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 | $3,505,278 | +19.6% | 24,171 | +19.9% | 0.39% | +21.6% |
| Q2 2023 | $2,931,925 | +11.9% | 20,159 | +0.2% | 0.32% | +7.3% |
| Q1 2023 | $2,621,055 | -1.3% | 20,114 | +1.6% | 0.30% | +1.0% |
| Q4 2022 | $2,654,778 | +22.7% | 19,797 | -4.4% | 0.30% | +7.9% |
| Q3 2022 | $2,164,000 | -26.9% | 20,710 | -21.2% | 0.28% | -19.9% |
| Q2 2022 | $2,960,000 | -13.7% | 26,285 | +4.5% | 0.35% | +7.1% |
| Q1 2022 | $3,430,000 | -33.8% | 25,165 | -23.1% | 0.32% | -46.9% |
| Q4 2021 | $5,179,000 | -1.0% | 32,709 | +2.3% | 0.61% | +40.4% |
| Q3 2021 | $5,233,000 | +3.8% | 31,966 | -1.4% | 0.43% | +8.5% |
| Q2 2021 | $5,042,000 | -4.9% | 32,416 | -6.9% | 0.40% | -8.5% |
| Q1 2021 | $5,303,000 | +17.0% | 34,835 | -2.3% | 0.44% | +16.0% |
| Q4 2020 | $4,531,000 | +32.4% | 35,661 | +0.3% | 0.38% | +28.3% |
| Q3 2020 | $3,423,000 | +2.6% | 35,556 | +0.3% | 0.29% | -30.4% |
| Q2 2020 | $3,335,000 | -1.5% | 35,455 | -5.7% | 0.42% | -16.5% |
| Q1 2020 | $3,385,000 | -43.9% | 37,597 | -13.2% | 0.50% | -23.8% |
| Q4 2019 | $6,039,000 | +18.6% | 43,321 | +0.1% | 0.66% | -14.8% |
| Q3 2019 | $5,093,000 | +0.7% | 43,271 | -4.4% | 0.78% | -4.1% |
| Q2 2019 | $5,058,000 | +14.0% | 45,244 | +3.2% | 0.81% | +40.5% |
| Q1 2019 | $4,437,000 | +23.8% | 43,833 | +19.4% | 0.58% | +22.0% |
| Q4 2018 | $3,584,000 | -9.7% | 36,718 | +4.5% | 0.47% | -17.6% |
| Q3 2018 | $3,967,000 | +15.5% | 35,152 | +6.7% | 0.57% | -0.9% |
| Q2 2018 | $3,434,000 | +138.0% | 32,954 | +151.1% | 0.58% | +124.0% |
| Q1 2018 | $1,443,000 | +401.0% | 13,123 | +300.1% | 0.26% | +316.1% |
| Q1 2017 | $288,000 | -52.2% | 3,280 | -53.1% | 0.06% | -40.4% |
| Q4 2016 | $603,000 | +11.7% | 6,989 | -13.9% | 0.10% | +15.6% |
| Q3 2016 | $540,000 | -85.9% | 8,114 | -86.7% | 0.09% | -82.4% |
| Q4 2014 | $3,827,000 | +4.0% | 61,153 | +0.1% | 0.51% | -8.1% |
| Q3 2014 | $3,679,000 | – | 61,069 | – | 0.56% | – |
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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% |