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 | $65,731,849 | -1.2% | 453,261 | -0.9% | 4.10% | +3.8% |
| Q2 2023 | $66,553,077 | +12.8% | 457,598 | +1.0% | 3.95% | +8.3% |
| Q1 2023 | $59,013,567 | -3.0% | 452,871 | -0.2% | 3.64% | -6.6% |
| Q4 2022 | $60,860,064 | +29.1% | 453,841 | +0.6% | 3.90% | +17.0% |
| Q3 2022 | $47,140,000 | -8.2% | 451,100 | -1.1% | 3.34% | -0.6% |
| Q2 2022 | $51,365,000 | -14.9% | 456,133 | +3.1% | 3.36% | -11.8% |
| Q1 2022 | $60,339,000 | -11.8% | 442,631 | +2.4% | 3.81% | -8.7% |
| Q4 2021 | $68,444,000 | -4.4% | 432,233 | -1.2% | 4.17% | -13.0% |
| Q3 2021 | $71,620,000 | +6.7% | 437,537 | +1.4% | 4.79% | +5.7% |
| Q2 2021 | $67,107,000 | +8.5% | 431,448 | +6.2% | 4.53% | -1.1% |
| Q1 2021 | $61,844,000 | +11.9% | 406,255 | -6.6% | 4.59% | +7.9% |
| Q4 2020 | $55,282,000 | +46.3% | 435,055 | +10.8% | 4.25% | +16.6% |
| Q3 2020 | $37,787,000 | -3.3% | 392,514 | -5.5% | 3.65% | +1.5% |
| Q2 2020 | $39,064,000 | +9.4% | 415,310 | +4.8% | 3.59% | -3.2% |
| Q1 2020 | $35,692,000 | -33.3% | 396,441 | +3.3% | 3.71% | -18.3% |
| Q4 2019 | $53,497,000 | +8.3% | 383,769 | -8.6% | 4.55% | +6.9% |
| Q3 2019 | $49,397,000 | +1.8% | 419,718 | -3.3% | 4.25% | +5.8% |
| Q2 2019 | $48,532,000 | +10.3% | 434,096 | -0.1% | 4.02% | +7.7% |
| Q1 2019 | $43,983,000 | +4.0% | 434,485 | +0.3% | 3.73% | -5.5% |
| Q4 2018 | $42,279,000 | -13.7% | 433,093 | -0.3% | 3.95% | -4.8% |
| Q3 2018 | $48,995,000 | +14.0% | 434,197 | +5.3% | 4.15% | +3.0% |
| Q2 2018 | $42,979,000 | -4.2% | 412,467 | +1.1% | 4.03% | -7.5% |
| Q1 2018 | $44,853,000 | +4.2% | 407,866 | +1.3% | 4.35% | +4.3% |
| Q4 2017 | $43,065,000 | +22.1% | 402,703 | +9.0% | 4.18% | +6.0% |
| Q3 2017 | $35,284,000 | +5.6% | 369,422 | +1.1% | 3.94% | +3.6% |
| Q2 2017 | $33,404,000 | +5.3% | 365,465 | +1.2% | 3.80% | +1.0% |
| Q1 2017 | $31,708,000 | +5.3% | 360,969 | +3.5% | 3.76% | -3.2% |
| Q4 2016 | $30,101,000 | +30.6% | 348,830 | +0.8% | 3.89% | +17.4% |
| Q3 2016 | $23,051,000 | +10.7% | 346,164 | +3.3% | 3.31% | +4.5% |
| Q2 2016 | $20,831,000 | +2.0% | 335,231 | -2.8% | 3.17% | -0.2% |
| Q1 2016 | $20,424,000 | -7.6% | 344,883 | +3.0% | 3.18% | -13.1% |
| Q4 2015 | $22,100,000 | +10.9% | 334,696 | +2.4% | 3.66% | +2.8% |
| Q3 2015 | $19,930,000 | -8.2% | 326,874 | +2.0% | 3.56% | -2.5% |
| Q2 2015 | $21,709,000 | +12.1% | 320,377 | +0.2% | 3.65% | +12.6% |
| Q1 2015 | $19,368,000 | -2.3% | 319,708 | +0.9% | 3.24% | -4.8% |
| Q4 2014 | $19,819,000 | +5.4% | 316,706 | +1.5% | 3.40% | -1.9% |
| Q3 2014 | $18,799,000 | +3.0% | 312,060 | -1.5% | 3.47% | +2.3% |
| Q2 2014 | $18,251,000 | -7.5% | 316,751 | -2.5% | 3.39% | -10.9% |
| Q1 2014 | $19,723,000 | -1.3% | 324,869 | -5.0% | 3.80% | +0.9% |
| Q4 2013 | $19,990,000 | +32.6% | 341,820 | +17.2% | 3.77% | +3.9% |
| Q3 2013 | $15,074,000 | +6.6% | 291,632 | +8.8% | 3.63% | -7.4% |
| Q2 2013 | $14,146,000 | – | 267,964 | – | 3.92% | – |
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% |