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 | $2,039,996 | -1.2% | 14,067 | -0.9% | 0.83% | +5.6% |
| Q2 2023 | $2,064,812 | +10.1% | 14,197 | -1.4% | 0.79% | +5.5% |
| Q1 2023 | $1,876,073 | -3.5% | 14,397 | -0.7% | 0.75% | -7.8% |
| Q4 2022 | $1,944,048 | +28.3% | 14,497 | 0.0% | 0.81% | +19.3% |
| Q3 2022 | $1,515,000 | -7.2% | 14,497 | 0.0% | 0.68% | -0.3% |
| Q2 2022 | $1,633,000 | -18.0% | 14,497 | -0.7% | 0.68% | -4.4% |
| Q1 2022 | $1,991,000 | -16.4% | 14,602 | -2.9% | 0.71% | -10.5% |
| Q4 2021 | $2,381,000 | -3.4% | 15,034 | -0.1% | 0.79% | -12.1% |
| Q3 2021 | $2,464,000 | +1.8% | 15,054 | -3.2% | 0.90% | +0.8% |
| Q2 2021 | $2,420,000 | -6.1% | 15,558 | -8.1% | 0.90% | -10.7% |
| Q1 2021 | $2,578,000 | +24.4% | 16,933 | +3.8% | 1.00% | +19.0% |
| Q4 2020 | $2,073,000 | +24.4% | 16,316 | -5.8% | 0.84% | +15.0% |
| Q3 2020 | $1,667,000 | +4.1% | 17,316 | +1.8% | 0.73% | -1.9% |
| Q2 2020 | $1,601,000 | +4.5% | 17,016 | 0.0% | 0.75% | -11.9% |
| Q1 2020 | $1,532,000 | -38.4% | 17,016 | -4.7% | 0.85% | -23.3% |
| Q4 2019 | $2,488,000 | +11.0% | 17,846 | -6.3% | 1.11% | +5.0% |
| Q3 2019 | $2,241,000 | +4.6% | 19,046 | -0.7% | 1.05% | +4.1% |
| Q2 2019 | $2,143,000 | +9.9% | 19,172 | -0.5% | 1.01% | +7.4% |
| Q1 2019 | $1,950,000 | +3.7% | 19,262 | 0.0% | 0.94% | -9.1% |
| Q4 2018 | $1,880,000 | -9.7% | 19,262 | +4.3% | 1.04% | -7.0% |
| Q3 2018 | $2,083,000 | +6.5% | 18,462 | -1.7% | 1.11% | -3.9% |
| Q2 2018 | $1,956,000 | -5.2% | 18,772 | 0.0% | 1.16% | -6.2% |
| Q1 2018 | $2,064,000 | -0.1% | 18,772 | -2.9% | 1.24% | +4.1% |
| Q4 2017 | $2,067,000 | +9.1% | 19,327 | -2.5% | 1.19% | 0.0% |
| Q3 2017 | $1,894,000 | +3.9% | 19,832 | -0.6% | 1.19% | +0.7% |
| Q2 2017 | $1,823,000 | +4.0% | 19,942 | -0.1% | 1.18% | +2.4% |
| Q1 2017 | $1,753,000 | +1.4% | 19,952 | -0.4% | 1.15% | -3.4% |
| Q4 2016 | $1,729,000 | +29.5% | 20,042 | 0.0% | 1.19% | +30.4% |
| Q3 2016 | $1,335,000 | +7.7% | 20,042 | +0.4% | 0.91% | +4.9% |
| Q2 2016 | $1,240,000 | +2.3% | 19,962 | -2.5% | 0.87% | +1.2% |
| Q1 2016 | $1,212,000 | -12.7% | 20,472 | -2.6% | 0.86% | -13.6% |
| Q4 2015 | $1,388,000 | +8.1% | 21,027 | -0.1% | 1.00% | +3.6% |
| Q3 2015 | $1,284,000 | -9.8% | 21,052 | +0.2% | 0.96% | -0.3% |
| Q2 2015 | $1,424,000 | +19.0% | 21,011 | +6.4% | 0.96% | +16.3% |
| Q1 2015 | $1,197,000 | -3.2% | 19,751 | 0.0% | 0.83% | -2.0% |
| Q4 2014 | $1,236,000 | +3.9% | 19,751 | 0.0% | 0.84% | +0.8% |
| Q3 2014 | $1,190,000 | +3.5% | 19,751 | -1.0% | 0.84% | +10.1% |
| Q2 2014 | $1,150,000 | -5.1% | 19,951 | -0.1% | 0.76% | -9.9% |
| Q1 2014 | $1,212,000 | -2.3% | 19,961 | -5.8% | 0.84% | -2.8% |
| Q4 2013 | $1,240,000 | – | 21,201 | – | 0.87% | – |
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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% |