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 | $15,871,215 | -0.4% | 109,442 | -0.1% | 0.72% | -4.7% |
| Q2 2023 | $15,938,415 | +11.5% | 109,588 | -0.1% | 0.75% | +3.3% |
| Q1 2023 | $14,288,565 | -2.7% | 109,651 | +0.1% | 0.73% | -13.4% |
| Q4 2022 | $14,690,596 | +28.3% | 109,550 | -0.0% | 0.84% | +14.2% |
| Q3 2022 | $11,453,000 | -7.4% | 109,600 | -0.2% | 0.73% | -8.2% |
| Q2 2022 | $12,371,000 | -11.4% | 109,861 | +7.2% | 0.80% | +5.1% |
| Q1 2022 | $13,965,000 | -14.2% | 102,441 | -0.4% | 0.76% | -8.1% |
| Q4 2021 | $16,285,000 | -3.5% | 102,845 | -0.2% | 0.83% | -13.5% |
| Q3 2021 | $16,876,000 | -17.4% | 103,099 | -21.5% | 0.96% | -18.0% |
| Q2 2021 | $20,424,000 | +2.5% | 131,310 | +0.3% | 1.17% | -6.8% |
| Q1 2021 | $19,926,000 | +15.7% | 130,895 | -3.4% | 1.25% | +8.2% |
| Q4 2020 | $17,222,000 | +32.3% | 135,530 | +0.2% | 1.16% | +15.9% |
| Q3 2020 | $13,019,000 | +2.4% | 135,230 | 0.0% | 1.00% | -3.6% |
| Q2 2020 | $12,720,000 | +4.2% | 135,230 | -0.2% | 1.04% | -13.8% |
| Q1 2020 | $12,205,000 | -30.1% | 135,564 | +8.2% | 1.20% | +0.3% |
| Q4 2019 | $17,467,000 | +15.0% | 125,301 | -2.9% | 1.20% | +9.9% |
| Q3 2019 | $15,183,000 | +4.5% | 129,008 | -0.8% | 1.09% | +0.5% |
| Q2 2019 | $14,535,000 | -44.7% | 130,008 | -49.9% | 1.08% | +3.1% |
| Q1 2019 | $26,280,000 | +106.9% | 259,600 | +99.5% | 1.05% | -8.3% |
| Q4 2018 | $12,700,000 | -12.0% | 130,093 | +1.7% | 1.15% | -1.7% |
| Q3 2018 | $14,431,000 | +8.3% | 127,891 | +0.0% | 1.17% | +1.9% |
| Q2 2018 | $13,326,000 | -5.2% | 127,886 | +0.0% | 1.14% | -5.5% |
| Q1 2018 | $14,063,000 | +2.6% | 127,882 | -0.2% | 1.21% | +2.6% |
| Q4 2017 | $13,709,000 | +12.0% | 128,197 | +0.0% | 1.18% | +11.6% |
| Q3 2017 | $12,244,000 | -3.5% | 128,192 | -7.6% | 1.06% | -5.2% |
| Q2 2017 | $12,685,000 | +4.4% | 138,781 | +0.4% | 1.12% | +4.1% |
| Q1 2017 | $12,145,000 | +0.7% | 138,261 | -1.1% | 1.07% | -6.1% |
| Q4 2016 | $12,064,000 | +28.4% | 139,806 | -1.0% | 1.14% | +26.1% |
| Q3 2016 | $9,399,000 | +6.7% | 141,150 | -0.5% | 0.90% | +3.2% |
| Q2 2016 | $8,811,000 | +4.9% | 141,794 | +0.0% | 0.88% | +1.4% |
| Q1 2016 | $8,397,000 | -10.5% | 141,788 | -0.2% | 0.86% | -4.4% |
| Q4 2015 | $9,379,000 | +8.3% | 142,041 | +0.0% | 0.90% | +10.8% |
| Q3 2015 | $8,660,000 | -10.5% | 142,035 | -0.5% | 0.82% | +1.9% |
| Q2 2015 | $9,674,000 | +12.5% | 142,770 | +0.6% | 0.80% | +15.6% |
| Q1 2015 | $8,598,000 | -7.8% | 141,935 | -4.8% | 0.69% | -14.1% |
| Q4 2014 | $9,327,000 | -47.3% | 149,037 | -49.3% | 0.81% | -12.3% |
| Q3 2014 | $17,714,000 | +131.1% | 294,072 | +121.0% | 0.92% | -4.3% |
| Q2 2014 | $7,666,000 | -53.2% | 133,041 | -50.6% | 0.96% | -16.8% |
| Q1 2014 | $16,364,000 | +119.4% | 269,552 | +111.4% | 1.16% | +1.0% |
| Q4 2013 | $7,457,000 | +11.6% | 127,510 | -1.4% | 1.14% | +1.4% |
| Q3 2013 | $6,684,000 | -2.1% | 129,304 | +0.0% | 1.13% | -5.3% |
| Q2 2013 | $6,826,000 | – | 129,299 | – | 1.19% | – |
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% |