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 | $8,258,744 | -0.3% | 56,949 | 0.0% | 2.10% | +9.1% |
| Q2 2023 | $8,282,663 | +11.6% | 56,949 | 0.0% | 1.92% | +4.3% |
| Q1 2023 | $7,421,024 | -2.8% | 56,949 | 0.0% | 1.84% | -13.3% |
| Q4 2022 | $7,636,861 | +23.6% | 56,949 | -3.7% | 2.12% | +20.9% |
| Q3 2022 | $6,181,000 | -7.2% | 59,149 | 0.0% | 1.76% | -2.5% |
| Q2 2022 | $6,661,000 | -17.4% | 59,149 | 0.0% | 1.80% | +0.4% |
| Q1 2022 | $8,063,000 | -13.9% | 59,149 | 0.0% | 1.80% | -10.3% |
| Q4 2021 | $9,366,000 | -3.6% | 59,149 | -0.3% | 2.00% | -17.2% |
| Q3 2021 | $9,715,000 | +5.8% | 59,349 | +0.5% | 2.42% | +7.0% |
| Q2 2021 | $9,184,000 | +2.1% | 59,049 | -0.1% | 2.26% | -5.3% |
| Q1 2021 | $8,997,000 | +19.6% | 59,099 | -0.2% | 2.38% | +20.0% |
| Q4 2020 | $7,522,000 | +27.7% | 59,199 | -3.3% | 1.99% | +15.9% |
| Q3 2020 | $5,892,000 | +2.4% | 61,199 | 0.0% | 1.72% | -11.6% |
| Q2 2020 | $5,756,000 | +4.5% | 61,199 | 0.0% | 1.94% | -15.1% |
| Q1 2020 | $5,509,000 | -35.6% | 61,199 | -0.3% | 2.28% | -19.4% |
| Q4 2019 | $8,559,000 | +17.4% | 61,404 | -0.9% | 2.83% | +3.6% |
| Q3 2019 | $7,291,000 | +5.8% | 61,951 | +0.5% | 2.74% | +2.9% |
| Q2 2019 | $6,892,000 | +10.4% | 61,651 | 0.0% | 2.66% | +9.2% |
| Q1 2019 | $6,240,000 | -0.7% | 61,651 | -4.2% | 2.44% | -10.6% |
| Q4 2018 | $6,282,000 | -8.7% | 64,359 | +5.5% | 2.72% | +12.2% |
| Q3 2018 | $6,884,000 | +7.9% | 61,009 | -0.4% | 2.43% | -3.1% |
| Q2 2018 | $6,382,000 | -5.4% | 61,255 | -0.2% | 2.50% | -6.9% |
| Q1 2018 | $6,747,000 | +3.0% | 61,355 | +0.2% | 2.69% | +5.6% |
| Q4 2017 | $6,550,000 | +12.0% | 61,255 | 0.0% | 2.55% | +4.7% |
| Q3 2017 | $5,850,000 | +4.5% | 61,255 | 0.0% | 2.43% | +0.5% |
| Q2 2017 | $5,598,000 | -1.5% | 61,255 | -5.4% | 2.42% | +0.1% |
| Q1 2017 | $5,685,000 | +0.9% | 64,730 | -0.9% | 2.42% | -7.3% |
| Q4 2016 | $5,637,000 | +29.6% | 65,330 | 0.0% | 2.61% | +29.6% |
| Q3 2016 | $4,350,000 | +6.4% | 65,330 | -0.8% | 2.01% | +1.6% |
| Q2 2016 | $4,090,000 | +4.9% | 65,830 | 0.0% | 1.98% | +5.4% |
| Q1 2016 | $3,898,000 | -10.3% | 65,830 | 0.0% | 1.88% | -10.5% |
| Q4 2015 | $4,346,000 | +8.1% | 65,830 | -0.2% | 2.10% | +5.2% |
| Q3 2015 | $4,019,000 | -10.0% | 65,930 | 0.0% | 2.00% | -1.1% |
| Q2 2015 | $4,467,000 | +11.8% | 65,930 | 0.0% | 2.02% | +11.6% |
| Q1 2015 | $3,994,000 | -12.9% | 65,930 | -10.0% | 1.81% | -10.4% |
| Q4 2014 | $4,585,000 | +2.9% | 73,270 | -1.0% | 2.02% | +0.7% |
| Q3 2014 | $4,457,000 | +4.5% | 73,990 | -0.1% | 2.00% | +3.8% |
| Q2 2014 | $4,266,000 | -5.5% | 74,040 | -0.4% | 1.93% | -10.9% |
| Q1 2014 | $4,513,000 | +3.4% | 74,340 | -0.4% | 2.17% | +3.1% |
| Q4 2013 | $4,364,000 | +13.1% | 74,640 | -0.1% | 2.10% | +3.3% |
| Q3 2013 | $3,860,000 | -2.3% | 74,690 | -0.2% | 2.04% | -6.6% |
| Q2 2013 | $3,950,000 | – | 74,840 | – | 2.18% | – |
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% |