JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.9%.
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 | $5,917,107 | -2.4% | 40,802 | -2.1% | 0.34% | -0.9% |
| Q2 2023 | $6,062,231 | +9.9% | 41,682 | -1.5% | 0.35% | +4.5% |
| Q1 2023 | $5,517,065 | -2.4% | 42,338 | +0.4% | 0.33% | -4.6% |
| Q4 2022 | $5,655,399 | +28.3% | 42,173 | -0.0% | 0.35% | +23.3% |
| Q3 2022 | $4,408,000 | -0.9% | 42,178 | +6.7% | 0.28% | +3.7% |
| Q2 2022 | $4,450,000 | -15.0% | 39,513 | +2.9% | 0.27% | -3.2% |
| Q1 2022 | $5,235,000 | -14.1% | 38,403 | -0.2% | 0.28% | -8.7% |
| Q4 2021 | $6,092,000 | -51.9% | 38,473 | -50.3% | 0.31% | -7.5% |
| Q3 2021 | $12,674,000 | +93.7% | 77,422 | +84.1% | 0.33% | -1.2% |
| Q2 2021 | $6,542,000 | +1.1% | 42,061 | -1.1% | 0.34% | -6.4% |
| Q1 2021 | $6,473,000 | +27.2% | 42,524 | +6.2% | 0.36% | +20.7% |
| Q4 2020 | $5,090,000 | +27.8% | 40,053 | -3.2% | 0.30% | +14.1% |
| Q3 2020 | $3,984,000 | +2.8% | 41,387 | +0.5% | 0.26% | -5.8% |
| Q2 2020 | $3,874,000 | +5.0% | 41,182 | +0.5% | 0.28% | -13.9% |
| Q1 2020 | $3,690,000 | -35.9% | 40,986 | -0.7% | 0.32% | -20.8% |
| Q4 2019 | $5,753,000 | +21.5% | 41,273 | +2.6% | 0.41% | +13.6% |
| Q3 2019 | $4,736,000 | +30.1% | 40,244 | +23.6% | 0.36% | +27.8% |
| Q2 2019 | $3,640,000 | +11.8% | 32,561 | +1.2% | 0.28% | +6.0% |
| Q1 2019 | $3,256,000 | +2.4% | 32,165 | -1.3% | 0.26% | -11.4% |
| Q4 2018 | $3,181,000 | -14.0% | 32,588 | -0.5% | 0.30% | +6.4% |
| Q3 2018 | $3,698,000 | +11.7% | 32,768 | +3.1% | 0.28% | +6.4% |
| Q2 2018 | $3,312,000 | -5.8% | 31,789 | -0.6% | 0.26% | -6.7% |
| Q1 2018 | $3,516,000 | +26.3% | 31,969 | +22.8% | 0.28% | +26.9% |
| Q4 2017 | $2,783,000 | +16.4% | 26,025 | +4.0% | 0.22% | +13.2% |
| Q3 2017 | $2,390,000 | +6.9% | 25,027 | +2.3% | 0.20% | +4.2% |
| Q2 2017 | $2,236,000 | +7.3% | 24,467 | +3.1% | 0.19% | +5.0% |
| Q1 2017 | $2,084,000 | +1.6% | 23,729 | -0.2% | 0.18% | -5.8% |
| Q4 2016 | $2,052,000 | +108.3% | 23,781 | +60.8% | 0.19% | +109.9% |
| Q3 2016 | $985,000 | +15.1% | 14,788 | +7.3% | 0.09% | +12.3% |
| Q2 2016 | $856,000 | +11.7% | 13,780 | +6.5% | 0.08% | +3.8% |
| Q1 2016 | $766,000 | -12.6% | 12,937 | -2.5% | 0.08% | -12.4% |
| Q4 2015 | $876,000 | +17.9% | 13,263 | +8.8% | 0.09% | +9.9% |
| Q3 2015 | $743,000 | -10.7% | 12,193 | -0.7% | 0.08% | -4.7% |
| Q2 2015 | $832,000 | +8.2% | 12,277 | -3.3% | 0.08% | +9.0% |
| Q1 2015 | $769,000 | -3.3% | 12,702 | 0.0% | 0.08% | -1.3% |
| Q4 2014 | $795,000 | +3.1% | 12,702 | -0.8% | 0.08% | 0.0% |
| Q3 2014 | $771,000 | +1.6% | 12,802 | -2.8% | 0.08% | +1.3% |
| Q2 2014 | $759,000 | -7.9% | 13,177 | -2.9% | 0.08% | -16.1% |
| Q1 2014 | $824,000 | +3.6% | 13,577 | -0.1% | 0.09% | -6.1% |
| Q4 2013 | $795,000 | +13.1% | 13,597 | 0.0% | 0.10% | +3.1% |
| Q3 2013 | $703,000 | -0.8% | 13,597 | +1.3% | 0.10% | -14.3% |
| Q2 2013 | $709,000 | – | 13,428 | – | 0.11% | – |
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% |