JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 and the average weighting 1.1%.
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 | $362,550 | -16.9% | 2,500 | -16.7% | 0.44% | -4.7% |
Q2 2023 | $436,320 | +33.9% | 3,000 | +20.0% | 0.47% | +35.8% |
Q1 2023 | $325,775 | -2.8% | 2,500 | 0.0% | 0.34% | +7.2% |
Q4 2022 | $335,250 | +28.4% | 2,500 | 0.0% | 0.32% | -2.7% |
Q3 2022 | $261,000 | -25.2% | 2,500 | -19.4% | 0.33% | -24.5% |
Q2 2022 | $349,000 | -67.0% | 3,100 | -60.0% | 0.44% | -54.2% |
Q1 2022 | $1,056,000 | +105.0% | 7,749 | +138.4% | 0.96% | +118.5% |
Q4 2021 | $515,000 | -3.2% | 3,250 | 0.0% | 0.44% | -6.6% |
Q3 2021 | $532,000 | -57.7% | 3,250 | -59.8% | 0.47% | -40.8% |
Q2 2021 | $1,258,000 | +123.4% | 8,085 | +118.5% | 0.79% | +130.6% |
Q1 2021 | $563,000 | +19.8% | 3,700 | -9.8% | 0.34% | +45.3% |
Q4 2020 | $470,000 | +32.0% | 4,100 | +10.8% | 0.24% | -2.1% |
Q3 2020 | $356,000 | +2.3% | 3,700 | 0.0% | 0.24% | +18.1% |
Q2 2020 | $348,000 | +4.5% | 3,700 | 0.0% | 0.20% | -5.6% |
Q1 2020 | $333,000 | -41.8% | 3,700 | -9.8% | 0.22% | -11.8% |
Q4 2019 | $572,000 | +18.4% | 4,100 | 0.0% | 0.24% | -19.9% |
Q3 2019 | $483,000 | +5.5% | 4,100 | 0.0% | 0.31% | +2.7% |
Q2 2019 | $458,000 | +10.4% | 4,100 | 0.0% | 0.30% | +1.0% |
Q1 2019 | $415,000 | +3.8% | 4,100 | 0.0% | 0.30% | -49.3% |
Q4 2018 | $400,000 | -13.6% | 4,100 | 0.0% | 0.58% | -16.1% |
Q3 2018 | $463,000 | +8.4% | 4,100 | 0.0% | 0.69% | -4.8% |
Q2 2018 | $427,000 | -22.4% | 4,100 | -18.0% | 0.73% | -2.3% |
Q1 2018 | $550,000 | -3.8% | 5,000 | -6.5% | 0.75% | -18.0% |
Q4 2017 | $572,000 | +11.9% | 5,350 | 0.0% | 0.91% | +51.7% |
Q3 2017 | $511,000 | -78.8% | 5,350 | -79.7% | 0.60% | -78.1% |
Q2 2017 | $2,409,000 | +417.0% | 26,358 | +397.3% | 2.74% | +389.3% |
Q1 2017 | $466,000 | +54.3% | 5,300 | +51.4% | 0.56% | +46.7% |
Q4 2016 | $302,000 | +13.5% | 3,500 | -12.5% | 0.38% | +3.3% |
Q3 2016 | $266,000 | -5.0% | 4,000 | -11.1% | 0.37% | -3.9% |
Q2 2016 | $280,000 | +18.1% | 4,500 | +12.5% | 0.38% | +46.0% |
Q1 2016 | $237,000 | -10.9% | 4,000 | -0.6% | 0.26% | -14.6% |
Q4 2015 | $266,000 | – | 4,026 | – | 0.31% | – |
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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% |