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 | $2,004,902 | -1.0% | 13,825 | -0.8% | 1.84% | +6.9% |
| Q2 2023 | $2,025,979 | +11.6% | 13,930 | 0.0% | 1.72% | +6.6% |
| Q1 2023 | $1,815,218 | -4.7% | 13,930 | -1.9% | 1.62% | -7.8% |
| Q4 2022 | $1,904,220 | +26.5% | 14,200 | -1.5% | 1.75% | +15.6% |
| Q3 2022 | $1,505,845 | -8.8% | 14,410 | -1.7% | 1.52% | -4.4% |
| Q2 2022 | $1,650,863 | -16.5% | 14,660 | +1.1% | 1.59% | -2.7% |
| Q1 2022 | $1,977,322 | -16.5% | 14,505 | -3.0% | 1.63% | -15.0% |
| Q4 2021 | $2,368,124 | -12.1% | 14,955 | -9.1% | 1.92% | -19.5% |
| Q3 2021 | $2,692,700 | +39.9% | 16,450 | +32.9% | 2.38% | +2.2% |
| Q2 2021 | $1,925,000 | +6.1% | 12,375 | +3.9% | 2.33% | +38.3% |
| Q1 2021 | $1,814,000 | +18.3% | 11,915 | -1.3% | 1.68% | +15.2% |
| Q4 2020 | $1,534,000 | +31.9% | 12,070 | -0.1% | 1.46% | +22.6% |
| Q3 2020 | $1,163,000 | +3.3% | 12,080 | +0.9% | 1.19% | -4.8% |
| Q2 2020 | $1,126,000 | -10.6% | 11,970 | -14.4% | 1.25% | -20.9% |
| Q1 2020 | $1,259,000 | -52.3% | 13,985 | -26.1% | 1.58% | -30.1% |
| Q4 2019 | $2,637,000 | +18.4% | 18,920 | -0.1% | 2.27% | +4.0% |
| Q3 2019 | $2,228,000 | +5.3% | 18,930 | 0.0% | 2.18% | -9.3% |
| Q2 2019 | $2,116,000 | +11.0% | 18,930 | +0.5% | 2.40% | +11.4% |
| Q1 2019 | $1,906,000 | -46.0% | 18,830 | -47.9% | 2.16% | -47.3% |
| Q4 2018 | $3,531,000 | -12.8% | 36,170 | +0.8% | 4.09% | +5.3% |
| Q3 2018 | $4,050,000 | +4.7% | 35,890 | -3.4% | 3.89% | -2.3% |
| Q2 2018 | $3,870,000 | -5.2% | 37,140 | 0.0% | 3.98% | -3.0% |
| Q1 2018 | $4,084,000 | +2.4% | 37,140 | -0.4% | 4.10% | +2.7% |
| Q4 2017 | $3,988,000 | +12.0% | 37,290 | 0.0% | 3.99% | +5.5% |
| Q3 2017 | $3,562,000 | +4.5% | 37,290 | 0.0% | 3.78% | -1.3% |
| Q2 2017 | $3,408,000 | +4.0% | 37,290 | 0.0% | 3.84% | +0.9% |
| Q1 2017 | $3,276,000 | -5.6% | 37,290 | -7.3% | 3.80% | -11.1% |
| Q4 2016 | $3,471,000 | +28.1% | 40,225 | -1.1% | 4.28% | +14.7% |
| Q3 2016 | $2,709,000 | +6.1% | 40,680 | -1.0% | 3.73% | +2.7% |
| Q2 2016 | $2,553,000 | -7.3% | 41,080 | -11.6% | 3.63% | +79.8% |
| Q1 2016 | $2,753,000 | -15.3% | 46,480 | -5.6% | 2.02% | 0.0% |
| Q4 2015 | $3,250,000 | +7.6% | 49,230 | -0.6% | 2.02% | +6.9% |
| Q3 2015 | $3,020,000 | -14.8% | 49,530 | -5.3% | 1.89% | -5.2% |
| Q2 2015 | $3,546,000 | +14.0% | 52,320 | +1.9% | 1.99% | +11.4% |
| Q1 2015 | $3,110,000 | -3.2% | 51,350 | 0.0% | 1.79% | +33.3% |
| Q4 2014 | $3,213,000 | +4.1% | 51,350 | +0.2% | 1.34% | +10.1% |
| Q3 2014 | $3,085,000 | +15.2% | 51,225 | +10.2% | 1.22% | +23.3% |
| Q2 2014 | $2,679,000 | -8.5% | 46,490 | -3.6% | 0.99% | -6.7% |
| Q1 2014 | $2,929,000 | -3.4% | 48,240 | -6.9% | 1.06% | +44.5% |
| Q4 2013 | $3,032,000 | +12.2% | 51,840 | -0.9% | 0.73% | +2.1% |
| Q3 2013 | $2,703,000 | -17.4% | 52,290 | -15.6% | 0.72% | -15.2% |
| Q2 2013 | $3,272,000 | – | 61,990 | – | 0.85% | – |
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% |