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 | $39,279,949 | +8.6% | 270,852 | +8.9% | 0.70% | +7.2% |
| Q2 2023 | $36,157,730 | +20.8% | 248,603 | +8.3% | 0.65% | +15.4% |
| Q1 2023 | $29,919,929 | +1.3% | 229,580 | +4.2% | 0.57% | -6.4% |
| Q4 2022 | $29,535,402 | +34.3% | 220,228 | +4.6% | 0.60% | +24.5% |
| Q3 2022 | $21,996,000 | -1.3% | 210,486 | +6.3% | 0.49% | +4.1% |
| Q2 2022 | $22,290,000 | -14.6% | 197,940 | +3.4% | 0.47% | +2.2% |
| Q1 2022 | $26,097,000 | -10.0% | 191,436 | +4.6% | 0.46% | -11.6% |
| Q4 2021 | $28,989,000 | +6.5% | 183,071 | +10.1% | 0.52% | +5.1% |
| Q3 2021 | $27,214,000 | +18.1% | 166,255 | +12.2% | 0.49% | +10.6% |
| Q2 2021 | $23,040,000 | +8.5% | 148,131 | +6.2% | 0.44% | -5.3% |
| Q1 2021 | $21,243,000 | +16.6% | 139,547 | -2.7% | 0.47% | +6.8% |
| Q4 2020 | $18,216,000 | +33.4% | 143,355 | +1.1% | 0.44% | +6.0% |
| Q3 2020 | $13,652,000 | +2.0% | 141,807 | -0.4% | 0.42% | -9.6% |
| Q2 2020 | $13,388,000 | +12.1% | 142,332 | +7.3% | 0.46% | -49.9% |
| Q1 2020 | $11,940,000 | -22.5% | 132,625 | +20.0% | 0.92% | +119.4% |
| Q4 2019 | $15,413,000 | +72.1% | 110,563 | +45.3% | 0.42% | +31.0% |
| Q3 2019 | $8,958,000 | +45.8% | 76,115 | +32.4% | 0.32% | +39.3% |
| Q2 2019 | $6,144,000 | +38.1% | 57,505 | +30.8% | 0.23% | +21.8% |
| Q1 2019 | $4,450,000 | -13.4% | 43,961 | -16.5% | 0.19% | -17.5% |
| Q4 2018 | $5,139,000 | -10.7% | 52,645 | +3.2% | 0.23% | 0.0% |
| Q3 2018 | $5,756,000 | +16.5% | 51,014 | +7.6% | 0.23% | +5.1% |
| Q2 2018 | $4,940,000 | -3.6% | 47,412 | +1.8% | 0.22% | -12.1% |
| Q1 2018 | $5,124,000 | +4.8% | 46,591 | +1.9% | 0.25% | +1.6% |
| Q4 2017 | $4,890,000 | +35.0% | 45,730 | +20.5% | 0.24% | +23.4% |
| Q3 2017 | $3,623,000 | +8.2% | 37,936 | +3.6% | 0.20% | -3.9% |
| Q2 2017 | $3,347,000 | +3.1% | 36,622 | -0.9% | 0.20% | -2.8% |
| Q1 2017 | $3,247,000 | +9.1% | 36,967 | +7.2% | 0.21% | -7.0% |
| Q4 2016 | $2,975,000 | +42.2% | 34,473 | +9.8% | 0.23% | +18.2% |
| Q3 2016 | $2,092,000 | +21.6% | 31,410 | +13.3% | 0.19% | +3.8% |
| Q2 2016 | $1,721,000 | +46.8% | 27,715 | +40.0% | 0.18% | +39.1% |
| Q1 2016 | $1,172,000 | +11.9% | 19,798 | +11.4% | 0.13% | +15.7% |
| Q4 2015 | $1,047,000 | +42.4% | 17,773 | +47.5% | 0.12% | +12.7% |
| Q3 2015 | $735,000 | +1.8% | 12,052 | +13.1% | 0.10% | +20.0% |
| Q2 2015 | $722,000 | +10.6% | 10,659 | -1.1% | 0.08% | +14.9% |
| Q1 2015 | $653,000 | -26.5% | 10,778 | -24.2% | 0.07% | -21.3% |
| Q4 2014 | $889,000 | -1.1% | 14,212 | -4.8% | 0.09% | +2.2% |
| Q3 2014 | $899,000 | +2.7% | 14,931 | -1.7% | 0.09% | +5.7% |
| Q2 2014 | $875,000 | -8.6% | 15,193 | -3.7% | 0.09% | -11.2% |
| Q1 2014 | $957,000 | +3.1% | 15,771 | -0.7% | 0.10% | +6.5% |
| Q4 2013 | $928,000 | +5.6% | 15,876 | -6.7% | 0.09% | +1.1% |
| Q3 2013 | $879,000 | -11.7% | 17,015 | -9.8% | 0.09% | -24.8% |
| Q2 2013 | $996,000 | – | 18,865 | – | 0.12% | – |
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% |