JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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 | $266,121,268 | -1.2% | 1,835,065 | -0.9% | 1.28% | +4.3% |
| Q2 2023 | $269,403,881 | +10.4% | 1,852,337 | -1.1% | 1.22% | +5.2% |
| Q1 2023 | $244,041,799 | -5.3% | 1,872,777 | -2.6% | 1.16% | -8.2% |
| Q4 2022 | $257,817,181 | +24.7% | 1,922,571 | -2.9% | 1.27% | +17.5% |
| Q3 2022 | $206,811,000 | -9.2% | 1,979,047 | -2.2% | 1.08% | -3.1% |
| Q2 2022 | $227,787,000 | -26.9% | 2,022,796 | -11.5% | 1.11% | -15.4% |
| Q1 2022 | $311,503,000 | -14.2% | 2,285,084 | -0.3% | 1.32% | -9.4% |
| Q4 2021 | $363,039,000 | -3.0% | 2,292,631 | +0.3% | 1.45% | -10.9% |
| Q3 2021 | $374,177,000 | +5.3% | 2,285,888 | +0.1% | 1.63% | +4.6% |
| Q2 2021 | $355,345,000 | -49.1% | 2,284,586 | -50.2% | 1.56% | -4.0% |
| Q1 2021 | $698,470,000 | +140.8% | 4,588,254 | +101.0% | 1.62% | +14.4% |
| Q4 2020 | $290,031,000 | +31.9% | 2,282,450 | -0.1% | 1.42% | +19.1% |
| Q3 2020 | $219,946,000 | +2.8% | 2,284,674 | +0.5% | 1.19% | -3.4% |
| Q2 2020 | $213,864,000 | +4.1% | 2,273,703 | -0.3% | 1.23% | -10.1% |
| Q1 2020 | $205,397,000 | -35.9% | 2,281,427 | -0.8% | 1.37% | -20.1% |
| Q4 2019 | $320,540,000 | +19.7% | 2,299,427 | +1.0% | 1.72% | +12.4% |
| Q3 2019 | $267,887,000 | +4.8% | 2,276,204 | -0.5% | 1.53% | +2.6% |
| Q2 2019 | $255,695,000 | +9.5% | 2,287,077 | -0.9% | 1.49% | +7.2% |
| Q1 2019 | $233,550,000 | +3.8% | 2,307,118 | +0.1% | 1.39% | -5.6% |
| Q4 2018 | $225,046,000 | -14.7% | 2,305,332 | -1.4% | 1.47% | +0.3% |
| Q3 2018 | $263,910,000 | +7.4% | 2,338,798 | -0.8% | 1.47% | +2.4% |
| Q2 2018 | $245,687,000 | -5.7% | 2,357,838 | -0.4% | 1.43% | -6.8% |
| Q1 2018 | $260,460,000 | +1.9% | 2,368,459 | -0.9% | 1.54% | +5.0% |
| Q4 2017 | $255,594,000 | +9.2% | 2,390,073 | -2.4% | 1.46% | +5.6% |
| Q3 2017 | $233,956,000 | +3.1% | 2,449,540 | -1.3% | 1.39% | +2.2% |
| Q2 2017 | $226,872,000 | +4.0% | 2,482,181 | -0.1% | 1.36% | +3.6% |
| Q1 2017 | $218,220,000 | +2.1% | 2,484,284 | +0.3% | 1.31% | -1.9% |
| Q4 2016 | $213,747,000 | +29.4% | 2,477,081 | -0.2% | 1.34% | +28.6% |
| Q3 2016 | $165,234,000 | +9.5% | 2,481,355 | +2.2% | 1.04% | +5.5% |
| Q2 2016 | $150,924,000 | +0.7% | 2,428,765 | -4.1% | 0.98% | -1.1% |
| Q1 2016 | $149,922,000 | -9.8% | 2,531,603 | +0.6% | 1.00% | -11.0% |
| Q4 2015 | $166,123,000 | +8.3% | 2,515,876 | +0.0% | 1.12% | +3.1% |
| Q3 2015 | $153,371,000 | -10.1% | 2,515,512 | -0.1% | 1.08% | -4.4% |
| Q2 2015 | $170,631,000 | +11.2% | 2,518,160 | -0.6% | 1.13% | +13.3% |
| Q1 2015 | $153,503,000 | -6.3% | 2,533,898 | -3.3% | 1.00% | -7.0% |
| Q4 2014 | $163,900,000 | +3.6% | 2,619,041 | -0.3% | 1.08% | -0.7% |
| Q3 2014 | $158,248,000 | +3.2% | 2,626,971 | -1.3% | 1.08% | +6.5% |
| Q2 2014 | $153,352,000 | -5.5% | 2,661,440 | -0.4% | 1.02% | -18.9% |
| Q1 2014 | $162,216,000 | +0.2% | 2,671,969 | -3.5% | 1.26% | +18.8% |
| Q4 2013 | $161,907,000 | +14.1% | 2,768,591 | +0.9% | 1.06% | +8.2% |
| Q3 2013 | $141,867,000 | -49.8% | 2,744,562 | -48.7% | 0.98% | -6.4% |
| Q2 2013 | $282,655,000 | +1.0% | 5,350,183 | -9.3% | 1.04% | +0.7% |
| Q1 2013 | $279,953,000 | -10.0% | 5,898,719 | -16.6% | 1.04% | -16.3% |
| Q4 2012 | $310,916,000 | – | 7,071,225 | – | 1.24% | – |
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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% |