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 | $25,232,319 | +103.0% | 173,992 | +103.6% | 1.37% | +4.7% |
| Q2 2023 | $12,426,829 | +12.9% | 85,443 | +1.1% | 1.31% | +8.7% |
| Q1 2023 | $11,009,891 | -3.7% | 84,490 | -0.9% | 1.20% | -6.7% |
| Q4 2022 | $11,428,672 | +26.9% | 85,225 | -1.1% | 1.29% | +19.9% |
| Q3 2022 | $9,006,000 | -7.4% | 86,186 | -0.3% | 1.07% | -1.7% |
| Q2 2022 | $9,730,000 | -13.4% | 86,403 | +4.8% | 1.09% | -3.6% |
| Q1 2022 | $11,237,000 | -13.5% | 82,433 | +0.5% | 1.13% | -8.9% |
| Q4 2021 | $12,993,000 | -5.6% | 82,052 | -2.4% | 1.24% | -12.0% |
| Q3 2021 | $13,763,000 | +6.8% | 84,080 | +1.5% | 1.41% | +6.2% |
| Q2 2021 | $12,888,000 | +0.2% | 82,859 | -1.9% | 1.33% | -4.9% |
| Q1 2021 | $12,858,000 | +16.1% | 84,462 | -3.1% | 1.40% | +11.6% |
| Q4 2020 | $11,071,000 | +24.4% | 87,122 | -5.7% | 1.25% | +10.5% |
| Q3 2020 | $8,898,000 | +2.3% | 92,428 | -0.0% | 1.14% | -4.5% |
| Q2 2020 | $8,695,000 | +2.1% | 92,444 | -2.3% | 1.19% | -11.1% |
| Q1 2020 | $8,519,000 | -35.2% | 94,619 | +0.3% | 1.34% | -20.7% |
| Q4 2019 | $13,154,000 | +16.5% | 94,358 | -1.6% | 1.69% | +8.4% |
| Q3 2019 | $11,289,000 | +5.5% | 95,927 | +0.3% | 1.56% | +2.4% |
| Q2 2019 | $10,697,000 | +8.8% | 95,683 | -1.5% | 1.52% | +4.3% |
| Q1 2019 | $9,830,000 | +4.0% | 97,101 | +0.3% | 1.46% | -6.8% |
| Q4 2018 | $9,452,000 | -14.2% | 96,822 | -0.8% | 1.56% | -3.9% |
| Q3 2018 | $11,013,000 | +6.4% | 97,597 | -1.8% | 1.63% | +1.6% |
| Q2 2018 | $10,352,000 | -5.7% | 99,346 | -0.5% | 1.60% | -6.9% |
| Q1 2018 | $10,975,000 | -2.1% | 99,798 | -4.8% | 1.72% | +2.3% |
| Q4 2017 | $11,209,000 | +16.9% | 104,818 | +4.4% | 1.68% | +13.6% |
| Q3 2017 | $9,586,000 | -5.0% | 100,360 | -9.1% | 1.48% | -7.7% |
| Q2 2017 | $10,095,000 | -3.8% | 110,453 | -7.5% | 1.60% | -6.7% |
| Q1 2017 | $10,489,000 | -10.4% | 119,406 | -12.0% | 1.72% | -16.8% |
| Q4 2016 | $11,711,000 | +28.8% | 135,713 | -0.6% | 2.07% | +24.7% |
| Q3 2016 | $9,092,000 | +7.1% | 136,545 | -0.1% | 1.66% | +6.7% |
| Q2 2016 | $8,493,000 | +7.9% | 136,672 | +2.8% | 1.55% | +4.1% |
| Q1 2016 | $7,873,000 | -7.1% | 132,958 | +3.6% | 1.49% | -8.7% |
| Q4 2015 | $8,473,000 | +10.5% | 128,314 | +2.0% | 1.64% | +4.5% |
| Q3 2015 | $7,667,000 | -9.8% | 125,743 | +0.3% | 1.56% | -1.1% |
| Q2 2015 | $8,497,000 | +12.5% | 125,395 | +0.5% | 1.58% | +12.6% |
| Q1 2015 | $7,555,000 | -4.7% | 124,727 | -1.5% | 1.40% | -2.4% |
| Q4 2014 | $7,925,000 | +6.7% | 126,652 | +2.8% | 1.44% | +2.2% |
| Q3 2014 | $7,424,000 | +7.0% | 123,233 | +2.3% | 1.41% | +5.7% |
| Q2 2014 | $6,939,000 | -3.4% | 120,439 | +1.8% | 1.33% | -8.4% |
| Q1 2014 | $7,186,000 | +9.9% | 118,364 | +5.8% | 1.45% | -1.6% |
| Q4 2013 | $6,541,000 | +14.1% | 111,858 | +0.8% | 1.48% | +3.4% |
| Q3 2013 | $5,734,000 | +5.1% | 110,942 | +7.3% | 1.43% | -2.0% |
| Q2 2013 | $5,457,000 | – | 103,384 | – | 1.46% | – |
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% |