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 | $425,011,509 | -5.1% | 2,930,710 | -4.9% | 5.22% | -5.5% |
| Q2 2023 | $448,040,463 | +9.6% | 3,080,586 | +1.6% | 5.53% | +0.0% |
| Q1 2023 | $408,653,398 | +7.9% | 3,032,797 | +7.4% | 5.53% | -0.2% |
| Q4 2022 | $378,830,426 | +40.4% | 2,824,985 | +9.4% | 5.54% | +12.5% |
| Q3 2022 | $269,899,000 | +3.5% | 2,582,761 | +11.5% | 4.92% | -3.6% |
| Q2 2022 | $260,740,000 | +21.6% | 2,315,435 | +47.2% | 5.11% | +17.9% |
| Q1 2022 | $214,386,000 | +2.1% | 1,572,666 | +18.6% | 4.33% | -6.9% |
| Q4 2021 | $209,972,000 | +55.7% | 1,325,997 | +60.9% | 4.65% | +25.5% |
| Q3 2021 | $134,885,000 | +11.6% | 824,026 | +6.1% | 3.71% | +9.2% |
| Q2 2021 | $120,862,000 | +14.4% | 776,649 | +11.9% | 3.40% | -1.5% |
| Q1 2021 | $105,619,000 | +8.6% | 693,814 | -5.0% | 3.45% | -8.0% |
| Q4 2020 | $97,297,000 | +55.6% | 730,085 | +12.4% | 3.75% | +21.1% |
| Q3 2020 | $62,550,000 | -26.2% | 649,739 | -27.9% | 3.10% | -35.9% |
| Q2 2020 | $84,771,000 | +29.5% | 901,234 | +23.9% | 4.83% | +17.2% |
| Q1 2020 | $65,475,000 | -16.2% | 727,259 | +29.7% | 4.12% | -10.8% |
| Q4 2019 | $78,160,000 | -9.6% | 560,690 | -18.9% | 4.62% | -15.8% |
| Q3 2019 | $86,417,000 | +16.2% | 691,167 | +3.9% | 5.49% | +1.7% |
| Q2 2019 | $74,349,000 | +2637.4% | 665,018 | +2379.6% | 5.39% | +202.9% |
| Q1 2019 | $2,716,000 | -12.8% | 26,820 | -15.9% | 1.78% | -13.9% |
| Q4 2018 | $3,116,000 | -12.7% | 31,907 | +0.9% | 2.07% | -15.1% |
| Q3 2018 | $3,568,000 | +11.7% | 31,621 | +3.2% | 2.44% | +9.5% |
| Q2 2018 | $3,194,000 | -9.2% | 30,647 | -4.2% | 2.22% | -9.1% |
| Q1 2018 | $3,518,000 | +145.8% | 31,997 | +113.5% | 2.44% | +116.9% |
| Q3 2017 | $1,431,000 | -94.5% | 14,990 | -94.7% | 1.13% | -73.0% |
| Q2 2017 | $26,064,000 | +2010.4% | 285,169 | +1929.7% | 4.17% | +300.1% |
| Q1 2017 | $1,235,000 | -24.5% | 14,050 | -42.8% | 1.04% | -17.4% |
| Q3 2016 | $1,635,000 | +225.7% | 24,570 | +200.0% | 1.26% | +233.9% |
| Q2 2016 | $502,000 | -45.1% | 8,190 | -47.0% | 0.38% | -42.6% |
| Q1 2016 | $915,000 | -52.6% | 15,452 | -47.2% | 0.66% | -62.9% |
| Q4 2015 | $1,932,000 | -10.9% | 29,252 | -17.2% | 1.77% | +2.5% |
| Q3 2015 | $2,169,000 | -17.0% | 35,332 | -8.3% | 1.73% | +10.8% |
| Q2 2015 | $2,613,000 | +25.8% | 38,548 | +12.5% | 1.56% | +44.2% |
| Q1 2015 | $2,077,000 | -26.6% | 34,268 | -28.1% | 1.08% | +13.7% |
| Q4 2014 | $2,828,000 | +50.6% | 47,641 | +52.8% | 0.95% | +24.9% |
| Q3 2014 | $1,878,000 | -11.7% | 31,173 | -15.5% | 0.76% | -3.1% |
| Q2 2014 | $2,126,000 | -30.0% | 36,911 | -26.2% | 0.79% | -39.9% |
| Q1 2014 | $3,037,000 | +534.0% | 50,011 | +395.2% | 1.31% | +125.9% |
| Q4 2013 | $479,000 | -81.9% | 10,100 | -80.2% | 0.58% | -51.3% |
| Q3 2013 | $2,642,000 | +252.7% | 51,106 | +260.0% | 1.19% | +102.2% |
| Q2 2013 | $749,000 | – | 14,195 | – | 0.59% | – |
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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% |