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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $221,651 | +3.1% | 1,524 | -7.6% | 0.03% | -6.9% |
| Q1 2023 | $215,012 | -15.5% | 1,650 | -13.1% | 0.03% | -23.7% |
| Q4 2022 | $254,522 | +1.4% | 1,898 | +3.0% | 0.04% | +35.7% |
| Q1 2022 | $251,000 | -72.2% | 1,842 | -67.6% | 0.03% | -63.2% |
| Q4 2021 | $902,000 | -18.6% | 5,692 | -15.9% | 0.08% | -22.4% |
| Q3 2021 | $1,108,000 | +5.3% | 6,766 | 0.0% | 0.10% | +6.5% |
| Q2 2021 | $1,052,000 | +2.1% | 6,766 | 0.0% | 0.09% | -4.2% |
| Q1 2021 | $1,030,000 | +19.8% | 6,766 | 0.0% | 0.10% | +26.3% |
| Q4 2020 | $860,000 | +24.5% | 6,766 | -5.8% | 0.08% | +40.7% |
| Q3 2020 | $691,000 | +1.6% | 7,182 | -0.7% | 0.05% | -5.3% |
| Q2 2020 | $680,000 | -8.4% | 7,235 | -12.2% | 0.06% | -25.0% |
| Q1 2020 | $742,000 | -40.6% | 8,244 | -8.0% | 0.08% | -17.4% |
| Q4 2019 | $1,249,000 | +9.4% | 8,961 | -7.6% | 0.09% | +7.0% |
| Q3 2019 | $1,142,000 | +5.3% | 9,703 | 0.0% | 0.09% | +14.7% |
| Q2 2019 | $1,085,000 | +10.0% | 9,703 | -0.4% | 0.08% | +19.0% |
| Q1 2019 | $986,000 | +3.7% | 9,739 | 0.0% | 0.06% | -7.4% |
| Q4 2018 | $951,000 | -13.5% | 9,739 | 0.0% | 0.07% | +11.5% |
| Q3 2018 | $1,099,000 | +21.4% | 9,739 | +12.1% | 0.06% | +19.6% |
| Q2 2018 | $905,000 | -5.2% | 8,686 | 0.0% | 0.05% | -3.8% |
| Q1 2018 | $955,000 | +1.8% | 8,686 | -1.0% | 0.05% | +17.8% |
| Q4 2017 | $938,000 | +11.9% | 8,774 | 0.0% | 0.04% | +32.4% |
| Q3 2017 | $838,000 | +116.5% | 8,774 | +107.2% | 0.03% | +183.3% |
| Q2 2017 | $387,000 | +46.6% | 4,235 | +40.8% | 0.01% | +33.3% |
| Q1 2017 | $264,000 | -27.7% | 3,008 | -29.0% | 0.01% | -25.0% |
| Q4 2016 | $365,000 | +29.4% | 4,235 | +0.1% | 0.01% | +71.4% |
| Q3 2016 | $282,000 | +7.6% | 4,229 | +0.1% | 0.01% | 0.0% |
| Q2 2016 | $262,000 | -47.8% | 4,224 | -50.1% | 0.01% | +16.7% |
| Q1 2016 | $502,000 | +76.1% | 8,468 | +96.2% | 0.01% | -14.3% |
| Q4 2015 | $285,000 | +8.4% | 4,317 | 0.0% | 0.01% | +16.7% |
| Q3 2015 | $263,000 | -9.9% | 4,317 | +0.2% | 0.01% | 0.0% |
| Q2 2015 | $292,000 | +12.3% | 4,310 | +0.3% | 0.01% | 0.0% |
| Q1 2015 | $260,000 | -3.0% | 4,297 | +0.4% | 0.01% | 0.0% |
| Q4 2014 | $268,000 | +3.1% | 4,280 | -0.7% | 0.01% | -14.3% |
| Q3 2014 | $260,000 | +4.8% | 4,309 | 0.0% | 0.01% | +16.7% |
| Q2 2014 | $248,000 | -5.3% | 4,309 | 0.0% | 0.01% | -14.3% |
| Q1 2014 | $262,000 | +4.0% | 4,309 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $252,000 | +13.5% | 4,309 | +0.5% | 0.01% | +16.7% |
| Q3 2013 | $222,000 | +3.7% | 4,287 | +5.6% | 0.01% | -14.3% |
| Q2 2013 | $214,000 | – | 4,060 | – | 0.01% | – |
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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% |