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 | $26,814,198 | -0.3% | 184,900 | 0.0% | 0.33% | +4.4% |
| Q2 2023 | $26,891,856 | +11.6% | 184,900 | 0.0% | 0.32% | +6.0% |
| Q1 2023 | $24,094,319 | -2.8% | 184,900 | 0.0% | 0.30% | -1.6% |
| Q4 2022 | $24,795,090 | +28.3% | 184,900 | 0.0% | 0.30% | +39.4% |
| Q3 2022 | $19,322,000 | -7.2% | 184,900 | 0.0% | 0.22% | -1.4% |
| Q2 2022 | $20,822,000 | -17.4% | 184,900 | 0.0% | 0.22% | -0.9% |
| Q1 2022 | $25,206,000 | -30.2% | 184,900 | -18.9% | 0.22% | -23.1% |
| Q4 2021 | $36,088,000 | -3.3% | 227,900 | 0.0% | 0.29% | -10.5% |
| Q3 2021 | $37,305,000 | +5.2% | 227,900 | 0.0% | 0.32% | +5.9% |
| Q2 2021 | $35,448,000 | +2.2% | 227,900 | 0.0% | 0.31% | -7.8% |
| Q1 2021 | $34,693,000 | +19.8% | 227,900 | 0.0% | 0.33% | +16.9% |
| Q4 2020 | $28,959,000 | +528.2% | 227,900 | +376.0% | 0.28% | +479.6% |
| Q3 2020 | $4,610,000 | +2.4% | 47,881 | 0.0% | 0.05% | -9.3% |
| Q2 2020 | $4,504,000 | +4.5% | 47,881 | 0.0% | 0.05% | -14.3% |
| Q1 2020 | $4,311,000 | -35.4% | 47,881 | 0.0% | 0.06% | -21.2% |
| Q4 2019 | $6,675,000 | +18.5% | 47,881 | 0.0% | 0.08% | +12.7% |
| Q3 2019 | $5,635,000 | +5.3% | 47,881 | 0.0% | 0.07% | +6.0% |
| Q2 2019 | $5,353,000 | +10.4% | 47,881 | 0.0% | 0.07% | +13.6% |
| Q1 2019 | $4,847,000 | -2.8% | 47,881 | -6.3% | 0.06% | -13.2% |
| Q4 2018 | $4,988,000 | -13.5% | 51,100 | 0.0% | 0.07% | -8.1% |
| Q3 2018 | $5,766,000 | +8.3% | 51,100 | 0.0% | 0.07% | +10.4% |
| Q2 2018 | $5,325,000 | -5.2% | 51,100 | 0.0% | 0.07% | -28.7% |
| Q1 2018 | $5,619,000 | +2.8% | 51,100 | 0.0% | 0.09% | -4.1% |
| Q4 2017 | $5,465,000 | +12.0% | 51,100 | 0.0% | 0.10% | -1.0% |
| Q3 2017 | $4,881,000 | +4.5% | 51,100 | 0.0% | 0.10% | +6.5% |
| Q2 2017 | $4,671,000 | +4.1% | 51,100 | 0.0% | 0.09% | -1.1% |
| Q1 2017 | $4,489,000 | +1.8% | 51,100 | 0.0% | 0.09% | -7.8% |
| Q4 2016 | $4,409,000 | +29.6% | 51,100 | 0.0% | 0.10% | +20.0% |
| Q3 2016 | $3,403,000 | +7.2% | 51,100 | 0.0% | 0.08% | -15.8% |
| Q2 2016 | $3,175,000 | +4.9% | 51,100 | 0.0% | 0.10% | -14.4% |
| Q1 2016 | $3,026,000 | -10.3% | 51,100 | 0.0% | 0.12% | +1.7% |
| Q4 2015 | $3,374,000 | +8.3% | 51,100 | 0.0% | 0.12% | +1.8% |
| Q3 2015 | $3,116,000 | -10.0% | 51,100 | 0.0% | 0.11% | -13.0% |
| Q2 2015 | $3,463,000 | +11.9% | 51,100 | 0.0% | 0.13% | +4.0% |
| Q1 2015 | $3,096,000 | -3.2% | 51,100 | 0.0% | 0.13% | -7.4% |
| Q4 2014 | $3,198,000 | +3.9% | 51,100 | 0.0% | 0.14% | -11.1% |
| Q3 2014 | $3,078,000 | +4.6% | 51,100 | 0.0% | 0.15% | -15.9% |
| Q2 2014 | $2,944,000 | -5.1% | 51,100 | 0.0% | 0.18% | -23.5% |
| Q1 2014 | $3,102,000 | +3.8% | 51,100 | 0.0% | 0.24% | +22.1% |
| Q4 2013 | $2,988,000 | +13.1% | 51,100 | 0.0% | 0.20% | +9.6% |
| Q3 2013 | $2,641,000 | -2.1% | 51,100 | 0.0% | 0.18% | +2.3% |
| Q2 2013 | $2,698,000 | – | 51,100 | – | 0.17% | – |
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% |