JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,201 filers reported holding JPMORGAN CHASE & CO in Q2 2021. The put-call ratio across all filers is 1.21 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 | $200,901,146 | -1.0% | 1,385,284 | -0.7% | 1.45% | +4.3% |
| Q2 2023 | $202,982,362 | +15.8% | 1,395,636 | +3.7% | 1.39% | +8.8% |
| Q1 2023 | $175,337,019 | -8.1% | 1,345,468 | -5.5% | 1.28% | -12.7% |
| Q4 2022 | $190,872,588 | +25.7% | 1,423,295 | -2.0% | 1.47% | +19.5% |
| Q3 2022 | $151,802,000 | -4.9% | 1,452,654 | +2.5% | 1.23% | +3.5% |
| Q2 2022 | $159,609,000 | -9.6% | 1,417,339 | +9.5% | 1.19% | +6.1% |
| Q1 2022 | $176,480,000 | -7.1% | 1,294,600 | +7.9% | 1.12% | -10.2% |
| Q4 2021 | $190,011,000 | +1.2% | 1,199,988 | +4.6% | 1.25% | -8.8% |
| Q3 2021 | $187,814,000 | +10.6% | 1,147,375 | +5.1% | 1.37% | +10.0% |
| Q2 2021 | $169,756,000 | +4.6% | 1,091,388 | +2.3% | 1.24% | -5.7% |
| Q1 2021 | $162,337,000 | +27.9% | 1,066,413 | +6.8% | 1.32% | +13.0% |
| Q4 2020 | $126,917,000 | +30.4% | 998,796 | -1.2% | 1.17% | +10.6% |
| Q3 2020 | $97,364,000 | +6.0% | 1,011,364 | +3.7% | 1.05% | -18.0% |
| Q2 2020 | $91,890,000 | +9.7% | 975,063 | +4.8% | 1.29% | +10.2% |
| Q1 2020 | $83,754,000 | -37.7% | 930,316 | -3.6% | 1.17% | -21.9% |
| Q4 2019 | $134,497,000 | +18.2% | 964,665 | -0.2% | 1.50% | +11.6% |
| Q3 2019 | $113,745,000 | +1.9% | 966,492 | -3.2% | 1.34% | -1.5% |
| Q2 2019 | $111,646,000 | +10.6% | 998,566 | +0.1% | 1.36% | +4.7% |
| Q1 2019 | $100,983,000 | +12.8% | 997,703 | +8.8% | 1.30% | -1.9% |
| Q4 2018 | $89,543,000 | -8.8% | 917,344 | +5.4% | 1.32% | +6.4% |
| Q3 2018 | $98,234,000 | +6.5% | 870,546 | +3.1% | 1.24% | -3.2% |
| Q2 2018 | $92,248,000 | +0.8% | 844,453 | +1.5% | 1.28% | +1.7% |
| Q1 2018 | $91,510,000 | -0.2% | 832,297 | -2.9% | 1.26% | +3.4% |
| Q4 2017 | $91,686,000 | +13.3% | 857,081 | +1.1% | 1.22% | +6.1% |
| Q3 2017 | $80,958,000 | +20.9% | 847,847 | +15.8% | 1.15% | +2.0% |
| Q2 2017 | $66,936,000 | +5.9% | 732,382 | +1.9% | 1.13% | +4.5% |
| Q1 2017 | $63,213,000 | -10.1% | 718,936 | -11.7% | 1.08% | -3.8% |
| Q4 2016 | $70,350,000 | +20.4% | 814,570 | -7.2% | 1.12% | +4.7% |
| Q3 2016 | $58,447,000 | +14.0% | 877,880 | +6.6% | 1.07% | +3.1% |
| Q2 2016 | $51,283,000 | +26.5% | 823,867 | +20.4% | 1.04% | +17.6% |
| Q1 2016 | $40,530,000 | -5.5% | 684,062 | +5.3% | 0.88% | -9.0% |
| Q4 2015 | $42,900,000 | +39.8% | 649,730 | +29.3% | 0.97% | +40.0% |
| Q3 2015 | $30,696,000 | +6.2% | 502,609 | +16.3% | 0.70% | +19.6% |
| Q2 2015 | $28,916,000 | +15.2% | 432,042 | +4.3% | 0.58% | -10.3% |
| Q1 2015 | $25,105,000 | +3.3% | 414,264 | +6.6% | 0.65% | +1.7% |
| Q4 2014 | $24,297,000 | +7.7% | 388,789 | +3.7% | 0.64% | +32.2% |
| Q3 2014 | $22,569,000 | +5.4% | 374,977 | +1.0% | 0.48% | +4.1% |
| Q2 2014 | $21,417,000 | -5.6% | 371,444 | -0.7% | 0.46% | -8.3% |
| Q1 2014 | $22,687,000 | +38.9% | 374,003 | +34.0% | 0.50% | +29.8% |
| Q4 2013 | $16,332,000 | +64.8% | 279,172 | +45.7% | 0.39% | +46.8% |
| Q3 2013 | $9,909,000 | -11.6% | 191,635 | -9.9% | 0.26% | -38.8% |
| Q2 2013 | $11,215,000 | – | 212,774 | – | 0.43% | – |
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% |