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 | $10,120,366 | -0.6% | 69,786 | -0.3% | 4.71% | +7.0% |
| Q2 2023 | $10,177,310 | +0.6% | 69,976 | -9.8% | 4.40% | +13.8% |
| Q1 2023 | $10,111,665 | -17.5% | 77,597 | -15.1% | 3.87% | -13.8% |
| Q4 2022 | $12,254,729 | +25.6% | 91,385 | -2.1% | 4.49% | +33.6% |
| Q3 2022 | $9,759,000 | -6.9% | 93,385 | +0.3% | 3.36% | +5.2% |
| Q2 2022 | $10,486,000 | -17.7% | 93,120 | -0.3% | 3.19% | -10.3% |
| Q1 2022 | $12,734,000 | -10.9% | 93,410 | +1.1% | 3.56% | -42.7% |
| Q4 2021 | $14,290,000 | -15.5% | 92,435 | -10.5% | 6.20% | +22.4% |
| Q3 2021 | $16,912,000 | +5.4% | 103,315 | +0.2% | 5.07% | -0.7% |
| Q2 2021 | $16,038,000 | +2.2% | 103,115 | 0.0% | 5.10% | -1.3% |
| Q1 2021 | $15,697,000 | +19.6% | 103,115 | -0.2% | 5.17% | +4.4% |
| Q4 2020 | $13,127,000 | +30.6% | 103,300 | -1.1% | 4.96% | +10.5% |
| Q3 2020 | $10,052,000 | +2.4% | 104,413 | 0.0% | 4.49% | -0.9% |
| Q2 2020 | $9,820,000 | +15.4% | 104,413 | +10.4% | 4.53% | -0.7% |
| Q1 2020 | $8,513,000 | -35.5% | 94,563 | -0.1% | 4.56% | +2.2% |
| Q4 2019 | $13,201,000 | +18.4% | 94,693 | -0.0% | 4.46% | +14.5% |
| Q3 2019 | $11,150,000 | +0.8% | 94,733 | -4.3% | 3.90% | +11.5% |
| Q2 2019 | $11,062,000 | +10.4% | 98,943 | 0.0% | 3.50% | +10.5% |
| Q1 2019 | $10,017,000 | +3.7% | 98,943 | 0.0% | 3.16% | -8.7% |
| Q4 2018 | $9,659,000 | -13.5% | 98,943 | 0.0% | 3.47% | -2.9% |
| Q3 2018 | $11,165,000 | +8.4% | 98,943 | +0.1% | 3.57% | +1.1% |
| Q2 2018 | $10,303,000 | -0.2% | 98,878 | +5.3% | 3.53% | -13.6% |
| Q1 2018 | $10,322,000 | +2.8% | 93,869 | -0.1% | 4.09% | +10.5% |
| Q4 2017 | $10,044,000 | +11.7% | 93,922 | -0.2% | 3.70% | +8.3% |
| Q3 2017 | $8,989,000 | +4.7% | 94,122 | +0.2% | 3.42% | +2.2% |
| Q2 2017 | $8,585,000 | +2.5% | 93,932 | -1.5% | 3.34% | -2.4% |
| Q1 2017 | $8,375,000 | +1.8% | 95,350 | 0.0% | 3.43% | +1.7% |
| Q4 2016 | $8,228,000 | +30.0% | 95,350 | +0.3% | 3.37% | +19.8% |
| Q3 2016 | $6,330,000 | +6.0% | 95,065 | -1.1% | 2.81% | +3.2% |
| Q2 2016 | $5,972,000 | +4.9% | 96,149 | 0.0% | 2.72% | -1.1% |
| Q1 2016 | $5,691,000 | -10.3% | 96,149 | 0.0% | 2.75% | -15.9% |
| Q4 2015 | $6,346,000 | +8.3% | 96,149 | 0.0% | 3.28% | +1.6% |
| Q3 2015 | $5,857,000 | -10.1% | 96,149 | +0.1% | 3.22% | -5.1% |
| Q2 2015 | $6,512,000 | +11.4% | 96,049 | -0.5% | 3.40% | +15.6% |
| Q1 2015 | $5,847,000 | -3.1% | 96,549 | +0.2% | 2.94% | -8.7% |
| Q4 2014 | $6,034,000 | – | 96,364 | – | 3.22% | – |
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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% |