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 | $44,119,468 | -0.6% | 304,232 | -0.3% | 1.56% | +4.0% |
| Q2 2023 | $44,379,459 | +10.3% | 305,141 | -1.2% | 1.50% | +1.6% |
| Q1 2023 | $40,246,372 | -1.7% | 308,853 | +1.1% | 1.48% | -8.4% |
| Q4 2022 | $40,954,844 | +28.5% | 305,407 | +0.1% | 1.62% | +18.9% |
| Q3 2022 | $31,868,000 | -6.4% | 304,963 | +0.9% | 1.36% | -3.3% |
| Q2 2022 | $34,032,000 | -14.1% | 302,211 | +3.9% | 1.40% | -2.4% |
| Q1 2022 | $39,641,000 | -8.2% | 290,797 | +6.6% | 1.44% | -8.8% |
| Q4 2021 | $43,183,000 | -0.4% | 272,709 | +3.0% | 1.58% | -11.1% |
| Q3 2021 | $43,351,000 | +6.9% | 264,837 | +1.6% | 1.77% | +5.1% |
| Q2 2021 | $40,560,000 | +1.8% | 260,774 | -0.4% | 1.69% | -5.3% |
| Q1 2021 | $39,850,000 | +25.1% | 261,776 | +4.5% | 1.78% | +11.9% |
| Q4 2020 | $31,842,000 | +33.4% | 250,592 | +1.0% | 1.59% | +15.8% |
| Q3 2020 | $23,876,000 | +4.8% | 248,013 | +2.4% | 1.38% | -4.0% |
| Q2 2020 | $22,772,000 | +0.0% | 242,103 | -4.3% | 1.44% | -18.1% |
| Q1 2020 | $22,769,000 | -33.3% | 252,905 | +3.2% | 1.75% | -19.6% |
| Q4 2019 | $34,148,000 | +20.6% | 244,964 | +1.8% | 2.18% | +10.4% |
| Q3 2019 | $28,316,000 | +7.4% | 240,601 | +2.1% | 1.97% | +5.2% |
| Q2 2019 | $26,357,000 | +9.1% | 235,749 | -1.2% | 1.88% | +5.2% |
| Q1 2019 | $24,153,000 | +5.8% | 238,596 | +2.0% | 1.78% | -5.5% |
| Q4 2018 | $22,837,000 | -12.1% | 233,940 | +1.6% | 1.89% | -0.3% |
| Q3 2018 | $25,987,000 | +8.8% | 230,303 | +0.5% | 1.89% | +1.1% |
| Q2 2018 | $23,883,000 | -2.8% | 229,201 | +2.5% | 1.87% | -6.8% |
| Q1 2018 | $24,583,000 | +6.9% | 223,545 | +3.9% | 2.01% | +2.2% |
| Q4 2017 | $23,006,000 | +13.5% | 215,127 | +1.4% | 1.96% | +4.4% |
| Q3 2017 | $20,262,000 | +5.2% | 212,140 | +0.6% | 1.88% | +1.0% |
| Q2 2017 | $19,266,000 | +3.2% | 210,783 | -0.8% | 1.86% | -0.1% |
| Q1 2017 | $18,669,000 | -0.3% | 212,531 | -2.1% | 1.87% | -6.2% |
| Q4 2016 | $18,732,000 | +32.7% | 217,080 | +2.4% | 1.99% | +24.2% |
| Q3 2016 | $14,111,000 | +5.6% | 211,922 | -1.5% | 1.60% | +5.0% |
| Q2 2016 | $13,366,000 | +7.5% | 215,132 | +2.5% | 1.53% | +5.0% |
| Q1 2016 | $12,434,000 | -7.8% | 209,963 | +2.7% | 1.45% | -8.0% |
| Q4 2015 | $13,491,000 | +8.5% | 204,356 | +0.2% | 1.58% | +3.9% |
| Q3 2015 | $12,437,000 | -10.5% | 203,974 | -0.5% | 1.52% | -1.6% |
| Q2 2015 | $13,897,000 | +14.2% | 205,091 | +2.1% | 1.54% | +14.5% |
| Q1 2015 | $12,172,000 | -2.4% | 200,930 | +0.8% | 1.35% | -3.3% |
| Q4 2014 | $12,471,000 | +5.4% | 199,273 | +1.4% | 1.40% | +2.6% |
| Q3 2014 | $11,837,000 | +5.1% | 196,486 | +0.5% | 1.36% | +7.6% |
| Q2 2014 | $11,259,000 | -1.2% | 195,434 | +4.1% | 1.26% | -5.3% |
| Q1 2014 | $11,396,000 | +5.2% | 187,739 | +1.3% | 1.34% | +2.4% |
| Q4 2013 | $10,832,000 | +24.7% | 185,269 | +10.2% | 1.30% | +11.7% |
| Q3 2013 | $8,689,000 | +2.8% | 168,131 | +5.0% | 1.17% | -4.3% |
| Q2 2013 | $8,453,000 | – | 160,119 | – | 1.22% | – |
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% |