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 | $1,610,134 | +2.8% | 11,103 | +3.1% | 0.74% | +14.2% |
| Q2 2023 | $1,566,671 | +6.9% | 10,772 | -4.2% | 0.65% | +3.7% |
| Q1 2023 | $1,465,197 | -2.0% | 11,244 | +0.9% | 0.63% | -5.6% |
| Q4 2022 | $1,494,937 | +37.5% | 11,148 | +7.1% | 0.66% | +39.5% |
| Q3 2022 | $1,087,000 | -6.8% | 10,406 | +0.5% | 0.48% | +5.3% |
| Q2 2022 | $1,166,000 | +4.1% | 10,355 | +26.0% | 0.45% | +29.9% |
| Q1 2022 | $1,120,000 | -6.0% | 8,218 | +9.2% | 0.35% | +1.8% |
| Q4 2021 | $1,192,000 | -2.1% | 7,528 | +1.2% | 0.34% | -11.9% |
| Q3 2021 | $1,218,000 | +4.7% | 7,442 | -0.5% | 0.39% | +7.8% |
| Q2 2021 | $1,163,000 | +34.5% | 7,478 | +31.6% | 0.36% | +22.9% |
| Q1 2021 | $865,000 | +31.7% | 5,681 | +9.9% | 0.29% | +24.7% |
| Q4 2020 | $657,000 | +34.6% | 5,168 | +2.0% | 0.24% | +19.9% |
| Q3 2020 | $488,000 | -3.2% | 5,067 | -5.4% | 0.20% | -12.5% |
| Q2 2020 | $504,000 | +10.3% | 5,358 | +5.9% | 0.22% | -5.9% |
| Q1 2020 | $457,000 | -11.4% | 5,058 | +34.6% | 0.24% | +3.0% |
| Q4 2019 | $516,000 | +34.4% | 3,759 | +15.3% | 0.23% | +23.5% |
| Q3 2019 | $384,000 | +5.5% | 3,259 | 0.0% | 0.19% | +5.6% |
| Q2 2019 | $364,000 | +10.3% | 3,259 | 0.0% | 0.18% | +6.6% |
| Q1 2019 | $330,000 | +13.0% | 3,259 | +9.0% | 0.17% | -2.4% |
| Q4 2018 | $292,000 | -13.4% | 2,989 | 0.0% | 0.17% | +21.4% |
| Q3 2018 | $337,000 | +9.1% | 2,989 | +0.7% | 0.14% | +4.5% |
| Q2 2018 | $309,000 | +26.6% | 2,967 | +33.8% | 0.13% | +24.1% |
| Q1 2018 | $244,000 | +14.0% | 2,217 | +10.9% | 0.11% | +12.5% |
| Q4 2017 | $214,000 | -83.9% | 1,999 | -87.0% | 0.10% | -95.0% |
| Q4 2016 | $1,328,000 | +103.4% | 15,390 | +55.7% | 1.92% | +161.2% |
| Q4 2015 | $653,000 | -43.9% | 9,883 | -48.3% | 0.74% | -44.4% |
| Q3 2015 | $1,165,000 | -9.7% | 19,100 | +0.3% | 1.32% | +1.2% |
| Q2 2015 | $1,290,000 | +12.4% | 19,035 | +0.4% | 1.31% | +16.8% |
| Q1 2015 | $1,148,000 | -3.7% | 18,955 | -0.5% | 1.12% | -5.3% |
| Q4 2014 | $1,192,000 | -59.6% | 19,055 | -61.1% | 1.18% | -56.0% |
| Q3 2014 | $2,953,000 | +0.3% | 49,021 | -4.0% | 2.69% | +8.2% |
| Q2 2014 | $2,943,000 | +4.5% | 51,077 | +10.1% | 2.48% | +4.8% |
| Q1 2014 | $2,815,000 | -4.3% | 46,373 | -7.8% | 2.37% | -2.9% |
| Q4 2013 | $2,941,000 | +12.4% | 50,283 | -0.6% | 2.44% | +2.6% |
| Q3 2013 | $2,616,000 | -7.6% | 50,602 | -5.7% | 2.38% | -11.1% |
| Q2 2013 | $2,831,000 | – | 53,634 | – | 2.68% | – |
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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% |