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 | $6,939,497 | +3.6% | 47,852 | +3.9% | 1.42% | +12.0% |
| Q2 2023 | $6,697,657 | +13.5% | 46,051 | +1.6% | 1.27% | +12.4% |
| Q1 2023 | $5,903,564 | -4.3% | 45,304 | -1.5% | 1.13% | -10.4% |
| Q4 2022 | $6,165,650 | +26.8% | 45,978 | -1.2% | 1.26% | +15.8% |
| Q3 2022 | $4,862,000 | -5.8% | 46,522 | +1.5% | 1.09% | +6.8% |
| Q2 2022 | $5,162,000 | -18.0% | 45,837 | -0.7% | 1.02% | -0.5% |
| Q1 2022 | $6,295,000 | -15.4% | 46,179 | -1.7% | 1.03% | -10.0% |
| Q4 2021 | $7,442,000 | -4.7% | 47,000 | -1.5% | 1.14% | -4.2% |
| Q3 2021 | $7,807,000 | +3.5% | 47,695 | -1.7% | 1.19% | +3.1% |
| Q2 2021 | $7,545,000 | +1.2% | 48,509 | -0.9% | 1.16% | -12.0% |
| Q1 2021 | $7,453,000 | +18.8% | 48,957 | -0.8% | 1.31% | -9.6% |
| Q4 2020 | $6,274,000 | -14.2% | 49,373 | -35.0% | 1.45% | -33.7% |
| Q3 2020 | $7,315,000 | +1.3% | 75,981 | -1.0% | 2.19% | -9.8% |
| Q2 2020 | $7,218,000 | +1.9% | 76,738 | -2.4% | 2.43% | -16.3% |
| Q1 2020 | $7,081,000 | -43.8% | 78,655 | -13.0% | 2.90% | -27.3% |
| Q4 2019 | $12,599,000 | +5.7% | 90,379 | -10.8% | 3.99% | +3.3% |
| Q3 2019 | $11,924,000 | +5.6% | 101,317 | +0.3% | 3.86% | +5.9% |
| Q2 2019 | $11,290,000 | +4.1% | 100,984 | -9.1% | 3.65% | -8.2% |
| Q4 2018 | $10,845,000 | -32.7% | 111,096 | -19.1% | 3.97% | -10.1% |
| Q3 2018 | $16,110,000 | -14.4% | 137,337 | -24.0% | 4.42% | -12.3% |
| Q2 2018 | $18,818,000 | -24.2% | 180,591 | -27.7% | 5.04% | +8.2% |
| Q1 2017 | $24,814,000 | -1.9% | 249,933 | -2.2% | 4.66% | +1.5% |
| Q4 2016 | $25,290,000 | +27.1% | 255,586 | -8.0% | 4.59% | +24.8% |
| Q3 2016 | $19,903,000 | +1.9% | 277,791 | -3.9% | 3.68% | +0.1% |
| Q2 2016 | $19,529,000 | -3.1% | 288,917 | -9.7% | 3.68% | -0.1% |
| Q1 2016 | $20,144,000 | -24.5% | 320,056 | -11.7% | 3.68% | -19.5% |
| Q4 2015 | $26,664,000 | -7.4% | 362,529 | -16.8% | 4.57% | -1.7% |
| Q3 2015 | $28,792,000 | -15.6% | 435,585 | -6.2% | 4.65% | -5.3% |
| Q2 2015 | $34,118,000 | -0.3% | 464,422 | -7.4% | 4.91% | +7.2% |
| Q1 2015 | $34,234,000 | +4.6% | 501,672 | -4.0% | 4.58% | -3.3% |
| Q4 2014 | $32,730,000 | – | 522,497 | – | 4.74% | – |
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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% |