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 | $3,078,417 | +1.7% | 21,228 | +1.9% | 0.28% | +1.8% |
| Q2 2023 | $3,028,388 | +13.0% | 20,822 | +1.2% | 0.27% | +9.2% |
| Q1 2023 | $2,679,956 | -5.9% | 20,566 | -3.1% | 0.25% | -14.1% |
| Q4 2022 | $2,846,583 | +28.9% | 21,227 | +0.5% | 0.29% | +18.3% |
| Q3 2022 | $2,208,000 | -8.0% | 21,128 | -0.9% | 0.25% | -2.8% |
| Q2 2022 | $2,401,000 | +28.3% | 21,320 | +55.2% | 0.25% | +43.8% |
| Q1 2022 | $1,872,000 | -14.6% | 13,733 | +2.5% | 0.18% | -20.7% |
| Q3 2021 | $2,193,000 | +12.6% | 13,398 | +7.0% | 0.22% | +10.4% |
| Q2 2021 | $1,948,000 | +2.3% | 12,523 | +0.1% | 0.20% | -6.5% |
| Q1 2021 | $1,904,000 | +26.4% | 12,508 | +5.5% | 0.22% | +19.4% |
| Q4 2020 | $1,506,000 | +31.2% | 11,856 | -0.5% | 0.18% | +18.4% |
| Q3 2020 | $1,148,000 | +9.6% | 11,921 | +7.1% | 0.15% | +4.1% |
| Q2 2020 | $1,047,000 | -14.7% | 11,127 | -18.4% | 0.15% | -28.8% |
| Q1 2020 | $1,228,000 | -13.7% | 13,640 | +33.6% | 0.20% | -5.5% |
| Q4 2019 | $1,423,000 | +19.7% | 10,207 | +1.0% | 0.22% | +11.9% |
| Q3 2019 | $1,189,000 | +5.3% | 10,104 | +0.0% | 0.19% | +3.7% |
| Q2 2019 | $1,129,000 | +34.4% | 10,100 | +21.7% | 0.19% | +29.0% |
| Q1 2019 | $840,000 | +3.8% | 8,296 | +0.0% | 0.14% | -6.5% |
| Q4 2018 | $809,000 | -14.3% | 8,292 | -0.9% | 0.16% | -6.1% |
| Q3 2018 | $944,000 | +7.3% | 8,370 | -0.9% | 0.16% | -2.4% |
| Q2 2018 | $880,000 | -13.5% | 8,443 | -8.7% | 0.17% | -15.5% |
| Q1 2018 | $1,017,000 | +3.2% | 9,251 | +0.4% | 0.20% | +9.3% |
| Q4 2017 | $985,000 | +3.6% | 9,213 | -7.4% | 0.18% | -1.6% |
| Q3 2017 | $951,000 | +15.4% | 9,954 | +10.4% | 0.19% | +13.4% |
| Q2 2017 | $824,000 | +12.6% | 9,016 | +8.2% | 0.16% | +7.2% |
| Q1 2017 | $732,000 | -10.7% | 8,335 | -12.3% | 0.15% | -14.5% |
| Q4 2016 | $820,000 | +28.9% | 9,499 | -0.5% | 0.18% | +18.5% |
| Q3 2016 | $636,000 | +6.7% | 9,551 | -0.4% | 0.15% | +3.4% |
| Q2 2016 | $596,000 | +6.2% | 9,593 | +1.2% | 0.15% | -0.7% |
| Q1 2016 | $561,000 | -14.0% | 9,476 | -4.0% | 0.15% | -16.0% |
| Q4 2015 | $652,000 | -0.5% | 9,874 | -8.1% | 0.18% | +4.2% |
| Q3 2015 | $655,000 | -8.3% | 10,749 | +2.0% | 0.17% | -6.7% |
| Q2 2015 | $714,000 | +13.0% | 10,538 | +1.0% | 0.18% | +13.9% |
| Q1 2015 | $632,000 | -3.2% | 10,437 | +0.0% | 0.16% | -12.2% |
| Q4 2014 | $653,000 | +2.2% | 10,432 | -1.0% | 0.18% | -4.3% |
| Q3 2014 | $639,000 | +1.3% | 10,533 | +1.3% | 0.19% | -5.5% |
| Q2 2014 | $631,000 | -8.8% | 10,401 | -8.7% | 0.20% | -14.6% |
| Q1 2014 | $692,000 | +143.7% | 11,392 | +143.1% | 0.23% | +133.0% |
| Q4 2013 | $284,000 | -46.9% | 4,686 | -46.9% | 0.10% | -66.1% |
| Q3 2013 | $535,000 | +11.2% | 8,818 | +11.3% | 0.30% | +2.1% |
| Q2 2013 | $481,000 | -21.0% | 7,922 | -21.0% | 0.29% | -17.7% |
| Q1 2013 | $609,000 | +0.3% | 10,028 | +0.3% | 0.35% | -4.6% |
| Q4 2012 | $607,000 | -5.5% | 10,002 | -5.4% | 0.37% | -12.0% |
| Q3 2012 | $642,000 | +0.3% | 10,572 | +0.3% | 0.42% | +7.7% |
| Q2 2012 | $640,000 | -4.0% | 10,538 | -4.1% | 0.39% | -5.4% |
| Q1 2012 | $667,000 | -1.6% | 10,990 | -1.6% | 0.41% | -10.9% |
| Q4 2011 | $678,000 | – | 11,164 | – | 0.46% | – |
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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% |