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 | $2,840,072 | -0.0% | 19,584 | +0.3% | 1.52% | +4.9% |
| Q2 2023 | $2,841,025 | +12.1% | 19,534 | +0.4% | 1.45% | +4.5% |
| Q1 2023 | $2,534,399 | -8.1% | 19,449 | -5.5% | 1.38% | -14.3% |
| Q4 2022 | $2,758,973 | +29.9% | 20,574 | +1.2% | 1.62% | +17.4% |
| Q3 2022 | $2,124,000 | -27.0% | 20,324 | -21.4% | 1.38% | -11.3% |
| Q2 2022 | $2,910,000 | -18.1% | 25,844 | -0.9% | 1.55% | -5.5% |
| Q1 2022 | $3,554,000 | -19.3% | 26,074 | -6.3% | 1.64% | -11.8% |
| Q4 2021 | $4,405,000 | -3.4% | 27,820 | -0.1% | 1.86% | -14.1% |
| Q3 2021 | $4,560,000 | +4.3% | 27,859 | -0.9% | 2.17% | +6.0% |
| Q2 2021 | $4,373,000 | +0.6% | 28,114 | -1.5% | 2.04% | -5.6% |
| Q1 2021 | $4,346,000 | +15.5% | 28,549 | -3.6% | 2.17% | +8.2% |
| Q4 2020 | $3,764,000 | +30.4% | 29,618 | -1.2% | 2.00% | +11.9% |
| Q3 2020 | $2,887,000 | +1.0% | 29,985 | -1.3% | 1.79% | -8.3% |
| Q2 2020 | $2,858,000 | +0.8% | 30,389 | -3.5% | 1.95% | -20.8% |
| Q1 2020 | $2,835,000 | -37.7% | 31,489 | -3.5% | 2.46% | -20.8% |
| Q4 2019 | $4,550,000 | +17.5% | 32,640 | -0.8% | 3.11% | +10.4% |
| Q3 2019 | $3,871,000 | +7.1% | 32,890 | +1.7% | 2.81% | +7.2% |
| Q2 2019 | $3,616,000 | +10.8% | 32,339 | +0.3% | 2.62% | +5.6% |
| Q1 2019 | $3,264,000 | +4.5% | 32,239 | +0.7% | 2.48% | -11.1% |
| Q4 2018 | $3,124,000 | -13.3% | 32,004 | +0.2% | 2.79% | +2.0% |
| Q3 2018 | $3,605,000 | +7.3% | 31,943 | -0.9% | 2.74% | +1.8% |
| Q2 2018 | $3,359,000 | -5.0% | 32,236 | +0.3% | 2.69% | -5.5% |
| Q1 2018 | $3,536,000 | +4.9% | 32,150 | +2.0% | 2.85% | +5.9% |
| Q4 2017 | $3,370,000 | +12.4% | 31,514 | +0.4% | 2.69% | +6.0% |
| Q3 2017 | $2,998,000 | +4.3% | 31,389 | -0.2% | 2.54% | -1.7% |
| Q2 2017 | $2,874,000 | +4.1% | 31,439 | +0.0% | 2.58% | +0.8% |
| Q1 2017 | $2,762,000 | +0.7% | 31,438 | -1.1% | 2.56% | -4.6% |
| Q4 2016 | $2,743,000 | +15.4% | 31,788 | -10.9% | 2.68% | +23.2% |
| Q3 2016 | $2,376,000 | +8.4% | 35,678 | +1.1% | 2.18% | +6.0% |
| Q2 2016 | $2,192,000 | +3.2% | 35,277 | -1.7% | 2.05% | -2.3% |
| Q1 2016 | $2,125,000 | -6.2% | 35,888 | +4.6% | 2.10% | -8.7% |
| Q4 2015 | $2,266,000 | +19.5% | 34,312 | +10.3% | 2.30% | +11.0% |
| Q3 2015 | $1,896,000 | -9.3% | 31,101 | +0.8% | 2.07% | -3.2% |
| Q2 2015 | $2,090,000 | +15.5% | 30,846 | +3.2% | 2.14% | +13.9% |
| Q1 2015 | $1,810,000 | -3.9% | 29,876 | -0.7% | 1.88% | -7.1% |
| Q4 2014 | $1,883,000 | +3.9% | 30,095 | 0.0% | 2.02% | +0.2% |
| Q3 2014 | $1,813,000 | +4.6% | 30,095 | 0.0% | 2.02% | +5.0% |
| Q2 2014 | $1,734,000 | -7.2% | 30,095 | -2.2% | 1.92% | -8.2% |
| Q1 2014 | $1,868,000 | +6.6% | 30,770 | +2.7% | 2.10% | +1.0% |
| Q4 2013 | $1,753,000 | – | 29,970 | – | 2.08% | – |
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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% |