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 | $24,660,435 | -1.0% | 170,049 | -0.7% | 1.37% | +3.3% |
| Q2 2023 | $24,915,978 | +9.5% | 171,315 | -1.9% | 1.33% | +2.7% |
| Q1 2023 | $22,755,386 | -3.5% | 174,625 | -0.7% | 1.29% | -7.8% |
| Q4 2022 | $23,579,308 | +24.5% | 175,834 | -2.9% | 1.40% | +16.7% |
| Q3 2022 | $18,932,000 | -8.1% | 181,174 | -1.0% | 1.20% | -3.0% |
| Q2 2022 | $20,610,000 | -17.5% | 183,021 | -0.1% | 1.24% | -2.4% |
| Q1 2022 | $24,975,000 | -12.1% | 183,207 | +2.0% | 1.27% | -6.4% |
| Q4 2021 | $28,429,000 | -2.0% | 179,528 | +1.3% | 1.36% | -11.8% |
| Q3 2021 | $29,017,000 | +4.7% | 177,270 | -0.5% | 1.54% | +4.6% |
| Q2 2021 | $27,719,000 | +1.9% | 178,213 | -0.3% | 1.47% | -6.3% |
| Q1 2021 | $27,207,000 | +18.7% | 178,724 | -0.9% | 1.57% | +12.5% |
| Q4 2020 | $22,920,000 | +32.1% | 180,370 | +0.0% | 1.39% | +17.6% |
| Q3 2020 | $17,356,000 | +5.9% | 180,289 | +3.4% | 1.18% | -2.6% |
| Q2 2020 | $16,394,000 | +10.7% | 174,298 | +6.0% | 1.22% | -9.2% |
| Q1 2020 | $14,807,000 | -36.2% | 164,475 | -1.1% | 1.34% | -20.5% |
| Q4 2019 | $23,193,000 | +16.7% | 166,376 | -1.5% | 1.69% | +8.6% |
| Q3 2019 | $19,870,000 | +7.0% | 168,836 | +1.6% | 1.55% | +3.9% |
| Q2 2019 | $18,577,000 | +12.9% | 166,161 | +2.3% | 1.49% | +7.0% |
| Q1 2019 | $16,450,000 | +5.3% | 162,501 | +1.6% | 1.40% | -6.7% |
| Q4 2018 | $15,617,000 | -15.9% | 159,983 | -2.8% | 1.50% | -1.6% |
| Q3 2018 | $18,569,000 | +8.8% | 164,562 | +0.5% | 1.52% | +2.7% |
| Q2 2018 | $17,062,000 | -6.3% | 163,741 | -1.1% | 1.48% | -8.1% |
| Q1 2018 | $18,207,000 | +12.9% | 165,560 | +9.8% | 1.61% | +9.5% |
| Q4 2017 | $16,128,000 | +15.0% | 150,812 | +2.7% | 1.47% | +9.5% |
| Q3 2017 | $14,030,000 | +7.1% | 146,894 | +2.9% | 1.34% | +4.5% |
| Q2 2017 | $13,101,000 | +6.9% | 142,778 | +2.8% | 1.29% | +5.5% |
| Q1 2017 | $12,252,000 | +2.6% | 138,915 | +0.8% | 1.22% | -1.7% |
| Q4 2016 | $11,945,000 | +29.5% | 137,860 | -0.1% | 1.24% | +25.5% |
| Q3 2016 | $9,222,000 | +16.8% | 137,937 | +9.1% | 0.99% | +9.7% |
| Q2 2016 | $7,894,000 | +3.6% | 126,473 | -1.7% | 0.90% | +3.4% |
| Q1 2016 | $7,617,000 | +1.7% | 128,620 | +13.4% | 0.87% | -0.5% |
| Q4 2015 | $7,492,000 | +17.8% | 113,461 | +8.7% | 0.88% | +12.2% |
| Q3 2015 | $6,362,000 | -0.1% | 104,339 | +11.1% | 0.78% | +8.2% |
| Q2 2015 | $6,366,000 | +47.2% | 93,944 | +31.6% | 0.72% | +43.6% |
| Q1 2015 | $4,325,000 | -0.1% | 71,378 | +3.2% | 0.50% | -3.3% |
| Q4 2014 | $4,330,000 | +3.8% | 69,193 | -0.1% | 0.52% | +1.0% |
| Q3 2014 | $4,171,000 | +5.5% | 69,232 | +0.9% | 0.51% | +3.8% |
| Q2 2014 | $3,953,000 | -3.8% | 68,611 | +1.4% | 0.50% | -21.7% |
| Q1 2014 | $4,109,000 | +11.6% | 67,687 | +7.5% | 0.63% | +21.8% |
| Q4 2013 | $3,682,000 | +11.3% | 62,969 | -1.6% | 0.52% | +5.5% |
| Q3 2013 | $3,308,000 | +8.4% | 63,993 | +10.7% | 0.49% | +2.9% |
| Q2 2013 | $3,052,000 | – | 57,829 | – | 0.48% | – |
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% |