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 | $1,689,297 | +12.2% | 11,649 | +12.5% | 0.29% | +15.3% |
| Q2 2023 | $1,505,415 | +17.0% | 10,351 | +4.8% | 0.26% | +11.4% |
| Q1 2023 | $1,287,165 | +1.6% | 9,878 | +4.5% | 0.23% | -4.2% |
| Q4 2022 | $1,267,086 | +37.9% | 9,449 | +7.5% | 0.24% | +20.7% |
| Q3 2022 | $919,000 | -8.0% | 8,792 | -0.9% | 0.20% | -2.9% |
| Q2 2022 | $999,000 | -17.1% | 8,874 | +0.4% | 0.20% | +6.2% |
| Q1 2022 | $1,205,000 | -18.0% | 8,838 | -4.8% | 0.19% | -15.4% |
| Q4 2021 | $1,470,000 | -2.7% | 9,283 | +0.6% | 0.23% | -8.5% |
| Q3 2021 | $1,511,000 | +6.7% | 9,228 | +1.4% | 0.25% | +8.3% |
| Q2 2021 | $1,416,000 | +3.0% | 9,104 | +0.8% | 0.23% | -2.6% |
| Q1 2021 | $1,375,000 | +97.6% | 9,033 | +64.8% | 0.24% | +95.8% |
| Q4 2020 | $696,000 | +26.8% | 5,481 | -3.9% | 0.12% | +16.5% |
| Q3 2020 | $549,000 | +2.4% | 5,706 | +0.1% | 0.10% | -2.8% |
| Q2 2020 | $536,000 | -51.2% | 5,699 | -47.9% | 0.11% | -17.2% |
| Q1 2020 | $1,099,000 | +12.0% | 10,939 | +55.5% | 0.13% | -34.0% |
| Q4 2019 | $981,000 | +85.1% | 7,034 | +56.2% | 0.19% | +70.2% |
| Q3 2019 | $530,000 | -9.6% | 4,504 | -14.0% | 0.11% | -13.6% |
| Q2 2019 | $586,000 | +8.3% | 5,240 | -2.0% | 0.13% | +9.1% |
| Q1 2019 | $541,000 | -8.8% | 5,345 | -12.0% | 0.12% | -19.3% |
| Q4 2018 | $593,000 | -19.8% | 6,072 | -7.3% | 0.15% | -12.3% |
| Q3 2018 | $739,000 | +6.2% | 6,549 | -1.9% | 0.17% | -1.2% |
| Q2 2018 | $696,000 | -11.9% | 6,679 | -7.0% | 0.17% | -12.2% |
| Q1 2018 | $790,000 | +5.9% | 7,181 | +3.0% | 0.20% | +9.4% |
| Q4 2017 | $746,000 | +7.3% | 6,972 | -4.2% | 0.18% | +4.0% |
| Q3 2017 | $695,000 | 0.0% | 7,280 | -4.3% | 0.17% | -3.9% |
| Q2 2017 | $695,000 | -4.7% | 7,604 | -8.4% | 0.18% | -4.8% |
| Q1 2017 | $729,000 | -5.4% | 8,298 | -7.1% | 0.19% | -8.3% |
| Q4 2016 | $771,000 | +62.0% | 8,935 | +25.0% | 0.21% | +53.7% |
| Q3 2016 | $476,000 | +10.4% | 7,149 | +3.0% | 0.13% | +8.1% |
| Q2 2016 | $431,000 | +29.8% | 6,944 | +24.0% | 0.12% | +33.3% |
| Q1 2016 | $332,000 | -9.3% | 5,598 | +1.1% | 0.09% | -12.3% |
| Q4 2015 | $366,000 | +12.6% | 5,537 | +3.7% | 0.11% | -0.9% |
| Q3 2015 | $325,000 | +7.6% | 5,337 | +19.6% | 0.11% | +11.5% |
| Q2 2015 | $302,000 | -21.4% | 4,462 | -29.6% | 0.10% | -25.0% |
| Q1 2015 | $384,000 | +69.2% | 6,337 | +75.0% | 0.13% | +64.1% |
| Q4 2014 | $227,000 | +1.8% | 3,622 | -2.2% | 0.08% | -7.1% |
| Q3 2014 | $223,000 | -24.4% | 3,704 | -26.6% | 0.08% | -26.3% |
| Q2 2014 | $295,000 | +0.3% | 5,049 | +3.9% | 0.11% | -0.9% |
| Q1 2014 | $294,000 | -0.3% | 4,858 | -3.8% | 0.12% | +0.9% |
| Q4 2013 | $295,000 | +10.5% | 5,049 | -2.4% | 0.11% | -5.0% |
| Q3 2013 | $267,000 | -99.9% | 5,174 | +6.2% | 0.12% | -2.4% |
| Q2 2013 | $258,296,000 | – | 4,874 | – | 0.12% | – |
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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% |