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 | $853,008 | -22.0% | 5,882 | -21.8% | 0.08% | -15.4% |
| Q2 2023 | $1,093,418 | +61.2% | 7,518 | +44.4% | 0.09% | +65.5% |
| Q1 2023 | $678,394 | +12.1% | 5,206 | +15.3% | 0.06% | +10.0% |
| Q4 2022 | $605,327 | -9.1% | 4,514 | -29.2% | 0.05% | -5.7% |
| Q3 2022 | $666,000 | +2.6% | 6,372 | +10.6% | 0.05% | +12.8% |
| Q2 2022 | $649,000 | -8.6% | 5,762 | +10.6% | 0.05% | +11.9% |
| Q1 2022 | $710,000 | -72.9% | 5,210 | -68.5% | 0.04% | -73.9% |
| Q4 2021 | $2,620,000 | +25.2% | 16,547 | +29.5% | 0.16% | -1.8% |
| Q3 2021 | $2,092,000 | -22.5% | 12,778 | -26.4% | 0.16% | -48.4% |
| Q2 2021 | $2,699,000 | +4.9% | 17,351 | +2.6% | 0.32% | -33.1% |
| Q1 2021 | $2,573,000 | +23.1% | 16,904 | +2.8% | 0.48% | -15.3% |
| Q4 2020 | $2,090,000 | +20.2% | 16,447 | -8.9% | 0.56% | -24.7% |
| Q3 2020 | $1,739,000 | -5.3% | 18,063 | -7.5% | 0.74% | -21.7% |
| Q2 2020 | $1,837,000 | +3301.9% | 19,527 | +3154.5% | 0.95% | +2338.5% |
| Q1 2020 | $54,000 | -80.4% | 600 | -69.7% | 0.04% | -69.8% |
| Q4 2019 | $276,000 | -79.3% | 1,982 | -82.5% | 0.13% | -75.0% |
| Q3 2019 | $1,334,000 | +13.6% | 11,325 | +7.9% | 0.52% | +24.3% |
| Q2 2019 | $1,174,000 | -67.1% | 10,500 | -70.2% | 0.42% | -56.8% |
| Q1 2019 | $3,563,000 | -14.9% | 35,197 | -18.0% | 0.96% | -26.3% |
| Q4 2018 | $4,189,000 | +317.2% | 42,917 | +382.6% | 1.31% | +445.0% |
| Q3 2018 | $1,004,000 | +191.0% | 8,892 | +168.7% | 0.24% | +48.1% |
| Q2 2018 | $345,000 | -79.1% | 3,309 | -78.0% | 0.16% | -79.2% |
| Q1 2018 | $1,653,000 | -7.3% | 15,030 | -9.8% | 0.78% | -15.6% |
| Q4 2017 | $1,783,000 | -30.1% | 16,669 | -37.6% | 0.92% | -32.3% |
| Q3 2017 | $2,552,000 | +4.1% | 26,710 | -0.4% | 1.36% | -10.6% |
| Q2 2017 | $2,451,000 | +34.2% | 26,810 | +28.9% | 1.53% | +27.2% |
| Q1 2017 | $1,827,000 | +0.6% | 20,800 | -1.3% | 1.20% | -30.8% |
| Q4 2016 | $1,817,000 | -18.8% | 21,071 | -37.3% | 1.73% | +17.7% |
| Q3 2016 | $2,238,000 | -7.6% | 33,600 | -15.4% | 1.47% | +50.5% |
| Q3 2015 | $2,422,000 | -10.0% | 39,732 | 0.0% | 0.98% | +13.0% |
| Q2 2015 | $2,692,000 | -29.4% | 39,732 | -36.9% | 0.87% | -6.2% |
| Q1 2015 | $3,815,000 | -13.7% | 62,982 | -10.9% | 0.92% | +5.2% |
| Q4 2014 | $4,423,000 | -47.3% | 70,670 | -50.8% | 0.88% | +21.6% |
| Q4 2013 | $8,394,000 | -13.0% | 143,530 | -23.1% | 0.72% | -2.2% |
| Q3 2013 | $9,648,000 | -2.7% | 186,652 | -0.6% | 0.74% | -11.4% |
| Q2 2013 | $9,911,000 | +1.6% | 187,752 | -8.7% | 0.83% | +21.8% |
| Q1 2013 | $9,759,000 | +27.0% | 205,620 | +17.7% | 0.68% | +10.9% |
| Q4 2012 | $7,682,000 | +45.2% | 174,724 | +33.7% | 0.62% | +49.9% |
| Q3 2012 | $5,289,000 | +29.5% | 130,658 | +14.3% | 0.41% | +24.2% |
| Q2 2012 | $4,083,000 | -6.9% | 114,270 | +19.8% | 0.33% | -3.5% |
| Q1 2012 | $4,386,000 | +9.7% | 95,380 | -20.7% | 0.34% | -2.0% |
| Q4 2011 | $3,997,000 | -61.7% | 120,202 | -61.8% | 0.35% | -30.3% |
| Q3 2011 | $10,442,000 | +44.1% | 314,934 | +70.5% | 0.50% | +49.4% |
| Q2 2011 | $7,247,000 | +10.5% | 184,672 | +29.8% | 0.34% | -36.6% |
| Q1 2011 | $6,556,000 | +48.3% | 142,222 | +36.5% | 0.53% | +36.6% |
| Q4 2010 | $4,421,000 | +206.8% | 104,222 | +223.7% | 0.39% | +183.2% |
| Q1 2010 | $1,441,000 | +7.4% | 32,200 | 0.0% | 0.14% | +3.8% |
| Q4 2009 | $1,342,000 | -33.7% | 32,200 | -30.3% | 0.13% | -35.9% |
| Q3 2009 | $2,024,000 | +3.7% | 46,200 | -19.2% | 0.21% | -12.3% |
| Q2 2009 | $1,951,000 | -1.2% | 57,200 | -23.0% | 0.24% | -20.1% |
| Q1 2009 | $1,975,000 | – | 74,300 | – | 0.29% | – |
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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% |