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 | $26,982,000 | +0.4% | 186,059 | +0.7% | 1.76% | +4.2% |
| Q2 2023 | $26,882,000 | +12.2% | 184,830 | +0.5% | 1.68% | +5.4% |
| Q1 2023 | $23,957,000 | -2.1% | 183,850 | +0.7% | 1.60% | -4.3% |
| Q4 2022 | $24,481,000 | +28.3% | 182,555 | -0.0% | 1.67% | +13.8% |
| Q3 2022 | $19,080,000 | -6.8% | 182,580 | +0.4% | 1.47% | -1.5% |
| Q2 2022 | $20,481,000 | -17.3% | 181,875 | +0.1% | 1.49% | -4.7% |
| Q1 2022 | $24,764,000 | -13.2% | 181,662 | +0.8% | 1.56% | -13.5% |
| Q4 2021 | $28,525,000 | -3.0% | 180,142 | +0.3% | 1.81% | -12.1% |
| Q3 2021 | $29,413,000 | +9.2% | 179,690 | +3.7% | 2.06% | +9.2% |
| Q2 2021 | $26,943,000 | +1.3% | 173,224 | -0.9% | 1.88% | -3.3% |
| Q1 2021 | $26,604,000 | +24.1% | 174,759 | +3.6% | 1.95% | +13.5% |
| Q4 2020 | $21,434,000 | +32.9% | 168,682 | +0.7% | 1.72% | +20.3% |
| Q3 2020 | $16,133,000 | +2.1% | 167,583 | -0.2% | 1.43% | -6.4% |
| Q2 2020 | $15,799,000 | +24.1% | 167,965 | +18.8% | 1.52% | -4.6% |
| Q1 2020 | $12,728,000 | -35.1% | 141,378 | +0.5% | 1.60% | -16.9% |
| Q4 2019 | $19,613,000 | +27.2% | 140,695 | +7.4% | 1.92% | +19.2% |
| Q3 2019 | $15,418,000 | +7.2% | 131,006 | +1.9% | 1.61% | +7.5% |
| Q2 2019 | $14,379,000 | +12.7% | 128,611 | +2.0% | 1.50% | +14.3% |
| Q1 2019 | $12,764,000 | +18.6% | 126,086 | +14.4% | 1.31% | +2.8% |
| Q4 2018 | $10,763,000 | -13.8% | 110,257 | -0.3% | 1.28% | -1.6% |
| Q3 2018 | $12,485,000 | +22.2% | 110,642 | +12.8% | 1.30% | +12.9% |
| Q2 2018 | $10,219,000 | +0.8% | 98,067 | +6.4% | 1.15% | -1.6% |
| Q1 2018 | $10,136,000 | +15.9% | 92,167 | +12.7% | 1.17% | +16.2% |
| Q4 2017 | $8,748,000 | +25.5% | 81,802 | +12.1% | 1.00% | +16.1% |
| Q3 2017 | $6,971,000 | +11.7% | 72,991 | +6.9% | 0.87% | +8.7% |
| Q2 2017 | $6,241,000 | +12.2% | 68,287 | +7.8% | 0.80% | +8.0% |
| Q1 2017 | $5,562,000 | +74.6% | 63,319 | +71.5% | 0.74% | +64.4% |
| Q4 2016 | $3,186,000 | +64.7% | 36,920 | +27.0% | 0.45% | +56.4% |
| Q3 2016 | $1,935,000 | +9.8% | 29,065 | +2.5% | 0.29% | +8.7% |
| Q2 2016 | $1,762,000 | +4.4% | 28,360 | -0.5% | 0.26% | -1.1% |
| Q1 2016 | $1,687,000 | -12.1% | 28,490 | -2.0% | 0.27% | -15.8% |
| Q4 2015 | $1,919,000 | +8.3% | 29,064 | 0.0% | 0.32% | +2.3% |
| Q3 2015 | $1,772,000 | -10.0% | 29,064 | 0.0% | 0.31% | -1.9% |
| Q2 2015 | $1,969,000 | +16.4% | 29,064 | +4.1% | 0.32% | +16.6% |
| Q1 2015 | $1,691,000 | -5.6% | 27,914 | -2.4% | 0.27% | -6.2% |
| Q4 2014 | $1,791,000 | +4.7% | 28,614 | +0.8% | 0.29% | +1.0% |
| Q3 2014 | $1,710,000 | +4.6% | 28,380 | 0.0% | 0.29% | +4.0% |
| Q2 2014 | $1,635,000 | -5.1% | 28,380 | 0.0% | 0.28% | -11.6% |
| Q1 2014 | $1,723,000 | +3.8% | 28,380 | 0.0% | 0.31% | +2.3% |
| Q4 2013 | $1,660,000 | +13.2% | 28,380 | 0.0% | 0.30% | +4.5% |
| Q3 2013 | $1,467,000 | -14.2% | 28,380 | -12.4% | 0.29% | -17.3% |
| Q2 2013 | $1,710,000 | – | 32,398 | – | 0.35% | – |
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% |