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 | $725,100 | -0.3% | 5,000 | 0.0% | 0.16% | +5.3% |
| Q2 2023 | $727,200 | +11.6% | 5,000 | 0.0% | 0.15% | +2.7% |
| Q1 2023 | $651,550 | -2.8% | 5,000 | 0.0% | 0.15% | -10.3% |
| Q4 2022 | $670,500 | +28.2% | 5,000 | 0.0% | 0.16% | +25.0% |
| Q3 2022 | $523,000 | -7.1% | 5,000 | 0.0% | 0.13% | -5.0% |
| Q2 2022 | $563,000 | -17.4% | 5,000 | 0.0% | 0.14% | -2.1% |
| Q1 2022 | $682,000 | -91.4% | 5,000 | -90.0% | 0.14% | -90.5% |
| Q4 2021 | $7,918,000 | -3.3% | 50,000 | 0.0% | 1.49% | -15.1% |
| Q3 2021 | $8,185,000 | +5.2% | 50,000 | 0.0% | 1.76% | -2.4% |
| Q2 2021 | $7,777,000 | +2.2% | 50,000 | 0.0% | 1.80% | +3.5% |
| Q1 2021 | $7,611,000 | +19.8% | 50,000 | 0.0% | 1.74% | +67.9% |
| Q4 2020 | $6,354,000 | +1221.0% | 50,000 | +900.0% | 1.04% | +1211.4% |
| Q3 2020 | $481,000 | -85.4% | 5,000 | -85.7% | 0.08% | -85.0% |
| Q2 2020 | $3,292,000 | -43.7% | 35,000 | -46.2% | 0.52% | -53.1% |
| Q1 2020 | $5,852,000 | -47.5% | 65,000 | -18.8% | 1.12% | -35.1% |
| Q4 2019 | $11,152,000 | +5.3% | 80,000 | -11.1% | 1.72% | -8.8% |
| Q3 2019 | $10,592,000 | +215.8% | 90,000 | +200.0% | 1.89% | +209.8% |
| Q2 2019 | $3,354,000 | +10.4% | 30,000 | 0.0% | 0.61% | +12.5% |
| Q1 2019 | $3,037,000 | -99.9% | 30,000 | -0.9% | 0.54% | -4.2% |
| Q4 2018 | $2,956,435,000 | +174527.0% | 30,281 | +101.9% | 0.57% | +127.3% |
| Q3 2018 | $1,693,000 | -45.8% | 15,000 | -50.0% | 0.25% | -47.1% |
| Q2 2018 | $3,126,000 | +89.5% | 30,000 | +100.0% | 0.47% | +80.5% |
| Q1 2018 | $1,650,000 | +2.9% | 15,000 | 0.0% | 0.26% | +29.2% |
| Q4 2017 | $1,604,000 | -72.0% | 15,000 | -75.0% | 0.20% | -69.1% |
| Q3 2017 | $5,731,000 | +4.5% | 60,000 | 0.0% | 0.65% | +10.7% |
| Q2 2017 | $5,484,000 | +56.1% | 60,000 | +50.0% | 0.59% | +45.2% |
| Q1 2017 | $3,514,000 | +1.8% | 40,000 | 0.0% | 0.41% | -6.0% |
| Q4 2016 | $3,452,000 | +29.6% | 40,000 | 0.0% | 0.43% | +28.5% |
| Q3 2016 | $2,664,000 | -57.1% | 40,000 | -60.0% | 0.34% | -57.0% |
| Q2 2016 | $6,214,000 | +4.9% | 100,000 | 0.0% | 0.78% | +3.8% |
| Q1 2016 | $5,922,000 | +12.1% | 100,000 | +25.0% | 0.75% | +20.1% |
| Q4 2015 | $5,282,000 | +44.4% | 80,000 | +33.3% | 0.63% | +26.9% |
| Q3 2015 | $3,658,000 | +8.0% | 60,000 | +20.0% | 0.50% | +9.0% |
| Q2 2015 | $3,388,000 | +39.8% | 50,000 | +25.0% | 0.45% | +31.2% |
| Q1 2015 | $2,423,000 | -3.2% | 40,000 | 0.0% | 0.35% | -3.1% |
| Q4 2014 | $2,503,000 | +3.9% | 40,000 | 0.0% | 0.36% | +0.6% |
| Q3 2014 | $2,410,000 | +4.6% | 40,000 | 0.0% | 0.36% | +4.4% |
| Q2 2014 | $2,305,000 | -52.7% | 40,000 | -50.2% | 0.34% | -54.5% |
| Q1 2014 | $4,873,000 | -30.0% | 80,267 | -32.6% | 0.75% | -32.2% |
| Q4 2013 | $6,965,000 | +13.1% | 119,100 | 0.0% | 1.10% | -3.0% |
| Q3 2013 | $6,156,000 | -23.6% | 119,100 | -22.0% | 1.14% | -23.1% |
| Q2 2013 | $8,058,000 | – | 152,645 | – | 1.48% | – |
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% |