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 | $2,963,048 | -2.8% | 20,432 | -2.5% | 0.44% | +2.3% |
| Q2 2023 | $3,049,150 | +7.5% | 20,965 | -3.6% | 0.43% | +1.7% |
| Q1 2023 | $2,835,415 | -2.1% | 21,759 | +0.8% | 0.42% | -2.6% |
| Q4 2022 | $2,895,488 | +56.8% | 21,592 | +22.2% | 0.43% | +46.1% |
| Q3 2022 | $1,847,000 | -10.1% | 17,673 | -3.1% | 0.30% | -3.0% |
| Q2 2022 | $2,055,000 | -22.8% | 18,247 | -6.5% | 0.30% | -5.9% |
| Q1 2022 | $2,661,000 | -13.2% | 19,521 | +0.9% | 0.32% | -7.7% |
| Q4 2021 | $3,064,000 | -3.1% | 19,351 | +0.2% | 0.35% | -10.9% |
| Q3 2021 | $3,163,000 | +5.0% | 19,321 | -0.2% | 0.39% | +5.4% |
| Q2 2021 | $3,011,000 | +1.9% | 19,361 | -0.3% | 0.37% | -2.1% |
| Q1 2021 | $2,956,000 | +19.6% | 19,413 | -0.2% | 0.38% | +15.8% |
| Q4 2020 | $2,472,000 | +31.4% | 19,457 | -0.4% | 0.33% | +16.3% |
| Q3 2020 | $1,881,000 | +1.7% | 19,537 | -0.6% | 0.28% | -3.1% |
| Q2 2020 | $1,849,000 | +5.4% | 19,652 | +0.8% | 0.29% | -7.9% |
| Q1 2020 | $1,755,000 | -36.8% | 19,492 | -2.2% | 0.32% | -17.7% |
| Q4 2019 | $2,779,000 | +32.6% | 19,937 | +11.9% | 0.38% | +25.0% |
| Q3 2019 | $2,096,000 | -44.7% | 17,809 | -47.5% | 0.31% | -44.1% |
| Q2 2019 | $3,792,000 | +10.4% | 33,917 | 0.0% | 0.55% | +7.4% |
| Q1 2019 | $3,434,000 | +3.8% | 33,917 | +0.1% | 0.51% | -10.2% |
| Q4 2018 | $3,309,000 | -2.7% | 33,900 | +12.5% | 0.57% | +17.2% |
| Q3 2018 | $3,400,000 | +32.6% | 30,124 | +22.3% | 0.49% | +25.8% |
| Q2 2018 | $2,565,000 | -4.4% | 24,624 | +0.9% | 0.39% | -6.1% |
| Q1 2018 | $2,683,000 | +9.6% | 24,394 | +6.6% | 0.41% | +12.0% |
| Q4 2017 | $2,447,000 | +32.5% | 22,879 | +18.3% | 0.37% | +14.3% |
| Q3 2017 | $1,847,000 | +9.3% | 19,339 | +4.6% | 0.32% | +5.2% |
| Q2 2017 | $1,690,000 | +8.8% | 18,497 | +4.6% | 0.31% | +5.5% |
| Q1 2017 | $1,554,000 | +29.7% | 17,688 | +27.4% | 0.29% | +23.4% |
| Q4 2016 | $1,198,000 | +21.9% | 13,887 | -5.9% | 0.24% | +22.4% |
| Q3 2016 | $983,000 | +73.4% | 14,757 | +61.9% | 0.19% | +67.0% |
| Q2 2016 | $567,000 | +5.6% | 9,117 | +0.6% | 0.12% | 0.0% |
| Q1 2016 | $537,000 | -10.4% | 9,067 | 0.0% | 0.12% | -12.9% |
| Q4 2015 | $599,000 | +7.7% | 9,067 | -0.6% | 0.13% | +3.9% |
| Q3 2015 | $556,000 | -3.0% | 9,118 | +8.0% | 0.13% | +5.8% |
| Q2 2015 | $573,000 | +34.2% | 8,443 | +19.9% | 0.12% | +36.4% |
| Q1 2015 | $427,000 | -4.9% | 7,043 | -1.9% | 0.09% | -6.4% |
| Q4 2014 | $449,000 | +5.9% | 7,178 | +2.1% | 0.09% | -15.3% |
| Q3 2014 | $424,000 | +4.7% | 7,028 | 0.0% | 0.11% | +5.7% |
| Q2 2014 | $405,000 | -7.1% | 7,028 | -2.2% | 0.10% | -9.5% |
| Q1 2014 | $436,000 | +15.3% | 7,183 | +11.2% | 0.12% | +12.6% |
| Q4 2013 | $378,000 | +24.8% | 6,458 | +10.2% | 0.10% | +15.7% |
| Q3 2013 | $303,000 | -5.3% | 5,858 | -3.3% | 0.09% | -10.1% |
| Q2 2013 | $320,000 | – | 6,058 | – | 0.10% | – |
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% |