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 | $16,120,569 | -0.3% | 111,161 | 0.0% | 3.47% | +2.9% |
| Q2 2023 | $16,167,256 | +11.2% | 111,161 | -0.4% | 3.37% | +2.9% |
| Q1 2023 | $14,541,945 | -2.9% | 111,595 | -0.1% | 3.28% | -6.7% |
| Q4 2022 | $14,975,750 | +28.3% | 111,676 | 0.0% | 3.51% | +18.2% |
| Q3 2022 | $11,670,000 | -7.3% | 111,676 | -0.1% | 2.97% | -1.8% |
| Q2 2022 | $12,587,000 | -17.4% | 111,771 | 0.0% | 3.03% | -2.4% |
| Q1 2022 | $15,237,000 | -14.0% | 111,771 | -0.1% | 3.10% | -10.5% |
| Q4 2021 | $17,718,000 | -3.3% | 111,891 | -0.1% | 3.46% | -37.3% |
| Q3 2021 | $18,329,000 | +5.1% | 111,971 | -0.2% | 5.52% | +48.8% |
| Q2 2021 | $17,442,000 | +2.4% | 112,141 | +0.2% | 3.71% | -8.0% |
| Q1 2021 | $17,036,000 | +20.1% | 111,911 | +0.3% | 4.03% | +10.0% |
| Q4 2020 | $14,184,000 | +32.1% | 111,622 | +0.1% | 3.67% | +18.7% |
| Q3 2020 | $10,734,000 | +5.6% | 111,497 | +3.2% | 3.09% | -3.9% |
| Q2 2020 | $10,167,000 | -13.8% | 108,087 | -17.5% | 3.21% | -28.1% |
| Q1 2020 | $11,798,000 | -35.7% | 131,043 | -0.5% | 4.47% | -15.8% |
| Q4 2019 | $18,352,000 | +18.1% | 131,653 | -0.3% | 5.30% | +6.6% |
| Q3 2019 | $15,537,000 | +15.6% | 132,018 | -0.5% | 4.98% | +14.3% |
| Q1 2019 | $13,435,000 | +3.4% | 132,722 | -0.3% | 4.35% | -7.1% |
| Q4 2018 | $12,991,000 | -7.0% | 133,082 | -0.7% | 4.68% | +9.4% |
| Q2 2018 | $13,971,000 | -6.7% | 134,077 | -1.5% | 4.28% | -7.4% |
| Q1 2018 | $14,972,000 | +0.9% | 136,150 | -1.8% | 4.62% | +2.3% |
| Q4 2017 | $14,834,000 | +11.1% | 138,715 | -0.7% | 4.52% | +6.5% |
| Q3 2017 | $13,346,000 | +2.7% | 139,734 | -1.7% | 4.25% | -1.2% |
| Q2 2017 | $12,990,000 | +3.1% | 142,120 | -0.9% | 4.30% | +3.1% |
| Q1 2017 | $12,602,000 | -4.5% | 143,465 | -6.1% | 4.17% | -7.5% |
| Q4 2016 | $13,190,000 | +29.2% | 152,859 | -0.3% | 4.51% | +24.6% |
| Q3 2016 | $10,206,000 | +3.6% | 153,269 | -3.3% | 3.62% | +4.9% |
| Q2 2016 | $9,850,000 | +2.7% | 158,514 | -2.1% | 3.45% | -0.1% |
| Q1 2016 | $9,587,000 | -10.4% | 161,883 | -0.1% | 3.45% | -7.2% |
| Q4 2015 | $10,697,000 | -4.3% | 162,007 | -1.8% | 3.72% | -1.0% |
| Q2 2015 | $11,173,000 | +9.9% | 164,897 | -1.8% | 3.76% | +8.6% |
| Q1 2015 | $10,169,000 | -3.2% | 167,856 | 0.0% | 3.46% | -5.2% |
| Q4 2014 | $10,504,000 | +7.4% | 167,856 | +3.3% | 3.65% | +3.2% |
| Q3 2014 | $9,784,000 | +3.4% | 162,416 | -1.1% | 3.54% | +10.0% |
| Q2 2014 | $9,458,000 | -7.0% | 164,150 | -2.0% | 3.22% | -10.2% |
| Q1 2014 | $10,172,000 | +2.4% | 167,550 | -1.4% | 3.58% | +0.8% |
| Q4 2013 | $9,934,000 | +14.1% | 169,870 | +0.8% | 3.56% | +5.3% |
| Q3 2013 | $8,708,000 | -2.2% | 168,466 | -0.1% | 3.38% | -8.9% |
| Q2 2013 | $8,905,000 | – | 168,696 | – | 3.71% | – |
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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% |