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 | $5,160,247 | -1.0% | 35,583 | -0.7% | 0.58% | +2.7% |
| Q2 2023 | $5,211,697 | +11.4% | 35,834 | -0.2% | 0.56% | +5.6% |
| Q1 2023 | $4,677,868 | +33.2% | 35,898 | +37.1% | 0.53% | +28.7% |
| Q4 2022 | $3,511,140 | +27.2% | 26,183 | -0.9% | 0.42% | +20.6% |
| Q3 2022 | $2,760,000 | -5.4% | 26,415 | +1.9% | 0.34% | -4.4% |
| Q2 2022 | $2,918,000 | -14.2% | 25,910 | +3.9% | 0.36% | -8.9% |
| Q1 2022 | $3,401,000 | -34.7% | 24,945 | -24.1% | 0.40% | -32.0% |
| Q4 2021 | $5,205,000 | -2.6% | 32,873 | +0.7% | 0.58% | -12.2% |
| Q3 2021 | $5,343,000 | -0.9% | 32,642 | -5.8% | 0.66% | +1.2% |
| Q2 2021 | $5,391,000 | +2.1% | 34,661 | -0.1% | 0.65% | -6.2% |
| Q1 2021 | $5,281,000 | +20.6% | 34,691 | +0.6% | 0.70% | +13.1% |
| Q4 2020 | $4,380,000 | +28.7% | 34,470 | -2.5% | 0.62% | +4.9% |
| Q3 2020 | $3,402,000 | +13.0% | 35,341 | +10.4% | 0.59% | -6.4% |
| Q2 2020 | $3,011,000 | +124.5% | 32,011 | +114.9% | 0.63% | +83.3% |
| Q1 2020 | $1,341,000 | -63.1% | 14,899 | -42.9% | 0.34% | -48.6% |
| Q4 2019 | $3,638,000 | +60.4% | 26,096 | +35.4% | 0.67% | +39.0% |
| Q3 2019 | $2,268,000 | +5.4% | 19,272 | +0.2% | 0.48% | +10.6% |
| Q2 2019 | $2,151,000 | +209.5% | 19,237 | +180.2% | 0.43% | +190.6% |
| Q1 2019 | $695,000 | +7.6% | 6,865 | +3.8% | 0.15% | -16.3% |
| Q4 2018 | $646,000 | -76.8% | 6,615 | -73.2% | 0.18% | -68.0% |
| Q3 2018 | $2,781,000 | +8.8% | 24,643 | +0.4% | 0.56% | -0.2% |
| Q2 2018 | $2,557,000 | -5.5% | 24,543 | -0.2% | 0.56% | -9.4% |
| Q1 2018 | $2,705,000 | 0.0% | 24,598 | -2.7% | 0.62% | -1.6% |
| Q4 2017 | $2,705,000 | +11.8% | 25,292 | -0.2% | 0.63% | +4.5% |
| Q3 2017 | $2,420,000 | +6.7% | 25,342 | +2.2% | 0.60% | -0.3% |
| Q2 2017 | $2,267,000 | +96.3% | 24,804 | +88.6% | 0.60% | +86.1% |
| Q1 2017 | $1,155,000 | +1.7% | 13,154 | -0.1% | 0.32% | -6.6% |
| Q4 2016 | $1,136,000 | +278.7% | 13,165 | +192.4% | 0.35% | +256.7% |
| Q3 2016 | $300,000 | +10.7% | 4,503 | +3.3% | 0.10% | -1.0% |
| Q2 2016 | $271,000 | +21.5% | 4,359 | +16.0% | 0.10% | +15.3% |
| Q1 2016 | $223,000 | -10.1% | 3,759 | 0.0% | 0.08% | -13.3% |
| Q4 2015 | $248,000 | +8.3% | 3,759 | +0.3% | 0.10% | 0.0% |
| Q3 2015 | $229,000 | -20.5% | 3,748 | -11.8% | 0.10% | +21.0% |
| Q2 2015 | $288,000 | +12.1% | 4,248 | 0.0% | 0.08% | +14.1% |
| Q1 2015 | $257,000 | -31.5% | 4,248 | -29.1% | 0.07% | -34.9% |
| Q4 2014 | $375,000 | +78.6% | 5,994 | +71.6% | 0.11% | +78.7% |
| Q3 2014 | $210,000 | – | 3,494 | – | 0.06% | – |
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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% |