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 | $13,957,015 | +107534.9% | 96,242 | +7.9% | 0.65% | +0.8% |
| Q2 2023 | $12,967 | +4.8% | 89,158 | -6.1% | 0.65% | +0.9% |
| Q1 2023 | $12,375 | +8.2% | 94,968 | +11.4% | 0.64% | +17.2% |
| Q4 2022 | $11,433 | -99.9% | 85,254 | +0.9% | 0.55% | +6.4% |
| Q3 2022 | $8,830,000 | -14.1% | 84,501 | -7.4% | 0.52% | -13.7% |
| Q2 2022 | $10,278,000 | -16.2% | 91,269 | +1.5% | 0.60% | -10.9% |
| Q1 2022 | $12,261,000 | -24.2% | 89,944 | -12.0% | 0.67% | -33.1% |
| Q4 2021 | $16,177,000 | -1.3% | 102,162 | +2.1% | 1.00% | -13.9% |
| Q3 2021 | $16,384,000 | +3.0% | 100,091 | -2.1% | 1.16% | +54.0% |
| Q2 2021 | $15,904,000 | -2.2% | 102,249 | -4.3% | 0.76% | -37.2% |
| Q1 2021 | $16,261,000 | +41.2% | 106,816 | +17.8% | 1.20% | +5.5% |
| Q4 2020 | $11,519,000 | +28.1% | 90,647 | -2.9% | 1.14% | +15.3% |
| Q3 2020 | $8,989,000 | -25.4% | 93,377 | -27.1% | 0.99% | -13.6% |
| Q2 2020 | $12,042,000 | +24.7% | 128,021 | +19.3% | 1.14% | -37.3% |
| Q1 2020 | $9,657,000 | -48.1% | 107,269 | -19.6% | 1.82% | +16.9% |
| Q4 2019 | $18,594,000 | +5.7% | 133,387 | -10.8% | 1.56% | +9.4% |
| Q3 2019 | $17,592,000 | +7.6% | 149,477 | +2.2% | 1.43% | +3.9% |
| Q2 2019 | $16,354,000 | +2.0% | 146,280 | -7.6% | 1.37% | +1.4% |
| Q1 2019 | $16,026,000 | +1.3% | 158,315 | -2.3% | 1.35% | -8.3% |
| Q4 2018 | $15,817,000 | -16.0% | 162,026 | -3.0% | 1.48% | -3.7% |
| Q3 2018 | $18,839,000 | +9.2% | 166,952 | +0.8% | 1.53% | -0.1% |
| Q2 2018 | $17,256,000 | +3.7% | 165,602 | +9.4% | 1.53% | -3.0% |
| Q1 2018 | $16,644,000 | +7.2% | 151,352 | +4.2% | 1.58% | +7.0% |
| Q4 2017 | $15,527,000 | +10.4% | 145,189 | -1.4% | 1.48% | +7.1% |
| Q3 2017 | $14,059,000 | +5.5% | 147,201 | +0.9% | 1.38% | +1.2% |
| Q2 2017 | $13,332,000 | +10.2% | 145,866 | +5.9% | 1.36% | +5.6% |
| Q1 2017 | $12,100,000 | -2.5% | 137,749 | -4.2% | 1.29% | -6.7% |
| Q4 2016 | $12,404,000 | +35.8% | 143,746 | +4.8% | 1.38% | +29.3% |
| Q3 2016 | $9,137,000 | +28.4% | 137,219 | +19.8% | 1.07% | +5.1% |
| Q2 2016 | $7,116,000 | +33.0% | 114,511 | +26.8% | 1.02% | -15.9% |
| Q1 2016 | $5,349,000 | -9.6% | 90,320 | +0.8% | 1.21% | -9.7% |
| Q4 2015 | $5,919,000 | +10.7% | 89,640 | +2.2% | 1.34% | +2.4% |
| Q3 2015 | $5,347,000 | -11.0% | 87,702 | -1.1% | 1.31% | -7.3% |
| Q2 2015 | $6,011,000 | +17.4% | 88,706 | +4.9% | 1.41% | +14.1% |
| Q1 2015 | $5,122,000 | -8.5% | 84,544 | -5.4% | 1.24% | -8.2% |
| Q4 2014 | $5,595,000 | -6.2% | 89,409 | -9.7% | 1.35% | -4.1% |
| Q3 2014 | $5,967,000 | -13.0% | 99,052 | -16.7% | 1.40% | -0.4% |
| Q2 2014 | $6,855,000 | -11.9% | 118,964 | -7.2% | 1.41% | -16.1% |
| Q1 2014 | $7,783,000 | +4.4% | 128,195 | +0.6% | 1.68% | +6.8% |
| Q4 2013 | $7,454,000 | +10.5% | 127,461 | -2.3% | 1.57% | +3.3% |
| Q3 2013 | $6,743,000 | -4.7% | 130,450 | -2.4% | 1.52% | -8.6% |
| Q2 2013 | $7,075,000 | – | 133,602 | – | 1.67% | – |
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% |