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 | $808,632 | -0.3% | 5,576 | 0.0% | 0.26% | +3.6% |
| Q2 2023 | $810,973 | +11.6% | 5,576 | 0.0% | 0.25% | +10.7% |
| Q1 2023 | $726,609 | -2.8% | 5,576 | 0.0% | 0.22% | -6.7% |
| Q4 2022 | $747,742 | +28.3% | 5,576 | 0.0% | 0.24% | +14.3% |
| Q3 2022 | $583,000 | -12.1% | 5,576 | -5.3% | 0.21% | -6.7% |
| Q2 2022 | $663,000 | -17.4% | 5,891 | 0.0% | 0.22% | -10.0% |
| Q1 2022 | $803,000 | -9.1% | 5,891 | +5.6% | 0.25% | -11.3% |
| Q4 2021 | $883,000 | -3.3% | 5,576 | 0.0% | 0.28% | -6.6% |
| Q3 2021 | $913,000 | +4.8% | 5,576 | -0.4% | 0.30% | +5.6% |
| Q2 2021 | $871,000 | -2.7% | 5,601 | -4.7% | 0.29% | -8.3% |
| Q1 2021 | $895,000 | -43.9% | 5,876 | -53.2% | 0.31% | -52.7% |
| Q4 2020 | $1,596,000 | +409.9% | 12,560 | +286.8% | 0.66% | +371.4% |
| Q3 2020 | $313,000 | +2.6% | 3,247 | 0.0% | 0.14% | +5.3% |
| Q2 2020 | $305,000 | -13.4% | 3,247 | -16.9% | 0.13% | -26.9% |
| Q1 2020 | $352,000 | -35.3% | 3,905 | 0.0% | 0.18% | -24.5% |
| Q4 2019 | $544,000 | +12.2% | 3,905 | -5.2% | 0.24% | +2.6% |
| Q3 2019 | $485,000 | -8.8% | 4,120 | -13.4% | 0.24% | -13.9% |
| Q2 2019 | $532,000 | +3.3% | 4,756 | -6.5% | 0.27% | +18.2% |
| Q1 2019 | $515,000 | -60.1% | 5,084 | -60.2% | 0.23% | -72.6% |
| Q4 2018 | $1,290,000 | +111.1% | 12,776 | +136.1% | 0.84% | +214.2% |
| Q3 2018 | $611,000 | +8.3% | 5,412 | 0.0% | 0.27% | +22.4% |
| Q2 2018 | $564,000 | -8.4% | 5,412 | -3.4% | 0.22% | -18.0% |
| Q1 2018 | $616,000 | +2.8% | 5,602 | 0.0% | 0.27% | +17.1% |
| Q4 2017 | $599,000 | +12.0% | 5,602 | 0.0% | 0.23% | +11.2% |
| Q3 2017 | $535,000 | +4.5% | 5,602 | 0.0% | 0.20% | -5.1% |
| Q2 2017 | $512,000 | +4.1% | 5,602 | 0.0% | 0.22% | +0.5% |
| Q1 2017 | $492,000 | -1.8% | 5,602 | -3.4% | 0.22% | -13.0% |
| Q4 2016 | $501,000 | +29.8% | 5,802 | 0.0% | 0.25% | +38.8% |
| Q3 2016 | $386,000 | +6.9% | 5,802 | 0.0% | 0.18% | +0.6% |
| Q2 2016 | $361,000 | -7.2% | 5,802 | -1.5% | 0.18% | -17.3% |
| Q4 2015 | $389,000 | +8.4% | 5,892 | 0.0% | 0.21% | -35.7% |
| Q3 2015 | $359,000 | -10.0% | 5,892 | 0.0% | 0.33% | +84.0% |
| Q2 2015 | $399,000 | -61.0% | 5,892 | -65.1% | 0.18% | -61.7% |
| Q1 2015 | $1,022,000 | +114.7% | 16,863 | +121.6% | 0.47% | +100.9% |
| Q4 2014 | $476,000 | -52.9% | 7,610 | -55.2% | 0.24% | -50.6% |
| Q3 2014 | $1,010,000 | +4.6% | 17,000 | +1.4% | 0.48% | +8.4% |
| Q2 2014 | $966,000 | -50.5% | 16,773 | -47.8% | 0.44% | -55.9% |
| Q1 2014 | $1,952,000 | +3.8% | 32,149 | 0.0% | 1.00% | -1.3% |
| Q4 2013 | $1,880,000 | +13.1% | 32,149 | 0.0% | 1.01% | -3.4% |
| Q3 2013 | $1,662,000 | -2.1% | 32,149 | 0.0% | 1.04% | -15.7% |
| Q2 2013 | $1,697,000 | – | 32,149 | – | 1.24% | – |
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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% |