JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.9%.
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 | $2,204,871 | -1.0% | 15,204 | -0.7% | 0.28% | -1.1% |
| Q2 2023 | $2,226,546 | +6.9% | 15,309 | -4.2% | 0.28% | +5.2% |
| Q1 2023 | $2,083,105 | +5.4% | 15,986 | +8.4% | 0.27% | -1.5% |
| Q4 2022 | $1,976,968 | +27.9% | 14,742 | -0.4% | 0.27% | +9.6% |
| Q3 2022 | $1,546,000 | -7.4% | 14,798 | -0.2% | 0.25% | -2.3% |
| Q2 2022 | $1,670,000 | -16.5% | 14,833 | +1.2% | 0.26% | -14.7% |
| Q1 2022 | $1,999,000 | -14.8% | 14,661 | -1.0% | 0.30% | -13.5% |
| Q4 2021 | $2,346,000 | -8.6% | 14,814 | -5.6% | 0.35% | -11.5% |
| Q3 2021 | $2,568,000 | -2.9% | 15,686 | -7.8% | 0.39% | -12.3% |
| Q2 2021 | $2,646,000 | +15.0% | 17,009 | +12.5% | 0.45% | -54.2% |
| Q1 2021 | $2,301,000 | +8.9% | 15,114 | -9.1% | 0.98% | +3.4% |
| Q4 2020 | $2,112,000 | -24.6% | 16,623 | -42.8% | 0.94% | -14.6% |
| Q3 2020 | $2,800,000 | +2.0% | 29,084 | -0.4% | 1.11% | -5.7% |
| Q2 2020 | $2,745,000 | +2.4% | 29,188 | -1.9% | 1.17% | -11.3% |
| Q1 2020 | $2,680,000 | -35.6% | 29,764 | -0.2% | 1.32% | -18.2% |
| Q4 2019 | $4,159,000 | +16.9% | 29,833 | -1.3% | 1.62% | +2.3% |
| Q3 2019 | $3,557,000 | +4.8% | 30,226 | -0.4% | 1.58% | +3.3% |
| Q2 2019 | $3,394,000 | +5.8% | 30,358 | -4.2% | 1.53% | +8.4% |
| Q1 2019 | $3,208,000 | -1.7% | 31,690 | -5.2% | 1.41% | -10.7% |
| Q4 2018 | $3,262,000 | -13.5% | 33,416 | +0.0% | 1.58% | +0.3% |
| Q3 2018 | $3,769,000 | +6.7% | 33,404 | -1.5% | 1.58% | +0.3% |
| Q2 2018 | $3,533,000 | -4.6% | 33,906 | +0.7% | 1.57% | -8.4% |
| Q1 2018 | $3,702,000 | +0.7% | 33,667 | -2.0% | 1.72% | +6.3% |
| Q4 2017 | $3,676,000 | +12.6% | 34,371 | +0.5% | 1.61% | +1.0% |
| Q3 2017 | $3,265,000 | +4.8% | 34,184 | +0.3% | 1.60% | +0.5% |
| Q2 2017 | $3,114,000 | +4.8% | 34,070 | +0.7% | 1.59% | +2.6% |
| Q1 2017 | $2,971,000 | +1.5% | 33,824 | -0.3% | 1.55% | +1.0% |
| Q4 2016 | $2,927,000 | +32.0% | 33,923 | +1.9% | 1.54% | +27.4% |
| Q3 2016 | $2,217,000 | +7.3% | 33,292 | +0.1% | 1.20% | +5.1% |
| Q2 2016 | $2,067,000 | +5.0% | 33,271 | +0.1% | 1.15% | +5.1% |
| Q1 2016 | $1,969,000 | -10.6% | 33,243 | -0.3% | 1.09% | -11.1% |
| Q4 2015 | $2,202,000 | +12.2% | 33,341 | +3.6% | 1.23% | +3.7% |
| Q3 2015 | $1,963,000 | +2.3% | 32,191 | +13.7% | 1.18% | +7.6% |
| Q2 2015 | $1,919,000 | +15.2% | 28,321 | +3.0% | 1.10% | +5.1% |
| Q1 2015 | $1,666,000 | -5.2% | 27,494 | -2.1% | 1.05% | -3.9% |
| Q4 2014 | $1,758,000 | +3.7% | 28,095 | -0.1% | 1.09% | +1.9% |
| Q3 2014 | $1,695,000 | +5.0% | 28,130 | +0.4% | 1.07% | +9.9% |
| Q2 2014 | $1,615,000 | -5.6% | 28,027 | -0.6% | 0.97% | -12.9% |
| Q1 2014 | $1,711,000 | -1.2% | 28,190 | -4.8% | 1.12% | +2.7% |
| Q4 2013 | $1,732,000 | +18.1% | 29,625 | +4.4% | 1.09% | -2.5% |
| Q3 2013 | $1,467,000 | -2.1% | 28,390 | 0.0% | 1.12% | -2.0% |
| Q2 2013 | $1,499,000 | +406.4% | 28,390 | +355.4% | 1.14% | +250.2% |
| Q1 2013 | $296,000 | -23.5% | 6,234 | -29.2% | 0.32% | -30.7% |
| Q4 2012 | $387,000 | – | 8,811 | – | 0.47% | – |
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% |