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 | $952,973 | -0.3% | 6,571 | +0.0% | 0.09% | +4.7% |
| Q2 2023 | $955,455 | +1.0% | 6,569 | -9.5% | 0.09% | -3.4% |
| Q1 2023 | $945,542 | -17.5% | 7,256 | -15.1% | 0.09% | -20.5% |
| Q4 2022 | $1,145,689 | +21.2% | 8,544 | -5.5% | 0.11% | +7.7% |
| Q3 2022 | $945,000 | -17.0% | 9,039 | -10.5% | 0.10% | -13.3% |
| Q2 2022 | $1,138,000 | -31.3% | 10,105 | -16.9% | 0.12% | -23.1% |
| Q1 2022 | $1,657,000 | -2.5% | 12,162 | +13.3% | 0.16% | -2.5% |
| Q4 2021 | $1,700,000 | +37.4% | 10,736 | +42.1% | 0.16% | +26.0% |
| Q3 2021 | $1,237,000 | +0.4% | 7,556 | -4.6% | 0.13% | -31.0% |
| Q2 2021 | $1,232,000 | +20.3% | 7,919 | +17.8% | 0.18% | -12.0% |
| Q1 2021 | $1,024,000 | +11.1% | 6,724 | -7.3% | 0.21% | +7.7% |
| Q4 2020 | $922,000 | +36.8% | 7,253 | +3.6% | 0.19% | +21.2% |
| Q3 2020 | $674,000 | +7.7% | 7,004 | +5.3% | 0.16% | -1.2% |
| Q2 2020 | $626,000 | +25.7% | 6,654 | +20.3% | 0.16% | +8.7% |
| Q1 2020 | $498,000 | -34.8% | 5,529 | +0.9% | 0.15% | -20.7% |
| Q4 2019 | $764,000 | +12.5% | 5,478 | -5.1% | 0.19% | +8.7% |
| Q3 2019 | $679,000 | +6.3% | 5,772 | +0.9% | 0.17% | +6.8% |
| Q2 2019 | $639,000 | +10.4% | 5,720 | 0.0% | 0.16% | +7.3% |
| Q1 2019 | $579,000 | +3.8% | 5,720 | 0.0% | 0.15% | +1.3% |
| Q4 2018 | $558,000 | -20.1% | 5,720 | -7.5% | 0.15% | -17.2% |
| Q3 2018 | $698,000 | +7.7% | 6,186 | -0.5% | 0.18% | +5.3% |
| Q2 2018 | $648,000 | -8.3% | 6,220 | -3.2% | 0.17% | -8.6% |
| Q1 2018 | $707,000 | -34.5% | 6,425 | -36.4% | 0.19% | -29.4% |
| Q4 2017 | $1,080,000 | +55.8% | 10,095 | +39.1% | 0.26% | +48.0% |
| Q3 2017 | $693,000 | +55.0% | 7,257 | +48.5% | 0.18% | +45.5% |
| Q2 2017 | $447,000 | -35.0% | 4,888 | -38.7% | 0.12% | -33.9% |
| Q1 2017 | $688,000 | 0.0% | 7,968 | 0.0% | 0.19% | 0.0% |
| Q4 2016 | $688,000 | +14.5% | 7,968 | -11.7% | 0.19% | +8.1% |
| Q3 2016 | $601,000 | -43.0% | 9,028 | -46.8% | 0.17% | -40.9% |
| Q2 2016 | $1,055,000 | +97.9% | 16,979 | +88.7% | 0.29% | +85.4% |
| Q1 2016 | $533,000 | +4.9% | 8,997 | +17.1% | 0.16% | +7.5% |
| Q4 2015 | $508,000 | +22.7% | 7,680 | +13.1% | 0.15% | -19.8% |
| Q3 2015 | $414,000 | -99.9% | 6,793 | -48.4% | 0.18% | -58.9% |
| Q1 2014 | $799,966,000 | +83056.5% | 13,177 | -19.9% | 0.44% | +5.7% |
| Q4 2013 | $962,000 | +15.1% | 16,448 | +1.7% | 0.42% | +7.2% |
| Q3 2013 | $836,000 | -99.9% | 16,175 | +24.3% | 0.39% | +13.3% |
| Q2 2013 | $687,142,000 | – | 13,017 | – | 0.34% | – |
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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% |