JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.9%.
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 | $218 | -0.5% | 1,504 | 0.0% | 0.04% | +4.7% |
| Q2 2023 | $219 | +11.7% | 1,504 | 0.0% | 0.04% | +7.5% |
| Q1 2023 | $196 | -3.0% | 1,504 | 0.0% | 0.04% | -7.0% |
| Q4 2022 | $202 | -99.9% | 1,504 | 0.0% | 0.04% | +13.2% |
| Q3 2022 | $157,000 | -7.1% | 1,504 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $169,000 | -32.7% | 1,504 | -18.2% | 0.04% | -20.8% |
| Q1 2022 | $251,000 | -7.0% | 1,839 | +7.9% | 0.05% | -5.9% |
| Q4 2021 | $270,000 | +9.8% | 1,704 | +13.3% | 0.05% | 0.0% |
| Q3 2021 | $246,000 | +5.1% | 1,504 | 0.0% | 0.05% | -3.8% |
| Q2 2021 | $234,000 | +2.2% | 1,504 | 0.0% | 0.05% | -3.6% |
| Q1 2021 | $229,000 | +445.2% | 1,504 | +354.4% | 0.06% | +400.0% |
| Q4 2020 | $42,000 | +31.2% | 331 | 0.0% | 0.01% | +22.2% |
| Q3 2020 | $32,000 | +10.3% | 331 | +8.9% | 0.01% | 0.0% |
| Q2 2020 | $29,000 | +7.4% | 304 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $27,000 | -35.7% | 304 | 0.0% | 0.01% | -25.0% |
| Q4 2019 | $42,000 | +16.7% | 304 | 0.0% | 0.01% | +9.1% |
| Q3 2019 | $36,000 | +5.9% | 304 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $34,000 | +9.7% | 304 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $31,000 | +3.3% | 304 | 0.0% | 0.01% | -8.3% |
| Q4 2018 | $30,000 | -11.8% | 304 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $34,000 | +6.2% | 304 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $32,000 | -3.0% | 304 | 0.0% | 0.01% | -7.7% |
| Q1 2018 | $33,000 | 0.0% | 304 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $33,000 | +3.1% | 304 | -9.5% | 0.01% | -7.1% |
| Q3 2017 | $32,000 | +3.2% | 336 | 0.0% | 0.01% | -6.7% |
| Q2 2017 | $31,000 | +3.3% | 336 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $30,000 | +3.4% | 336 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $29,000 | +20.8% | 336 | -5.9% | 0.02% | +15.4% |
| Q3 2016 | $24,000 | +500.0% | 357 | +485.2% | 0.01% | +550.0% |
| Q2 2016 | $4,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $4,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $4,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $4,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $4,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $4,000 | – | 61 | – | 0.00% | – |
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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% |