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 | $16,310,156 | -0.2% | 112,468 | +0.9% | 1.69% | +1.9% |
| Q2 2023 | $16,345,743 | +10.2% | 111,491 | -2.1% | 1.66% | +4.3% |
| Q1 2023 | $14,835,220 | -1.6% | 113,845 | +1.3% | 1.59% | -8.1% |
| Q4 2022 | $15,070,457 | -99.9% | 112,382 | +3.9% | 1.73% | +25.9% |
| Q3 2022 | $11,305,252,000 | -7.8% | 108,184 | -0.7% | 1.38% | -8.5% |
| Q2 2022 | $12,266,557,000 | -13.9% | 108,929 | +4.3% | 1.50% | +8.7% |
| Q1 2022 | $14,241,699,000 | -15.9% | 104,472 | -2.4% | 1.38% | -12.0% |
| Q4 2021 | $16,943,697,000 | -2.0% | 107,001 | +1.3% | 1.57% | -12.7% |
| Q3 2021 | $17,294,431,000 | +3.4% | 105,653 | -1.7% | 1.80% | +2.3% |
| Q2 2021 | $16,722,192,000 | +2.0% | 107,510 | -0.2% | 1.76% | -11.5% |
| Q1 2021 | $16,393,881,000 | +22.2% | 107,690 | +2.0% | 1.99% | +12.6% |
| Q4 2020 | $13,415,232,000 | +30.6% | 105,573 | -1.0% | 1.77% | +15.3% |
| Q3 2020 | $10,268,628,000 | +0.2% | 106,664 | -2.1% | 1.53% | -12.6% |
| Q2 2020 | $10,248,876,000 | +2.8% | 108,961 | -1.6% | 1.75% | -16.9% |
| Q1 2020 | $9,966,415,000 | -38.0% | 110,701 | -4.1% | 2.11% | -20.3% |
| Q4 2019 | $16,084,815,000 | +17.2% | 115,386 | -1.1% | 2.65% | +6.4% |
| Q3 2019 | $13,729,838,000 | +4.3% | 116,661 | -0.9% | 2.49% | +1.1% |
| Q2 2019 | $13,164,008,000 | +11.1% | 117,746 | +0.6% | 2.46% | +6.7% |
| Q1 2019 | $11,849,162,000 | +3.4% | 117,052 | -0.3% | 2.30% | -8.7% |
| Q4 2018 | $11,461,943,000 | -18.1% | 117,414 | -5.3% | 2.53% | -3.5% |
| Q3 2018 | $13,991,058,000 | +10.7% | 123,990 | +2.2% | 2.62% | +4.6% |
| Q2 2018 | $12,635,629,000 | -5.6% | 121,263 | -0.3% | 2.50% | -9.8% |
| Q1 2018 | $13,380,377,000 | +2.4% | 121,673 | -0.4% | 2.78% | +0.3% |
| Q4 2017 | $13,070,369,000 | +8.6% | 122,222 | -3.0% | 2.77% | +5.2% |
| Q3 2017 | $12,037,510,000 | +3.1% | 126,034 | -1.3% | 2.63% | -0.3% |
| Q2 2017 | $11,672,382,000 | -0.5% | 127,707 | -4.3% | 2.64% | -1.9% |
| Q1 2017 | $11,725,147,000 | -2.3% | 133,483 | -4.0% | 2.69% | -9.9% |
| Q4 2016 | $11,996,906,000 | +31.9% | 139,030 | +1.8% | 2.98% | +29.6% |
| Q3 2016 | $9,093,576,000 | +2.7% | 136,561 | -4.1% | 2.30% | -0.4% |
| Q2 2016 | $8,852,547,000 | +6.5% | 142,461 | +1.5% | 2.31% | +3.4% |
| Q1 2016 | $8,309,099,000 | -10.8% | 140,309 | -0.5% | 2.24% | -10.6% |
| Q4 2015 | $9,313,069,000 | +10.9% | 141,043 | +2.4% | 2.50% | +1.5% |
| Q3 2015 | $8,394,647,000 | -10.1% | 137,685 | -0.0% | 2.46% | +2.4% |
| Q2 2015 | $9,333,233,000 | +14.8% | 137,740 | +2.6% | 2.41% | +12.5% |
| Q1 2015 | $8,131,930,000 | -3.0% | 134,235 | +0.2% | 2.14% | -6.3% |
| Q4 2014 | $8,385,505,000 | +9.6% | 133,997 | +0.9% | 2.28% | +8.6% |
| Q3 2014 | $7,652,563,000 | 0.0% | 132,811 | 0.0% | 2.10% | 0.0% |
| Q2 2014 | $7,652,563,000 | -8.2% | 132,811 | -3.3% | 2.10% | -14.5% |
| Q1 2014 | $8,340,394,000 | +2.6% | 137,381 | -1.1% | 2.46% | -2.5% |
| Q4 2013 | $8,126,147,000 | +11.3% | 138,956 | -1.6% | 2.52% | +22.9% |
| Q3 2013 | $7,298,111,000 | -0.9% | 141,190 | +1.2% | 2.05% | -22.2% |
| Q2 2013 | $7,367,530,000 | – | 139,563 | – | 2.64% | – |
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% |