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 | $611,036 | +4.1% | 4,213 | +4.4% | 0.14% | 0.0% |
| Q2 2023 | $586,752 | +29.2% | 4,034 | +15.8% | 0.14% | +16.1% |
| Q1 2023 | $454,021 | +2.9% | 3,484 | +5.9% | 0.12% | +12.4% |
| Q4 2022 | $441,323 | +40.5% | 3,291 | +9.6% | 0.10% | +14.1% |
| Q3 2022 | $314,000 | +34.8% | 3,004 | +45.1% | 0.09% | +48.4% |
| Q2 2022 | $233,000 | +6.4% | 2,071 | +29.0% | 0.06% | +17.0% |
| Q1 2022 | $219,000 | -10.2% | 1,606 | +4.2% | 0.05% | -5.4% |
| Q4 2021 | $244,000 | -10.0% | 1,542 | -6.9% | 0.06% | -15.2% |
| Q3 2021 | $271,000 | +68.3% | 1,656 | +60.2% | 0.07% | +57.1% |
| Q2 2021 | $161,000 | +2.5% | 1,034 | 0.0% | 0.04% | -4.5% |
| Q1 2021 | $157,000 | +19.8% | 1,034 | 0.0% | 0.04% | +4.8% |
| Q4 2020 | $131,000 | +39.4% | 1,034 | +5.6% | 0.04% | +10.5% |
| Q3 2020 | $94,000 | 0.0% | 979 | -1.8% | 0.04% | -7.3% |
| Q2 2020 | $94,000 | +34.3% | 997 | +28.0% | 0.04% | +20.6% |
| Q1 2020 | $70,000 | -35.8% | 779 | 0.0% | 0.03% | +6.2% |
| Q4 2019 | $109,000 | +18.5% | 779 | 0.0% | 0.03% | +6.7% |
| Q3 2019 | $92,000 | +5.7% | 779 | 0.0% | 0.03% | +20.0% |
| Q2 2019 | $87,000 | +6.1% | 779 | -4.4% | 0.02% | +4.2% |
| Q1 2019 | $82,000 | +7.9% | 815 | +4.6% | 0.02% | -4.0% |
| Q4 2018 | $76,000 | +40.7% | 779 | +62.6% | 0.02% | +25.0% |
| Q3 2018 | $54,000 | +8.0% | 479 | 0.0% | 0.02% | +5.3% |
| Q2 2018 | $50,000 | -10.7% | 479 | -6.8% | 0.02% | -9.5% |
| Q1 2018 | $56,000 | -9.7% | 514 | -11.1% | 0.02% | -4.5% |
| Q4 2017 | $62,000 | +34.8% | 578 | +20.7% | 0.02% | +29.4% |
| Q3 2017 | $46,000 | +4.5% | 479 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $44,000 | +4.8% | 479 | 0.0% | 0.02% | +6.2% |
| Q1 2017 | $42,000 | +2.4% | 479 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $41,000 | +32.3% | 479 | +0.2% | 0.02% | +33.3% |
| Q3 2016 | $31,000 | +3.3% | 478 | -0.2% | 0.01% | 0.0% |
| Q2 2016 | $30,000 | +7.1% | 479 | +0.2% | 0.01% | 0.0% |
| Q1 2016 | $28,000 | -12.5% | 478 | -0.2% | 0.01% | -25.0% |
| Q4 2015 | $32,000 | -27.3% | 479 | -30.9% | 0.02% | -27.3% |
| Q3 2015 | $44,000 | +33.3% | 693 | +44.7% | 0.02% | 0.0% |
| Q2 2015 | $33,000 | +13.8% | 479 | 0.0% | 0.02% | -4.3% |
| Q1 2015 | $29,000 | -3.3% | 479 | 0.0% | 0.02% | +15.0% |
| Q4 2014 | $30,000 | +3.4% | 479 | 0.0% | 0.02% | -4.8% |
| Q3 2014 | $29,000 | +3.6% | 479 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $28,000 | -3.4% | 479 | 0.0% | 0.02% | -8.7% |
| Q1 2014 | $29,000 | +3.6% | 479 | 0.0% | 0.02% | -4.2% |
| Q4 2013 | $28,000 | – | 479 | – | 0.02% | – |
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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% |