JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,178 filers reported holding JPMORGAN CHASE & CO in Q1 2021. The put-call ratio across all filers is 1.17 and the average weighting 1.1%.
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 | $7,824,112 | -0.3% | 53,952 | -0.0% | 3.60% | +4.5% |
| Q2 2023 | $7,848,104 | +14.3% | 53,961 | +2.4% | 3.44% | +4.7% |
| Q1 2023 | $6,868,012 | -7.8% | 52,705 | -5.1% | 3.29% | -13.2% |
| Q4 2022 | $7,448,126 | +29.7% | 55,542 | +1.1% | 3.79% | +17.6% |
| Q3 2022 | $5,742,000 | -6.5% | 54,945 | +0.8% | 3.22% | +2.4% |
| Q2 2022 | $6,140,000 | -15.6% | 54,520 | +2.2% | 3.15% | -4.9% |
| Q1 2022 | $7,276,000 | -16.2% | 53,371 | -2.6% | 3.31% | -15.4% |
| Q4 2021 | $8,678,000 | -4.9% | 54,804 | -1.7% | 3.91% | -13.7% |
| Q3 2021 | $9,129,000 | +3.1% | 55,773 | -2.0% | 4.53% | +2.6% |
| Q2 2021 | $8,853,000 | -2.7% | 56,920 | -4.7% | 4.42% | -6.7% |
| Q1 2021 | $9,096,000 | +19.7% | 59,749 | -0.1% | 4.73% | +10.6% |
| Q4 2020 | $7,601,000 | +34.2% | 59,819 | +1.7% | 4.28% | +18.8% |
| Q3 2020 | $5,665,000 | +2.1% | 58,845 | -0.2% | 3.60% | -3.5% |
| Q2 2020 | $5,546,000 | +3.1% | 58,961 | -1.3% | 3.74% | -10.6% |
| Q1 2020 | $5,378,000 | -36.1% | 59,731 | -1.0% | 4.18% | -13.8% |
| Q4 2019 | $8,412,000 | +32.7% | 60,348 | +12.0% | 4.85% | +18.3% |
| Q3 2019 | $6,339,000 | +13.4% | 53,860 | +7.7% | 4.10% | +14.4% |
| Q2 2019 | $5,592,000 | +14.2% | 50,020 | +3.4% | 3.58% | +11.8% |
| Q1 2019 | $4,897,000 | +11.0% | 48,371 | +7.0% | 3.20% | -0.8% |
| Q4 2018 | $4,411,000 | -10.8% | 45,189 | +3.1% | 3.23% | -2.0% |
| Q3 2018 | $4,945,000 | +12.3% | 43,825 | +3.7% | 3.30% | +3.7% |
| Q2 2018 | $4,402,000 | -5.8% | 42,243 | -0.6% | 3.18% | -0.5% |
| Q1 2018 | $4,671,000 | +1.4% | 42,478 | -1.4% | 3.19% | +6.6% |
| Q4 2017 | $4,606,000 | +24.4% | 43,073 | +11.1% | 3.00% | +17.5% |
| Q3 2017 | $3,703,000 | +469.7% | 38,773 | +445.6% | 2.55% | +431.2% |
| Q2 2017 | $650,000 | +60.9% | 7,107 | +54.5% | 0.48% | +60.0% |
| Q1 2017 | $404,000 | +12.2% | 4,601 | +10.2% | 0.30% | +5.3% |
| Q4 2016 | $360,000 | +30.0% | 4,174 | +0.2% | 0.28% | +27.2% |
| Q3 2016 | $277,000 | +7.4% | 4,166 | +0.2% | 0.22% | +7.7% |
| Q2 2016 | $258,000 | +4.9% | 4,156 | +0.2% | 0.21% | +3.0% |
| Q1 2016 | $246,000 | -19.6% | 4,148 | -10.6% | 0.20% | -23.5% |
| Q4 2015 | $306,000 | +22.4% | 4,638 | +13.1% | 0.26% | +14.8% |
| Q3 2015 | $250,000 | -10.1% | 4,102 | +0.0% | 0.23% | -5.0% |
| Q2 2015 | $278,000 | +13.5% | 4,101 | +1.5% | 0.24% | +15.2% |
| Q1 2015 | $245,000 | -51.4% | 4,042 | -49.9% | 0.21% | -0.9% |
| Q4 2014 | $504,000 | +107.4% | 8,070 | +100.4% | 0.21% | +2.4% |
| Q3 2014 | $243,000 | +5.2% | 4,027 | +0.5% | 0.21% | +2.5% |
| Q2 2014 | $231,000 | -8.7% | 4,006 | -3.8% | 0.20% | -15.8% |
| Q1 2014 | $253,000 | +4.5% | 4,163 | +0.5% | 0.24% | +2.6% |
| Q4 2013 | $242,000 | – | 4,143 | – | 0.23% | – |
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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% |