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 | $6,011,660 | -0.4% | 41,454 | -0.1% | 0.47% | +4.5% |
| Q2 2023 | $6,036,197 | +9.3% | 41,503 | -2.1% | 0.45% | +4.4% |
| Q1 2023 | $5,523,190 | -5.1% | 42,385 | -2.3% | 0.43% | -7.0% |
| Q4 2022 | $5,820,208 | +24.7% | 43,402 | -2.8% | 0.46% | +13.9% |
| Q3 2022 | $4,668,000 | -8.6% | 44,673 | -1.5% | 0.40% | +0.8% |
| Q2 2022 | $5,109,000 | -14.8% | 45,373 | +3.1% | 0.40% | -2.9% |
| Q1 2022 | $6,000,000 | -12.4% | 44,012 | +1.7% | 0.41% | -8.2% |
| Q4 2021 | $6,853,000 | -3.0% | 43,279 | +0.3% | 0.45% | -10.9% |
| Q3 2021 | $7,066,000 | +4.8% | 43,168 | -0.4% | 0.50% | +3.9% |
| Q2 2021 | $6,742,000 | +1.7% | 43,345 | -0.5% | 0.48% | -6.4% |
| Q1 2021 | $6,632,000 | +18.7% | 43,565 | -0.9% | 0.52% | +10.9% |
| Q4 2020 | $5,589,000 | +29.9% | 43,980 | -1.6% | 0.47% | +17.0% |
| Q3 2020 | $4,302,000 | +24.4% | 44,684 | +21.5% | 0.40% | +12.4% |
| Q2 2020 | $3,459,000 | +9.6% | 36,778 | +4.9% | 0.36% | -6.1% |
| Q1 2020 | $3,157,000 | -39.9% | 35,062 | -6.9% | 0.38% | -25.9% |
| Q4 2019 | $5,249,000 | +18.9% | 37,657 | +0.4% | 0.51% | +11.6% |
| Q3 2019 | $4,416,000 | +6.8% | 37,525 | +1.5% | 0.46% | +6.3% |
| Q2 2019 | $4,135,000 | +10.8% | 36,982 | +0.3% | 0.43% | +3.4% |
| Q1 2019 | $3,733,000 | +7.8% | 36,877 | +4.0% | 0.42% | -2.6% |
| Q4 2018 | $3,462,000 | -21.3% | 35,461 | -9.1% | 0.43% | -9.0% |
| Q3 2018 | $4,400,000 | +7.6% | 38,991 | -0.6% | 0.47% | +0.2% |
| Q2 2018 | $4,088,000 | +2.8% | 39,231 | +8.4% | 0.47% | +0.4% |
| Q1 2018 | $3,978,000 | +2.6% | 36,176 | -0.2% | 0.47% | +6.2% |
| Q4 2017 | $3,877,000 | +20.4% | 36,253 | +7.5% | 0.44% | +12.9% |
| Q3 2017 | $3,221,000 | +2.3% | 33,721 | -2.1% | 0.39% | +2.6% |
| Q2 2017 | $3,148,000 | -1.1% | 34,446 | -5.0% | 0.38% | -1.3% |
| Q1 2017 | $3,184,000 | +0.8% | 36,246 | -1.0% | 0.38% | -5.9% |
| Q4 2016 | $3,160,000 | +27.3% | 36,621 | -1.8% | 0.41% | +28.7% |
| Q3 2016 | $2,482,000 | +8.5% | 37,279 | +1.2% | 0.32% | +3.6% |
| Q2 2016 | $2,288,000 | +4.8% | 36,829 | -0.1% | 0.31% | +0.7% |
| Q1 2016 | $2,183,000 | -18.0% | 36,874 | -8.6% | 0.30% | -18.7% |
| Q4 2015 | $2,663,000 | +3.4% | 40,339 | -4.5% | 0.37% | -0.3% |
| Q3 2015 | $2,575,000 | -8.3% | 42,239 | +1.9% | 0.38% | +0.8% |
| Q2 2015 | $2,807,000 | +11.7% | 41,439 | -0.1% | 0.37% | +10.4% |
| Q1 2015 | $2,513,000 | +5.8% | 41,489 | +9.3% | 0.34% | +5.3% |
| Q4 2014 | $2,375,000 | +7.3% | 37,956 | +3.2% | 0.32% | +3.9% |
| Q3 2014 | $2,214,000 | -6.6% | 36,769 | -10.7% | 0.31% | -1.6% |
| Q2 2014 | $2,371,000 | +9.4% | 41,159 | +15.3% | 0.31% | +1.3% |
| Q1 2014 | $2,167,000 | +3.6% | 35,709 | -0.2% | 0.31% | +1.3% |
| Q4 2013 | $2,091,000 | +15.4% | 35,764 | +2.0% | 0.30% | +5.5% |
| Q3 2013 | $1,812,000 | +6.6% | 35,069 | +8.9% | 0.29% | +4.0% |
| Q2 2013 | $1,700,000 | – | 32,214 | – | 0.28% | – |
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% |