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 | $9,341,194 | -23.3% | 64,413 | -23.1% | 0.28% | -21.0% |
| Q2 2023 | $12,181,784 | +46.2% | 83,758 | +31.0% | 0.36% | +30.8% |
| Q1 2023 | $8,331,907 | -1.9% | 63,939 | +1.0% | 0.27% | -8.1% |
| Q4 2022 | $8,489,752 | +31.2% | 63,309 | +2.2% | 0.30% | +13.8% |
| Q3 2022 | $6,471,000 | -2.6% | 61,920 | +5.0% | 0.26% | -3.0% |
| Q2 2022 | $6,641,000 | -3.8% | 58,971 | +16.4% | 0.27% | -7.9% |
| Q1 2022 | $6,904,000 | -5.5% | 50,642 | +9.8% | 0.29% | -4.9% |
| Q4 2021 | $7,303,000 | -1.3% | 46,120 | +2.1% | 0.31% | -9.7% |
| Q3 2021 | $7,396,000 | +18.8% | 45,181 | +12.9% | 0.34% | +17.2% |
| Q2 2021 | $6,224,000 | -3.4% | 40,018 | -5.5% | 0.29% | -9.4% |
| Q1 2021 | $6,446,000 | -11.3% | 42,343 | -25.9% | 0.32% | -12.1% |
| Q4 2020 | $7,265,000 | +36.2% | 57,177 | +3.2% | 0.36% | +17.0% |
| Q3 2020 | $5,335,000 | +2.0% | 55,417 | -0.3% | 0.31% | -8.3% |
| Q2 2020 | $5,229,000 | +18.2% | 55,594 | +13.1% | 0.34% | -6.6% |
| Q1 2020 | $4,424,000 | -34.9% | 49,143 | +0.8% | 0.36% | -25.9% |
| Q4 2019 | $6,798,000 | +21.7% | 48,761 | +2.7% | 0.49% | +9.6% |
| Q3 2019 | $5,588,000 | +7.9% | 47,481 | +2.5% | 0.45% | +6.4% |
| Q2 2019 | $5,177,000 | -6.8% | 46,313 | -15.6% | 0.42% | -8.9% |
| Q1 2019 | $5,554,000 | +26.3% | 54,866 | +21.8% | 0.46% | +2.4% |
| Q4 2018 | $4,398,000 | -10.5% | 45,053 | +3.4% | 0.45% | +4.4% |
| Q3 2018 | $4,914,000 | +6.9% | 43,553 | -1.3% | 0.43% | -3.6% |
| Q2 2018 | $4,597,000 | +0.2% | 44,122 | +5.8% | 0.45% | -2.8% |
| Q1 2018 | $4,587,000 | -6.9% | 41,718 | -9.5% | 0.46% | -6.7% |
| Q4 2017 | $4,927,000 | +16.6% | 46,073 | +4.1% | 0.49% | +6.0% |
| Q3 2017 | $4,226,000 | +3.6% | 44,248 | -0.9% | 0.46% | +0.6% |
| Q2 2017 | $4,079,000 | +8.0% | 44,629 | +3.8% | 0.46% | +0.2% |
| Q1 2017 | $3,777,000 | -0.7% | 43,004 | -2.5% | 0.46% | -7.4% |
| Q4 2016 | $3,805,000 | +31.7% | 44,096 | +1.6% | 0.50% | +23.9% |
| Q3 2016 | $2,890,000 | +7.8% | 43,400 | +0.6% | 0.40% | +1.0% |
| Q2 2016 | $2,680,000 | +6.2% | 43,124 | +1.2% | 0.40% | -1.2% |
| Q1 2016 | $2,524,000 | +3.2% | 42,626 | +15.1% | 0.40% | +9.5% |
| Q4 2015 | $2,446,000 | +13.9% | 37,046 | +5.2% | 0.37% | -2.6% |
| Q3 2015 | $2,147,000 | -18.8% | 35,214 | -9.8% | 0.38% | -4.5% |
| Q2 2015 | $2,644,000 | +10.6% | 39,025 | -1.1% | 0.40% | +14.5% |
| Q1 2015 | $2,390,000 | -4.7% | 39,444 | -1.6% | 0.35% | -15.6% |
| Q4 2014 | $2,509,000 | +12.2% | 40,096 | +8.0% | 0.41% | +6.2% |
| Q3 2014 | $2,236,000 | +7.3% | 37,111 | +2.6% | 0.39% | +8.7% |
| Q2 2014 | $2,084,000 | -15.1% | 36,161 | -10.8% | 0.36% | -18.2% |
| Q1 2014 | $2,456,000 | +6.0% | 40,555 | +2.3% | 0.43% | +1.2% |
| Q4 2013 | $2,318,000 | +12.2% | 39,637 | -0.8% | 0.43% | +1.2% |
| Q3 2013 | $2,066,000 | -2.3% | 39,962 | -0.3% | 0.42% | -74.7% |
| Q2 2013 | $2,115,000 | – | 40,066 | – | 1.68% | – |
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% |