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 | $4,280,120 | -0.3% | 29,514 | 0.0% | 0.90% | +7.6% |
| Q2 2023 | $4,292,516 | +11.5% | 29,514 | -0.1% | 0.83% | +7.6% |
| Q1 2023 | $3,850,009 | -3.4% | 29,545 | -0.6% | 0.77% | -16.2% |
| Q4 2022 | $3,984,648 | +28.3% | 29,714 | -0.0% | 0.92% | +28.3% |
| Q3 2022 | $3,106,000 | -6.7% | 29,718 | +0.5% | 0.72% | -2.3% |
| Q2 2022 | $3,330,000 | -17.3% | 29,573 | +0.1% | 0.74% | -5.4% |
| Q1 2022 | $4,027,000 | -14.6% | 29,542 | -0.8% | 0.78% | -15.6% |
| Q4 2021 | $4,714,000 | -3.2% | 29,774 | +0.1% | 0.92% | -8.8% |
| Q3 2021 | $4,869,000 | +6.3% | 29,742 | +1.0% | 1.01% | -22.9% |
| Q2 2021 | $4,579,000 | +1.3% | 29,442 | -0.8% | 1.31% | +14.4% |
| Q1 2021 | $4,519,000 | +19.8% | 29,682 | 0.0% | 1.15% | +11.2% |
| Q4 2020 | $3,771,000 | +70.7% | 29,682 | +29.4% | 1.03% | +22.4% |
| Q3 2020 | $2,209,000 | +2.1% | 22,942 | -0.3% | 0.84% | -4.1% |
| Q2 2020 | $2,163,000 | +4.5% | 23,002 | 0.0% | 0.88% | +2.9% |
| Q1 2020 | $2,070,000 | -36.2% | 23,002 | -1.2% | 0.85% | -23.1% |
| Q4 2019 | $3,247,000 | +17.0% | 23,288 | -1.2% | 1.11% | +5.4% |
| Q3 2019 | $2,775,000 | -7.8% | 23,579 | -12.4% | 1.05% | -12.5% |
| Q2 2019 | $3,009,000 | +10.5% | 26,914 | 0.0% | 1.20% | +12.2% |
| Q1 2019 | $2,724,000 | +3.7% | 26,914 | 0.0% | 1.07% | -26.7% |
| Q4 2018 | $2,627,000 | -13.5% | 26,914 | 0.0% | 1.46% | +3.9% |
| Q3 2018 | $3,037,000 | +8.3% | 26,914 | 0.0% | 1.41% | -3.4% |
| Q2 2018 | $2,804,000 | -5.0% | 26,914 | +0.2% | 1.46% | -6.3% |
| Q1 2018 | $2,953,000 | +12.7% | 26,855 | +9.6% | 1.56% | +79.4% |
| Q4 2017 | $2,621,000 | +12.5% | 24,512 | +0.5% | 0.87% | +8.4% |
| Q3 2017 | $2,329,000 | +25.0% | 24,381 | +19.6% | 0.80% | +22.9% |
| Q2 2017 | $1,863,000 | +4.1% | 20,378 | 0.0% | 0.65% | +2.2% |
| Q1 2017 | $1,790,000 | +1.8% | 20,378 | 0.0% | 0.64% | -2.3% |
| Q4 2016 | $1,758,000 | +29.6% | 20,378 | 0.0% | 0.65% | +10.9% |
| Q3 2016 | $1,357,000 | +9.9% | 20,378 | +2.5% | 0.59% | +6.5% |
| Q2 2016 | $1,235,000 | +8.1% | 19,878 | +3.1% | 0.55% | -32.8% |
| Q1 2016 | $1,142,000 | +39.4% | 19,278 | +55.4% | 0.82% | +42.1% |
| Q4 2015 | $819,000 | -14.2% | 12,404 | -20.8% | 0.58% | +20.4% |
| Q3 2015 | $954,000 | -13.6% | 15,657 | -3.9% | 0.48% | -32.7% |
| Q2 2015 | $1,104,000 | +7.0% | 16,290 | -4.5% | 0.72% | -1.8% |
| Q1 2015 | $1,032,000 | -3.3% | 17,049 | 0.0% | 0.73% | +2.2% |
| Q4 2014 | $1,067,000 | +1.6% | 17,049 | -2.2% | 0.71% | -2.5% |
| Q3 2014 | $1,050,000 | +4.5% | 17,434 | 0.0% | 0.73% | +5.0% |
| Q2 2014 | $1,005,000 | -7.0% | 17,434 | -2.1% | 0.70% | -20.6% |
| Q1 2014 | $1,081,000 | -1.4% | 17,804 | -5.0% | 0.88% | -4.2% |
| Q4 2013 | $1,096,000 | +9.3% | 18,736 | -3.5% | 0.91% | +6.7% |
| Q3 2013 | $1,003,000 | -15.1% | 19,417 | -13.2% | 0.86% | -18.7% |
| Q2 2013 | $1,182,000 | – | 22,377 | – | 1.05% | – |
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% |