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 | $2,494,707 | +4.6% | 17,203 | +4.9% | 0.66% | +8.8% |
| Q2 2023 | $2,384,707 | +7.9% | 16,397 | -3.3% | 0.60% | +5.8% |
| Q1 2023 | $2,209,471 | -5.1% | 16,956 | -2.3% | 0.57% | -7.3% |
| Q4 2022 | $2,327,775 | +30.6% | 17,359 | +1.7% | 0.61% | +15.8% |
| Q3 2022 | $1,783,000 | -5.5% | 17,064 | +1.8% | 0.53% | -1.5% |
| Q2 2022 | $1,887,000 | -15.6% | 16,759 | +2.1% | 0.54% | -5.8% |
| Q1 2022 | $2,237,000 | -20.0% | 16,411 | -7.0% | 0.57% | -10.6% |
| Q4 2021 | $2,795,000 | -4.0% | 17,648 | -0.8% | 0.64% | -6.7% |
| Q3 2021 | $2,911,000 | +14.4% | 17,784 | +8.7% | 0.68% | +8.0% |
| Q2 2021 | $2,545,000 | -4.3% | 16,361 | -6.3% | 0.63% | -5.2% |
| Q1 2021 | $2,658,000 | +16.4% | 17,461 | -2.8% | 0.67% | +14.6% |
| Q4 2020 | $2,284,000 | +32.0% | 17,973 | 0.0% | 0.58% | +15.4% |
| Q3 2020 | $1,730,000 | +2.1% | 17,973 | -0.2% | 0.51% | -3.6% |
| Q2 2020 | $1,694,000 | +3.7% | 18,013 | -0.7% | 0.52% | -10.1% |
| Q1 2020 | $1,633,000 | -50.9% | 18,138 | -24.0% | 0.58% | -39.2% |
| Q4 2019 | $3,327,000 | +18.0% | 23,863 | -0.4% | 0.96% | +12.5% |
| Q3 2019 | $2,820,000 | +5.0% | 23,963 | -0.2% | 0.85% | +6.2% |
| Q2 2019 | $2,685,000 | +9.9% | 24,013 | -0.5% | 0.80% | +9.0% |
| Q1 2019 | $2,443,000 | +3.9% | 24,134 | +0.2% | 0.74% | -11.2% |
| Q4 2018 | $2,352,000 | -14.2% | 24,093 | -0.8% | 0.83% | +0.1% |
| Q3 2018 | $2,740,000 | +7.5% | 24,278 | -0.8% | 0.83% | +2.1% |
| Q2 2018 | $2,549,000 | -5.6% | 24,463 | -0.3% | 0.81% | -9.7% |
| Q1 2018 | $2,700,000 | -32.8% | 24,548 | -34.7% | 0.90% | -29.5% |
| Q4 2017 | $4,020,000 | +11.3% | 37,588 | -0.6% | 1.28% | +8.4% |
| Q3 2017 | $3,612,000 | -5.9% | 37,820 | -9.9% | 1.18% | -0.6% |
| Q2 2017 | $3,838,000 | +4.3% | 41,995 | +0.2% | 1.18% | +1.1% |
| Q1 2017 | $3,680,000 | +1.9% | 41,900 | +0.1% | 1.17% | -0.1% |
| Q4 2016 | $3,613,000 | +26.7% | 41,867 | -2.2% | 1.17% | +24.7% |
| Q3 2016 | $2,851,000 | +7.4% | 42,807 | +0.2% | 0.94% | +9.3% |
| Q2 2016 | $2,654,000 | +0.3% | 42,707 | -4.4% | 0.86% | +2.1% |
| Q1 2016 | $2,646,000 | -55.2% | 44,675 | -50.1% | 0.84% | -55.4% |
| Q4 2015 | $5,907,000 | +8.1% | 89,458 | -0.2% | 1.88% | +2.7% |
| Q3 2015 | $5,464,000 | -8.4% | 89,626 | +1.8% | 1.84% | -5.9% |
| Q2 2015 | $5,963,000 | +13.0% | 88,001 | +1.0% | 1.95% | +15.4% |
| Q1 2015 | $5,278,000 | -2.9% | 87,131 | +0.3% | 1.69% | -1.7% |
| Q4 2014 | $5,434,000 | +4.9% | 86,831 | +1.0% | 1.72% | +0.2% |
| Q3 2014 | $5,178,000 | +5.5% | 85,960 | +0.9% | 1.72% | +8.1% |
| Q2 2014 | $4,909,000 | -3.9% | 85,197 | +1.3% | 1.59% | -9.2% |
| Q1 2014 | $5,106,000 | +6.2% | 84,112 | +2.3% | 1.75% | +6.1% |
| Q4 2013 | $4,807,000 | +13.1% | 82,191 | -0.0% | 1.65% | +7.9% |
| Q3 2013 | $4,250,000 | -1.4% | 82,221 | +0.7% | 1.53% | -1.4% |
| Q2 2013 | $4,311,000 | – | 81,654 | – | 1.55% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SFI Advisors, LLC | 398 | $54,255,000 | 33.06% |
| ADAMCAPITAL Gestao de Recursos Ltda. | 670,063 | $91,343,000,000 | 21.43% |
| Guidance Point Advisors, LLC | 400,568 | $54,605,000 | 20.68% |
| Global Frontier Investments LLC | 339,000 | $46,212,000 | 17.87% |
| Courant Investment Management LLC | 136,592 | $18,620,000 | 16.58% |
| MIZUHO MARKETS AMERICAS LLC | 1,697,190 | $231,361,000 | 14.15% |
| Paralel Advisors LLC | 1,028,000 | $140,137,000 | 7.75% |
| PM CAPITAL Ltd | 284,889 | $38,836,000 | 7.59% |
| CINCINNATI CASUALTY CO | 93,000 | $12,678,000 | 7.38% |
| Ardent Capital Management, Inc. | 79,376 | $10,821,000 | 7.21% |