | 3.09% | +15.5% |
| Q3 2020 | $377,085,000 | +1.2% | 3,916,952 | -1.2% | 2.67% | -4.6% |
| Q2 2020 | $372,723,000 | +3.7% | 3,962,604 | -0.7% | 2.80% | -10.5% |
| Q1 2020 | $359,384,000 | -38.7% | 3,991,820 | -5.0% | 3.13% | -23.0% |
| Q4 2019 | $586,023,000 | +17.7% | 4,203,895 | -0.6% | 4.06% | +13.0% |
| Q3 2019 | $497,793,000 | +3.5% | 4,229,693 | -1.7% | 3.60% | +1.1% |
| Q2 2019 | $480,817,000 | +33.9% | 4,300,696 | +21.2% | 3.56% | +8.1% |
| Q1 2019 | $359,191,000 | +8.1% | 3,548,264 | +4.2% | 3.29% | -7.3% |
| Q4 2018 | $332,407,000 | +23.9% | 3,405,117 | +43.2% | 3.56% | +3.0% |
| Q3 2018 | $268,281,000 | -23.2% | 2,377,531 | -29.1% | 3.45% | -5.6% |
| Q2 2018 | $349,296,000 | -0.1% | 3,352,172 | +5.4% | 3.66% | -5.1% |
| Q1 2018 | $349,786,000 | -3.1% | 3,180,735 | -5.8% | 3.85% | +3.7% |
| Q4 2017 | $361,036,000 | +10.2% | 3,376,063 | -1.5% | 3.71% | +3.5% |
| Q3 2017 | $327,493,000 | +12.4% | 3,428,887 | +7.6% | 3.59% | +7.9% |
| Q2 2017 | $291,376,000 | +1.7% | 3,187,918 | -2.3% | 3.32% | +1.1% |
| Q1 2017 | $286,645,000 | +7.6% | 3,263,265 | +5.7% | 3.29% | +1.1% |
| Q4 2016 | $266,382,000 | +25.1% | 3,087,046 | -3.4% | 3.25% | +26.4% |
| Q3 2016 | $212,904,000 | +17.1% | 3,197,234 | +9.3% | 2.58% | +9.2% |
| Q2 2016 | $181,750,000 | +2.7% | 2,924,838 | -2.1% | 2.36% | +0.3% |
| Q1 2016 | $176,936,000 | -9.1% | 2,987,771 | +1.4% | 2.35% | -11.8% |
| Q4 2015 | $194,577,000 | +8.5% | 2,946,796 | +0.2% | 2.66% | +3.4% |
| Q3 2015 | $179,330,000 | -5.9% | 2,941,280 | +4.6% | 2.58% | +0.7% |
| Q2 2015 | $190,549,000 | +69.9% | 2,812,112 | +51.9% | 2.56% | +68.5% |
| Q1 2015 | $112,134,000 | +48.1% | 1,851,007 | +53.0% | 1.52% | +43.6% |
| Q4 2014 | $75,695,000 | +4255.3% | 1,209,576 | +4092.3% | 1.06% | +3969.2% |
| Q3 2014 | $1,738,000 | +10.6% | 28,852 | +5.8% | 0.03% | +8.3% |
| Q2 2014 | $1,571,000 | +2.3% | 27,265 | +7.8% | 0.02% | -4.0% |
| Q1 2014 | $1,536,000 | +0.2% | 25,289 | -3.5% | 0.02% | 0.0% |
| Q4 2013 | $1,533,000 | +18.7% | 26,213 | +4.8% | 0.02% | +8.7% |
| Q3 2013 | $1,292,000 | +0.3% | 25,001 | +2.4% | 0.02% | -4.2% |
| Q2 2013 | $1,288,000 | – | 24,408 | – | 0.02% | – |
Download | ||||||
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% |