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 | $12,551,916 | -0.3% | 86,553 | 0.0% | 2.57% | +5.2% |
| Q2 2023 | $12,588,268 | +11.6% | 86,553 | -0.0% | 2.44% | +7.2% |
| Q1 2023 | $11,279,503 | -3.1% | 86,559 | -0.3% | 2.28% | -3.7% |
| Q4 2022 | $11,641,892 | +28.3% | 86,815 | 0.0% | 2.37% | +18.3% |
| Q3 2022 | $9,072,000 | -7.2% | 86,815 | +0.0% | 2.00% | 0.0% |
| Q2 2022 | $9,776,000 | -17.4% | 86,809 | 0.0% | 2.00% | -3.4% |
| Q1 2022 | $11,834,000 | -13.9% | 86,809 | +0.1% | 2.07% | -7.9% |
| Q4 2021 | $13,737,000 | -3.3% | 86,752 | 0.0% | 2.25% | -8.9% |
| Q3 2021 | $14,200,000 | -10.6% | 86,752 | -15.0% | 2.47% | -8.9% |
| Q2 2021 | $15,883,000 | +2.2% | 102,117 | 0.0% | 2.71% | -4.9% |
| Q1 2021 | $15,545,000 | +19.7% | 102,117 | -0.0% | 2.85% | +9.8% |
| Q4 2020 | $12,982,000 | +29.7% | 102,167 | -1.7% | 2.59% | +14.8% |
| Q3 2020 | $10,009,000 | +2.4% | 103,967 | 0.0% | 2.26% | -5.8% |
| Q2 2020 | $9,779,000 | +4.5% | 103,967 | 0.0% | 2.40% | -12.8% |
| Q1 2020 | $9,360,000 | -48.5% | 103,967 | -20.2% | 2.75% | -30.1% |
| Q4 2019 | $18,159,000 | +17.4% | 130,265 | -0.8% | 3.94% | +10.8% |
| Q3 2019 | $15,462,000 | +4.4% | 131,375 | -0.8% | 3.55% | +2.9% |
| Q2 2019 | $14,811,000 | +9.0% | 132,475 | -1.3% | 3.45% | +5.4% |
| Q1 2019 | $13,583,000 | +3.8% | 134,175 | +0.1% | 3.28% | -9.6% |
| Q4 2018 | $13,084,000 | -12.8% | 134,025 | +0.8% | 3.62% | +7.2% |
| Q3 2018 | $15,002,000 | +8.3% | 132,945 | 0.0% | 3.38% | +5.3% |
| Q2 2018 | $13,853,000 | -3.6% | 132,945 | +0.6% | 3.21% | -5.0% |
| Q1 2018 | $14,375,000 | -12.2% | 132,145 | -13.7% | 3.38% | -11.3% |
| Q4 2017 | $16,377,000 | +10.7% | 153,145 | -1.1% | 3.81% | +6.3% |
| Q3 2017 | $14,793,000 | +3.1% | 154,880 | -1.3% | 3.58% | +0.3% |
| Q2 2017 | $14,348,000 | +4.1% | 156,980 | 0.0% | 3.58% | +2.6% |
| Q1 2017 | $13,789,000 | +1.4% | 156,980 | -0.4% | 3.48% | -6.0% |
| Q4 2016 | $13,597,000 | +29.4% | 157,570 | -0.2% | 3.70% | +25.9% |
| Q3 2016 | $10,509,000 | +8.2% | 157,820 | +0.9% | 2.94% | +4.1% |
| Q2 2016 | $9,717,000 | -5.9% | 156,375 | 0.0% | 2.83% | -9.3% |
| Q1 2016 | $10,325,000 | 0.0% | 156,375 | 0.0% | 3.12% | 0.0% |
| Q4 2015 | $10,325,000 | +8.5% | 156,375 | +0.2% | 3.12% | +9.3% |
| Q3 2015 | $9,519,000 | -10.0% | 156,125 | 0.0% | 2.85% | +4.5% |
| Q2 2015 | $10,579,000 | +11.9% | 156,125 | 0.0% | 2.73% | +13.2% |
| Q1 2015 | $9,458,000 | -3.2% | 156,125 | 0.0% | 2.41% | -4.9% |
| Q4 2014 | $9,770,000 | +3.9% | 156,125 | 0.0% | 2.53% | +0.9% |
| Q3 2014 | $9,405,000 | +4.5% | 156,125 | 0.0% | 2.51% | +8.1% |
| Q2 2014 | $8,996,000 | -7.3% | 156,125 | -2.3% | 2.32% | -11.2% |
| Q1 2014 | $9,706,000 | +6.3% | 159,882 | +2.4% | 2.62% | +1.6% |
| Q4 2013 | $9,130,000 | +13.1% | 156,125 | 0.0% | 2.57% | +3.4% |
| Q3 2013 | $8,070,000 | -2.1% | 156,125 | 0.0% | 2.49% | -5.4% |
| Q2 2013 | $8,242,000 | – | 156,125 | – | 2.63% | – |
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% |