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 | $33,311,535 | -15.2% | 229,703 | -14.9% | 1.66% | -11.4% |
| Q2 2023 | $39,279,428 | +10.7% | 270,073 | -0.8% | 1.87% | +4.8% |
| Q1 2023 | $35,482,782 | -12.1% | 272,295 | -9.5% | 1.78% | -17.2% |
| Q4 2022 | $40,360,032 | +27.4% | 300,969 | -0.7% | 2.15% | +19.1% |
| Q3 2022 | $31,684,000 | -7.3% | 303,193 | -0.1% | 1.81% | -0.5% |
| Q2 2022 | $34,183,000 | -18.3% | 303,550 | -1.1% | 1.82% | -6.3% |
| Q1 2022 | $41,852,000 | -19.6% | 307,017 | -6.6% | 1.94% | -14.5% |
| Q4 2021 | $52,034,000 | -2.9% | 328,593 | +0.4% | 2.27% | -12.3% |
| Q3 2021 | $53,585,000 | +5.2% | 327,352 | -0.0% | 2.59% | +3.6% |
| Q2 2021 | $50,927,000 | +1.7% | 327,427 | -0.5% | 2.50% | -7.7% |
| Q1 2021 | $50,094,000 | +9.2% | 329,067 | -8.8% | 2.71% | +5.4% |
| Q4 2020 | $45,859,000 | +35.3% | 360,891 | +2.5% | 2.57% | +23.7% |
| Q3 2020 | $33,902,000 | +2.2% | 352,154 | -0.1% | 2.08% | -3.8% |
| Q2 2020 | $33,162,000 | +13.7% | 352,552 | +8.8% | 2.16% | -0.6% |
| Q1 2020 | $29,162,000 | -36.3% | 323,910 | -1.4% | 2.17% | -18.4% |
| Q4 2019 | $45,774,000 | +19.7% | 328,365 | +1.1% | 2.66% | +11.5% |
| Q3 2019 | $38,225,000 | +7.3% | 324,792 | +2.0% | 2.38% | +5.2% |
| Q2 2019 | $35,616,000 | +12.2% | 318,571 | +1.5% | 2.27% | +6.4% |
| Q1 2019 | $31,756,000 | +22.0% | 313,709 | +17.7% | 2.13% | +9.6% |
| Q4 2018 | $26,020,000 | -13.7% | 266,548 | -0.2% | 1.94% | -1.2% |
| Q3 2018 | $30,137,000 | +5.6% | 267,079 | -2.5% | 1.97% | +0.9% |
| Q2 2018 | $28,530,000 | -4.6% | 273,805 | +0.7% | 1.95% | -6.8% |
| Q1 2018 | $29,911,000 | -9.1% | 271,993 | -11.6% | 2.09% | -5.1% |
| Q4 2017 | $32,905,000 | +10.4% | 307,696 | -1.4% | 2.20% | +4.5% |
| Q3 2017 | $29,797,000 | +4.4% | 311,972 | -0.1% | 2.11% | +0.4% |
| Q2 2017 | $28,540,000 | +4.9% | 312,255 | +0.8% | 2.10% | +2.3% |
| Q1 2017 | $27,206,000 | -4.6% | 309,712 | -6.3% | 2.05% | -7.5% |
| Q4 2016 | $28,527,000 | +25.4% | 330,595 | -3.3% | 2.22% | +21.4% |
| Q3 2016 | $22,757,000 | +6.6% | 341,743 | -0.6% | 1.83% | +6.0% |
| Q2 2016 | $21,357,000 | +5.5% | 343,685 | +0.5% | 1.72% | +4.4% |
| Q1 2016 | $20,252,000 | +4.1% | 341,975 | +16.0% | 1.65% | +2.0% |
| Q4 2015 | $19,461,000 | +9.4% | 294,719 | +1.0% | 1.62% | +4.5% |
| Q3 2015 | $17,784,000 | -7.4% | 291,671 | +2.9% | 1.55% | -0.1% |
| Q2 2015 | $19,205,000 | +264.5% | 283,426 | +225.9% | 1.55% | +267.5% |
| Q1 2015 | $5,269,000 | -9.4% | 86,975 | -6.4% | 0.42% | -8.5% |
| Q4 2014 | $5,815,000 | +9.0% | 92,921 | +5.0% | 0.46% | +7.0% |
| Q3 2014 | $5,333,000 | +8.2% | 88,534 | +3.5% | 0.43% | +8.0% |
| Q2 2014 | $4,928,000 | -5.0% | 85,534 | +0.1% | 0.40% | -8.7% |
| Q1 2014 | $5,189,000 | +7.7% | 85,471 | +3.8% | 0.44% | +6.6% |
| Q4 2013 | $4,816,000 | +13.3% | 82,355 | +0.2% | 0.41% | +5.1% |
| Q3 2013 | $4,249,000 | -2.8% | 82,214 | -0.7% | 0.39% | -4.2% |
| Q2 2013 | $4,372,000 | – | 82,831 | – | 0.41% | – |
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% |