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 | $138,542,827 | +1.3% | 955,336 | +1.6% | 3.85% | +6.1% |
| Q2 2023 | $136,762,468 | +12.2% | 940,336 | +0.5% | 3.63% | +6.7% |
| Q1 2023 | $121,909,696 | -9.9% | 935,536 | -7.4% | 3.40% | -5.8% |
| Q4 2022 | $135,243,908 | +14.3% | 1,009,836 | -10.8% | 3.61% | +0.8% |
| Q3 2022 | $118,350,000 | -9.8% | 1,132,536 | -2.8% | 3.58% | -3.5% |
| Q2 2022 | $131,217,000 | -16.6% | 1,165,236 | +1.0% | 3.71% | -3.7% |
| Q1 2022 | $157,345,000 | -15.2% | 1,154,236 | -1.5% | 3.85% | -9.8% |
| Q4 2021 | $185,608,000 | -4.0% | 1,172,136 | -0.7% | 4.27% | -9.1% |
| Q3 2021 | $193,307,000 | +3.9% | 1,180,936 | -1.3% | 4.70% | +9.4% |
| Q2 2021 | $186,109,000 | +0.8% | 1,196,536 | -1.4% | 4.30% | -2.6% |
| Q1 2021 | $184,721,000 | +14.0% | 1,213,436 | -4.9% | 4.42% | +10.2% |
| Q4 2020 | $162,070,000 | +28.9% | 1,275,436 | -2.4% | 4.01% | +16.3% |
| Q3 2020 | $125,771,000 | -8.1% | 1,306,436 | -10.2% | 3.44% | -2.0% |
| Q2 2020 | $136,785,000 | +4.6% | 1,454,236 | +0.1% | 3.51% | -8.8% |
| Q1 2020 | $130,745,000 | -47.0% | 1,452,236 | -17.9% | 3.85% | -25.0% |
| Q4 2019 | $246,659,000 | +17.4% | 1,769,435 | -0.9% | 5.14% | +21.2% |
| Q3 2019 | $210,153,000 | +1.6% | 1,785,651 | -3.4% | 4.24% | +8.3% |
| Q2 2019 | $206,763,000 | +10.4% | 1,849,400 | 0.0% | 3.92% | +11.9% |
| Q1 2019 | $187,215,000 | +3.7% | 1,849,400 | 0.0% | 3.50% | -0.1% |
| Q4 2018 | $180,538,000 | -20.0% | 1,849,400 | -7.5% | 3.50% | +1.5% |
| Q3 2018 | $225,612,000 | +0.7% | 1,999,400 | -7.0% | 3.45% | -1.9% |
| Q2 2018 | $223,967,000 | -9.5% | 2,149,400 | -4.4% | 3.52% | -5.3% |
| Q1 2018 | $247,367,000 | +2.7% | 2,249,400 | -0.1% | 3.72% | +7.9% |
| Q4 2017 | $240,765,000 | +12.0% | 2,251,400 | 0.0% | 3.44% | +5.3% |
| Q3 2017 | $215,031,000 | +4.5% | 2,251,400 | 0.0% | 3.27% | +1.7% |
| Q2 2017 | $205,778,000 | +4.1% | 2,251,400 | 0.0% | 3.22% | +2.0% |
| Q1 2017 | $197,763,000 | +1.8% | 2,251,400 | 0.0% | 3.16% | +3.2% |
| Q4 2016 | $194,273,000 | +29.5% | 2,251,400 | -0.1% | 3.06% | +23.0% |
| Q3 2016 | $150,041,000 | +6.9% | 2,253,200 | -0.2% | 2.49% | +3.2% |
| Q2 2016 | $140,337,000 | +4.9% | 2,258,400 | 0.0% | 2.41% | +0.8% |
| Q1 2016 | $133,742,000 | – | 2,258,400 | – | 2.39% | – |
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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% |