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 | $8,210,298 | +1.3% | 56,615 | +1.6% | 1.86% | -0.1% |
| Q2 2023 | $8,106,089 | +12.6% | 55,735 | +0.9% | 1.86% | +9.9% |
| Q1 2023 | $7,196,622 | +0.3% | 55,227 | +3.2% | 1.70% | -2.2% |
| Q4 2022 | $7,175,950 | +31.6% | 53,512 | +2.6% | 1.74% | +13.8% |
| Q3 2022 | $5,452,000 | -5.1% | 52,172 | +2.3% | 1.52% | -2.1% |
| Q2 2022 | $5,744,000 | -18.3% | 51,004 | -1.1% | 1.56% | -3.6% |
| Q1 2022 | $7,034,000 | -8.8% | 51,597 | +5.9% | 1.62% | -4.4% |
| Q4 2021 | $7,714,000 | -0.9% | 48,718 | +2.5% | 1.69% | -15.7% |
| Q3 2021 | $7,787,000 | +6.7% | 47,548 | +1.4% | 2.01% | +6.4% |
| Q2 2021 | $7,296,000 | +5.4% | 46,906 | +3.0% | 1.89% | -5.2% |
| Q1 2021 | $6,925,000 | +21.0% | 45,521 | +1.1% | 1.99% | +9.3% |
| Q4 2020 | $5,725,000 | +27.6% | 45,043 | -3.4% | 1.82% | +15.8% |
| Q3 2020 | $4,487,000 | +2.3% | 46,612 | 0.0% | 1.57% | -7.7% |
| Q2 2020 | $4,387,000 | +1.1% | 46,612 | -3.2% | 1.70% | -16.8% |
| Q1 2020 | $4,340,000 | -35.6% | 48,163 | -0.4% | 2.05% | -16.9% |
| Q4 2019 | $6,743,000 | +16.3% | 48,373 | -1.8% | 2.47% | +4.4% |
| Q3 2019 | $5,799,000 | +11.7% | 49,243 | +6.2% | 2.36% | +4.6% |
| Q2 2019 | $5,191,000 | +8.8% | 46,382 | -1.7% | 2.26% | +3.8% |
| Q1 2019 | $4,769,000 | +2.6% | 47,177 | -0.9% | 2.18% | -10.7% |
| Q4 2018 | $4,650,000 | -13.1% | 47,627 | +0.5% | 2.44% | +4.1% |
| Q3 2018 | $5,348,000 | +12.5% | 47,376 | +3.9% | 2.34% | +1.6% |
| Q2 2018 | $4,752,000 | -6.4% | 45,618 | -1.2% | 2.30% | -10.3% |
| Q1 2018 | $5,075,000 | +2.3% | 46,168 | -0.5% | 2.57% | +2.7% |
| Q4 2017 | $4,959,000 | +13.0% | 46,418 | +1.0% | 2.50% | +0.7% |
| Q3 2017 | $4,390,000 | +4.5% | 45,944 | 0.0% | 2.48% | +0.9% |
| Q2 2017 | $4,200,000 | +4.0% | 45,944 | 0.0% | 2.46% | +1.2% |
| Q1 2017 | $4,039,000 | +1.0% | 45,944 | -0.9% | 2.43% | -3.5% |
| Q4 2016 | $4,000,000 | +29.4% | 46,344 | -0.1% | 2.52% | +27.5% |
| Q3 2016 | $3,092,000 | +7.2% | 46,394 | -0.1% | 1.98% | +3.1% |
| Q2 2016 | $2,884,000 | +4.6% | 46,444 | 0.0% | 1.92% | +2.7% |
| Q1 2016 | $2,756,000 | -12.3% | 46,444 | -2.4% | 1.87% | -10.4% |
| Q4 2015 | $3,142,000 | +7.4% | 47,594 | -1.2% | 2.08% | +1.4% |
| Q3 2015 | $2,925,000 | -12.2% | 48,194 | -1.8% | 2.06% | -3.7% |
| Q2 2015 | $3,333,000 | +13.9% | 49,095 | +1.7% | 2.14% | +12.7% |
| Q1 2015 | $2,926,000 | -3.3% | 48,259 | 0.0% | 1.89% | -5.1% |
| Q4 2014 | $3,026,000 | +3.5% | 48,259 | -0.9% | 2.00% | +0.6% |
| Q3 2014 | $2,925,000 | +4.5% | 48,709 | +0.4% | 1.98% | +4.5% |
| Q2 2014 | $2,800,000 | -6.9% | 48,509 | -2.2% | 1.90% | -12.4% |
| Q1 2014 | $3,006,000 | – | 49,587 | – | 2.17% | – |
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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% |