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 | $51,293,195 | +0.9% | 353,687 | +1.2% | 1.97% | +4.7% |
| Q2 2023 | $50,839,140 | +12.8% | 349,554 | +1.1% | 1.88% | +4.7% |
| Q1 2023 | $45,070,766 | +1.7% | 345,873 | +4.7% | 1.80% | -5.7% |
| Q4 2022 | $44,313,874 | +31.7% | 330,453 | +2.6% | 1.91% | +18.8% |
| Q3 2022 | $33,654,000 | -2.5% | 322,043 | +5.1% | 1.60% | +3.0% |
| Q2 2022 | $34,517,000 | -17.2% | 306,519 | +0.2% | 1.56% | +2.6% |
| Q1 2022 | $41,690,000 | -13.9% | 305,823 | -0.0% | 1.52% | -4.9% |
| Q4 2021 | $48,440,000 | -4.9% | 305,908 | -1.7% | 1.60% | -16.6% |
| Q3 2021 | $50,948,000 | +7.2% | 311,086 | +1.8% | 1.92% | +6.9% |
| Q2 2021 | $47,530,000 | +8.0% | 305,640 | +5.8% | 1.79% | -2.8% |
| Q1 2021 | $44,000,000 | +20.8% | 288,890 | +0.7% | 1.84% | +12.6% |
| Q4 2020 | $36,437,000 | +31.9% | 286,749 | -0.1% | 1.64% | +15.9% |
| Q3 2020 | $27,633,000 | +0.4% | 287,135 | -1.9% | 1.41% | -10.7% |
| Q2 2020 | $27,512,000 | +8.1% | 292,607 | +3.6% | 1.58% | -10.6% |
| Q1 2020 | $25,454,000 | -32.9% | 282,331 | +3.7% | 1.77% | -19.1% |
| Q4 2019 | $37,959,000 | +22.5% | 272,305 | +3.5% | 2.19% | +10.7% |
| Q3 2019 | $30,976,000 | +5.0% | 263,200 | -0.2% | 1.98% | +3.0% |
| Q2 2019 | $29,491,000 | +11.9% | 263,785 | +1.3% | 1.92% | +6.0% |
| Q1 2019 | $26,353,000 | +27.6% | 260,330 | +23.1% | 1.81% | -5.6% |
| Q4 2018 | $20,645,000 | -16.7% | 211,485 | -6.3% | 1.92% | -5.7% |
| Q3 2018 | $24,774,000 | -7.9% | 225,786 | -5.0% | 2.03% | -0.7% |
| Q2 2018 | $26,888,000 | +6.6% | 237,743 | +6.8% | 2.05% | -3.2% |
| Q1 2018 | $25,228,000 | +10.9% | 222,620 | +9.6% | 2.12% | +4.9% |
| Q4 2017 | $22,754,000 | +57.4% | 203,140 | +39.6% | 2.02% | +19.3% |
| Q3 2017 | $14,453,000 | +10.7% | 145,465 | +3.7% | 1.69% | +6.4% |
| Q2 2017 | $13,057,000 | +7.7% | 140,331 | +1.2% | 1.59% | +5.8% |
| Q1 2017 | $12,125,000 | +14.5% | 138,713 | +12.8% | 1.50% | +6.5% |
| Q4 2016 | $10,593,000 | +29.8% | 122,955 | +1.2% | 1.41% | +19.8% |
| Q3 2016 | $8,159,000 | +9.5% | 121,439 | +4.8% | 1.18% | +12.0% |
| Q2 2016 | $7,453,000 | +42.4% | 115,884 | +31.1% | 1.05% | +31.2% |
| Q1 2016 | $5,233,000 | +8.7% | 88,371 | +9.1% | 0.80% | -4.2% |
| Q4 2015 | $4,816,000 | +2.9% | 81,009 | +10.2% | 0.84% | +4.0% |
| Q3 2015 | $4,680,000 | +3.3% | 73,543 | +9.9% | 0.80% | +1.5% |
| Q2 2015 | $4,532,000 | +10.7% | 66,890 | +3.0% | 0.79% | +12.2% |
| Q1 2015 | $4,094,000 | +15.3% | 64,946 | +10.4% | 0.71% | +6.0% |
| Q4 2014 | $3,552,000 | +3.8% | 58,814 | +3.6% | 0.67% | -2.2% |
| Q3 2014 | $3,421,000 | +118.2% | 56,796 | +108.8% | 0.68% | +91.3% |
| Q2 2014 | $1,568,000 | -3.7% | 27,204 | +1.4% | 0.36% | -17.0% |
| Q1 2014 | $1,628,000 | +6.2% | 26,818 | +2.3% | 0.43% | +4.4% |
| Q4 2013 | $1,533,000 | +17.7% | 26,216 | +4.0% | 0.41% | +2.2% |
| Q3 2013 | $1,303,000 | +6.5% | 25,208 | +8.7% | 0.40% | 0.0% |
| Q2 2013 | $1,224,000 | – | 23,186 | – | 0.40% | – |
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% |