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 | $154,693,527 | 0.0% | 1,063,624 | 0.0% | 3.25% | 0.0% |
| Q2 2023 | $154,693,527 | +22.4% | 1,063,624 | +9.7% | 3.25% | +8.0% |
| Q1 2023 | $126,370,876 | -2.6% | 969,771 | +0.3% | 3.01% | -7.3% |
| Q4 2022 | $129,697,524 | +27.9% | 967,170 | -0.3% | 3.25% | +15.9% |
| Q3 2022 | $101,371,000 | -5.8% | 970,061 | +1.5% | 2.80% | +1.0% |
| Q2 2022 | $107,641,000 | -16.8% | 955,876 | +0.7% | 2.78% | +0.4% |
| Q1 2022 | $129,403,000 | -12.2% | 949,262 | +2.0% | 2.76% | -9.5% |
| Q4 2021 | $147,327,000 | -1.3% | 930,386 | +2.0% | 3.06% | -12.9% |
| Q3 2021 | $149,343,000 | +5.1% | 912,355 | -0.1% | 3.51% | +5.6% |
| Q2 2021 | $142,120,000 | +2.6% | 913,722 | +0.4% | 3.32% | -5.3% |
| Q1 2021 | $138,576,000 | +19.8% | 910,307 | +0.0% | 3.51% | +14.9% |
| Q4 2020 | $115,663,000 | +33.4% | 910,232 | +1.1% | 3.05% | +20.2% |
| Q3 2020 | $86,673,000 | +11.0% | 900,307 | +3.8% | 2.54% | -18.8% |
| Q1 2020 | $78,064,000 | -34.9% | 867,083 | +0.8% | 3.13% | -15.5% |
| Q4 2019 | $119,884,000 | +18.4% | 859,998 | -0.1% | 3.70% | +9.5% |
| Q3 2019 | $101,273,000 | +3.9% | 860,507 | -1.3% | 3.38% | +4.8% |
| Q2 2019 | $97,437,000 | +9.7% | 871,534 | -0.7% | 3.23% | +4.1% |
| Q1 2019 | $88,824,000 | +4.0% | 877,443 | +0.3% | 3.10% | -10.1% |
| Q4 2018 | $85,379,000 | -15.0% | 874,602 | -1.7% | 3.45% | +1.2% |
| Q3 2018 | $100,410,000 | +6.5% | 889,842 | -1.6% | 3.41% | +0.9% |
| Q2 2018 | $94,260,000 | -2.8% | 904,603 | +2.6% | 3.38% | -8.3% |
| Q1 2018 | $96,979,000 | +3.0% | 881,870 | +0.2% | 3.68% | +7.8% |
| Q4 2017 | $94,123,000 | +12.0% | 880,152 | +0.0% | 3.41% | +6.6% |
| Q3 2017 | $84,035,000 | +4.8% | 879,856 | +0.3% | 3.20% | -0.2% |
| Q2 2017 | $80,188,000 | +5.2% | 877,333 | +1.1% | 3.21% | +4.2% |
| Q1 2017 | $76,250,000 | +24.3% | 868,061 | +22.1% | 3.08% | +18.2% |
| Q4 2016 | $61,341,000 | +31.8% | 710,870 | +1.7% | 2.60% | +27.7% |
| Q3 2016 | $46,548,000 | +6.8% | 699,021 | -0.4% | 2.04% | +4.3% |
| Q2 2016 | $43,590,000 | +2.9% | 701,479 | -1.9% | 1.96% | -0.6% |
| Q1 2016 | $42,346,000 | -12.1% | 715,063 | -2.0% | 1.97% | -10.8% |
| Q4 2015 | $48,177,000 | +8.9% | 729,628 | +0.5% | 2.21% | +1.2% |
| Q3 2015 | $44,253,000 | -8.6% | 725,812 | +1.5% | 2.18% | -1.3% |
| Q2 2015 | $48,435,000 | +16.9% | 714,807 | +4.5% | 2.21% | +16.9% |
| Q1 2015 | $41,426,000 | +3.7% | 683,819 | +7.1% | 1.89% | +0.4% |
| Q4 2014 | $39,945,000 | +3.4% | 638,296 | -0.5% | 1.88% | +2.5% |
| Q3 2014 | $38,641,000 | +6.0% | 641,447 | +1.4% | 1.84% | +3.4% |
| Q2 2014 | $36,466,000 | -3.5% | 632,877 | +1.7% | 1.78% | -9.4% |
| Q1 2014 | $37,798,000 | +11.9% | 622,603 | +7.8% | 1.96% | +9.2% |
| Q4 2013 | $33,770,000 | +2.4% | 577,459 | -9.5% | 1.80% | -6.7% |
| Q3 2013 | $32,980,000 | -1.8% | 638,026 | +0.3% | 1.92% | -7.3% |
| Q2 2013 | $33,587,000 | – | 636,244 | – | 2.07% | – |
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% |