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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $820,889,214 | -1.8% | 5,660,525 | -1.5% | 0.95% | +1.8% |
| Q2 2023 | $835,907,673 | +114337.4% | 5,747,440 | +2.5% | 0.94% | +3.9% |
| Q1 2023 | $730,450 | -2.5% | 5,605,481 | +0.4% | 0.90% | -10.5% |
| Q4 2022 | $748,832 | -99.9% | 5,584,129 | +4.2% | 1.01% | +20.7% |
| Q3 2022 | $559,801,000 | -4.1% | 5,356,950 | +3.3% | 0.83% | -2.1% |
| Q2 2022 | $583,944,000 | -14.1% | 5,185,546 | +4.0% | 0.85% | -2.6% |
| Q1 2022 | $679,814,000 | -12.2% | 4,986,902 | +2.0% | 0.88% | -7.8% |
| Q4 2021 | $774,350,000 | -3.3% | 4,890,114 | -0.1% | 0.95% | -12.5% |
| Q3 2021 | $801,009,000 | +3.2% | 4,893,453 | -1.9% | 1.08% | +6.5% |
| Q2 2021 | $776,137,000 | -3.6% | 4,989,953 | -5.6% | 1.02% | -6.9% |
| Q1 2021 | $805,049,000 | +11.5% | 5,288,373 | -6.9% | 1.09% | +9.8% |
| Q4 2020 | $721,931,000 | +32.4% | 5,681,366 | +0.3% | 1.00% | +16.6% |
| Q3 2020 | $545,177,000 | +1.4% | 5,663,002 | -1.0% | 0.85% | -4.9% |
| Q2 2020 | $537,884,000 | +6.2% | 5,718,525 | +1.7% | 0.90% | -15.4% |
| Q1 2020 | $506,300,000 | -35.3% | 5,623,686 | +0.2% | 1.06% | -18.9% |
| Q4 2019 | $782,152,000 | +17.6% | 5,610,846 | -0.7% | 1.31% | +7.7% |
| Q3 2019 | $665,123,000 | +6.8% | 5,651,484 | +1.5% | 1.22% | +3.9% |
| Q2 2019 | $622,582,000 | +7.3% | 5,568,716 | -2.9% | 1.17% | +4.0% |
| Q1 2019 | $580,449,000 | +1.3% | 5,733,966 | -2.3% | 1.12% | -9.9% |
| Q4 2018 | $573,049,000 | -13.0% | 5,870,204 | +0.5% | 1.25% | -2.0% |
| Q3 2018 | $658,819,000 | +5.3% | 5,838,523 | -2.8% | 1.27% | +0.8% |
| Q2 2018 | $625,721,000 | -6.7% | 6,005,003 | -1.5% | 1.26% | -9.9% |
| Q1 2018 | $670,652,000 | +1.7% | 6,098,503 | -1.1% | 1.40% | +4.6% |
| Q4 2017 | $659,667,000 | +12.9% | 6,168,571 | +0.8% | 1.34% | +5.4% |
| Q3 2017 | $584,347,000 | +4.9% | 6,118,177 | +0.4% | 1.27% | -0.1% |
| Q2 2017 | $557,226,000 | +2.2% | 6,096,565 | -1.8% | 1.27% | -0.2% |
| Q1 2017 | $545,243,000 | +4.6% | 6,207,226 | +2.8% | 1.27% | -3.6% |
| Q4 2016 | $521,275,000 | +33.9% | 6,040,972 | +3.3% | 1.32% | +23.1% |
| Q3 2016 | $389,273,000 | +11.5% | 5,845,814 | +4.1% | 1.07% | +3.8% |
| Q2 2016 | $349,029,000 | +11.7% | 5,616,821 | +6.5% | 1.03% | +6.7% |
| Q1 2016 | $312,371,000 | -6.2% | 5,274,757 | +4.6% | 0.97% | -9.5% |
| Q4 2015 | $332,923,000 | +8.2% | 5,041,997 | -0.1% | 1.07% | +2.3% |
| Q3 2015 | $307,806,000 | -8.6% | 5,048,484 | +1.6% | 1.05% | -2.5% |
| Q2 2015 | $336,824,000 | -4.6% | 4,970,845 | -14.7% | 1.07% | +5.4% |
| Q1 2015 | $353,226,000 | -4.7% | 5,830,739 | -1.6% | 1.02% | -5.4% |
| Q4 2014 | $370,634,000 | +2.4% | 5,922,556 | -1.4% | 1.08% | -0.9% |
| Q3 2014 | $361,942,000 | +3.2% | 6,008,334 | -1.3% | 1.09% | +5.6% |
| Q2 2014 | $350,787,000 | -7.8% | 6,087,946 | -2.9% | 1.03% | -8.9% |
| Q1 2014 | $380,454,000 | +2.7% | 6,266,751 | -1.0% | 1.13% | +3.4% |
| Q4 2013 | $370,337,000 | +9.2% | 6,332,704 | -3.5% | 1.09% | +3.9% |
| Q3 2013 | $339,093,000 | -3.6% | 6,560,119 | -1.5% | 1.05% | -7.0% |
| Q2 2013 | $351,725,000 | – | 6,662,713 | – | 1.13% | – |
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% |