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 | $5,945,820 | -0.3% | 41,000 | 0.0% | 0.39% | +5.1% |
| Q2 2023 | $5,963,040 | +11.6% | 41,000 | 0.0% | 0.37% | -4.1% |
| Q1 2023 | $5,342,710 | -2.8% | 41,000 | 0.0% | 0.39% | -6.1% |
| Q4 2022 | $5,498,000 | +14.4% | 41,000 | -10.9% | 0.41% | +2.0% |
| Q3 2022 | $4,808,000 | -21.8% | 46,000 | 0.0% | 0.40% | -5.4% |
| Q2 2022 | $6,152,000 | -2.2% | 46,000 | 0.0% | 0.43% | +6.5% |
| Q1 2022 | $6,292,000 | -13.6% | 46,000 | 0.0% | 0.40% | -10.3% |
| Q4 2021 | $7,284,000 | -3.3% | 46,000 | 0.0% | 0.45% | +6.7% |
| Q3 2021 | $7,529,000 | +5.2% | 46,000 | 0.0% | 0.42% | +5.0% |
| Q2 2021 | $7,155,000 | -1.5% | 46,000 | -3.6% | 0.40% | -11.7% |
| Q1 2021 | $7,261,000 | +24.2% | 47,700 | +3.7% | 0.45% | +1.3% |
| Q4 2020 | $5,845,000 | -24.9% | 46,000 | -91.4% | 0.45% | +4.4% |
| Q3 2020 | $7,780,000 | +79.8% | 531,815 | +1056.1% | 0.43% | -8.4% |
| Q2 2020 | $4,326,000 | +4.5% | 46,000 | 0.0% | 0.47% | -13.8% |
| Q1 2020 | $4,141,000 | -27.5% | 46,000 | +12.2% | 0.54% | -0.7% |
| Q4 2019 | $5,715,000 | +18.4% | 41,000 | 0.0% | 0.55% | +0.9% |
| Q3 2019 | $4,825,000 | +5.3% | 41,000 | 0.0% | 0.54% | +17.4% |
| Q2 2019 | $4,584,000 | -3.0% | 41,000 | -12.2% | 0.46% | -16.9% |
| Q1 2019 | $4,727,000 | +3.0% | 46,700 | -0.6% | 0.56% | -7.3% |
| Q4 2018 | $4,588,000 | -13.5% | 47,000 | 0.0% | 0.60% | +4.2% |
| Q3 2018 | $5,303,000 | +24.1% | 47,000 | +14.6% | 0.58% | +14.5% |
| Q2 2018 | $4,272,000 | -5.3% | 41,000 | 0.0% | 0.50% | -6.7% |
| Q1 2018 | $4,509,000 | +2.8% | 41,000 | 0.0% | 0.54% | +11.2% |
| Q4 2017 | $4,385,000 | +12.0% | 41,000 | 0.0% | 0.48% | -2.2% |
| Q3 2017 | $3,916,000 | +4.5% | 41,000 | 0.0% | 0.50% | +0.8% |
| Q2 2017 | $3,747,000 | +4.1% | 41,000 | 0.0% | 0.49% | -0.4% |
| Q1 2017 | $3,601,000 | +1.8% | 41,000 | 0.0% | 0.49% | -2.2% |
| Q4 2016 | $3,538,000 | +29.6% | 41,000 | 0.0% | 0.50% | +7.9% |
| Q3 2016 | $2,730,000 | +7.1% | 41,000 | 0.0% | 0.47% | -7.7% |
| Q2 2016 | $2,548,000 | -6.5% | 41,000 | -10.9% | 0.51% | -3.1% |
| Q1 2016 | $2,724,000 | -19.1% | 46,000 | -9.8% | 0.52% | -17.5% |
| Q4 2015 | $3,368,000 | +8.3% | 51,000 | 0.0% | 0.63% | -2.3% |
| Q3 2015 | $3,109,000 | -10.0% | 51,000 | 0.0% | 0.65% | -0.8% |
| Q2 2015 | $3,456,000 | +11.8% | 51,000 | 0.0% | 0.65% | +4.1% |
| Q1 2015 | $3,090,000 | -3.3% | 51,000 | -0.7% | 0.63% | -5.3% |
| Q4 2014 | $3,197,000 | +3.5% | 51,338 | 0.0% | 0.66% | -6.5% |
| Q3 2014 | $3,089,000 | +3.9% | 51,338 | 0.0% | 0.71% | -1.0% |
| Q2 2014 | $2,972,000 | -4.0% | 51,338 | +0.7% | 0.72% | -5.4% |
| Q1 2014 | $3,096,000 | +3.8% | 51,000 | 0.0% | 0.76% | +7.2% |
| Q4 2013 | $2,982,000 | +13.1% | 51,000 | 0.0% | 0.70% | +0.7% |
| Q3 2013 | $2,636,000 | -2.1% | 51,000 | 0.0% | 0.70% | -8.5% |
| Q2 2013 | $2,692,000 | – | 51,000 | – | 0.76% | – |
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% |