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 | $272,228,578 | -4.1% | 1,877,179 | -3.8% | 0.32% | 0.0% |
| Q2 2023 | $283,884,823 | +3.7% | 1,951,903 | -7.1% | 0.32% | +2.2% |
| Q1 2023 | $273,809,371 | -7.7% | 2,101,215 | -5.1% | 0.32% | -10.5% |
| Q4 2022 | $296,804,786 | +24.0% | 2,213,379 | -3.4% | 0.35% | +13.9% |
| Q3 2022 | $239,351,000 | -10.6% | 2,290,443 | -3.6% | 0.31% | -6.1% |
| Q2 2022 | $267,605,000 | -12.4% | 2,376,390 | +6.1% | 0.33% | +5.8% |
| Q1 2022 | $305,403,000 | +11.4% | 2,240,340 | +29.4% | 0.31% | +16.9% |
| Q4 2021 | $274,183,000 | +13.7% | 1,731,499 | +17.5% | 0.27% | +3.1% |
| Q3 2021 | $241,177,000 | +13.8% | 1,473,376 | +8.0% | 0.26% | +13.1% |
| Q2 2021 | $212,022,000 | +31.6% | 1,363,715 | +28.8% | 0.23% | +17.4% |
| Q1 2021 | $161,161,000 | +37.1% | 1,058,666 | +14.5% | 0.20% | +25.0% |
| Q4 2020 | $117,510,000 | +31.2% | 924,763 | -0.6% | 0.16% | +9.1% |
| Q3 2020 | $89,590,000 | +4.8% | 930,614 | +2.4% | 0.14% | -3.4% |
| Q2 2020 | $85,482,000 | +10.8% | 908,804 | +6.1% | 0.15% | -15.4% |
| Q1 2020 | $77,148,000 | -34.6% | 856,909 | +1.2% | 0.18% | -13.4% |
| Q4 2019 | $118,000,000 | +14.7% | 846,482 | -3.1% | 0.20% | +4.1% |
| Q3 2019 | $102,842,000 | +8.1% | 873,840 | +2.7% | 0.19% | +8.4% |
| Q2 2019 | $95,094,000 | +29.3% | 850,569 | +17.1% | 0.18% | +22.6% |
| Q1 2019 | $73,552,000 | +4.8% | 726,585 | +1.1% | 0.15% | -12.0% |
| Q4 2018 | $70,187,000 | -42.6% | 718,981 | -33.6% | 0.17% | -27.2% |
| Q3 2018 | $122,191,000 | -22.3% | 1,082,868 | -28.2% | 0.23% | -30.1% |
| Q2 2018 | $157,228,000 | -4.6% | 1,508,904 | +0.7% | 0.33% | -13.8% |
| Q1 2018 | $164,737,000 | +3.2% | 1,498,019 | +0.3% | 0.38% | -0.5% |
| Q4 2017 | $159,670,000 | +16.4% | 1,493,083 | +4.0% | 0.38% | +7.6% |
| Q3 2017 | $137,131,000 | +17.2% | 1,435,772 | +12.1% | 0.35% | +13.1% |
| Q2 2017 | $117,035,000 | +3.9% | 1,280,468 | -0.1% | 0.31% | 0.0% |
| Q1 2017 | $112,589,000 | +225.2% | 1,281,756 | +219.5% | 0.31% | +202.9% |
| Q4 2016 | $34,621,000 | +29.1% | 401,219 | -0.4% | 0.10% | +28.8% |
| Q3 2016 | $26,825,000 | -2.9% | 402,833 | -9.4% | 0.08% | -8.0% |
| Q2 2016 | $27,633,000 | +15.7% | 444,682 | +10.2% | 0.09% | +13.0% |
| Q1 2016 | $23,888,000 | -18.4% | 403,374 | -9.0% | 0.08% | +1.3% |
| Q4 2015 | $29,273,000 | +20.6% | 443,326 | +11.4% | 0.08% | +8.6% |
| Q3 2015 | $24,265,000 | -27.5% | 397,979 | -19.5% | 0.07% | -19.5% |
| Q2 2015 | $33,482,000 | +28.1% | 494,121 | +14.6% | 0.09% | +13.0% |
| Q1 2015 | $26,130,000 | +11.2% | 431,324 | +14.9% | 0.08% | -2.5% |
| Q4 2014 | $23,489,000 | -17.1% | 375,344 | -20.2% | 0.08% | -28.8% |
| Q3 2014 | $28,341,000 | +33.7% | 470,462 | +27.8% | 0.11% | +26.1% |
| Q2 2014 | $21,205,000 | -11.7% | 368,007 | -7.0% | 0.09% | -17.0% |
| Q1 2014 | $24,022,000 | +2.5% | 395,686 | -1.3% | 0.11% | -7.0% |
| Q4 2013 | $23,435,000 | +34.5% | 400,736 | +18.9% | 0.11% | +21.3% |
| Q3 2013 | $17,422,000 | -9.5% | 337,048 | -7.6% | 0.09% | -24.8% |
| Q2 2013 | $19,259,000 | – | 364,827 | – | 0.12% | – |
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% |