JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.9%.
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 | $7,103,526 | +2.3% | 48,983 | +2.6% | 0.94% | +7.0% |
Q2 2023 | $6,946,225 | +15.8% | 47,760 | +3.7% | 0.88% | +7.1% |
Q1 2023 | $6,000,655 | +103359.6% | 46,049 | +6.5% | 0.82% | -5.0% |
Q4 2022 | $5,800 | -99.9% | 43,254 | -4.9% | 0.86% | +11.5% |
Q3 2022 | $4,752,000 | -8.6% | 45,471 | -1.5% | 0.77% | -4.3% |
Q2 2022 | $5,197,000 | -53.9% | 46,154 | -44.2% | 0.81% | -54.1% |
Q1 2022 | $11,267,000 | -18.0% | 82,653 | -4.8% | 1.76% | -7.3% |
Q4 2021 | $13,748,000 | -7.1% | 86,821 | -3.9% | 1.90% | -11.9% |
Q3 2021 | $14,796,000 | +7.2% | 90,387 | +1.9% | 2.15% | +3.1% |
Q2 2021 | $13,799,000 | +11.4% | 88,713 | +9.0% | 2.09% | +3.9% |
Q1 2021 | $12,387,000 | +20.7% | 81,376 | +0.7% | 2.01% | +16.4% |
Q4 2020 | $10,265,000 | +21.5% | 80,786 | -7.9% | 1.73% | +6.1% |
Q3 2020 | $8,448,000 | +10.2% | 87,757 | +8.7% | 1.63% | +1.4% |
Q2 2020 | $7,666,000 | +16.2% | 80,703 | +10.1% | 1.61% | -5.9% |
Q1 2020 | $6,596,000 | -45.2% | 73,271 | -15.1% | 1.71% | -23.5% |
Q4 2019 | $12,030,000 | +18.5% | 86,305 | +0.1% | 2.23% | +11.5% |
Q3 2019 | $10,148,000 | +4.9% | 86,234 | -0.4% | 2.00% | +2.5% |
Q2 2019 | $9,678,000 | +16.7% | 86,572 | +5.7% | 1.95% | +13.2% |
Q1 2019 | $8,292,000 | +3.3% | 81,915 | -0.3% | 1.72% | -9.5% |
Q4 2018 | $8,024,000 | -13.0% | 82,201 | +0.5% | 1.91% | +1.2% |
Q3 2018 | $9,227,000 | +9.2% | 81,784 | +0.8% | 1.88% | +2.8% |
Q2 2018 | $8,452,000 | -3.1% | 81,117 | +2.2% | 1.83% | -3.9% |
Q1 2018 | $8,726,000 | +5.2% | 79,359 | +2.4% | 1.91% | +8.7% |
Q4 2017 | $8,291,000 | +11.2% | 77,532 | -0.7% | 1.75% | +8.1% |
Q3 2017 | $7,455,000 | +10.1% | 78,056 | +5.4% | 1.62% | +10.0% |
Q2 2017 | $6,770,000 | +10.3% | 74,074 | +6.0% | 1.48% | +4.0% |
Q1 2017 | $6,140,000 | -19.9% | 69,907 | -21.3% | 1.42% | -22.7% |
Q4 2016 | $7,666,000 | +21.3% | 88,843 | -6.4% | 1.84% | +19.2% |
Q3 2016 | $6,320,000 | +14.8% | 94,911 | +7.1% | 1.54% | +7.5% |
Q2 2016 | $5,506,000 | +9.2% | 88,622 | +4.1% | 1.43% | +4.8% |
Q1 2016 | $5,042,000 | -15.7% | 85,152 | -6.0% | 1.37% | -19.8% |
Q4 2015 | $5,984,000 | +8.9% | 90,631 | +0.6% | 1.70% | +3.5% |
Q3 2015 | $5,494,000 | -9.0% | 90,123 | +1.1% | 1.65% | -4.9% |
Q2 2015 | $6,038,000 | +11.9% | 89,131 | +0.1% | 1.73% | +12.0% |
Q1 2015 | $5,395,000 | +55.7% | 89,061 | +60.8% | 1.54% | +40.6% |
Q4 2014 | $3,466,000 | +60.7% | 55,392 | +54.7% | 1.10% | +50.1% |
Q3 2014 | $2,157,000 | -6.1% | 35,806 | -10.1% | 0.73% | -2.1% |
Q2 2014 | $2,296,000 | -6.8% | 39,843 | -1.8% | 0.75% | -19.5% |
Q1 2014 | $2,464,000 | -3.9% | 40,588 | -7.4% | 0.93% | -9.9% |
Q4 2013 | $2,564,000 | +12.8% | 43,840 | -0.3% | 1.03% | +0.2% |
Q3 2013 | $2,274,000 | +11.6% | 43,989 | +14.0% | 1.03% | +10.1% |
Q2 2013 | $2,037,000 | 0.0% | 38,582 | 0.0% | 0.94% | 0.0% |
Q1 2013 | $2,037,000 | – | 38,582 | – | 0.94% | – |
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% |