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 | $37,610,428 | -9.2% | 259,346 | -8.9% | 1.34% | -0.3% |
| Q2 2023 | $41,418,874 | +0.7% | 284,783 | -9.8% | 1.34% | -5.8% |
| Q1 2023 | $41,145,433 | -48.1% | 315,750 | -46.6% | 1.42% | -50.1% |
| Q4 2022 | $79,313,459 | +27.6% | 591,450 | -0.6% | 2.85% | +17.1% |
| Q3 2022 | $62,171,000 | -7.5% | 594,938 | -0.3% | 2.44% | -4.3% |
| Q2 2022 | $67,221,000 | -19.0% | 596,936 | -1.9% | 2.55% | -2.4% |
| Q1 2022 | $82,950,000 | -31.8% | 608,494 | -20.7% | 2.61% | -25.7% |
| Q4 2021 | $121,543,000 | -3.8% | 767,559 | -0.5% | 3.52% | -12.0% |
| Q3 2021 | $126,307,000 | +4.6% | 771,625 | -0.6% | 4.00% | +6.0% |
| Q2 2021 | $120,724,000 | +1.0% | 776,162 | -1.1% | 3.77% | -5.0% |
| Q1 2021 | $119,510,000 | +17.3% | 785,061 | -2.1% | 3.97% | +9.5% |
| Q4 2020 | $101,846,000 | +27.2% | 801,496 | -3.6% | 3.62% | +18.3% |
| Q3 2020 | $80,078,000 | +0.5% | 831,807 | -1.8% | 3.06% | -8.1% |
| Q2 2020 | $79,682,000 | -5.4% | 847,136 | -9.5% | 3.33% | -16.0% |
| Q1 2020 | $84,258,000 | -36.6% | 935,891 | -1.9% | 3.97% | -12.9% |
| Q4 2019 | $132,970,000 | +17.6% | 953,874 | -0.7% | 4.56% | +8.5% |
| Q3 2019 | $113,066,000 | +5.3% | 960,712 | +0.1% | 4.20% | +2.6% |
| Q2 2019 | $107,327,000 | +3.0% | 959,991 | -6.7% | 4.09% | +7.4% |
| Q1 2019 | $104,200,000 | +4.8% | 1,029,342 | +1.0% | 3.81% | -24.0% |
| Q4 2018 | $99,444,000 | -15.1% | 1,018,685 | -1.8% | 5.02% | +25.0% |
| Q3 2018 | $117,102,000 | +7.9% | 1,037,772 | -0.3% | 4.02% | +2.8% |
| Q2 2018 | $108,504,000 | -6.1% | 1,041,302 | -0.9% | 3.91% | -7.6% |
| Q1 2018 | $115,549,000 | -6.0% | 1,050,736 | -1.1% | 4.23% | -0.3% |
| Q4 2017 | $122,871,000 | +21.8% | 1,062,254 | +0.6% | 4.24% | +8.7% |
| Q3 2017 | $100,848,000 | +5.2% | 1,055,888 | +0.7% | 3.90% | +1.7% |
| Q2 2017 | $95,856,000 | -3.6% | 1,048,755 | -7.4% | 3.83% | +0.8% |
| Q1 2017 | $99,470,000 | +0.7% | 1,132,398 | -1.1% | 3.80% | -5.3% |
| Q4 2016 | $98,809,000 | +30.4% | 1,145,076 | +0.7% | 4.02% | +23.6% |
| Q3 2016 | $75,754,000 | +6.8% | 1,137,625 | -0.4% | 3.25% | +2.2% |
| Q2 2016 | $70,948,000 | +4.6% | 1,141,737 | -0.3% | 3.18% | +2.9% |
| Q1 2016 | $67,826,000 | -8.1% | 1,145,330 | +2.5% | 3.09% | -10.2% |
| Q4 2015 | $73,776,000 | +11.6% | 1,117,317 | +3.1% | 3.44% | +4.1% |
| Q3 2015 | $66,092,000 | -9.3% | 1,084,012 | +0.8% | 3.30% | -1.3% |
| Q2 2015 | $72,903,000 | +11.4% | 1,075,897 | -0.4% | 3.34% | +12.6% |
| Q1 2015 | $65,471,000 | +5.7% | 1,080,737 | +9.2% | 2.97% | -0.4% |
| Q4 2014 | $61,954,000 | +15.4% | 989,994 | +11.1% | 2.98% | +1.1% |
| Q3 2014 | $53,681,000 | +0.6% | 891,127 | -3.8% | 2.95% | +4.1% |
| Q2 2014 | $53,358,000 | -6.1% | 926,024 | -1.0% | 2.83% | -8.9% |
| Q1 2014 | $56,813,000 | +3.0% | 935,804 | -0.8% | 3.11% | +0.3% |
| Q4 2013 | $55,156,000 | +50.7% | 943,153 | +33.2% | 3.10% | +39.4% |
| Q3 2013 | $36,601,000 | -3.4% | 708,083 | -1.3% | 2.23% | -8.1% |
| Q2 2013 | $37,875,000 | – | 717,464 | – | 2.42% | – |
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% |