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 | $4,672,352 | +70.2% | 32,219 | +70.7% | 2.19% | +43.0% |
| Q2 2023 | $2,744,565 | +11.8% | 18,871 | +0.1% | 1.53% | +4.4% |
| Q1 2023 | $2,455,766 | -1.6% | 18,846 | +1.3% | 1.46% | -8.9% |
| Q4 2022 | $2,495,574 | +27.7% | 18,610 | -0.5% | 1.61% | +22.5% |
| Q3 2022 | $1,955,000 | -7.4% | 18,700 | -0.3% | 1.31% | -3.4% |
| Q2 2022 | $2,112,000 | -5.7% | 18,755 | +14.2% | 1.36% | +0.3% |
| Q1 2022 | $2,239,000 | -13.8% | 16,426 | +0.1% | 1.36% | -9.5% |
| Q4 2021 | $2,598,000 | -2.7% | 16,406 | +0.6% | 1.50% | -14.7% |
| Q3 2021 | $2,671,000 | -0.3% | 16,316 | -5.3% | 1.76% | +2.4% |
| Q2 2021 | $2,679,000 | +3.8% | 17,221 | +1.6% | 1.72% | -7.3% |
| Q1 2021 | $2,581,000 | +10.9% | 16,957 | -7.4% | 1.85% | +6.9% |
| Q4 2020 | $2,327,000 | +25.5% | 18,310 | -4.9% | 1.73% | +20.9% |
| Q3 2020 | $1,854,000 | +0.2% | 19,260 | -2.1% | 1.43% | -9.1% |
| Q2 2020 | $1,850,000 | -33.3% | 19,664 | -1.2% | 1.58% | -31.6% |
| Q4 2019 | $2,774,000 | +19.5% | 19,899 | +0.9% | 2.30% | +10.1% |
| Q3 2019 | $2,321,000 | +5.4% | 19,721 | +0.1% | 2.09% | +3.5% |
| Q2 2019 | $2,203,000 | +10.5% | 19,701 | +0.1% | 2.02% | +7.6% |
| Q1 2019 | $1,993,000 | -13.4% | 19,691 | -3.5% | 1.88% | -8.6% |
| Q3 2018 | $2,302,000 | -1.9% | 20,399 | -0.1% | 2.06% | -3.8% |
| Q2 2018 | $2,347,000 | +1.1% | 20,419 | -3.3% | 2.14% | -5.6% |
| Q1 2018 | $2,321,000 | +5.4% | 21,112 | +2.5% | 2.26% | +7.1% |
| Q4 2017 | $2,203,000 | +17.9% | 20,598 | -25.3% | 2.11% | +19.0% |
| Q2 2015 | $1,869,000 | +8.2% | 27,585 | -3.2% | 1.78% | +11.1% |
| Q1 2015 | $1,727,000 | -7.3% | 28,510 | -4.2% | 1.60% | -8.3% |
| Q4 2014 | $1,863,000 | -0.6% | 29,770 | -4.3% | 1.74% | -1.2% |
| Q3 2014 | $1,875,000 | +4.3% | 31,120 | -0.2% | 1.76% | +5.1% |
| Q2 2014 | $1,797,000 | -5.1% | 31,185 | 0.0% | 1.68% | -8.2% |
| Q1 2014 | $1,893,000 | +3.3% | 31,185 | -0.6% | 1.83% | +2.4% |
| Q4 2013 | $1,833,000 | – | 31,358 | – | 1.79% | – |
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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% |