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 | $9,410,243 | -0.1% | 64,889 | +0.2% | 1.90% | -0.6% |
| Q2 2023 | $9,422,953 | +10.9% | 64,789 | -0.7% | 1.92% | +9.4% |
| Q1 2023 | $8,498,725 | +11.4% | 65,219 | +14.7% | 1.75% | -3.1% |
| Q4 2022 | $7,628,316 | +12.1% | 56,885 | -12.6% | 1.81% | +20.3% |
| Q3 2022 | $6,803,000 | -5.7% | 65,103 | +1.6% | 1.50% | +4.4% |
| Q2 2022 | $7,215,000 | -25.6% | 64,073 | +12.5% | 1.44% | -7.5% |
| Q1 2022 | $9,701,000 | +56.6% | 56,951 | +45.6% | 1.55% | +26.3% |
| Q4 2021 | $6,196,000 | -0.2% | 39,128 | +3.1% | 1.23% | -19.7% |
| Q3 2021 | $6,210,000 | +0.3% | 37,938 | -4.6% | 1.53% | +8.0% |
| Q2 2021 | $6,189,000 | +0.4% | 39,788 | -1.7% | 1.42% | -7.3% |
| Q1 2021 | $6,162,000 | +21.3% | 40,478 | +1.2% | 1.53% | +13.8% |
| Q4 2020 | $5,081,000 | +24.8% | 39,984 | -5.4% | 1.34% | +6.7% |
| Q3 2020 | $4,070,000 | +2.4% | 42,278 | +0.1% | 1.26% | +0.1% |
| Q2 2020 | $3,973,000 | +3.8% | 42,238 | -0.6% | 1.26% | -11.2% |
| Q1 2020 | $3,827,000 | -20.4% | 42,510 | +23.3% | 1.42% | +5.9% |
| Q4 2019 | $4,808,000 | +21.0% | 34,490 | +2.2% | 1.34% | +14.6% |
| Q3 2019 | $3,974,000 | -2.6% | 33,763 | -7.5% | 1.17% | -3.4% |
| Q2 2019 | $4,082,000 | +10.5% | 36,511 | +0.1% | 1.21% | +7.4% |
| Q1 2019 | $3,693,000 | +2.1% | 36,480 | -1.5% | 1.13% | -10.6% |
| Q4 2018 | $3,616,000 | +3.3% | 37,042 | +19.3% | 1.26% | +15.7% |
| Q3 2018 | $3,502,000 | +11.6% | 31,039 | +3.0% | 1.09% | +5.4% |
| Q2 2018 | $3,139,000 | -6.2% | 30,129 | -1.0% | 1.03% | -8.4% |
| Q1 2018 | $3,347,000 | +0.9% | 30,434 | -1.9% | 1.13% | +7.5% |
| Q4 2017 | $3,318,000 | +9.8% | 31,029 | -1.9% | 1.05% | +7.9% |
| Q3 2017 | $3,022,000 | +4.1% | 31,644 | -0.4% | 0.97% | -3.0% |
| Q2 2017 | $2,903,000 | +5.0% | 31,763 | +0.9% | 1.00% | +3.9% |
| Q1 2017 | $2,766,000 | +0.3% | 31,494 | -1.5% | 0.96% | -4.2% |
| Q4 2016 | $2,759,000 | +22.5% | 31,975 | -5.4% | 1.00% | +19.9% |
| Q3 2016 | $2,252,000 | +8.1% | 33,815 | +0.9% | 0.84% | +8.4% |
| Q2 2016 | $2,083,000 | +8.8% | 33,525 | +3.7% | 0.77% | +6.6% |
| Q1 2016 | $1,915,000 | +534.1% | 32,330 | +605.9% | 0.72% | +480.0% |
| Q4 2015 | $302,000 | -19.0% | 4,580 | 0.0% | 0.12% | -9.4% |
| Q3 2015 | $373,000 | +0.3% | 4,580 | +4.1% | 0.14% | +12.2% |
| Q2 2015 | $372,000 | – | 4,400 | – | 0.12% | – |
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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% |