JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,810 filers reported holding JPMORGAN CHASE & CO in Q4 2014. The put-call ratio across all filers is 0.74 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 | $7,204,130 | -2.3% | 49,677 | -2.0% | 0.51% | -18.8% |
| Q2 2023 | $7,372,052 | +11.7% | 50,688 | +0.1% | 0.62% | +8.7% |
| Q1 2023 | $6,600,583 | +0.7% | 50,653 | +3.6% | 0.57% | +2.1% |
| Q4 2022 | $6,554,262 | +27.2% | 48,876 | -0.9% | 0.56% | +9.1% |
| Q3 2022 | $5,154,000 | -26.2% | 49,318 | -20.5% | 0.52% | -23.6% |
| Q2 2022 | $6,985,000 | -28.8% | 62,032 | -13.9% | 0.67% | -20.6% |
| Q1 2022 | $9,816,000 | +11.9% | 72,007 | +30.0% | 0.85% | +18.7% |
| Q4 2021 | $8,773,000 | +87.3% | 55,400 | +93.6% | 0.72% | +74.0% |
| Q3 2021 | $4,684,000 | +1.8% | 28,617 | -3.3% | 0.41% | +7.6% |
| Q2 2021 | $4,601,000 | +12.1% | 29,584 | +9.8% | 0.38% | +5.8% |
| Q1 2021 | $4,103,000 | -23.4% | 26,953 | -36.1% | 0.36% | -26.8% |
| Q4 2020 | $5,358,000 | +13.6% | 42,166 | -14.0% | 0.49% | +13.1% |
| Q3 2020 | $4,718,000 | +1.1% | 49,003 | -1.2% | 0.44% | -2.9% |
| Q2 2020 | $4,666,000 | +4.1% | 49,611 | -0.4% | 0.45% | -12.1% |
| Q1 2020 | $4,483,000 | -35.8% | 49,795 | -0.7% | 0.51% | -14.7% |
| Q4 2019 | $6,988,000 | +17.6% | 50,129 | -0.7% | 0.60% | +10.1% |
| Q3 2019 | $5,940,000 | +4.7% | 50,471 | -0.6% | 0.54% | +4.0% |
| Q2 2019 | $5,676,000 | +14.0% | 50,772 | +3.2% | 0.52% | +10.8% |
| Q1 2019 | $4,978,000 | +31.3% | 49,180 | +26.6% | 0.47% | -2.9% |
| Q4 2018 | $3,792,000 | -12.9% | 38,844 | +0.6% | 0.49% | 0.0% |
| Q3 2018 | $4,355,000 | +6.7% | 38,597 | -1.5% | 0.49% | +2.3% |
| Q2 2018 | $4,083,000 | -12.7% | 39,189 | -7.9% | 0.48% | -15.2% |
| Q1 2018 | $4,678,000 | +4.4% | 42,538 | +1.5% | 0.56% | +11.1% |
| Q4 2017 | $4,480,000 | +9.8% | 41,892 | -2.0% | 0.50% | +4.8% |
| Q3 2017 | $4,081,000 | +3.4% | 42,732 | -1.0% | 0.48% | -0.6% |
| Q2 2017 | $3,945,000 | +3.7% | 43,162 | -0.4% | 0.48% | +1.9% |
| Q1 2017 | $3,806,000 | -4.0% | 43,332 | -5.7% | 0.48% | -7.8% |
| Q4 2016 | $3,964,000 | +20.4% | 45,933 | -7.1% | 0.52% | +16.0% |
| Q3 2016 | $3,291,000 | +134.6% | 49,424 | +118.9% | 0.44% | +130.1% |
| Q2 2016 | $1,403,000 | +6.4% | 22,575 | +1.4% | 0.19% | +2.7% |
| Q1 2016 | $1,318,000 | -12.8% | 22,256 | -2.8% | 0.19% | -14.9% |
| Q4 2015 | $1,512,000 | +7.3% | 22,900 | -0.9% | 0.22% | -1.3% |
| Q3 2015 | $1,409,000 | -9.9% | 23,106 | +0.1% | 0.22% | -5.1% |
| Q2 2015 | $1,563,000 | +11.3% | 23,074 | -0.4% | 0.24% | +11.3% |
| Q1 2015 | $1,404,000 | -9.5% | 23,174 | -6.5% | 0.21% | -9.4% |
| Q4 2014 | $1,552,000 | -1.5% | 24,798 | -5.2% | 0.23% | -10.7% |
| Q3 2014 | $1,575,000 | +4.4% | 26,148 | -0.1% | 0.26% | +4.8% |
| Q2 2014 | $1,508,000 | -11.7% | 26,173 | -7.0% | 0.25% | -18.0% |
| Q1 2014 | $1,708,000 | +8.4% | 28,133 | +4.4% | 0.30% | +7.0% |
| Q4 2013 | $1,575,000 | +14.8% | 26,938 | +1.5% | 0.28% | +1.8% |
| Q3 2013 | $1,372,000 | -51.6% | 26,552 | -50.6% | 0.28% | -7.3% |
| Q2 2013 | $2,835,000 | +61.7% | 53,704 | +45.4% | 0.30% | -20.5% |
| Q1 2013 | $1,753,000 | – | 36,940 | – | 0.38% | – |
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% |