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 | $4,350,600 | -0.3% | 30,000 | 0.0% | 0.61% | +3.6% |
| Q2 2023 | $4,363,200 | +11.6% | 30,000 | 0.0% | 0.59% | +5.4% |
| Q1 2023 | $3,909,300 | -2.8% | 30,000 | 0.0% | 0.56% | -2.5% |
| Q4 2022 | $4,023,000 | +28.3% | 30,000 | 0.0% | 0.57% | +15.8% |
| Q3 2022 | $3,135,000 | -7.2% | 30,000 | 0.0% | 0.49% | +1.9% |
| Q2 2022 | $3,378,000 | -17.4% | 30,000 | 0.0% | 0.48% | -8.7% |
| Q1 2022 | $4,090,000 | -13.9% | 30,000 | 0.0% | 0.53% | -16.9% |
| Q4 2021 | $4,751,000 | -3.3% | 30,000 | 0.0% | 0.64% | -12.2% |
| Q3 2021 | $4,911,000 | +5.3% | 30,000 | 0.0% | 0.73% | +2.3% |
| Q2 2021 | $4,666,000 | +2.2% | 30,000 | 0.0% | 0.71% | -4.2% |
| Q1 2021 | $4,567,000 | +19.8% | 30,000 | 0.0% | 0.74% | +14.0% |
| Q4 2020 | $3,812,000 | +32.0% | 30,000 | 0.0% | 0.65% | +22.1% |
| Q3 2020 | $2,888,000 | +2.3% | 30,000 | 0.0% | 0.53% | +4.5% |
| Q2 2020 | $2,822,000 | +4.5% | 30,000 | 0.0% | 0.51% | -2.5% |
| Q1 2020 | $2,701,000 | -35.4% | 30,000 | 0.0% | 0.52% | -14.8% |
| Q4 2019 | $4,182,000 | +18.4% | 30,000 | 0.0% | 0.61% | +14.3% |
| Q3 2019 | $3,531,000 | +5.3% | 30,000 | 0.0% | 0.54% | +5.1% |
| Q2 2019 | $3,354,000 | +10.4% | 30,000 | 0.0% | 0.51% | +1.4% |
| Q1 2019 | $3,037,000 | +3.7% | 30,000 | 0.0% | 0.50% | +1.0% |
| Q4 2018 | $2,929,000 | -13.5% | 30,000 | 0.0% | 0.50% | -6.6% |
| Q3 2018 | $3,385,000 | +8.3% | 30,000 | 0.0% | 0.53% | -6.0% |
| Q2 2018 | $3,126,000 | -5.2% | 30,000 | 0.0% | 0.57% | -4.5% |
| Q1 2018 | $3,299,000 | +2.8% | 30,000 | 0.0% | 0.60% | -0.2% |
| Q4 2017 | $3,208,000 | +12.0% | 30,000 | 0.0% | 0.60% | +12.5% |
| Q3 2017 | $2,865,000 | +4.5% | 30,000 | 0.0% | 0.53% | 0.0% |
| Q2 2017 | $2,742,000 | +4.1% | 30,000 | 0.0% | 0.53% | -4.8% |
| Q1 2017 | $2,635,000 | +1.8% | 30,000 | 0.0% | 0.56% | -1.9% |
| Q4 2016 | $2,589,000 | +29.6% | 30,000 | 0.0% | 0.57% | +28.8% |
| Q3 2016 | $1,998,000 | +7.2% | 30,000 | 0.0% | 0.44% | +9.7% |
| Q2 2016 | $1,864,000 | +4.9% | 30,000 | 0.0% | 0.40% | +4.4% |
| Q1 2016 | $1,777,000 | -10.3% | 30,000 | 0.0% | 0.38% | -12.1% |
| Q4 2015 | $1,981,000 | +8.3% | 30,000 | 0.0% | 0.44% | +4.0% |
| Q3 2015 | $1,829,000 | -10.0% | 30,000 | 0.0% | 0.42% | -3.4% |
| Q2 2015 | $2,033,000 | +11.9% | 30,000 | 0.0% | 0.44% | +11.5% |
| Q1 2015 | $1,817,000 | -3.2% | 30,000 | 0.0% | 0.39% | -2.0% |
| Q4 2014 | $1,877,000 | +3.9% | 30,000 | 0.0% | 0.40% | +4.2% |
| Q3 2014 | $1,807,000 | +4.5% | 30,000 | 0.0% | 0.38% | +4.6% |
| Q2 2014 | $1,729,000 | -5.1% | 30,000 | 0.0% | 0.37% | -7.1% |
| Q1 2014 | $1,821,000 | +3.8% | 30,000 | 0.0% | 0.39% | +3.7% |
| Q4 2013 | $1,754,000 | +13.1% | 30,000 | 0.0% | 0.38% | +4.1% |
| Q3 2013 | $1,551,000 | -2.1% | 30,000 | 0.0% | 0.36% | 0.0% |
| Q2 2013 | $1,584,000 | – | 30,000 | – | 0.36% | – |
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% |