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 | $5,136,859 | -11.7% | 35,422 | -11.5% | 1.06% | -5.3% |
| Q2 2023 | $5,818,766 | -3.8% | 40,008 | -13.8% | 1.12% | -5.4% |
| Q1 2023 | $6,049,999 | -3.0% | 46,428 | -0.2% | 1.18% | -6.8% |
| Q4 2022 | $6,237,295 | +30.7% | 46,512 | +1.8% | 1.27% | +18.9% |
| Q3 2022 | $4,773,000 | -2.9% | 45,675 | +4.6% | 1.07% | +6.7% |
| Q2 2022 | $4,917,000 | -14.8% | 43,666 | +3.1% | 1.00% | +2.5% |
| Q1 2022 | $5,772,000 | -12.5% | 42,346 | +1.6% | 0.98% | -13.2% |
| Q4 2021 | $6,600,000 | -6.6% | 41,680 | -3.5% | 1.12% | -7.6% |
| Q3 2021 | $7,067,000 | +10.9% | 43,176 | +5.4% | 1.22% | +7.6% |
| Q2 2021 | $6,374,000 | +2.7% | 40,978 | +0.5% | 1.13% | -5.1% |
| Q1 2021 | $6,207,000 | +12.6% | 40,772 | -6.0% | 1.19% | +7.8% |
| Q4 2020 | $5,512,000 | +32.3% | 43,380 | +0.3% | 1.11% | +20.5% |
| Q3 2020 | $4,165,000 | +1.1% | 43,263 | -1.3% | 0.92% | -7.7% |
| Q2 2020 | $4,121,000 | +12.0% | 43,812 | +7.1% | 1.00% | +1.5% |
| Q1 2020 | $3,681,000 | -17.7% | 40,890 | +27.4% | 0.98% | -3.3% |
| Q4 2019 | $4,475,000 | +6.6% | 32,102 | -10.0% | 1.01% | -2.6% |
| Q3 2019 | $4,199,000 | +4.4% | 35,678 | -0.8% | 1.04% | -6.5% |
| Q2 2019 | $4,021,000 | +15.7% | 35,967 | +4.7% | 1.11% | +20.1% |
| Q1 2019 | $3,476,000 | +2.6% | 34,341 | -1.0% | 0.93% | -19.0% |
| Q4 2018 | $3,387,000 | -6.7% | 34,699 | +7.9% | 1.14% | +12.2% |
| Q3 2018 | $3,629,000 | +8.5% | 32,163 | +0.2% | 1.02% | -3.9% |
| Q2 2018 | $3,344,000 | -8.2% | 32,092 | -3.1% | 1.06% | -6.3% |
| Q1 2018 | $3,643,000 | -3.3% | 33,124 | -6.0% | 1.13% | +2.7% |
| Q4 2017 | $3,768,000 | -8.8% | 35,231 | -18.6% | 1.10% | -32.9% |
| Q3 2017 | $4,133,000 | +1.7% | 43,272 | -2.7% | 1.64% | +14.8% |
| Q2 2017 | $4,064,000 | +0.9% | 44,465 | -3.1% | 1.43% | -1.0% |
| Q1 2017 | $4,029,000 | -13.1% | 45,867 | -14.7% | 1.44% | -10.9% |
| Q4 2016 | $4,638,000 | +27.7% | 53,747 | -1.4% | 1.62% | +36.2% |
| Q3 2016 | $3,631,000 | +17.9% | 54,528 | +10.1% | 1.19% | +2.9% |
| Q2 2016 | $3,079,000 | -17.8% | 49,548 | -21.6% | 1.16% | -3.3% |
| Q1 2016 | $3,744,000 | -9.0% | 63,225 | +1.5% | 1.20% | -25.7% |
| Q4 2015 | $4,113,000 | +6.9% | 62,288 | -1.2% | 1.61% | -9.2% |
| Q3 2015 | $3,846,000 | -8.9% | 63,074 | +1.2% | 1.77% | -1.3% |
| Q2 2015 | $4,222,000 | +14.0% | 62,305 | +2.0% | 1.80% | +1.9% |
| Q1 2015 | $3,702,000 | -1.1% | 61,102 | +2.2% | 1.76% | -14.5% |
| Q4 2014 | $3,743,000 | – | 59,808 | – | 2.06% | – |
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% |