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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $5,042,000 | -60.0% | 56,000 | -38.1% | 1.03% | -46.8% |
| Q4 2019 | $12,616,000 | +18.4% | 90,500 | 0.0% | 1.93% | +9.9% |
| Q3 2019 | $10,651,000 | -9.7% | 90,500 | -14.2% | 1.76% | -6.9% |
| Q2 2019 | $11,795,000 | +10.4% | 105,500 | 0.0% | 1.89% | +14.0% |
| Q1 2019 | $10,680,000 | +17.0% | 105,500 | +12.8% | 1.65% | +13.1% |
| Q4 2018 | $9,127,000 | -3.1% | 93,500 | +12.0% | 1.46% | +3.4% |
| Q3 2018 | $9,422,000 | +8.3% | 83,500 | 0.0% | 1.41% | +8.8% |
| Q2 2018 | $8,701,000 | +12.2% | 83,500 | +18.4% | 1.30% | +4.9% |
| Q1 2018 | $7,753,000 | +2.8% | 70,500 | -0.0% | 1.24% | -0.6% |
| Q4 2017 | $7,542,000 | +12.0% | 70,524 | +0.0% | 1.25% | +11.4% |
| Q3 2017 | $6,733,000 | -1.4% | 70,500 | -5.7% | 1.12% | -4.8% |
| Q2 2017 | $6,832,000 | -2.5% | 74,750 | -6.3% | 1.17% | +8.9% |
| Q1 2017 | $7,005,000 | +0.9% | 79,750 | -0.9% | 1.08% | -7.8% |
| Q4 2016 | $6,944,000 | -16.9% | 80,475 | -35.9% | 1.17% | -27.6% |
| Q3 2016 | $8,360,000 | +7.2% | 125,550 | 0.0% | 1.62% | +4.4% |
| Q2 2016 | $7,802,000 | -4.2% | 125,550 | -8.7% | 1.55% | -0.7% |
| Q1 2016 | $8,146,000 | -10.3% | 137,550 | 0.0% | 1.56% | -4.9% |
| Q4 2015 | $9,082,000 | +8.3% | 137,550 | 0.0% | 1.64% | +13.7% |
| Q3 2015 | $8,386,000 | -10.0% | 137,550 | 0.0% | 1.44% | -4.3% |
| Q2 2015 | $9,320,000 | +11.8% | 137,550 | 0.0% | 1.50% | +11.7% |
| Q1 2015 | $8,333,000 | +6.1% | 137,550 | +9.6% | 1.35% | +14.5% |
| Q4 2014 | $7,857,000 | +39.0% | 125,550 | +33.8% | 1.18% | +30.5% |
| Q3 2014 | $5,651,000 | -78.4% | 93,800 | -79.3% | 0.90% | -75.8% |
| Q2 2014 | $26,144,000 | -3.4% | 453,733 | +1.8% | 3.73% | -8.2% |
| Q1 2014 | $27,060,000 | -9.6% | 445,733 | -12.9% | 4.06% | -4.4% |
| Q4 2013 | $29,926,000 | +14.7% | 511,733 | +1.4% | 4.25% | +7.4% |
| Q3 2013 | $26,090,000 | -0.6% | 504,733 | +1.5% | 3.96% | -12.6% |
| Q2 2013 | $26,249,000 | – | 497,233 | – | 4.53% | – |
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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% |