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 | $638,710,255 | +3.2% | 4,404,291 | +3.5% | 2.16% | -0.6% |
| Q2 2023 | $618,868,593 | +1.4% | 4,255,147 | -9.2% | 2.17% | +1.4% |
| Q1 2023 | $610,482,587 | -5.8% | 4,684,848 | -3.1% | 2.14% | -10.7% |
| Q4 2022 | $648,024,808 | +17.4% | 4,832,400 | -8.5% | 2.39% | +9.8% |
| Q3 2022 | $551,789,000 | -7.5% | 5,280,280 | -0.4% | 2.18% | +0.0% |
| Q2 2022 | $596,718,000 | -12.6% | 5,298,978 | +5.8% | 2.18% | +0.9% |
| Q1 2022 | $682,832,000 | -6.5% | 5,009,043 | +8.6% | 2.16% | -1.3% |
| Q4 2021 | $730,367,000 | +7.9% | 4,612,360 | +11.5% | 2.19% | -2.2% |
| Q3 2021 | $676,903,000 | +5.4% | 4,135,275 | +0.2% | 2.24% | +3.9% |
| Q2 2021 | $642,038,000 | +2.1% | 4,127,797 | -0.1% | 2.15% | -6.8% |
| Q1 2021 | $628,866,000 | +16.9% | 4,131,021 | -2.4% | 2.31% | +11.9% |
| Q4 2020 | $538,056,000 | +31.3% | 4,234,327 | -0.5% | 2.07% | +17.7% |
| Q3 2020 | $409,761,000 | +0.4% | 4,256,376 | -1.9% | 1.76% | -6.7% |
| Q2 2020 | $408,095,000 | +15.7% | 4,338,659 | +10.8% | 1.88% | -13.2% |
| Q1 2020 | $352,660,000 | -37.5% | 3,917,137 | -3.3% | 2.17% | -20.3% |
| Q4 2019 | $564,633,000 | +15.0% | 4,050,462 | -2.9% | 2.72% | +7.4% |
| Q3 2019 | $491,109,000 | +5.0% | 4,172,904 | -0.2% | 2.53% | +4.7% |
| Q2 2019 | $467,662,000 | +9.3% | 4,183,021 | -1.0% | 2.42% | +7.1% |
| Q1 2019 | $427,860,000 | +3.1% | 4,226,610 | -0.5% | 2.26% | -9.7% |
| Q4 2018 | $414,815,000 | -14.3% | 4,249,285 | -0.9% | 2.50% | -1.1% |
| Q3 2018 | $483,900,000 | +6.7% | 4,288,023 | -1.4% | 2.53% | +3.6% |
| Q2 2018 | $453,320,000 | -5.9% | 4,350,487 | -0.7% | 2.44% | -6.5% |
| Q1 2018 | $481,653,000 | +2.8% | 4,379,851 | +0.0% | 2.61% | +7.5% |
| Q4 2017 | $468,361,000 | +6.1% | 4,379,660 | -5.3% | 2.43% | +4.6% |
| Q3 2017 | $441,545,000 | +3.9% | 4,623,015 | -0.6% | 2.32% | +2.3% |
| Q2 2017 | $424,995,000 | +4.2% | 4,649,840 | +0.2% | 2.27% | +2.2% |
| Q1 2017 | $407,671,000 | -2.8% | 4,641,065 | -4.5% | 2.22% | -3.6% |
| Q4 2016 | $419,367,000 | +24.5% | 4,859,980 | -4.0% | 2.30% | +25.6% |
| Q3 2016 | $336,912,000 | +8.4% | 5,060,136 | +1.0% | 1.83% | +7.7% |
| Q2 2016 | $310,848,000 | +5.6% | 5,010,261 | +0.9% | 1.70% | +0.9% |
| Q1 2016 | $294,410,000 | -11.7% | 4,965,097 | -2.1% | 1.69% | -12.1% |
| Q4 2015 | $333,319,000 | +3.6% | 5,071,133 | -3.8% | 1.92% | +3.3% |
| Q3 2015 | $321,631,000 | -15.0% | 5,269,878 | -5.6% | 1.86% | -3.5% |
| Q2 2015 | $378,297,000 | +7.0% | 5,579,560 | -4.5% | 1.92% | +11.1% |
| Q1 2015 | $353,516,000 | -5.9% | 5,843,790 | -2.7% | 1.73% | -2.7% |
| Q4 2014 | $375,768,000 | +0.5% | 6,005,822 | -3.3% | 1.78% | +2.1% |
| Q3 2014 | $373,877,000 | +2.1% | 6,213,106 | -2.2% | 1.75% | +4.2% |
| Q2 2014 | $366,153,000 | -7.6% | 6,355,366 | -2.7% | 1.68% | -11.3% |
| Q1 2014 | $396,394,000 | +1.2% | 6,529,892 | -2.5% | 1.89% | +4.0% |
| Q4 2013 | $391,516,000 | +6.9% | 6,694,867 | -3.5% | 1.82% | -1.1% |
| Q2 2013 | $366,206,000 | – | 6,937,025 | – | 1.84% | – |
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% |