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 | $108,533,982 | +19.8% | 748,407 | +20.1% | 1.36% | +29.0% |
| Q2 2023 | $90,594,579 | -72.1% | 622,900 | -70.5% | 1.05% | -39.9% |
| Q1 2023 | $324,779,685 | +3994.9% | 2,111,922 | +3470.8% | 1.75% | +1581.7% |
| Q4 2022 | $7,931,352 | +22.3% | 59,145 | -4.7% | 0.10% | +15.6% |
| Q3 2022 | $6,485,000 | -52.5% | 62,061 | -48.8% | 0.09% | -47.7% |
| Q2 2022 | $13,653,000 | -89.5% | 121,244 | -87.3% | 0.17% | -86.9% |
| Q1 2022 | $130,546,000 | -38.6% | 957,647 | -28.6% | 1.31% | -32.2% |
| Q4 2021 | $212,529,000 | -12.9% | 1,342,148 | -9.9% | 1.94% | -21.4% |
| Q3 2021 | $243,923,000 | +2.2% | 1,490,152 | -2.9% | 2.46% | -1.2% |
| Q2 2021 | $238,684,000 | +4.3% | 1,534,551 | +2.0% | 2.49% | -7.7% |
| Q1 2021 | $228,914,000 | -3.6% | 1,503,735 | -19.5% | 2.70% | -14.1% |
| Q4 2020 | $237,414,000 | +38.7% | 1,868,370 | +5.1% | 3.14% | +26.9% |
| Q3 2020 | $171,207,000 | +15.5% | 1,778,409 | +12.8% | 2.48% | +4.4% |
| Q2 2020 | $148,274,000 | -5.9% | 1,576,371 | -10.0% | 2.37% | -23.4% |
| Q1 2020 | $157,640,000 | -35.7% | 1,750,971 | -0.4% | 3.10% | -17.3% |
| Q4 2019 | $245,144,000 | +19.0% | 1,758,566 | +0.5% | 3.75% | +9.9% |
| Q3 2019 | $205,980,000 | +9.3% | 1,750,189 | +3.8% | 3.41% | +3.4% |
| Q2 2019 | $188,534,000 | -1.5% | 1,686,354 | -10.8% | 3.30% | -10.6% |
| Q1 2019 | $191,398,000 | +4.4% | 1,890,728 | +0.6% | 3.68% | -7.6% |
| Q4 2018 | $183,383,000 | -20.4% | 1,878,542 | -8.0% | 3.99% | -8.2% |
| Q3 2018 | $230,455,000 | +3.6% | 2,042,319 | -4.4% | 4.34% | -0.7% |
| Q2 2018 | $222,550,000 | -11.2% | 2,135,799 | -6.3% | 4.38% | -10.9% |
| Q1 2018 | $250,594,000 | +7.0% | 2,278,749 | +4.0% | 4.91% | +7.9% |
| Q4 2017 | $234,233,000 | +2.4% | 2,190,317 | -8.6% | 4.55% | -1.3% |
| Q3 2017 | $228,830,000 | -7.3% | 2,395,879 | -11.3% | 4.61% | -4.5% |
| Q2 2017 | $246,801,000 | -0.8% | 2,700,230 | -4.7% | 4.83% | -0.3% |
| Q1 2017 | $248,911,000 | -16.3% | 2,833,685 | -17.7% | 4.84% | -3.7% |
| Q4 2016 | $297,275,000 | +7.2% | 3,445,065 | -17.3% | 5.03% | +15.6% |
| Q3 2016 | $277,260,000 | +2.8% | 4,163,688 | -4.1% | 4.35% | -2.9% |
| Q2 2016 | $269,719,000 | -4.8% | 4,340,509 | -9.3% | 4.48% | -3.1% |
| Q1 2016 | $283,293,000 | -20.1% | 4,783,737 | -11.0% | 4.62% | -21.6% |
| Q4 2015 | $354,743,000 | +7.8% | 5,372,447 | -0.5% | 5.90% | -0.4% |
| Q3 2015 | $329,171,000 | -9.1% | 5,398,909 | +1.0% | 5.92% | -0.3% |
| Q2 2015 | $362,067,000 | +17.7% | 5,343,376 | +5.2% | 5.94% | +26.2% |
| Q1 2015 | $307,598,000 | -10.1% | 5,077,545 | -7.1% | 4.70% | -7.9% |
| Q4 2014 | $342,122,000 | -1.4% | 5,466,957 | -5.1% | 5.11% | +7.1% |
| Q3 2014 | $347,076,000 | +3.6% | 5,761,562 | -0.9% | 4.77% | +1.8% |
| Q2 2014 | $335,012,000 | -5.4% | 5,814,167 | -0.3% | 4.69% | -7.2% |
| Q1 2014 | $354,138,000 | +8.3% | 5,833,270 | +4.3% | 5.05% | +10.4% |
| Q4 2013 | $326,919,000 | +215.3% | 5,590,273 | +178.7% | 4.58% | +189.4% |
| Q3 2013 | $103,671,000 | +3.3% | 2,005,635 | +5.5% | 1.58% | +10.6% |
| Q2 2013 | $100,338,000 | – | 1,900,692 | – | 1.43% | – |
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% |