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 | $43,527,114 | +0.1% | 300,146 | +0.4% | 1.16% | +1.0% |
| Q2 2023 | $43,488,934 | +10.5% | 299,016 | -1.0% | 1.14% | +2.5% |
| Q1 2023 | $39,360,078 | +92337.9% | 302,050 | -4.9% | 1.12% | -9.0% |
| Q4 2022 | $42,580 | -99.9% | 317,521 | +0.1% | 1.23% | +19.7% |
| Q3 2022 | $33,140,000 | -5.1% | 317,128 | +2.2% | 1.02% | +4.1% |
| Q2 2022 | $34,933,000 | -15.3% | 310,219 | +2.5% | 0.98% | -1.7% |
| Q1 2022 | $41,244,000 | -14.1% | 302,554 | -0.2% | 1.00% | -12.0% |
| Q4 2021 | $48,008,000 | -2.0% | 303,182 | +1.3% | 1.14% | -10.0% |
| Q3 2021 | $48,974,000 | +8.8% | 299,187 | +3.4% | 1.26% | +7.6% |
| Q2 2021 | $45,007,000 | +1.1% | 289,357 | -1.0% | 1.18% | -4.3% |
| Q1 2021 | $44,498,000 | +19.5% | 292,308 | -0.2% | 1.23% | +2.5% |
| Q4 2020 | $37,223,000 | +34.4% | 292,928 | +1.8% | 1.20% | +9.0% |
| Q3 2020 | $27,694,000 | +8.7% | 287,667 | +6.2% | 1.10% | +3.2% |
| Q2 2020 | $25,475,000 | +10.2% | 270,832 | +5.4% | 1.07% | -0.4% |
| Q1 2020 | $23,127,000 | -28.0% | 256,881 | +11.5% | 1.07% | -10.5% |
| Q4 2019 | $32,122,000 | +21.6% | 230,430 | +2.6% | 1.20% | +3.6% |
| Q3 2019 | $26,426,000 | +4.8% | 224,537 | -0.4% | 1.15% | +2.0% |
| Q2 2019 | $25,210,000 | +13.9% | 225,492 | +3.1% | 1.13% | +12.4% |
| Q1 2019 | $22,138,000 | +9.1% | 218,686 | +5.2% | 1.00% | +3.0% |
| Q4 2018 | $20,293,000 | -10.8% | 207,866 | +3.1% | 0.98% | +11.4% |
| Q3 2018 | $22,750,000 | +33.5% | 201,605 | +23.3% | 0.88% | +18.4% |
| Q2 2018 | $17,044,000 | -0.3% | 163,574 | +5.2% | 0.74% | -3.9% |
| Q1 2018 | $17,103,000 | +13.2% | 155,528 | +10.1% | 0.77% | -4.5% |
| Q4 2017 | $15,106,000 | +21.2% | 141,249 | +8.2% | 0.81% | +11.6% |
| Q3 2017 | $12,464,000 | +14.5% | 130,499 | +9.6% | 0.72% | +2.4% |
| Q2 2017 | $10,884,000 | +28.4% | 119,077 | +23.4% | 0.70% | +22.8% |
| Q1 2017 | $8,478,000 | -1.4% | 96,513 | -3.1% | 0.57% | -8.5% |
| Q4 2016 | $8,595,000 | +60.5% | 99,613 | +23.9% | 0.63% | +15.7% |
| Q3 2016 | $5,354,000 | +9.6% | 80,407 | +2.3% | 0.54% | -4.6% |
| Q2 2016 | $4,883,000 | +5.9% | 78,580 | +0.9% | 0.57% | +0.4% |
| Q1 2016 | $4,612,000 | -47.1% | 77,871 | -42.4% | 0.57% | +0.2% |
| Q4 2015 | $8,714,000 | +98.4% | 135,183 | +87.6% | 0.56% | 0.0% |
| Q3 2015 | $4,393,000 | -8.2% | 72,049 | +2.1% | 0.56% | +0.5% |
| Q2 2015 | $4,783,000 | +7.0% | 70,585 | – | 0.56% | +2.7% |
| Q1 2015 | $4,471,000 | +15.3% | 0 | -100.0% | 0.55% | +15.6% |
| Q4 2014 | $3,879,000 | -26.9% | 61,978 | -29.7% | 0.47% | -30.5% |
| Q3 2014 | $5,307,000 | +5.3% | 88,101 | +0.8% | 0.68% | +4.3% |
| Q2 2014 | $5,038,000 | -3.3% | 87,427 | +1.8% | 0.65% | -11.4% |
| Q1 2014 | $5,212,000 | +10.6% | 85,853 | +6.6% | 0.74% | +3.7% |
| Q4 2013 | $4,711,000 | +13.1% | 80,553 | 0.0% | 0.71% | -0.6% |
| Q3 2013 | $4,164,000 | -3.6% | 80,553 | -1.5% | 0.72% | -3.4% |
| Q2 2013 | $4,318,000 | – | 81,803 | – | 0.74% | – |
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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% |