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 | $90,655 | +2.8% | 614,239 | -0.8% | 1.16% | +2.3% |
| Q2 2023 | $88,167 | +9.3% | 619,266 | -1.1% | 1.14% | +4.8% |
| Q1 2023 | $80,679 | -4.2% | 626,164 | +1.2% | 1.08% | -5.7% |
| Q4 2022 | $84,198 | -99.9% | 618,699 | -0.3% | 1.15% | +4.9% |
| Q3 2022 | $77,332,000 | +10.9% | 620,598 | +2.7% | 1.09% | +17.0% |
| Q2 2022 | $69,740,000 | +175.0% | 604,128 | +235.3% | 0.94% | +231.6% |
| Q1 2022 | $25,359,000 | -11.3% | 180,197 | -0.2% | 0.28% | -11.3% |
| Q4 2021 | $28,581,000 | -5.7% | 180,476 | -1.1% | 0.32% | -10.9% |
| Q3 2021 | $30,293,000 | +6.4% | 182,521 | -1.2% | 0.36% | +4.7% |
| Q2 2021 | $28,480,000 | -0.5% | 184,758 | -0.2% | 0.34% | -8.6% |
| Q1 2021 | $28,612,000 | +12.7% | 185,217 | -7.3% | 0.37% | +5.7% |
| Q4 2020 | $25,387,000 | +27.6% | 199,791 | -4.2% | 0.35% | +14.2% |
| Q3 2020 | $19,891,000 | +0.4% | 208,459 | -2.2% | 0.31% | -5.2% |
| Q2 2020 | $19,816,000 | -4.3% | 213,076 | -3.8% | 0.33% | -13.5% |
| Q1 2020 | $20,717,000 | -32.6% | 221,572 | +0.4% | 0.38% | -21.9% |
| Q4 2019 | $30,756,000 | +14.6% | 220,678 | -3.3% | 0.48% | +6.2% |
| Q3 2019 | $26,849,000 | +2.9% | 228,124 | -2.3% | 0.46% | +6.1% |
| Q2 2019 | $26,093,000 | +8.8% | 233,389 | -1.5% | 0.43% | +4.1% |
| Q1 2019 | $23,981,000 | +2012.9% | 236,897 | +1937.1% | 0.41% | +1772.7% |
| Q4 2018 | $1,135,000 | -9.1% | 11,629 | +5.2% | 0.02% | 0.0% |
| Q3 2018 | $1,248,000 | +5.7% | 11,057 | -2.4% | 0.02% | 0.0% |
| Q2 2018 | $1,181,000 | -1.2% | 11,331 | +4.3% | 0.02% | -4.3% |
| Q1 2018 | $1,195,000 | +12.2% | 10,865 | +9.1% | 0.02% | +9.5% |
| Q4 2017 | $1,065,000 | +1.1% | 9,959 | -9.7% | 0.02% | -8.7% |
| Q3 2017 | $1,053,000 | +12.0% | 11,030 | +7.3% | 0.02% | +4.5% |
| Q2 2017 | $940,000 | -3.7% | 10,282 | -7.5% | 0.02% | -12.0% |
| Q1 2017 | $976,000 | -67.3% | 11,115 | -67.9% | 0.02% | -74.5% |
| Q4 2016 | $2,989,000 | +327.0% | 34,639 | +229.5% | 0.10% | +390.0% |
| Q3 2016 | $700,000 | +8.7% | 10,512 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $644,000 | -9.6% | 10,512 | -12.5% | 0.02% | -20.0% |
| Q1 2016 | $712,000 | -27.3% | 12,018 | -19.0% | 0.02% | -35.9% |
| Q4 2015 | $980,000 | +9.7% | 14,844 | +1.3% | 0.04% | +2.6% |
| Q3 2015 | $893,000 | +13.8% | 14,654 | +26.5% | 0.04% | +15.2% |
| Q2 2015 | $785,000 | -3.8% | 11,588 | -14.0% | 0.03% | -8.3% |
| Q1 2015 | $816,000 | +72.5% | 13,474 | +78.4% | 0.04% | +63.6% |
| Q4 2014 | $473,000 | +6.3% | 7,553 | +2.3% | 0.02% | -4.3% |
| Q3 2014 | $445,000 | +30.5% | 7,385 | +24.6% | 0.02% | +15.0% |
| Q2 2014 | $341,000 | +0.6% | 5,926 | +6.3% | 0.02% | -13.0% |
| Q1 2014 | $339,000 | -87.8% | 5,576 | -88.3% | 0.02% | -89.0% |
| Q4 2013 | $2,789,000 | +23.7% | 47,700 | +10.2% | 0.21% | +6.6% |
| Q3 2013 | $2,255,000 | +11.2% | 43,289 | +12.7% | 0.20% | -6.6% |
| Q2 2013 | $2,027,000 | – | 38,402 | – | 0.21% | – |
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% |