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 | $16,380,009 | -0.3% | 112,950 | 0.0% | 4.46% | +4.6% |
| Q2 2023 | $16,427,448 | +11.6% | 112,950 | 0.0% | 4.26% | +14.9% |
| Q1 2023 | $14,718,515 | -2.8% | 112,950 | 0.0% | 3.71% | +19.1% |
| Q4 2022 | $15,146,595 | +28.3% | 112,950 | 0.0% | 3.11% | +9.8% |
| Q3 2022 | $11,803,000 | -7.1% | 112,950 | +0.1% | 2.84% | -18.8% |
| Q2 2022 | $12,708,000 | -17.2% | 112,850 | +0.2% | 3.49% | -21.8% |
| Q1 2022 | $15,350,000 | -13.1% | 112,606 | +0.9% | 4.46% | -12.7% |
| Q4 2021 | $17,673,000 | -3.3% | 111,606 | 0.0% | 5.11% | -12.9% |
| Q3 2021 | $18,269,000 | +5.2% | 111,606 | 0.0% | 5.87% | +14.6% |
| Q2 2021 | $17,359,000 | +2.2% | 111,606 | 0.0% | 5.12% | +19.0% |
| Q1 2021 | $16,990,000 | +19.8% | 111,606 | 0.0% | 4.31% | +11.0% |
| Q4 2020 | $14,182,000 | +32.0% | 111,606 | 0.0% | 3.88% | +2.6% |
| Q3 2020 | $10,744,000 | +2.3% | 111,606 | 0.0% | 3.78% | -4.8% |
| Q2 2020 | $10,498,000 | -50.7% | 111,606 | -52.8% | 3.97% | -51.9% |
| Q1 2020 | $21,302,000 | +1216.6% | 236,606 | +1938.7% | 8.25% | +579.3% |
| Q4 2019 | $1,618,000 | +87.1% | 11,606 | +57.9% | 1.22% | +81.9% |
| Q3 2019 | $865,000 | +5.2% | 7,350 | 0.0% | 0.67% | +5.4% |
| Q2 2019 | $822,000 | +26.9% | 7,350 | +14.8% | 0.63% | +10.3% |
| Q1 2019 | $648,000 | +121.2% | 6,400 | +113.3% | 0.58% | +96.2% |
| Q4 2018 | $293,000 | -13.6% | 3,000 | 0.0% | 0.29% | -1.7% |
| Q3 2018 | $339,000 | +8.3% | 3,000 | 0.0% | 0.30% | -4.8% |
| Q2 2018 | $313,000 | -5.2% | 3,000 | 0.0% | 0.31% | -9.0% |
| Q1 2018 | $330,000 | +2.8% | 3,000 | 0.0% | 0.34% | +10.6% |
| Q4 2017 | $321,000 | +11.8% | 3,000 | 0.0% | 0.31% | +5.8% |
| Q3 2017 | $287,000 | +4.7% | 3,000 | 0.0% | 0.29% | +4.6% |
| Q2 2017 | $274,000 | +3.8% | 3,000 | 0.0% | 0.28% | -3.8% |
| Q1 2017 | $264,000 | +1.9% | 3,000 | 0.0% | 0.29% | -5.2% |
| Q4 2016 | $259,000 | +29.5% | 3,000 | 0.0% | 0.31% | +38.7% |
| Q3 2016 | $200,000 | -1.5% | 3,000 | 0.0% | 0.22% | -7.9% |
| Q2 2015 | $203,000 | -54.9% | 3,000 | -65.6% | 0.24% | -60.9% |
| Q3 2013 | $450,000 | -2.4% | 8,721 | 0.0% | 0.62% | -19.4% |
| Q2 2013 | $461,000 | – | 8,721 | – | 0.76% | – |
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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% |