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 | $7,105 | -0.1% | 49,144 | +0.2% | 0.60% | -0.2% |
| Q2 2023 | $7,111 | +18.4% | 49,060 | +6.4% | 0.61% | +9.0% |
| Q1 2023 | $6,005 | +5.3% | 46,112 | +8.3% | 0.56% | -3.8% |
| Q4 2022 | $5,702 | -99.9% | 42,597 | +8.9% | 0.58% | +29.3% |
| Q3 2022 | $4,075,000 | -11.3% | 39,110 | -4.7% | 0.45% | -34.6% |
| Q2 2022 | $4,596,000 | -15.2% | 41,020 | +3.1% | 0.68% | +13.1% |
| Q1 2022 | $5,420,000 | -18.2% | 39,770 | -4.8% | 0.60% | -24.3% |
| Q4 2021 | $6,627,000 | -0.8% | 41,795 | +2.4% | 0.80% | -9.4% |
| Q3 2021 | $6,682,000 | +29.8% | 40,827 | +23.4% | 0.88% | +14.9% |
| Q2 2021 | $5,149,000 | +31.1% | 33,092 | +28.3% | 0.77% | -13.5% |
| Q1 2021 | $3,928,000 | -2.2% | 25,785 | -18.7% | 0.89% | +10.7% |
| Q4 2020 | $4,017,000 | +38.2% | 31,722 | +5.0% | 0.80% | +25.0% |
| Q3 2020 | $2,906,000 | -12.4% | 30,205 | -14.6% | 0.64% | -29.1% |
| Q2 2020 | $3,317,000 | +13.3% | 35,376 | +8.9% | 0.90% | +3.8% |
| Q1 2020 | $2,928,000 | -45.8% | 32,486 | -16.2% | 0.87% | -43.0% |
| Q4 2019 | $5,404,000 | +28.5% | 38,766 | +8.3% | 1.53% | +9.2% |
| Q3 2019 | $4,205,000 | +1.0% | 35,791 | -3.9% | 1.40% | +4.1% |
| Q2 2019 | $4,163,000 | +16.1% | 37,260 | +5.3% | 1.34% | +7.6% |
| Q1 2019 | $3,587,000 | +13.1% | 35,390 | +9.0% | 1.25% | -4.1% |
| Q4 2018 | $3,171,000 | -16.0% | 32,462 | -3.2% | 1.30% | -8.3% |
| Q3 2018 | $3,777,000 | +4.0% | 33,521 | -3.8% | 1.42% | +14.3% |
| Q2 2018 | $3,633,000 | -4.3% | 34,833 | +0.9% | 1.24% | -34.1% |
| Q1 2018 | $3,795,000 | +19.1% | 34,522 | +15.6% | 1.88% | +46.7% |
| Q4 2017 | $3,187,000 | +21.5% | 29,865 | +8.3% | 1.28% | +1.5% |
| Q3 2017 | $2,622,000 | +8.7% | 27,587 | +4.4% | 1.26% | +4.1% |
| Q2 2017 | $2,413,000 | +3.6% | 26,429 | -0.6% | 1.21% | -3.5% |
| Q1 2017 | $2,329,000 | +1.0% | 26,581 | -0.7% | 1.26% | -5.9% |
| Q4 2016 | $2,305,000 | +39.4% | 26,760 | +7.5% | 1.34% | +28.1% |
| Q3 2016 | $1,653,000 | +8.0% | 24,902 | +1.3% | 1.04% | -1.9% |
| Q2 2016 | $1,531,000 | +3.3% | 24,573 | -1.8% | 1.06% | -2.4% |
| Q1 2016 | $1,482,000 | -18.5% | 25,023 | -9.1% | 1.09% | -8.6% |
| Q4 2015 | $1,818,000 | – | 27,529 | – | 1.19% | – |
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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% |