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 | $616,770 | -0.3% | 4,253 | 0.0% | 0.94% | -5.9% |
| Q2 2023 | $618,556 | +11.6% | 4,253 | 0.0% | 1.00% | -12.2% |
| Q1 2023 | $554,208 | -2.8% | 4,253 | 0.0% | 1.14% | +30.3% |
| Q4 2022 | $570,327 | +28.5% | 4,253 | 0.0% | 0.88% | -3.2% |
| Q3 2022 | $444,000 | -7.3% | 4,253 | 0.0% | 0.90% | +9.7% |
| Q2 2022 | $479,000 | -17.4% | 4,253 | 0.0% | 0.82% | +2.0% |
| Q1 2022 | $580,000 | -13.8% | 4,253 | 0.0% | 0.81% | -25.0% |
| Q4 2021 | $673,000 | -3.3% | 4,253 | 0.0% | 1.08% | -8.7% |
| Q3 2021 | $696,000 | +5.1% | 4,253 | 0.0% | 1.18% | +6.4% |
| Q2 2021 | $662,000 | +2.3% | 4,253 | 0.0% | 1.11% | +3.5% |
| Q1 2021 | $647,000 | +19.8% | 4,253 | 0.0% | 1.07% | +4.5% |
| Q4 2020 | $540,000 | +32.0% | 4,253 | 0.0% | 1.03% | +11.4% |
| Q3 2020 | $409,000 | +2.2% | 4,253 | 0.0% | 0.92% | -8.4% |
| Q2 2020 | $400,000 | +4.4% | 4,253 | 0.0% | 1.00% | +0.6% |
| Q1 2020 | $383,000 | -35.4% | 4,253 | 0.0% | 1.00% | -20.7% |
| Q4 2019 | $593,000 | +18.4% | 4,253 | 0.0% | 1.26% | +20.1% |
| Q3 2019 | $501,000 | +5.5% | 4,253 | 0.0% | 1.05% | +11.8% |
| Q2 2019 | $475,000 | +10.2% | 4,253 | 0.0% | 0.94% | -9.2% |
| Q1 2019 | $431,000 | +3.9% | 4,253 | 0.0% | 1.03% | -14.0% |
| Q4 2018 | $415,000 | -38.2% | 4,253 | -28.6% | 1.20% | +50.9% |
| Q3 2018 | $672,000 | +8.4% | 5,953 | 0.0% | 0.80% | +12.6% |
| Q2 2018 | $620,000 | -5.3% | 5,953 | 0.0% | 0.71% | -9.7% |
| Q1 2018 | $655,000 | +2.8% | 5,953 | 0.0% | 0.78% | +18.1% |
| Q4 2017 | $637,000 | +12.0% | 5,953 | 0.0% | 0.66% | +4.9% |
| Q3 2017 | $569,000 | +4.6% | 5,953 | 0.0% | 0.63% | -7.7% |
| Q2 2017 | $544,000 | +4.0% | 5,953 | 0.0% | 0.68% | +0.4% |
| Q1 2017 | $523,000 | -30.6% | 5,953 | -31.9% | 0.68% | -35.1% |
| Q4 2016 | $754,000 | +29.6% | 8,736 | 0.0% | 1.05% | +71.5% |
| Q3 2016 | $582,000 | -35.7% | 8,736 | -40.0% | 0.61% | -22.5% |
| Q2 2016 | $905,000 | -8.6% | 14,560 | -12.9% | 0.79% | -6.5% |
| Q1 2016 | $990,000 | -35.4% | 16,720 | -28.0% | 0.85% | -27.3% |
| Q4 2015 | $1,533,000 | +8.3% | 23,222 | 0.0% | 1.16% | +4.4% |
| Q3 2015 | $1,416,000 | -10.0% | 23,222 | 0.0% | 1.12% | +3.6% |
| Q2 2015 | $1,574,000 | -0.9% | 23,222 | -11.4% | 1.08% | -1.1% |
| Q1 2015 | $1,588,000 | -3.2% | 26,208 | 0.0% | 1.09% | -1.8% |
| Q4 2014 | $1,640,000 | – | 26,208 | – | 1.11% | – |
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% |