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 | $35,717,564 | +2.0% | 246,294 | +2.3% | 0.94% | +4.7% |
| Q2 2023 | $35,005,369 | +13.2% | 240,686 | +1.5% | 0.90% | +6.9% |
| Q1 2023 | $30,914,207 | +0.9% | 237,236 | +3.8% | 0.84% | -12.7% |
| Q4 2022 | $30,639,703 | +9.9% | 228,484 | -14.3% | 0.97% | +13.2% |
| Q3 2022 | $27,873,000 | -7.6% | 266,725 | -0.5% | 0.85% | -3.2% |
| Q2 2022 | $30,173,000 | -2.4% | 267,942 | +18.1% | 0.88% | +11.0% |
| Q1 2022 | $30,924,000 | -14.6% | 226,847 | -0.8% | 0.79% | -13.5% |
| Q4 2021 | $36,223,000 | +1.0% | 228,751 | +4.4% | 0.92% | -8.6% |
| Q3 2021 | $35,853,000 | +21.1% | 219,031 | +15.1% | 1.00% | +15.9% |
| Q2 2021 | $29,597,000 | +9.3% | 190,284 | +7.0% | 0.87% | -1.6% |
| Q1 2021 | $27,067,000 | +44.9% | 177,804 | -8.4% | 0.88% | +11.0% |
| Q4 2020 | $18,684,000 | -0.9% | 194,084 | -0.9% | 0.79% | +0.1% |
| Q3 2020 | $18,858,000 | +11.7% | 195,891 | +9.2% | 0.79% | +2.9% |
| Q2 2020 | $16,880,000 | +51.2% | 179,461 | +44.7% | 0.77% | +27.9% |
| Q1 2020 | $11,165,000 | -24.4% | 124,018 | +17.1% | 0.60% | -8.5% |
| Q4 2019 | $14,770,000 | +15.5% | 105,951 | -2.5% | 0.66% | +4.9% |
| Q3 2019 | $12,792,000 | +10.7% | 108,693 | +5.2% | 0.63% | +5.7% |
| Q2 2019 | $11,553,000 | +48.1% | 103,334 | +34.1% | 0.59% | +17.7% |
| Q1 2019 | $7,799,000 | -5.9% | 77,046 | -9.3% | 0.50% | +1.4% |
| Q4 2018 | $8,288,000 | -13.2% | 84,902 | +0.4% | 0.50% | +1.4% |
| Q3 2018 | $9,545,000 | +13.9% | 84,593 | +5.2% | 0.49% | +9.4% |
| Q2 2018 | $8,381,000 | -1.1% | 80,433 | +4.4% | 0.45% | -2.4% |
| Q1 2018 | $8,473,000 | -2.7% | 77,048 | -5.4% | 0.46% | -8.7% |
| Q4 2017 | $8,710,000 | +16.2% | 81,447 | +3.8% | 0.50% | +5.0% |
| Q3 2017 | $7,498,000 | +8.0% | 78,502 | +3.4% | 0.48% | -1.6% |
| Q2 2017 | $6,940,000 | +13.6% | 75,929 | +9.1% | 0.49% | +4.3% |
| Q1 2017 | $6,111,000 | -8.0% | 69,564 | -9.6% | 0.47% | -19.8% |
| Q4 2016 | $6,644,000 | +36.1% | 76,993 | +5.0% | 0.58% | +21.2% |
| Q3 2016 | $4,882,000 | +15.6% | 73,313 | +7.8% | 0.48% | +5.0% |
| Q2 2016 | $4,225,000 | +16.7% | 67,984 | +11.2% | 0.46% | +2.2% |
| Q1 2016 | $3,619,000 | +3483.2% | 61,115 | +3884.0% | 0.45% | +3338.5% |
| Q4 2015 | $101,000 | +42.3% | 1,534 | +31.9% | 0.01% | +30.0% |
| Q3 2015 | $71,000 | -21.1% | 1,163 | -12.4% | 0.01% | -16.7% |
| Q2 2015 | $90,000 | +76.5% | 1,328 | +56.4% | 0.01% | +50.0% |
| Q1 2015 | $51,000 | +50.0% | 849 | +58.1% | 0.01% | +33.3% |
| Q4 2014 | $34,000 | -98.9% | 537 | -98.9% | 0.01% | -98.9% |
| Q3 2014 | $2,962,000 | +15.9% | 49,171 | +10.9% | 0.54% | +6.8% |
| Q2 2014 | $2,555,000 | +21.8% | 44,343 | +28.4% | 0.50% | +3.3% |
| Q1 2014 | $2,097,000 | +4892.9% | 34,538 | +4750.8% | 0.48% | +4309.1% |
| Q4 2013 | $42,000 | -23.6% | 712 | -33.3% | 0.01% | -35.3% |
| Q3 2013 | $55,000 | -95.6% | 1,067 | -95.5% | 0.02% | -96.4% |
| Q2 2013 | $1,260,000 | – | 23,866 | – | 0.47% | – |
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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% |