JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.9%.
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 | $660,856 | +19.7% | 4,557 | +20.0% | 0.00% | +33.3% |
| Q2 2023 | $552,236 | +143.1% | 3,797 | +117.8% | 0.00% | +200.0% |
| Q1 2023 | $227,130 | -52.2% | 1,743 | -50.8% | 0.00% | -66.7% |
| Q4 2022 | $475,251 | -39.3% | 3,544 | -38.3% | 0.00% | -40.0% |
| Q1 2022 | $783,000 | -38.5% | 5,742 | -28.6% | 0.01% | -44.4% |
| Q4 2021 | $1,274,000 | -42.9% | 8,046 | -41.0% | 0.01% | -40.0% |
| Q3 2021 | $2,232,000 | +24.7% | 13,638 | +18.5% | 0.02% | +25.0% |
| Q2 2021 | $1,790,000 | -25.1% | 11,507 | -26.7% | 0.01% | -33.3% |
| Q1 2021 | $2,389,000 | +167.5% | 15,694 | +123.4% | 0.02% | +125.0% |
| Q4 2020 | $893,000 | +281.6% | 7,024 | +188.8% | 0.01% | +300.0% |
| Q3 2020 | $234,000 | -71.4% | 2,432 | -72.1% | 0.00% | -77.8% |
| Q2 2020 | $819,000 | -28.8% | 8,703 | -31.8% | 0.01% | -40.0% |
| Q1 2020 | $1,150,000 | -58.7% | 12,768 | -36.0% | 0.02% | -44.4% |
| Q4 2019 | $2,783,000 | +10.1% | 19,965 | -7.0% | 0.03% | -12.9% |
| Q3 2019 | $2,527,000 | -33.7% | 21,475 | -37.0% | 0.03% | -41.5% |
| Q2 2019 | $3,812,000 | -77.8% | 34,094 | -79.9% | 0.05% | -78.6% |
| Q1 2019 | $17,187,000 | +1.2% | 169,780 | -2.4% | 0.25% | -17.1% |
| Q4 2018 | $16,989,000 | -32.1% | 174,030 | -21.6% | 0.30% | -15.8% |
| Q3 2018 | $25,035,000 | -40.9% | 221,860 | -45.5% | 0.36% | -46.7% |
| Q2 2018 | $42,393,000 | +14.7% | 406,839 | +21.1% | 0.67% | +8.3% |
| Q1 2018 | $36,947,000 | +66.7% | 335,969 | +62.1% | 0.62% | +57.7% |
| Q4 2017 | $22,165,000 | +11.7% | 207,269 | -0.2% | 0.39% | +1.0% |
| Q3 2017 | $19,839,000 | +14.6% | 207,719 | +9.7% | 0.39% | +4.3% |
| Q2 2017 | $17,304,000 | +536.2% | 189,320 | +511.5% | 0.37% | +572.7% |
| Q1 2017 | $2,720,000 | -47.8% | 30,960 | -48.7% | 0.06% | -45.5% |
| Q4 2016 | $5,207,000 | +391.2% | 60,340 | +279.0% | 0.10% | +431.6% |
| Q3 2016 | $1,060,000 | +11.7% | 15,920 | +4.2% | 0.02% | -5.0% |
| Q2 2016 | $949,000 | +17.2% | 15,280 | +11.7% | 0.02% | +17.6% |
| Q1 2016 | $810,000 | -25.6% | 13,680 | -17.1% | 0.02% | -22.7% |
| Q4 2015 | $1,089,000 | +21.3% | 16,500 | +12.0% | 0.02% | +22.2% |
| Q3 2015 | $898,000 | -28.3% | 14,730 | -20.3% | 0.02% | -25.0% |
| Q2 2015 | $1,252,000 | +36.5% | 18,480 | +22.1% | 0.02% | +50.0% |
| Q1 2015 | $917,000 | +17.1% | 15,130 | +20.9% | 0.02% | +23.1% |
| Q4 2014 | $783,000 | -1.3% | 12,510 | -4.9% | 0.01% | 0.0% |
| Q3 2014 | $793,000 | +35.1% | 13,160 | +29.1% | 0.01% | +30.0% |
| Q2 2014 | $587,000 | -48.1% | 10,190 | -45.3% | 0.01% | -47.4% |
| Q1 2014 | $1,130,000 | -90.3% | 18,620 | -90.7% | 0.02% | -89.1% |
| Q4 2013 | $11,664,000 | -9.4% | 199,460 | -19.9% | 0.18% | -19.7% |
| Q3 2013 | $12,875,000 | +0.1% | 249,080 | +2.2% | 0.22% | -4.0% |
| Q2 2013 | $12,864,000 | – | 243,690 | – | 0.23% | – |
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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% |