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 | $2,235,663 | -2.6% | 15,416 | -2.3% | 0.27% | -1.1% |
| Q2 2023 | $2,295,695 | +62.0% | 15,784 | +45.2% | 0.27% | +40.2% |
| Q1 2023 | $1,416,923 | +0.8% | 10,873 | +3.8% | 0.19% | -4.9% |
| Q4 2022 | $1,405,162 | +20.3% | 10,478 | -6.2% | 0.20% | +2.0% |
| Q3 2022 | $1,168,000 | -11.8% | 11,172 | -5.0% | 0.20% | -9.5% |
| Q2 2022 | $1,325,000 | -21.0% | 11,762 | -4.5% | 0.22% | -29.4% |
| Q1 2022 | $1,678,000 | -18.0% | 12,313 | -4.8% | 0.31% | -6.6% |
| Q4 2021 | $2,047,000 | -4.5% | 12,928 | -1.3% | 0.34% | -29.6% |
| Q3 2021 | $2,144,000 | +25.8% | 13,099 | +19.5% | 0.48% | +15.0% |
| Q2 2021 | $1,704,000 | -18.5% | 10,957 | -20.2% | 0.41% | -27.5% |
| Q1 2021 | $2,090,000 | +63.8% | 13,728 | +36.7% | 0.57% | +44.9% |
| Q4 2020 | $1,276,000 | +33.9% | 10,044 | +1.5% | 0.39% | +17.6% |
| Q3 2020 | $953,000 | +4.6% | 9,900 | +2.2% | 0.34% | -8.0% |
| Q2 2020 | $911,000 | -12.6% | 9,686 | -16.3% | 0.36% | -23.7% |
| Q1 2020 | $1,042,000 | -30.6% | 11,569 | +7.4% | 0.48% | -8.8% |
| Q4 2019 | $1,502,000 | +6.9% | 10,775 | -9.7% | 0.52% | +27.9% |
| Q3 2019 | $1,405,000 | +14.8% | 11,938 | +9.1% | 0.41% | +9.1% |
| Q2 2019 | $1,224,000 | +18.7% | 10,946 | +7.5% | 0.38% | +17.6% |
| Q1 2019 | $1,031,000 | -26.1% | 10,182 | -28.8% | 0.32% | -34.2% |
| Q4 2018 | $1,396,000 | -13.5% | 14,304 | +0.1% | 0.48% | -7.6% |
| Q3 2018 | $1,613,000 | +4.6% | 14,295 | -3.4% | 0.52% | -32.9% |
| Q2 2018 | $1,542,000 | -12.8% | 14,802 | -8.0% | 0.78% | -18.6% |
| Q1 2018 | $1,769,000 | +39.4% | 16,087 | +35.6% | 0.96% | +36.7% |
| Q4 2017 | $1,269,000 | +19.4% | 11,864 | +6.6% | 0.70% | +11.2% |
| Q3 2017 | $1,063,000 | +4.5% | 11,130 | 0.0% | 0.63% | -0.6% |
| Q2 2017 | $1,017,000 | +7.6% | 11,130 | +3.4% | 0.64% | +11.6% |
| Q1 2017 | $945,000 | -13.0% | 10,760 | -14.5% | 0.57% | -15.8% |
| Q4 2016 | $1,086,000 | +59.7% | 12,586 | +23.2% | 0.68% | +47.5% |
| Q3 2016 | $680,000 | +7.3% | 10,215 | +0.1% | 0.46% | 0.0% |
| Q2 2016 | $634,000 | -26.1% | 10,208 | -29.5% | 0.46% | -30.6% |
| Q1 2016 | $858,000 | -12.9% | 14,483 | -2.9% | 0.66% | -10.6% |
| Q4 2015 | $985,000 | +8.6% | 14,921 | +0.3% | 0.74% | +3.5% |
| Q3 2015 | $907,000 | -6.4% | 14,875 | +4.0% | 0.71% | +3.0% |
| Q2 2015 | $969,000 | +17.6% | 14,303 | +5.2% | 0.69% | +20.7% |
| Q1 2015 | $824,000 | -6.2% | 13,598 | -3.0% | 0.57% | -11.1% |
| Q4 2014 | $878,000 | +4.9% | 14,025 | +0.9% | 0.65% | -11.7% |
| Q3 2014 | $837,000 | +20.6% | 13,902 | +15.4% | 0.73% | +17.7% |
| Q2 2014 | $694,000 | +14.3% | 12,048 | +20.5% | 0.62% | -5.9% |
| Q1 2014 | $607,000 | -38.6% | 9,998 | -40.9% | 0.66% | +18.9% |
| Q4 2013 | $989,000 | +82.5% | 16,920 | +61.4% | 0.56% | +67.5% |
| Q3 2013 | $542,000 | +8.8% | 10,481 | +11.1% | 0.33% | -9.8% |
| Q2 2013 | $498,000 | – | 9,430 | – | 0.37% | – |
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% |