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 | $180,329,758 | -3.9% | 1,243,482 | -3.6% | 1.42% | +1.1% |
| Q2 2023 | $187,601,601 | +11.0% | 1,289,890 | -0.5% | 1.40% | +6.0% |
| Q1 2023 | $168,977,537 | -3.7% | 1,296,735 | -0.9% | 1.32% | -7.2% |
| Q4 2022 | $175,477,091 | +25.8% | 1,308,554 | -2.0% | 1.43% | +17.7% |
| Q3 2022 | $139,493,000 | -8.8% | 1,334,860 | -1.7% | 1.21% | -2.7% |
| Q2 2022 | $152,870,000 | -18.3% | 1,357,507 | -1.1% | 1.24% | -2.9% |
| Q1 2022 | $187,143,000 | -17.0% | 1,372,812 | -3.6% | 1.28% | -13.1% |
| Q4 2021 | $225,524,000 | -2.9% | 1,424,208 | +0.4% | 1.48% | -10.2% |
| Q3 2021 | $232,235,000 | +7.0% | 1,418,748 | +1.7% | 1.64% | +6.6% |
| Q2 2021 | $216,976,000 | +4.4% | 1,394,980 | +2.2% | 1.54% | -2.5% |
| Q1 2021 | $207,771,000 | +22.2% | 1,364,850 | +2.0% | 1.58% | +14.9% |
| Q4 2020 | $170,015,000 | +32.0% | 1,337,964 | -0.0% | 1.38% | +18.0% |
| Q3 2020 | $128,848,000 | +4.3% | 1,338,400 | +1.9% | 1.16% | -3.2% |
| Q2 2020 | $123,485,000 | +7.2% | 1,312,836 | +2.6% | 1.20% | -13.6% |
| Q1 2020 | $115,170,000 | -35.3% | 1,279,240 | +0.1% | 1.39% | -17.8% |
| Q4 2019 | $178,062,000 | +19.6% | 1,277,354 | +1.0% | 1.70% | +11.1% |
| Q3 2019 | $148,844,000 | +9.0% | 1,264,710 | +3.5% | 1.53% | -0.3% |
| Q2 2019 | $136,559,000 | +12.0% | 1,221,459 | +1.4% | 1.53% | +6.1% |
| Q1 2019 | $121,902,000 | +4.9% | 1,204,203 | +1.1% | 1.44% | -2.4% |
| Q4 2018 | $116,224,000 | -12.4% | 1,190,581 | +1.3% | 1.48% | -6.3% |
| Q3 2018 | $132,651,000 | +8.2% | 1,175,571 | -0.0% | 1.58% | +1.4% |
| Q2 2018 | $122,542,000 | -51.9% | 1,176,033 | -49.2% | 1.56% | -7.3% |
| Q1 2018 | $254,594,000 | +104.1% | 2,315,138 | +98.5% | 1.68% | +3.4% |
| Q4 2017 | $124,727,000 | +11.9% | 1,166,333 | -0.0% | 1.62% | +7.3% |
| Q3 2017 | $111,414,000 | +7.0% | 1,166,517 | +2.4% | 1.51% | +3.6% |
| Q2 2017 | $104,170,000 | +6.4% | 1,139,710 | +2.3% | 1.46% | +4.7% |
| Q1 2017 | $97,901,000 | +7.3% | 1,114,547 | +5.4% | 1.40% | +2.5% |
| Q4 2016 | $91,248,000 | +31.4% | 1,057,456 | +1.4% | 1.36% | +26.0% |
| Q3 2016 | $69,450,000 | +4.2% | 1,042,958 | -2.7% | 1.08% | +2.6% |
| Q2 2016 | $66,632,000 | +9.8% | 1,072,302 | +4.6% | 1.05% | +4.6% |
| Q1 2016 | $60,692,000 | -4.3% | 1,024,860 | +6.7% | 1.01% | -5.0% |
| Q4 2015 | $63,426,000 | +5.6% | 960,571 | -2.5% | 1.06% | +2.7% |
| Q3 2015 | $60,076,000 | -9.6% | 985,329 | +0.4% | 1.03% | -0.8% |
| Q2 2015 | $66,487,000 | +21.2% | 981,212 | +8.4% | 1.04% | +22.2% |
| Q1 2015 | $54,853,000 | +0.7% | 905,464 | +4.0% | 0.85% | -1.0% |
| Q4 2014 | $54,467,000 | +5.1% | 870,356 | +1.1% | 0.86% | +0.7% |
| Q3 2014 | $51,838,000 | +8.4% | 860,514 | +3.7% | 0.86% | +9.3% |
| Q2 2014 | $47,827,000 | -3.3% | 830,050 | +1.9% | 0.78% | -7.1% |
| Q1 2014 | $49,449,000 | +6.4% | 814,516 | +2.5% | 0.84% | +4.6% |
| Q4 2013 | $46,491,000 | +31.6% | 794,990 | +16.4% | 0.80% | +26.4% |
| Q3 2013 | $35,317,000 | +3.2% | 683,241 | +5.4% | 0.64% | +0.2% |
| Q2 2013 | $34,223,000 | +16.8% | 648,283 | +5.0% | 0.64% | +11.2% |
| Q1 2013 | $29,311,000 | – | 617,585 | – | 0.57% | – |
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% |