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 | $7,465,461 | -1.0% | 51,479 | -2.0% | 1.38% | +3.5% |
| Q2 2023 | $7,543,475 | +22.8% | 52,552 | +9.9% | 1.33% | +7.6% |
| Q1 2023 | $6,143,461 | -2.2% | 47,830 | +2.1% | 1.24% | -8.6% |
| Q4 2022 | $6,281,557 | +27.0% | 46,842 | -1.1% | 1.35% | +14.6% |
| Q3 2022 | $4,948,000 | -14.9% | 47,351 | -7.9% | 1.18% | -9.8% |
| Q2 2022 | $5,811,000 | -18.0% | 51,395 | -1.1% | 1.31% | -1.3% |
| Q1 2022 | $7,085,000 | -10.5% | 51,968 | +3.9% | 1.32% | -6.1% |
| Q4 2021 | $7,919,000 | -6.9% | 50,005 | -3.7% | 1.41% | -13.3% |
| Q3 2021 | $8,502,000 | +4.8% | 51,941 | -0.4% | 1.63% | +5.2% |
| Q2 2021 | $8,110,000 | +1.5% | 52,147 | -0.7% | 1.55% | -10.8% |
| Q1 2021 | $7,991,000 | +21.9% | 52,493 | +1.8% | 1.74% | +19.0% |
| Q4 2020 | $6,554,000 | +31.3% | 51,576 | -0.5% | 1.46% | +14.2% |
| Q3 2020 | $4,993,000 | +4.3% | 51,861 | +2.0% | 1.28% | -8.0% |
| Q2 2020 | $4,785,000 | +8.0% | 50,866 | +3.4% | 1.39% | -14.3% |
| Q1 2020 | $4,430,000 | -35.8% | 49,215 | -0.5% | 1.62% | -17.4% |
| Q4 2019 | $6,897,000 | +17.2% | 49,477 | -1.1% | 1.96% | +8.8% |
| Q3 2019 | $5,886,000 | +5.0% | 50,012 | -0.2% | 1.80% | +4.0% |
| Q2 2019 | $5,605,000 | +12.5% | 50,116 | +1.8% | 1.73% | +6.8% |
| Q1 2019 | $4,981,000 | +9.1% | 49,208 | +5.2% | 1.62% | -9.0% |
| Q4 2018 | $4,564,000 | -14.5% | 46,755 | -1.1% | 1.78% | +4.8% |
| Q3 2018 | $5,336,000 | +10.3% | 47,288 | +1.8% | 1.70% | 0.0% |
| Q2 2018 | $4,839,000 | -4.6% | 46,435 | +0.7% | 1.70% | -7.7% |
| Q1 2018 | $5,073,000 | +4.3% | 46,131 | +1.4% | 1.84% | +1.8% |
| Q4 2017 | $4,865,000 | +12.6% | 45,501 | +0.5% | 1.81% | +4.7% |
| Q3 2017 | $4,322,000 | +5.8% | 45,254 | +1.3% | 1.73% | -1.5% |
| Q2 2017 | $4,085,000 | +6.3% | 44,689 | +2.2% | 1.76% | +1.3% |
| Q1 2017 | $3,842,000 | +2.7% | 43,739 | +0.9% | 1.73% | -5.5% |
| Q4 2016 | $3,741,000 | +27.9% | 43,354 | -1.3% | 1.84% | +24.1% |
| Q3 2016 | $2,926,000 | +8.4% | 43,946 | +1.2% | 1.48% | +5.8% |
| Q2 2016 | $2,699,000 | +3.8% | 43,441 | -1.0% | 1.40% | +0.2% |
| Q1 2016 | $2,599,000 | -8.9% | 43,889 | +1.6% | 1.40% | -12.4% |
| Q4 2015 | $2,854,000 | +16.2% | 43,216 | +7.3% | 1.59% | +8.6% |
| Q3 2015 | $2,456,000 | -9.1% | 40,291 | +1.0% | 1.47% | -1.3% |
| Q2 2015 | $2,702,000 | +12.6% | 39,885 | +0.7% | 1.49% | +13.2% |
| Q1 2015 | $2,400,000 | -0.5% | 39,615 | +2.8% | 1.31% | -7.3% |
| Q4 2014 | $2,411,000 | +8.8% | 38,520 | +4.7% | 1.42% | +0.6% |
| Q3 2014 | $2,217,000 | +4.7% | 36,805 | +0.1% | 1.41% | +5.2% |
| Q2 2014 | $2,117,000 | -6.1% | 36,750 | -1.1% | 1.34% | -13.5% |
| Q1 2014 | $2,255,000 | +5.0% | 37,140 | +1.2% | 1.55% | +1.6% |
| Q4 2013 | $2,147,000 | – | 36,715 | – | 1.52% | – |
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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% |