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 | $12,440,006 | -1.1% | 85,781 | -0.8% | 1.40% | +3.8% |
| Q2 2023 | $12,577,260 | +12.5% | 86,477 | +0.8% | 1.35% | +6.3% |
| Q1 2023 | $11,180,899 | -5.2% | 85,802 | -2.4% | 1.27% | -8.6% |
| Q4 2022 | $11,790,650 | +18.6% | 87,924 | -7.6% | 1.39% | +9.3% |
| Q3 2022 | $9,943,000 | -13.4% | 95,150 | -6.7% | 1.27% | -10.2% |
| Q2 2022 | $11,481,000 | -17.9% | 101,955 | -0.6% | 1.42% | -4.9% |
| Q1 2022 | $13,976,000 | -14.9% | 102,526 | -1.2% | 1.49% | -10.6% |
| Q4 2021 | $16,428,000 | -3.4% | 103,744 | -0.1% | 1.67% | -11.7% |
| Q3 2021 | $17,003,000 | +5.8% | 103,871 | +0.5% | 1.89% | +5.0% |
| Q2 2021 | $16,077,000 | +1.7% | 103,365 | -0.5% | 1.80% | -5.6% |
| Q1 2021 | $15,810,000 | +19.4% | 103,853 | -0.4% | 1.90% | +10.3% |
| Q4 2020 | $13,245,000 | +31.5% | 104,237 | -0.4% | 1.72% | +21.6% |
| Q3 2020 | $10,076,000 | +10.1% | 104,662 | +7.5% | 1.42% | +3.7% |
| Q2 2020 | $9,154,000 | +7.6% | 97,317 | +3.0% | 1.37% | -8.5% |
| Q1 2020 | $8,510,000 | -33.1% | 94,519 | +3.6% | 1.50% | -15.5% |
| Q4 2019 | $12,719,000 | +19.0% | 91,242 | +0.5% | 1.77% | +11.5% |
| Q3 2019 | $10,686,000 | +8.1% | 90,796 | +2.7% | 1.59% | +5.4% |
| Q2 2019 | $9,885,000 | +9.2% | 88,420 | -1.1% | 1.51% | +6.6% |
| Q1 2019 | $9,049,000 | +3.4% | 89,387 | -0.3% | 1.41% | -11.4% |
| Q4 2018 | $8,751,000 | -10.8% | 89,646 | +3.1% | 1.60% | +2.0% |
| Q3 2018 | $9,809,000 | +15.4% | 86,929 | +6.5% | 1.56% | +8.4% |
| Q2 2018 | $8,502,000 | +16.2% | 81,591 | +22.6% | 1.44% | +12.7% |
| Q1 2018 | $7,318,000 | +9.2% | 66,544 | +6.2% | 1.28% | +12.3% |
| Q4 2017 | $6,703,000 | +10.8% | 62,681 | -1.1% | 1.14% | +7.1% |
| Q3 2017 | $6,050,000 | +194.8% | 63,347 | +182.2% | 1.06% | +130.5% |
| Q2 2017 | $2,052,000 | +13.2% | 22,448 | +8.8% | 0.46% | +10.0% |
| Q1 2017 | $1,812,000 | +1.5% | 20,625 | -0.3% | 0.42% | -4.1% |
| Q4 2016 | $1,786,000 | +41.3% | 20,696 | +9.1% | 0.44% | +32.3% |
| Q3 2016 | $1,264,000 | +1.4% | 18,974 | -5.5% | 0.33% | -1.5% |
| Q2 2016 | $1,247,000 | -4.6% | 20,074 | -9.1% | 0.34% | -8.4% |
| Q1 2016 | $1,307,000 | -25.7% | 22,075 | -17.1% | 0.37% | -23.5% |
| Q4 2015 | $1,758,000 | +3.0% | 26,624 | -4.9% | 0.48% | +2.1% |
| Q3 2015 | $1,706,000 | -0.3% | 27,988 | +10.8% | 0.47% | +11.4% |
| Q2 2015 | $1,711,000 | +7.1% | 25,253 | -4.2% | 0.42% | +6.8% |
| Q1 2015 | $1,597,000 | -0.3% | 26,361 | +3.0% | 0.40% | -0.8% |
| Q4 2014 | $1,602,000 | +15.6% | 25,594 | +11.2% | 0.40% | +17.4% |
| Q3 2014 | $1,386,000 | -4.3% | 23,006 | -8.5% | 0.34% | -4.0% |
| Q2 2014 | $1,449,000 | -19.7% | 25,155 | -15.4% | 0.35% | -26.6% |
| Q1 2014 | $1,805,000 | -2.0% | 29,725 | -5.6% | 0.48% | -5.5% |
| Q4 2013 | $1,841,000 | +12.3% | 31,483 | -0.8% | 0.51% | -0.2% |
| Q3 2013 | $1,640,000 | +21.2% | 31,732 | +23.8% | 0.51% | +12.1% |
| Q2 2013 | $1,353,000 | – | 25,639 | – | 0.46% | – |
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% |