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 | $662,918 | -0.3% | 4,571 | 0.0% | 0.25% | -2.4% |
| Q2 2023 | $664,837 | +17.5% | 4,571 | +5.2% | 0.25% | +20.5% |
| Q1 2023 | $565,964 | -2.8% | 4,343 | 0.0% | 0.21% | -6.7% |
| Q4 2022 | $582,425 | +23.1% | 4,343 | -4.1% | 0.22% | +14.2% |
| Q3 2022 | $473,000 | -8.9% | 4,528 | -1.8% | 0.20% | +0.5% |
| Q2 2022 | $519,000 | -14.8% | 4,611 | +3.2% | 0.20% | -2.5% |
| Q1 2022 | $609,000 | -11.7% | 4,467 | +2.5% | 0.20% | -11.5% |
| Q4 2021 | $690,000 | -1.1% | 4,359 | +2.2% | 0.23% | -5.8% |
| Q3 2021 | $698,000 | +13.7% | 4,265 | +8.0% | 0.24% | +13.1% |
| Q2 2021 | $614,000 | +1.7% | 3,949 | -0.5% | 0.21% | -6.6% |
| Q1 2021 | $604,000 | +19.8% | 3,968 | 0.0% | 0.23% | +14.0% |
| Q4 2020 | $504,000 | +35.5% | 3,968 | +2.8% | 0.20% | +23.5% |
| Q3 2020 | $372,000 | +2.5% | 3,859 | 0.0% | 0.16% | -9.5% |
| Q2 2020 | $363,000 | +10.3% | 3,859 | +5.5% | 0.18% | -4.8% |
| Q1 2020 | $329,000 | -33.4% | 3,659 | +3.3% | 0.19% | -22.3% |
| Q4 2019 | $494,000 | +22.0% | 3,542 | +2.9% | 0.24% | +15.8% |
| Q3 2019 | $405,000 | +5.7% | 3,441 | +0.5% | 0.21% | +3.5% |
| Q2 2019 | $383,000 | +10.1% | 3,423 | -0.4% | 0.20% | +3.6% |
| Q1 2019 | $348,000 | +2.1% | 3,438 | -1.6% | 0.20% | -12.9% |
| Q4 2018 | $341,000 | -13.5% | 3,494 | 0.0% | 0.22% | -15.5% |
| Q3 2018 | $394,000 | +6.2% | 3,494 | -1.9% | 0.26% | -3.6% |
| Q2 2018 | $371,000 | +2.8% | 3,560 | +8.5% | 0.28% | -7.1% |
| Q1 2018 | $361,000 | -13.2% | 3,280 | -15.6% | 0.30% | -12.9% |
| Q4 2017 | $416,000 | +38.2% | 3,887 | +23.3% | 0.34% | +28.3% |
| Q3 2017 | $301,000 | -24.0% | 3,152 | -27.2% | 0.26% | -22.3% |
| Q2 2017 | $396,000 | +2.6% | 4,327 | -1.6% | 0.34% | -6.8% |
| Q1 2017 | $386,000 | +6.6% | 4,397 | +4.8% | 0.37% | -1.1% |
| Q4 2016 | $362,000 | +33.1% | 4,197 | +2.9% | 0.37% | +29.4% |
| Q3 2016 | $272,000 | +15.7% | 4,077 | +7.8% | 0.29% | +12.2% |
| Q2 2016 | $235,000 | +4.9% | 3,781 | 0.0% | 0.26% | +2.8% |
| Q1 2016 | $224,000 | -10.4% | 3,781 | 0.0% | 0.25% | -11.4% |
| Q4 2015 | $250,000 | – | 3,781 | – | 0.28% | – |
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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% |