JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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 | $12,210,214 | +0.6% | 83,443 | 0.0% | 3.79% | -7.8% |
| Q2 2023 | $12,135,950 | +11.4% | 83,443 | -0.2% | 4.11% | -1.9% |
| Q1 2023 | $10,893,134 | +21.3% | 83,594 | +24.8% | 4.19% | +3.5% |
| Q4 2022 | $8,981,884 | +27.0% | 66,979 | -1.1% | 4.05% | +29.2% |
| Q3 2022 | $7,075,000 | -40.9% | 67,709 | -36.3% | 3.14% | -34.6% |
| Q2 2022 | $11,971,000 | -27.3% | 106,308 | -12.0% | 4.79% | +6.0% |
| Q1 2022 | $16,467,000 | -29.0% | 120,794 | -17.6% | 4.52% | -21.6% |
| Q4 2021 | $23,202,000 | -2.2% | 146,524 | +1.1% | 5.77% | -3.7% |
| Q3 2021 | $23,714,000 | +7.8% | 144,869 | +2.5% | 5.99% | +9.9% |
| Q2 2021 | $21,991,000 | +2.2% | 141,384 | -0.0% | 5.45% | -4.3% |
| Q1 2021 | $21,526,000 | +19.7% | 141,404 | -0.1% | 5.69% | +11.8% |
| Q4 2020 | $17,989,000 | +182.2% | 141,569 | +99.9% | 5.09% | +46.0% |
| Q1 2020 | $6,375,000 | -54.3% | 70,808 | -29.3% | 3.49% | -34.7% |
| Q4 2019 | $13,958,000 | +19.4% | 100,127 | +0.8% | 5.34% | +8.7% |
| Q3 2019 | $11,695,000 | +197.0% | 99,372 | +182.1% | 4.92% | +208.0% |
| Q2 2019 | $3,938,000 | +10.6% | 35,223 | +0.2% | 1.60% | +10.1% |
| Q1 2019 | $3,560,000 | +38.6% | 35,165 | +33.6% | 1.45% | +17.3% |
| Q4 2018 | $2,569,000 | -14.8% | 26,312 | -1.5% | 1.24% | +17.4% |
| Q3 2018 | $3,015,000 | +2.5% | 26,722 | -5.3% | 1.05% | +0.6% |
| Q2 2018 | $2,941,000 | -6.2% | 28,222 | -1.0% | 1.05% | -11.9% |
| Q1 2018 | $3,135,000 | +4.3% | 28,512 | +1.5% | 1.19% | +17.8% |
| Q4 2017 | $3,005,000 | +13.2% | 28,097 | +1.1% | 1.01% | +5.8% |
| Q3 2017 | $2,654,000 | +6.2% | 27,783 | +1.6% | 0.95% | -0.1% |
| Q2 2017 | $2,500,000 | +6.2% | 27,353 | +2.1% | 0.95% | +11.1% |
| Q1 2017 | $2,353,000 | +35.7% | 26,788 | +33.3% | 0.86% | +30.2% |
| Q4 2016 | $1,734,000 | +566.9% | 20,100 | +415.4% | 0.66% | +494.6% |
| Q3 2016 | $260,000 | +14.5% | 3,900 | +6.8% | 0.11% | +13.3% |
| Q2 2016 | $227,000 | -78.2% | 3,650 | -76.8% | 0.10% | -78.6% |
| Q4 2015 | $1,041,000 | +15.7% | 15,760 | +6.8% | 0.46% | +12.3% |
| Q3 2015 | $900,000 | -6.2% | 14,760 | +4.2% | 0.41% | +9.1% |
| Q2 2015 | $960,000 | +152.0% | 14,170 | +125.1% | 0.37% | +167.1% |
| Q1 2015 | $381,000 | -3.3% | 6,295 | 0.0% | 0.14% | -6.0% |
| Q4 2014 | $394,000 | +4.0% | 6,295 | 0.0% | 0.15% | -1.3% |
| Q3 2014 | $379,000 | +45.2% | 6,295 | +39.1% | 0.15% | +75.6% |
| Q2 2014 | $261,000 | – | 4,525 | – | 0.09% | – |
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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% |