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 | $1,729,509 | +3.1% | 11,926 | +1.4% | 0.46% | +6.9% |
| Q2 2023 | $1,677,008 | +3.3% | 11,766 | -5.6% | 0.43% | -1.4% |
| Q1 2023 | $1,623,663 | -3.1% | 12,460 | -0.3% | 0.44% | -7.9% |
| Q4 2022 | $1,676,250 | +28.3% | 12,500 | 0.0% | 0.48% | +31.0% |
| Q3 2022 | $1,306,000 | -8.0% | 12,500 | -0.9% | 0.36% | -6.2% |
| Q2 2022 | $1,420,000 | -15.7% | 12,612 | +2.0% | 0.39% | +8.1% |
| Q1 2022 | $1,685,000 | -15.3% | 12,362 | -1.6% | 0.36% | -8.4% |
| Q4 2021 | $1,989,000 | -10.3% | 12,562 | -7.3% | 0.39% | -16.2% |
| Q3 2021 | $2,217,000 | +5.2% | 13,545 | 0.0% | 0.47% | +3.5% |
| Q2 2021 | $2,107,000 | +1.6% | 13,545 | -0.6% | 0.45% | -7.7% |
| Q1 2021 | $2,073,000 | +150.1% | 13,620 | +108.9% | 0.49% | +49.7% |
| Q4 2020 | $829,000 | -36.0% | 6,520 | -51.6% | 0.33% | -15.0% |
| Q3 2020 | $1,296,000 | -78.3% | 13,470 | -78.8% | 0.39% | -68.8% |
| Q2 2020 | $5,970,000 | +2.2% | 63,470 | -2.2% | 1.24% | -13.1% |
| Q1 2020 | $5,841,000 | -35.5% | 64,870 | -0.2% | 1.42% | +0.2% |
| Q4 2019 | $9,057,000 | +19.0% | 64,970 | +0.5% | 1.42% | +11.8% |
| Q3 2019 | $7,611,000 | +5.3% | 64,670 | 0.0% | 1.27% | +2.8% |
| Q2 2019 | $7,230,000 | +10.5% | 64,670 | +0.1% | 1.23% | +4.5% |
| Q1 2019 | $6,541,000 | +3.7% | 64,610 | 0.0% | 1.18% | -13.4% |
| Q4 2018 | $6,308,000 | -20.2% | 64,610 | -7.7% | 1.36% | +4.8% |
| Q3 2018 | $7,900,000 | +8.5% | 70,010 | +0.1% | 1.30% | -3.0% |
| Q2 2018 | $7,284,000 | +0.0% | 69,910 | +5.6% | 1.34% | -2.8% |
| Q1 2018 | $7,281,000 | +12.3% | 66,210 | +9.2% | 1.38% | +15.6% |
| Q4 2017 | $6,482,000 | +12.0% | 60,610 | 0.0% | 1.19% | +8.1% |
| Q3 2017 | $5,789,000 | +4.6% | 60,610 | +0.1% | 1.10% | +0.7% |
| Q2 2017 | $5,535,000 | +4.1% | 60,557 | 0.0% | 1.10% | -0.3% |
| Q1 2017 | $5,319,000 | +1.8% | 60,557 | +0.0% | 1.10% | -5.3% |
| Q4 2016 | $5,225,000 | +643.2% | 60,550 | +473.9% | 1.16% | +667.5% |
| Q3 2016 | $703,000 | +7.2% | 10,550 | 0.0% | 0.15% | -0.7% |
| Q2 2016 | $656,000 | +27.4% | 10,550 | +21.3% | 0.15% | +17.8% |
| Q1 2016 | $515,000 | -9.8% | 8,700 | +0.6% | 0.13% | 0.0% |
| Q4 2015 | $571,000 | +419.1% | 8,650 | +380.6% | 0.13% | +396.2% |
| Q3 2015 | $110,000 | -9.8% | 1,800 | 0.0% | 0.03% | +8.3% |
| Q2 2015 | $122,000 | +11.9% | 1,800 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $109,000 | -3.5% | 1,800 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $113,000 | +8.7% | 1,800 | 0.0% | 0.02% | +9.1% |
| Q2 2014 | $104,000 | -4.6% | 1,800 | 0.0% | 0.02% | -12.0% |
| Q1 2014 | $109,000 | +3.8% | 1,800 | 0.0% | 0.02% | +8.7% |
| Q4 2013 | $105,000 | +10.5% | 1,800 | 0.0% | 0.02% | -4.2% |
| Q2 2013 | $95,000 | – | 1,800 | – | 0.02% | – |
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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% |