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 | $40,000,399 | +2.4% | 275,827 | +2.7% | 0.76% | +8.6% |
| Q2 2023 | $39,074,314 | +25.7% | 268,663 | +12.6% | 0.70% | +19.3% |
| Q1 2023 | $31,088,809 | -3.4% | 238,576 | -0.5% | 0.59% | -3.9% |
| Q4 2022 | $32,168,082 | +27.4% | 239,881 | -0.7% | 0.61% | +18.6% |
| Q3 2022 | $25,242,000 | +20.5% | 241,552 | +29.8% | 0.52% | +34.5% |
| Q2 2022 | $20,950,000 | -10.1% | 186,043 | +8.8% | 0.38% | +8.8% |
| Q1 2022 | $23,315,000 | -8.0% | 171,030 | +6.8% | 0.35% | +0.9% |
| Q4 2021 | $25,356,000 | -3.1% | 160,128 | +0.1% | 0.35% | -10.1% |
| Q3 2021 | $26,179,000 | +4.3% | 159,933 | -0.9% | 0.39% | +6.9% |
| Q2 2021 | $25,103,000 | +0.5% | 161,394 | -1.6% | 0.36% | -5.5% |
| Q1 2021 | $24,979,000 | +26.2% | 164,087 | +5.3% | 0.38% | +16.0% |
| Q4 2020 | $19,801,000 | +59.0% | 155,824 | +20.5% | 0.33% | +39.1% |
| Q3 2020 | $12,450,000 | +1.7% | 129,323 | -0.7% | 0.24% | -6.7% |
| Q2 2020 | $12,244,000 | -29.2% | 130,171 | -32.2% | 0.26% | -40.7% |
| Q1 2020 | $17,289,000 | -36.8% | 192,036 | -2.2% | 0.43% | +6.7% |
| Q4 2019 | $27,367,000 | -46.8% | 196,321 | -55.1% | 0.40% | -42.3% |
| Q3 2019 | $51,427,000 | +4.9% | 436,972 | -0.3% | 0.70% | +9.9% |
| Q2 2019 | $49,015,000 | +9.5% | 438,419 | -0.9% | 0.64% | +6.2% |
| Q1 2019 | $44,763,000 | -4.1% | 442,189 | -7.5% | 0.60% | -14.4% |
| Q4 2018 | $46,669,000 | -6.7% | 478,063 | +7.8% | 0.70% | +10.8% |
| Q3 2018 | $50,045,000 | +7.9% | 443,501 | -0.4% | 0.63% | +7.3% |
| Q2 2018 | $46,381,000 | -4.8% | 445,117 | +0.5% | 0.59% | -5.3% |
| Q1 2018 | $48,705,000 | +80.1% | 442,895 | +75.1% | 0.62% | +102.3% |
| Q4 2017 | $27,047,000 | +21.1% | 252,921 | +8.1% | 0.31% | +19.5% |
| Q3 2017 | $22,339,000 | +6.0% | 233,895 | +1.4% | 0.26% | +1.6% |
| Q2 2017 | $21,083,000 | +7.6% | 230,668 | +3.4% | 0.25% | +5.9% |
| Q1 2017 | $19,598,000 | +47.8% | 223,109 | +45.2% | 0.24% | +40.6% |
| Q4 2016 | $13,261,000 | +47.0% | 153,680 | +13.5% | 0.17% | +57.4% |
| Q3 2016 | $9,019,000 | -47.3% | 135,448 | -50.8% | 0.11% | +1.9% |
| Q2 2016 | $17,110,000 | +108.1% | 275,332 | +98.3% | 0.11% | -2.8% |
| Q1 2016 | $8,221,000 | -10.9% | 138,826 | -0.6% | 0.11% | -12.8% |
| Q4 2015 | $9,223,000 | +9.7% | 139,676 | +1.3% | 0.12% | +11.6% |
| Q3 2015 | $8,405,000 | -9.7% | 137,856 | +0.3% | 0.11% | +1.8% |
| Q2 2015 | $9,312,000 | +9.8% | 137,431 | -1.8% | 0.11% | +10.0% |
| Q1 2015 | $8,480,000 | -4.1% | 139,976 | -1.0% | 0.10% | +5.3% |
| Q4 2014 | $8,847,000 | -2.2% | 141,377 | -5.9% | 0.10% | -5.0% |
| Q3 2014 | $9,050,000 | -18.4% | 150,227 | -22.0% | 0.10% | -7.4% |
| Q2 2014 | $11,091,000 | -12.1% | 192,486 | -7.4% | 0.11% | -34.9% |
| Q1 2014 | $12,618,000 | +1.9% | 207,836 | -1.8% | 0.17% | 0.0% |
| Q4 2013 | $12,382,000 | +21.0% | 211,732 | +6.9% | 0.17% | +29.7% |
| Q3 2013 | $10,236,000 | +0.2% | 198,021 | +2.4% | 0.13% | -7.2% |
| Q2 2013 | $10,213,000 | – | 193,471 | – | 0.14% | – |
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% |