JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 92 filers reported holding JPMORGAN CHASE & CO in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $28,896 | +15.8% | 169,879 | -1.3% | 2.33% | +5.0% |
| Q3 2023 | $24,958 | -2.1% | 172,101 | -1.8% | 2.22% | +3.0% |
| Q2 2023 | $25,496 | +12.2% | 175,302 | +0.5% | 2.15% | +6.5% |
| Q1 2023 | $22,724 | -2.8% | 174,384 | +0.1% | 2.02% | -8.7% |
| Q4 2022 | $23,367 | -99.9% | 174,248 | -1.2% | 2.21% | +20.1% |
| Q3 2022 | $18,429,000 | -8.2% | 176,352 | -1.1% | 1.84% | -2.9% |
| Q2 2022 | $20,080,000 | -16.6% | 178,318 | +1.0% | 1.90% | -3.5% |
| Q1 2022 | $24,067,000 | -10.6% | 176,551 | +3.9% | 1.97% | -2.9% |
| Q4 2021 | $26,910,000 | -1.9% | 169,942 | +1.4% | 2.03% | -11.3% |
| Q3 2021 | $27,429,000 | +9.0% | 167,570 | +3.6% | 2.28% | +6.6% |
| Q2 2021 | $25,156,000 | +1.9% | 161,734 | -0.2% | 2.14% | -6.6% |
| Q1 2021 | $24,681,000 | +18.8% | 162,129 | -0.8% | 2.29% | +12.2% |
| Q4 2020 | $20,768,000 | +32.8% | 163,441 | +0.6% | 2.04% | +18.4% |
| Q3 2020 | $15,637,000 | +3.7% | 162,432 | +1.3% | 1.73% | -4.3% |
| Q2 2020 | $15,076,000 | +3.6% | 160,286 | -0.9% | 1.80% | -10.5% |
| Q1 2020 | $14,559,000 | -35.2% | 161,714 | +0.3% | 2.02% | -18.3% |
| Q4 2019 | $22,480,000 | +20.1% | 161,265 | +1.4% | 2.47% | +9.3% |
| Q3 2019 | $18,714,000 | +4.9% | 159,010 | -0.4% | 2.26% | +2.4% |
| Q2 2019 | $17,845,000 | +6.8% | 159,611 | -3.3% | 2.21% | -0.4% |
| Q1 2019 | $16,709,000 | +3.4% | 165,056 | -0.3% | 2.22% | -8.5% |
| Q4 2018 | $16,167,000 | -13.5% | 165,609 | +0.0% | 2.42% | -2.7% |
| Q3 2018 | $18,680,000 | +9.8% | 165,544 | +1.4% | 2.49% | +2.1% |
| Q2 2018 | $17,015,000 | -2.3% | 163,295 | +3.1% | 2.44% | -7.8% |
| Q1 2018 | $17,413,000 | +3.3% | 158,340 | +0.5% | 2.64% | +1.1% |
| Q4 2017 | $16,855,000 | +15.1% | 157,613 | +2.8% | 2.61% | +5.9% |
| Q3 2017 | $14,647,000 | +1.2% | 153,351 | -3.1% | 2.47% | +1.5% |
| Q2 2017 | $14,470,000 | +9.2% | 158,313 | +5.0% | 2.43% | -0.2% |
| Q1 2017 | $13,248,000 | -7.9% | 150,816 | -9.5% | 2.44% | -16.1% |
| Q4 2016 | $14,379,000 | +22.8% | 166,641 | -5.2% | 2.91% | +31.7% |
| Q3 2016 | $11,711,000 | +10.7% | 175,863 | +3.3% | 2.21% | +2.0% |
| Q2 2016 | $10,579,000 | +6.4% | 170,246 | +1.4% | 2.16% | +10.0% |
| Q1 2016 | $9,945,000 | -8.3% | 167,934 | +2.3% | 1.96% | -8.1% |
| Q4 2015 | $10,841,000 | +22.7% | 164,183 | +13.3% | 2.14% | +6.4% |
| Q3 2015 | $8,837,000 | +1.4% | 144,933 | +12.7% | 2.01% | +2.9% |
| Q2 2015 | $8,715,000 | +2.2% | 128,610 | -8.6% | 1.95% | +1.5% |
| Q1 2015 | $8,525,000 | -8.9% | 140,725 | -5.9% | 1.92% | -10.3% |
| Q4 2014 | $9,359,000 | +0.5% | 149,555 | -3.2% | 2.14% | -1.4% |
| Q3 2014 | $9,309,000 | -0.8% | 154,532 | -5.1% | 2.17% | -0.9% |
| Q2 2014 | $9,385,000 | -5.9% | 162,871 | -0.9% | 2.19% | -7.1% |
| Q1 2014 | $9,978,000 | +4.7% | 164,359 | +0.8% | 2.36% | +3.3% |
| Q4 2013 | $9,534,000 | +13.3% | 163,038 | +0.2% | 2.29% | +1.4% |
| Q3 2013 | $8,414,000 | -99.9% | 162,776 | +1.3% | 2.26% | -7.8% |
| Q2 2013 | $8,484,250,000 | – | 160,717 | – | 2.45% | – |
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% |