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 | $11,279,510 | +3.0% | 77,779 | +3.2% | 0.28% | -80.6% |
| Q2 2023 | $10,956,111 | +12.1% | 75,331 | +0.4% | 1.45% | +2.5% |
| Q1 2023 | $9,772,657 | -17.2% | 74,995 | -14.8% | 1.41% | -22.5% |
| Q4 2022 | $11,805,350 | +25.9% | 88,034 | -1.9% | 1.82% | +18.0% |
| Q3 2022 | $9,378,000 | -8.9% | 89,739 | -1.8% | 1.55% | -5.6% |
| Q2 2022 | $10,295,000 | -15.5% | 91,424 | +2.3% | 1.64% | +2.4% |
| Q1 2022 | $12,182,000 | -11.0% | 89,363 | +3.3% | 1.60% | -10.6% |
| Q4 2021 | $13,695,000 | -2.4% | 86,483 | +0.9% | 1.79% | -11.7% |
| Q3 2021 | $14,030,000 | +2.7% | 85,709 | -2.4% | 2.02% | +3.2% |
| Q2 2021 | $13,660,000 | +4.2% | 87,825 | +1.9% | 1.96% | -6.2% |
| Q1 2021 | $13,115,000 | +3.9% | 86,152 | -13.3% | 2.09% | +15.6% |
| Q4 2020 | $12,627,000 | +42.4% | 99,368 | +7.9% | 1.81% | +23.5% |
| Q3 2020 | $8,869,000 | +2.6% | 92,123 | +0.2% | 1.46% | -3.2% |
| Q2 2020 | $8,648,000 | +6.1% | 91,940 | +1.0% | 1.51% | -4.8% |
| Q1 2020 | $8,150,000 | -28.6% | 91,066 | +11.2% | 1.59% | -19.6% |
| Q4 2019 | $11,420,000 | +18.7% | 81,924 | +0.2% | 1.98% | -3.5% |
| Q3 2019 | $9,623,000 | +58.6% | 81,769 | +50.6% | 2.05% | +55.7% |
| Q2 2019 | $6,068,000 | -21.8% | 54,279 | -29.2% | 1.32% | -24.4% |
| Q1 2019 | $7,760,000 | +51.3% | 76,656 | +45.9% | 1.74% | -9.5% |
| Q4 2018 | $5,129,000 | -12.0% | 52,541 | +1.7% | 1.92% | +4.5% |
| Q3 2018 | $5,830,000 | +8.4% | 51,665 | +0.1% | 1.84% | +0.6% |
| Q2 2018 | $5,380,000 | +7.4% | 51,632 | +13.4% | 1.83% | +1.2% |
| Q1 2018 | $5,009,000 | +20.6% | 45,548 | +17.3% | 1.81% | +14.8% |
| Q4 2017 | $4,152,000 | +14.7% | 38,827 | +2.5% | 1.57% | +5.9% |
| Q3 2017 | $3,619,000 | +13.6% | 37,891 | +8.7% | 1.49% | +5.4% |
| Q2 2017 | $3,186,000 | +7.5% | 34,856 | +3.4% | 1.41% | -0.8% |
| Q1 2017 | $2,963,000 | +1.9% | 33,724 | +0.0% | 1.42% | -8.4% |
| Q4 2016 | $2,909,000 | – | 33,711 | – | 1.55% | – |
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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% |