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 | $5,533 | -0.1% | 38,152 | +0.2% | 0.57% | +8.4% |
| Q2 2023 | $5,536 | +2.6% | 38,062 | -8.0% | 0.52% | -4.6% |
| Q1 2023 | $5,394 | -39.2% | 41,392 | -37.4% | 0.55% | -42.1% |
| Q4 2022 | $8,865 | -99.8% | 66,107 | +55.3% | 0.95% | +88.7% |
| Q3 2022 | $4,449,000 | -13.8% | 42,577 | -7.1% | 0.50% | -5.1% |
| Q2 2022 | $5,162,000 | -34.9% | 45,842 | -21.2% | 0.53% | -15.3% |
| Q1 2022 | $7,935,000 | -29.4% | 58,211 | -18.0% | 0.63% | -23.1% |
| Q4 2021 | $11,246,000 | +19.5% | 71,017 | +23.5% | 0.81% | +17.3% |
| Q3 2021 | $9,413,000 | +2.5% | 57,504 | -2.6% | 0.69% | +9.6% |
| Q2 2021 | $9,187,000 | +2.9% | 59,067 | +0.7% | 0.63% | -7.9% |
| Q1 2021 | $8,931,000 | +20.6% | 58,667 | +0.7% | 0.69% | +13.7% |
| Q4 2020 | $7,404,000 | +32.6% | 58,267 | +0.5% | 0.60% | +12.3% |
| Q3 2020 | $5,583,000 | +5.3% | 57,993 | +2.8% | 0.54% | -3.8% |
| Q2 2020 | $5,304,000 | +110.1% | 56,391 | +101.1% | 0.56% | +75.8% |
| Q1 2020 | $2,525,000 | -41.0% | 28,048 | -8.7% | 0.32% | -13.4% |
| Q4 2019 | $4,283,000 | +23.1% | 30,723 | +4.0% | 0.37% | +13.6% |
| Q3 2019 | $3,478,000 | +8.4% | 29,550 | +3.0% | 0.32% | +14.1% |
| Q2 2019 | $3,209,000 | +10.4% | 28,701 | -0.1% | 0.28% | +10.5% |
| Q1 2019 | $2,907,000 | -50.2% | 28,716 | -51.9% | 0.26% | -58.9% |
| Q4 2018 | $5,833,000 | +139.4% | 59,754 | +176.7% | 0.62% | +211.5% |
| Q3 2018 | $2,437,000 | +9.6% | 21,597 | +1.2% | 0.20% | +0.5% |
| Q2 2018 | $2,224,000 | -2.7% | 21,339 | +2.6% | 0.20% | +4.7% |
| Q1 2018 | $2,286,000 | -2.2% | 20,790 | -4.9% | 0.19% | +3.3% |
| Q4 2017 | $2,337,000 | -27.2% | 21,850 | -34.9% | 0.18% | -30.0% |
| Q3 2017 | $3,208,000 | -23.6% | 33,584 | -26.9% | 0.26% | -26.3% |
| Q2 2017 | $4,199,000 | -1.7% | 45,945 | -5.5% | 0.36% | +1.7% |
| Q1 2017 | $4,272,000 | +6.0% | 48,638 | +4.2% | 0.35% | +9.0% |
| Q4 2016 | $4,029,000 | +31.2% | 46,692 | +1.2% | 0.32% | +21.1% |
| Q3 2016 | $3,072,000 | +6.8% | 46,137 | -0.3% | 0.27% | +6.8% |
| Q2 2016 | $2,876,000 | -81.1% | 46,281 | -82.0% | 0.25% | -80.9% |
| Q1 2016 | $15,207,000 | -11.4% | 256,781 | -1.0% | 1.30% | -9.3% |
| Q4 2015 | $17,157,000 | +5.4% | 259,342 | -2.8% | 1.44% | -2.2% |
| Q3 2015 | $16,273,000 | -95.7% | 266,907 | +951.5% | 1.47% | +6.2% |
| Q2 2015 | $374,621,000 | +1540.1% | 25,384 | -93.3% | 1.38% | -20.6% |
| Q1 2015 | $22,841,000 | -5.7% | 377,045 | -2.6% | 1.74% | -10.7% |
| Q4 2014 | $24,234,000 | -33.9% | 387,246 | -36.4% | 1.95% | -14.3% |
| Q3 2014 | $36,664,000 | -3.6% | 608,627 | -7.8% | 2.28% | -3.7% |
| Q2 2014 | $38,046,000 | -8.1% | 660,298 | -3.1% | 2.36% | -9.4% |
| Q1 2014 | $41,390,000 | +20.6% | 681,771 | +16.1% | 2.61% | +19.4% |
| Q4 2013 | $34,333,000 | +35.8% | 587,087 | +20.0% | 2.19% | +25.2% |
| Q3 2013 | $25,289,000 | -2.9% | 489,250 | -0.9% | 1.75% | -10.6% |
| Q2 2013 | $26,055,000 | – | 493,555 | – | 1.95% | – |
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% |