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 | $55,135 | +0.9% | 380,185 | +1.2% | 1.40% | +7.3% |
| Q2 2023 | $54,650 | +13.1% | 375,756 | +1.3% | 1.30% | +4.1% |
| Q1 2023 | $48,319 | -1.3% | 370,803 | +1.6% | 1.25% | -5.9% |
| Q4 2022 | $48,959 | -99.9% | 365,093 | +2.2% | 1.33% | +4.2% |
| Q3 2022 | $47,828,000 | +32.1% | 357,168 | +11.1% | 1.28% | +15.8% |
| Q2 2022 | $36,215,000 | -10.1% | 321,598 | +8.8% | 1.10% | +0.1% |
| Q1 2022 | $40,288,000 | -9.1% | 295,540 | +5.6% | 1.10% | -8.3% |
| Q4 2021 | $44,308,000 | +2.0% | 279,809 | +5.4% | 1.20% | -9.3% |
| Q3 2021 | $43,454,000 | +9.0% | 265,464 | +3.6% | 1.32% | +4.8% |
| Q2 2021 | $39,870,000 | +2.9% | 256,334 | +0.7% | 1.26% | -6.9% |
| Q1 2021 | $38,737,000 | +14.5% | 254,465 | -4.4% | 1.36% | +4.9% |
| Q4 2020 | $33,833,000 | +40.0% | 266,260 | +6.0% | 1.30% | +14.9% |
| Q3 2020 | $24,175,000 | +2.7% | 251,117 | +0.3% | 1.13% | -3.4% |
| Q2 2020 | $23,538,000 | +13.1% | 250,247 | +8.3% | 1.17% | -11.7% |
| Q1 2020 | $20,811,000 | -30.7% | 231,154 | +7.3% | 1.32% | -5.8% |
| Q4 2019 | $30,040,000 | +29.7% | 215,495 | +9.5% | 1.40% | +11.4% |
| Q3 2019 | $23,162,000 | +10.6% | 196,803 | +5.1% | 1.26% | +1.1% |
| Q2 2019 | $20,943,000 | +9.1% | 187,329 | +2.1% | 1.24% | +4.2% |
| Q1 2019 | $19,190,000 | +6.1% | 183,388 | -1.0% | 1.20% | -9.3% |
| Q4 2018 | $18,089,000 | -10.2% | 185,300 | +3.8% | 1.32% | 0.0% |
| Q3 2018 | $20,137,000 | +8.2% | 178,453 | -0.1% | 1.32% | +2.8% |
| Q2 2018 | $18,614,000 | -3.0% | 178,636 | +2.3% | 1.28% | -11.7% |
| Q1 2018 | $19,196,000 | +5.6% | 174,557 | +2.7% | 1.45% | +0.8% |
| Q4 2017 | $18,177,000 | +10.1% | 169,978 | -1.7% | 1.44% | +7.5% |
| Q3 2017 | $16,517,000 | +4.3% | 172,938 | -0.2% | 1.34% | +3.3% |
| Q2 2017 | $15,838,000 | +4.0% | 173,280 | -0.1% | 1.30% | -1.3% |
| Q1 2017 | $15,234,000 | -4.2% | 173,426 | -5.9% | 1.31% | -13.7% |
| Q4 2016 | $15,897,000 | +31.0% | 184,229 | +1.1% | 1.52% | +28.4% |
| Q3 2016 | $12,139,000 | +8.1% | 182,301 | +0.9% | 1.18% | +2.9% |
| Q2 2016 | $11,228,000 | -3.7% | 180,692 | -8.2% | 1.15% | -2.3% |
| Q1 2016 | $11,657,000 | -27.6% | 196,837 | -19.2% | 1.18% | -27.2% |
| Q4 2015 | $16,092,000 | +43.3% | 243,708 | +32.3% | 1.62% | +31.7% |
| Q3 2015 | $11,233,000 | +21.1% | 184,237 | +34.6% | 1.23% | +22.0% |
| Q2 2015 | $9,276,000 | +22.6% | 136,894 | +9.6% | 1.01% | +19.1% |
| Q1 2015 | $7,569,000 | +2.4% | 124,946 | +5.8% | 0.85% | -6.0% |
| Q4 2014 | $7,389,000 | +0.5% | 118,080 | -3.3% | 0.90% | -4.4% |
| Q3 2014 | $7,354,000 | +23.5% | 122,078 | +18.1% | 0.94% | +17.0% |
| Q2 2014 | $5,956,000 | +4.7% | 103,374 | +10.4% | 0.80% | -7.4% |
| Q1 2014 | $5,687,000 | +15.5% | 93,672 | +11.2% | 0.87% | +4.6% |
| Q4 2013 | $4,924,000 | +27.1% | 84,207 | +12.3% | 0.83% | +4.0% |
| Q3 2013 | $3,875,000 | +11.4% | 74,957 | +13.8% | 0.80% | +2.0% |
| Q2 2013 | $3,477,000 | – | 65,865 | – | 0.78% | – |
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% |