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 | $4,016 | -0.3% | 27,692 | 0.0% | 0.78% | +7.6% |
| Q2 2023 | $4,028 | +11.6% | 27,692 | 0.0% | 0.72% | +2.4% |
| Q1 2023 | $3,608 | -2.9% | 27,692 | 0.0% | 0.70% | -11.2% |
| Q4 2022 | $3,714 | -99.9% | 27,692 | -30.2% | 0.79% | -11.8% |
| Q3 2022 | $4,148,000 | -7.2% | 39,692 | 0.0% | 0.90% | +5.6% |
| Q2 2022 | $4,470,000 | -17.4% | 39,692 | 0.0% | 0.85% | -3.4% |
| Q1 2022 | $5,411,000 | -13.9% | 39,692 | 0.0% | 0.88% | -11.4% |
| Q4 2021 | $6,286,000 | -3.2% | 39,692 | 0.0% | 1.00% | -2.3% |
| Q3 2021 | $6,497,000 | -2.8% | 39,692 | -7.7% | 1.02% | -8.4% |
| Q2 2021 | $6,687,000 | +2.2% | 42,992 | 0.0% | 1.11% | -22.7% |
| Q1 2021 | $6,544,000 | +19.8% | 42,992 | 0.0% | 1.44% | +0.9% |
| Q4 2020 | $5,463,000 | +32.0% | 42,992 | 0.0% | 1.42% | +2.4% |
| Q3 2020 | $4,139,000 | +2.3% | 42,992 | 0.0% | 1.39% | -8.9% |
| Q2 2020 | $4,044,000 | +4.5% | 42,992 | 0.0% | 1.53% | -10.6% |
| Q1 2020 | $3,870,000 | -35.4% | 42,992 | 0.0% | 1.71% | -39.4% |
| Q4 2019 | $5,993,000 | +18.4% | 42,992 | 0.0% | 2.82% | +8.1% |
| Q3 2019 | $5,060,000 | +5.3% | 42,992 | 0.0% | 2.61% | +3.6% |
| Q2 2019 | $4,807,000 | +10.5% | 42,992 | 0.0% | 2.52% | +15.9% |
| Q1 2019 | $4,352,000 | +3.7% | 42,992 | 0.0% | 2.17% | +1.4% |
| Q4 2018 | $4,197,000 | -13.5% | 42,992 | 0.0% | 2.14% | -5.3% |
| Q3 2018 | $4,851,000 | +8.3% | 42,992 | 0.0% | 2.26% | +4.2% |
| Q2 2018 | $4,480,000 | -5.2% | 42,992 | 0.0% | 2.17% | -5.1% |
| Q1 2018 | $4,728,000 | +2.8% | 42,992 | 0.0% | 2.29% | -3.4% |
| Q4 2017 | $4,597,000 | +12.0% | 42,992 | 0.0% | 2.37% | +14.1% |
| Q3 2017 | $4,106,000 | +4.5% | 42,992 | 0.0% | 2.07% | -0.9% |
| Q2 2017 | $3,929,000 | +35.6% | 42,992 | +30.3% | 2.09% | +26.7% |
| Q1 2017 | $2,898,000 | +1.8% | 32,992 | 0.0% | 1.65% | -7.5% |
| Q4 2016 | $2,847,000 | +29.6% | 32,992 | 0.0% | 1.78% | +32.7% |
| Q3 2016 | $2,197,000 | +7.2% | 32,992 | 0.0% | 1.34% | +29.7% |
| Q2 2016 | $2,050,000 | +4.9% | 32,992 | 0.0% | 1.04% | +14.8% |
| Q1 2016 | $1,954,000 | +47.2% | 32,992 | +64.2% | 0.90% | +51.8% |
| Q4 2015 | $1,327,000 | +8.3% | 20,092 | 0.0% | 0.60% | +4.8% |
| Q3 2015 | $1,225,000 | +126.4% | 20,092 | +151.5% | 0.57% | +122.7% |
| Q2 2015 | $541,000 | +11.8% | 7,988 | 0.0% | 0.26% | +10.4% |
| Q1 2015 | $484,000 | -3.2% | 7,988 | 0.0% | 0.23% | -7.6% |
| Q4 2014 | $500,000 | +4.0% | 7,988 | 0.0% | 0.25% | +5.9% |
| Q3 2014 | $481,000 | +4.6% | 7,988 | 0.0% | 0.24% | +0.9% |
| Q2 2014 | $460,000 | -5.2% | 7,988 | 0.0% | 0.23% | -14.0% |
| Q1 2014 | $485,000 | +3.9% | 7,988 | 0.0% | 0.27% | -4.2% |
| Q4 2013 | $467,000 | +13.1% | 7,988 | 0.0% | 0.28% | +1.1% |
| Q3 2013 | $413,000 | -2.1% | 7,988 | 0.0% | 0.28% | -14.3% |
| Q2 2013 | $422,000 | – | 7,988 | – | 0.33% | – |
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% |