JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.9%.
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 | $5,295,393 | +6.8% | 36,515 | +7.1% | 0.60% | +16.3% |
| Q2 2023 | $4,958,602 | +36.7% | 34,094 | +22.4% | 0.52% | +33.1% |
| Q1 2023 | $3,628,416 | +60.7% | 27,844 | +65.3% | 0.39% | +38.7% |
| Q4 2022 | $2,258,218 | +34.7% | 16,840 | +5.0% | 0.28% | +31.6% |
| Q3 2022 | $1,677,000 | -18.6% | 16,044 | -12.2% | 0.21% | -12.0% |
| Q2 2022 | $2,059,000 | -27.2% | 18,283 | -11.9% | 0.24% | -4.0% |
| Q1 2022 | $2,828,000 | -7.6% | 20,746 | +7.3% | 0.25% | +4.1% |
| Q4 2021 | $3,060,000 | -3.2% | 19,326 | +0.1% | 0.24% | -14.8% |
| Q3 2021 | $3,161,000 | +24.9% | 19,307 | +18.6% | 0.28% | +22.5% |
| Q2 2021 | $2,531,000 | -21.4% | 16,274 | -23.1% | 0.23% | -24.3% |
| Q1 2021 | $3,222,000 | +22.5% | 21,163 | +2.3% | 0.30% | +11.3% |
| Q4 2020 | $2,630,000 | +47.8% | 20,697 | +11.9% | 0.27% | +28.6% |
| Q3 2020 | $1,780,000 | +2.6% | 18,491 | +0.2% | 0.21% | -9.7% |
| Q2 2020 | $1,735,000 | +4.3% | 18,445 | -0.2% | 0.24% | -3.3% |
| Q1 2020 | $1,663,000 | -34.5% | 18,474 | +1.4% | 0.24% | -14.4% |
| Q4 2019 | $2,538,000 | +18.5% | 18,210 | +0.0% | 0.28% | +8.8% |
| Q3 2019 | $2,142,000 | +5.8% | 18,207 | +0.6% | 0.26% | +4.0% |
| Q2 2019 | $2,024,000 | -4.1% | 18,104 | -13.2% | 0.25% | -11.3% |
| Q1 2019 | $2,110,000 | 0.0% | 20,852 | 0.0% | 0.28% | 0.0% |
| Q4 2018 | $2,110,000 | 0.0% | 20,852 | 0.0% | 0.28% | 0.0% |
| Q3 2018 | $2,110,000 | +1.2% | 20,852 | +4.1% | 0.28% | +2.9% |
| Q2 2018 | $2,086,000 | -6.4% | 20,024 | -1.2% | 0.28% | -5.5% |
| Q1 2018 | $2,228,000 | +17.7% | 20,257 | +14.4% | 0.29% | +17.7% |
| Q4 2017 | $1,893,000 | +4.8% | 17,702 | -6.4% | 0.25% | -0.8% |
| Q3 2017 | $1,807,000 | -3.8% | 18,919 | -7.9% | 0.25% | -11.3% |
| Q2 2017 | $1,878,000 | +4.2% | 20,542 | +0.1% | 0.28% | +7.6% |
| Q1 2017 | $1,802,000 | +3.3% | 20,517 | +1.5% | 0.26% | -0.4% |
| Q4 2016 | $1,744,000 | +29.1% | 20,215 | -0.4% | 0.26% | +34.2% |
| Q3 2016 | $1,351,000 | -6.1% | 20,288 | -12.4% | 0.20% | -11.7% |
| Q2 2016 | $1,439,000 | +4.8% | 23,157 | -0.1% | 0.22% | -4.7% |
| Q1 2016 | $1,373,000 | -11.1% | 23,188 | -0.8% | 0.23% | -14.7% |
| Q4 2015 | $1,544,000 | +21.4% | 23,386 | +12.1% | 0.27% | +24.1% |
| Q3 2015 | $1,272,000 | -18.9% | 20,862 | -9.9% | 0.22% | -2.7% |
| Q2 2015 | $1,569,000 | +37.4% | 23,155 | +22.7% | 0.23% | +49.7% |
| Q1 2015 | $1,142,000 | +4.3% | 18,867 | +7.8% | 0.15% | +4.1% |
| Q4 2014 | $1,095,000 | -16.6% | 17,501 | -19.7% | 0.14% | -19.4% |
| Q3 2014 | $1,313,000 | +24.1% | 21,795 | +18.7% | 0.18% | +26.8% |
| Q2 2014 | $1,058,000 | -6.9% | 18,358 | -1.9% | 0.14% | -15.5% |
| Q1 2014 | $1,136,000 | +10.9% | 18,709 | +6.9% | 0.17% | +0.6% |
| Q4 2013 | $1,024,000 | – | 17,508 | – | 0.17% | – |
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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% |