JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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 | $5,350,008 | -2.4% | 36,892 | -2.2% | 2.78% | -0.4% |
| Q2 2023 | $5,483,745 | +11.5% | 37,705 | -0.1% | 2.79% | +9.5% |
| Q1 2023 | $4,917,706 | -3.0% | 37,739 | -0.2% | 2.55% | -3.8% |
| Q4 2022 | $5,072,402 | +28.4% | 37,826 | +0.0% | 2.65% | +19.8% |
| Q3 2022 | $3,951,000 | -5.1% | 37,812 | +2.3% | 2.21% | +2.1% |
| Q2 2022 | $4,162,000 | -18.1% | 36,961 | -0.8% | 2.17% | -1.6% |
| Q1 2022 | $5,080,000 | -12.3% | 37,268 | +1.9% | 2.20% | -5.9% |
| Q4 2021 | $5,794,000 | -2.4% | 36,587 | +0.9% | 2.34% | -10.1% |
| Q3 2021 | $5,937,000 | +7.1% | 36,272 | +1.7% | 2.60% | +3.6% |
| Q2 2021 | $5,545,000 | +1.4% | 35,651 | -0.7% | 2.51% | -6.9% |
| Q1 2021 | $5,468,000 | +16.6% | 35,920 | -2.7% | 2.70% | +7.0% |
| Q4 2020 | $4,690,000 | +30.0% | 36,912 | -1.5% | 2.52% | +15.2% |
| Q3 2020 | $3,609,000 | -5.1% | 37,487 | -7.3% | 2.19% | -13.6% |
| Q2 2020 | $3,803,000 | +11.7% | 40,436 | +6.9% | 2.53% | -3.6% |
| Q1 2020 | $3,404,000 | -32.0% | 37,815 | +5.3% | 2.63% | -19.8% |
| Q4 2019 | $5,008,000 | +29.1% | 35,925 | +9.0% | 3.27% | -5.9% |
| Q3 2019 | $3,878,000 | +5.3% | 32,948 | 0.0% | 3.48% | +2.5% |
| Q2 2019 | $3,684,000 | +6.8% | 32,948 | -3.3% | 3.40% | +4.4% |
| Q1 2019 | $3,448,000 | -10.5% | 34,059 | -13.7% | 3.25% | -16.4% |
| Q4 2018 | $3,851,000 | -12.8% | 39,446 | +0.8% | 3.89% | +3.2% |
| Q3 2018 | $4,416,000 | -9.3% | 39,131 | -16.2% | 3.77% | -2.6% |
| Q2 2018 | $4,867,000 | -5.4% | 46,711 | -0.2% | 3.87% | -7.4% |
| Q1 2018 | $5,147,000 | +3.7% | 46,800 | +0.9% | 4.18% | +0.5% |
| Q4 2017 | $4,961,000 | +9.1% | 46,389 | -2.6% | 4.17% | +7.8% |
| Q3 2017 | $4,549,000 | +3.7% | 47,632 | -0.8% | 3.86% | -1.7% |
| Q2 2017 | $4,387,000 | +3.7% | 47,997 | -0.4% | 3.93% | +4.4% |
| Q1 2017 | $4,232,000 | +7.7% | 48,182 | +5.9% | 3.77% | +5.3% |
| Q4 2016 | $3,928,000 | +24.6% | 45,516 | -3.8% | 3.58% | +19.6% |
| Q3 2016 | $3,152,000 | +3.7% | 47,331 | -3.2% | 2.99% | +14.5% |
| Q2 2016 | $3,039,000 | +5.4% | 48,901 | +0.5% | 2.61% | +1.2% |
| Q1 2016 | $2,883,000 | -8.9% | 48,681 | +1.6% | 2.58% | -12.2% |
| Q4 2015 | $3,165,000 | +7.1% | 47,931 | -1.1% | 2.94% | -0.4% |
| Q3 2015 | $2,955,000 | -3.9% | 48,461 | +6.8% | 2.96% | +2.8% |
| Q2 2015 | $3,074,000 | +12.7% | 45,373 | +0.8% | 2.88% | +9.0% |
| Q1 2015 | $2,728,000 | +119.5% | 45,025 | +126.7% | 2.64% | +110.5% |
| Q4 2014 | $1,243,000 | +26.6% | 19,858 | +21.8% | 1.25% | +24.1% |
| Q3 2014 | $982,000 | +12.7% | 16,307 | +7.9% | 1.01% | +11.1% |
| Q2 2014 | $871,000 | +53.6% | 15,117 | +61.8% | 0.91% | +46.4% |
| Q1 2014 | $567,000 | +18.6% | 9,342 | +14.4% | 0.62% | +19.2% |
| Q4 2013 | $478,000 | +39.4% | 8,167 | +23.2% | 0.52% | +29.3% |
| Q3 2013 | $343,000 | +31.9% | 6,628 | +34.5% | 0.40% | +24.8% |
| Q2 2013 | $260,000 | – | 4,928 | – | 0.32% | – |
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% |