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 | $90,739,167 | +1.4% | 625,705 | +1.7% | 1.61% | +3.7% |
| Q2 2023 | $89,476,605 | +9.1% | 615,217 | -2.3% | 1.56% | +4.2% |
| Q1 2023 | $82,017,165 | -1.9% | 629,405 | +1.0% | 1.49% | -8.2% |
| Q4 2022 | $83,593,941 | +28.9% | 623,374 | +0.4% | 1.63% | +19.6% |
| Q3 2022 | $64,873,000 | -6.2% | 620,795 | +1.1% | 1.36% | -2.6% |
| Q2 2022 | $69,168,000 | -17.2% | 614,232 | +0.3% | 1.40% | -0.8% |
| Q1 2022 | $83,487,000 | -13.4% | 612,434 | +0.6% | 1.41% | -10.1% |
| Q4 2021 | $96,376,000 | -1.9% | 608,633 | +1.4% | 1.57% | -12.5% |
| Q3 2021 | $98,240,000 | +4.5% | 600,164 | -0.7% | 1.79% | +6.8% |
| Q2 2021 | $94,026,000 | +3.3% | 604,520 | +1.1% | 1.68% | -5.2% |
| Q1 2021 | $91,001,000 | +23.5% | 597,791 | +3.1% | 1.77% | +12.3% |
| Q4 2020 | $73,689,000 | +34.4% | 579,912 | +1.8% | 1.57% | +20.6% |
| Q3 2020 | $54,821,000 | +2.7% | 569,459 | +0.3% | 1.30% | -12.0% |
| Q2 2020 | $53,383,000 | -0.5% | 567,541 | -4.8% | 1.48% | -15.4% |
| Q1 2020 | $53,655,000 | -36.8% | 595,977 | -2.1% | 1.75% | -21.3% |
| Q4 2019 | $84,849,000 | +20.4% | 608,676 | +1.6% | 2.23% | +10.3% |
| Q3 2019 | $70,499,000 | +7.5% | 599,027 | +2.1% | 2.02% | +4.8% |
| Q2 2019 | $65,563,000 | +11.6% | 586,435 | +1.1% | 1.92% | +7.2% |
| Q1 2019 | $58,722,000 | +3.5% | 580,093 | -0.1% | 1.80% | -7.9% |
| Q4 2018 | $56,712,000 | -13.2% | 580,958 | +0.4% | 1.95% | -4.3% |
| Q3 2018 | $65,326,000 | +7.9% | 578,931 | -0.3% | 2.04% | +2.0% |
| Q2 2018 | $60,526,000 | -4.1% | 580,868 | +1.2% | 2.00% | -5.8% |
| Q1 2018 | $63,137,000 | +4.7% | 574,134 | +1.8% | 2.12% | +0.8% |
| Q4 2017 | $60,329,000 | +11.2% | 564,137 | -0.7% | 2.10% | +6.4% |
| Q3 2017 | $54,235,000 | +6.0% | 567,848 | +1.4% | 1.98% | -0.1% |
| Q2 2017 | $51,174,000 | +5.3% | 559,895 | +1.2% | 1.98% | +1.0% |
| Q1 2017 | $48,582,000 | -3.8% | 553,079 | -5.5% | 1.96% | -8.8% |
| Q4 2016 | $50,485,000 | +29.3% | 585,073 | -0.3% | 2.15% | +26.3% |
| Q3 2016 | $39,058,000 | +6.6% | 586,552 | -0.5% | 1.70% | +5.4% |
| Q2 2016 | $36,631,000 | +3.4% | 589,582 | -1.4% | 1.61% | +3.1% |
| Q1 2016 | $35,420,000 | -10.1% | 598,117 | +0.2% | 1.57% | -12.4% |
| Q4 2015 | $39,399,000 | +6.3% | 596,793 | -1.8% | 1.79% | -0.8% |
| Q3 2015 | $37,061,000 | -10.3% | 607,872 | -0.3% | 1.80% | -1.7% |
| Q2 2015 | $41,323,000 | +16.0% | 609,844 | +3.7% | 1.83% | +12.3% |
| Q1 2015 | $35,636,000 | -1.5% | 588,249 | +1.7% | 1.63% | -5.1% |
| Q4 2014 | $36,197,000 | +2.9% | 578,408 | -0.9% | 1.72% | +0.4% |
| Q3 2014 | $35,177,000 | +6.5% | 583,951 | +1.8% | 1.71% | +5.2% |
| Q2 2014 | $33,036,000 | -6.3% | 573,457 | -1.3% | 1.63% | -9.8% |
| Q1 2014 | $35,253,000 | +5.3% | 580,767 | +1.5% | 1.81% | +5.2% |
| Q4 2013 | $33,464,000 | +14.5% | 572,320 | +1.2% | 1.72% | +8.5% |
| Q3 2013 | $29,226,000 | -2.9% | 565,492 | -0.8% | 1.58% | -6.3% |
| Q2 2013 | $30,102,000 | – | 570,248 | – | 1.69% | – |
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% |