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 | $293,956 | -0.3% | 2,027 | 0.0% | 0.06% | +3.3% |
| Q2 2023 | $294,807 | +16.3% | 2,027 | +4.2% | 0.06% | +9.1% |
| Q1 2023 | $253,584 | -5.4% | 1,946 | -2.7% | 0.06% | -12.7% |
| Q4 2022 | $268,200 | +25.3% | 2,000 | -2.4% | 0.06% | +21.2% |
| Q3 2022 | $214,000 | -6.6% | 2,050 | +0.7% | 0.05% | +2.0% |
| Q2 2022 | $229,000 | -36.6% | 2,035 | -23.2% | 0.05% | -25.0% |
| Q1 2022 | $361,000 | -17.0% | 2,650 | -3.4% | 0.07% | -6.8% |
| Q4 2021 | $435,000 | +29.1% | 2,744 | +33.2% | 0.07% | +17.7% |
| Q3 2021 | $337,000 | +5.3% | 2,060 | 0.0% | 0.06% | +3.3% |
| Q2 2021 | $320,000 | -62.7% | 2,060 | -63.4% | 0.06% | -65.1% |
| Q1 2021 | $858,000 | +19.8% | 5,635 | 0.0% | 0.17% | +16.2% |
| Q4 2020 | $716,000 | +12.1% | 5,635 | -15.1% | 0.15% | +7.2% |
| Q3 2020 | $639,000 | +2.4% | 6,635 | 0.0% | 0.14% | -9.2% |
| Q2 2020 | $624,000 | +4.5% | 6,635 | 0.0% | 0.15% | -16.0% |
| Q1 2020 | $597,000 | -36.4% | 6,635 | -1.5% | 0.18% | -23.6% |
| Q4 2019 | $939,000 | +18.4% | 6,735 | 0.0% | 0.24% | +9.2% |
| Q3 2019 | $793,000 | +9.8% | 6,735 | +4.3% | 0.22% | +10.2% |
| Q2 2019 | $722,000 | +10.4% | 6,460 | 0.0% | 0.20% | +4.2% |
| Q1 2019 | $654,000 | +3.6% | 6,460 | 0.0% | 0.19% | -10.4% |
| Q4 2018 | $631,000 | -15.4% | 6,460 | -2.3% | 0.21% | +7.1% |
| Q3 2018 | $746,000 | +6.7% | 6,610 | -1.5% | 0.20% | +1.0% |
| Q2 2018 | $699,000 | -2.6% | 6,710 | +2.8% | 0.20% | -3.5% |
| Q1 2018 | $718,000 | +2.9% | 6,530 | 0.0% | 0.20% | +3.6% |
| Q4 2017 | $698,000 | +11.9% | 6,530 | 0.0% | 0.20% | +2.1% |
| Q3 2017 | $624,000 | -1.6% | 6,530 | -5.8% | 0.19% | -5.0% |
| Q2 2017 | $634,000 | +5.1% | 6,935 | +1.1% | 0.20% | +5.2% |
| Q1 2017 | $603,000 | +1.9% | 6,860 | 0.0% | 0.19% | -1.5% |
| Q4 2016 | $592,000 | +17.0% | 6,860 | -9.8% | 0.19% | +15.5% |
| Q3 2016 | $506,000 | +7.2% | 7,603 | 0.0% | 0.17% | +9.1% |
| Q2 2016 | $472,000 | +6.5% | 7,603 | +1.7% | 0.15% | +5.5% |
| Q1 2016 | $443,000 | -10.3% | 7,478 | 0.0% | 0.15% | -3.3% |
| Q4 2015 | $494,000 | +14.6% | 7,478 | +5.7% | 0.15% | +14.4% |
| Q3 2015 | $431,000 | -10.0% | 7,073 | 0.0% | 0.13% | +5.6% |
| Q2 2015 | $479,000 | +41.3% | 7,073 | +26.5% | 0.12% | +31.6% |
| Q1 2015 | $339,000 | -3.1% | 5,593 | 0.0% | 0.10% | -4.0% |
| Q4 2014 | $350,000 | +3.9% | 5,593 | 0.0% | 0.10% | -2.0% |
| Q3 2014 | $337,000 | +4.7% | 5,593 | 0.0% | 0.10% | +7.4% |
| Q2 2014 | $322,000 | -5.3% | 5,593 | 0.0% | 0.09% | -5.1% |
| Q1 2014 | $340,000 | +4.0% | 5,593 | 0.0% | 0.10% | +28.6% |
| Q4 2013 | $327,000 | +13.1% | 5,593 | 0.0% | 0.08% | +2.7% |
| Q3 2013 | $289,000 | -2.0% | 5,593 | 0.0% | 0.08% | -10.7% |
| Q2 2013 | $295,000 | – | 5,593 | – | 0.08% | – |
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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% |