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 | $9,891 | +8.6% | 68,207 | +9.0% | 0.81% | +15.0% |
| Q2 2023 | $9,104 | +36.5% | 62,599 | +22.3% | 0.70% | +29.8% |
| Q1 2023 | $6,672 | -3.3% | 51,200 | -0.4% | 0.54% | -7.8% |
| Q4 2022 | $6,897 | -99.9% | 51,431 | -1.8% | 0.59% | +13.5% |
| Q3 2022 | $5,471,000 | -18.5% | 52,351 | -12.2% | 0.52% | -12.0% |
| Q2 2022 | $6,715,000 | -22.7% | 59,631 | -6.4% | 0.59% | -13.4% |
| Q1 2022 | $8,682,000 | -15.3% | 63,685 | -1.6% | 0.68% | -14.6% |
| Q4 2021 | $10,245,000 | -5.7% | 64,698 | -2.5% | 0.80% | -11.9% |
| Q3 2021 | $10,865,000 | -4.1% | 66,376 | -8.9% | 0.90% | -4.6% |
| Q2 2021 | $11,328,000 | -1.3% | 72,833 | -3.4% | 0.95% | -0.8% |
| Q1 2021 | $11,472,000 | +10.5% | 75,362 | -7.8% | 0.96% | -4.6% |
| Q4 2020 | $10,386,000 | +22.2% | 81,732 | -7.4% | 1.00% | +0.1% |
| Q3 2020 | $8,501,000 | -0.2% | 88,308 | -2.5% | 1.00% | -5.9% |
| Q2 2020 | $8,516,000 | -3.8% | 90,543 | -7.9% | 1.06% | -19.4% |
| Q1 2020 | $8,853,000 | -29.5% | 98,339 | +9.1% | 1.32% | -16.0% |
| Q4 2019 | $12,560,000 | +15.9% | 90,100 | -2.2% | 1.57% | +6.5% |
| Q3 2019 | $10,839,000 | +4.6% | 92,094 | -0.7% | 1.48% | +1.7% |
| Q2 2019 | $10,366,000 | +8.2% | 92,717 | -2.0% | 1.45% | +5.2% |
| Q1 2019 | $9,580,000 | +0.2% | 94,639 | -3.3% | 1.38% | -9.7% |
| Q4 2018 | $9,557,000 | -7.7% | 97,897 | +6.7% | 1.53% | -1.5% |
| Q3 2018 | $10,355,000 | +7.5% | 91,770 | -0.7% | 1.55% | +1.1% |
| Q2 2018 | $9,634,000 | -5.3% | 92,459 | -0.1% | 1.54% | -7.4% |
| Q1 2018 | $10,178,000 | -0.3% | 92,552 | -3.0% | 1.66% | +1.7% |
| Q4 2017 | $10,205,000 | +12.5% | 95,423 | +0.5% | 1.63% | +4.5% |
| Q3 2017 | $9,070,000 | +3.7% | 94,962 | -0.8% | 1.56% | +1.0% |
| Q2 2017 | $8,748,000 | +6.8% | 95,714 | +2.7% | 1.54% | +3.5% |
| Q1 2017 | $8,190,000 | +2.6% | 93,234 | +0.8% | 1.49% | -2.3% |
| Q4 2016 | $7,982,000 | +13.1% | 92,499 | -12.7% | 1.53% | +12.2% |
| Q3 2016 | $7,059,000 | +3.9% | 106,011 | -3.0% | 1.36% | +1.6% |
| Q2 2016 | $6,794,000 | +6.4% | 109,339 | +1.4% | 1.34% | +3.8% |
| Q1 2016 | $6,383,000 | -9.2% | 107,786 | +1.3% | 1.29% | -13.3% |
| Q4 2015 | $7,026,000 | +9.3% | 106,399 | +0.9% | 1.49% | +1.8% |
| Q3 2015 | $6,430,000 | -8.0% | 105,466 | +2.3% | 1.46% | -4.6% |
| Q2 2015 | $6,987,000 | +18.4% | 103,108 | +5.8% | 1.53% | +18.3% |
| Q1 2015 | $5,902,000 | +15.6% | 97,422 | +19.4% | 1.30% | +12.1% |
| Q4 2014 | $5,105,000 | +7.9% | 81,568 | +3.9% | 1.16% | +5.3% |
| Q3 2014 | $4,731,000 | +4.8% | 78,531 | +0.2% | 1.10% | +5.3% |
| Q2 2014 | $4,516,000 | -10.6% | 78,378 | -5.8% | 1.04% | -16.0% |
| Q1 2014 | $5,053,000 | +20.3% | 83,225 | +15.9% | 1.24% | +17.3% |
| Q4 2013 | $4,199,000 | +21.8% | 71,805 | +7.7% | 1.06% | +15.1% |
| Q3 2013 | $3,447,000 | +201.3% | 66,686 | +207.8% | 0.92% | +189.3% |
| Q2 2013 | $1,144,000 | – | 21,664 | – | 0.32% | – |
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% |