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 | $6,834,407 | +2.0% | 47,127 | +2.3% | 1.77% | +2.1% |
| Q2 2023 | $6,697,998 | +10.8% | 46,053 | -0.7% | 1.73% | +3.8% |
| Q1 2023 | $6,045,073 | -0.8% | 46,390 | +2.0% | 1.67% | -6.6% |
| Q4 2022 | $6,096,795 | +31.7% | 45,465 | +2.7% | 1.78% | +13.7% |
| Q3 2022 | $4,628,000 | -4.8% | 44,291 | +2.6% | 1.57% | -20.2% |
| Q2 2022 | $4,860,000 | -15.9% | 43,162 | +1.9% | 1.96% | -3.1% |
| Q1 2022 | $5,776,000 | -41.8% | 42,369 | -32.4% | 2.03% | +2.1% |
| Q4 2021 | $9,923,000 | +43.5% | 62,661 | +48.3% | 1.99% | -13.8% |
| Q3 2021 | $6,915,000 | +3.0% | 42,242 | -2.1% | 2.30% | +5.3% |
| Q2 2021 | $6,711,000 | +2.9% | 43,149 | +0.7% | 2.19% | -7.8% |
| Q1 2021 | $6,520,000 | +19.2% | 42,832 | -0.5% | 2.37% | +10.9% |
| Q4 2020 | $5,469,000 | +31.2% | 43,037 | -0.6% | 2.14% | +12.6% |
| Q3 2020 | $4,169,000 | -1.5% | 43,302 | -3.8% | 1.90% | -9.7% |
| Q2 2020 | $4,234,000 | +2.8% | 45,017 | -1.6% | 2.10% | -11.8% |
| Q1 2020 | $4,120,000 | -32.9% | 45,764 | +4.0% | 2.38% | +48.8% |
| Q4 2019 | $6,136,000 | +17.7% | 44,020 | -0.6% | 1.60% | -41.5% |
| Q3 2019 | $5,215,000 | +7.3% | 44,307 | +0.1% | 2.74% | +57.5% |
| Q2 2019 | $4,861,000 | +11.6% | 44,243 | +2.8% | 1.74% | +6.5% |
| Q1 2019 | $4,355,000 | +3.7% | 43,020 | -1.7% | 1.63% | -36.4% |
| Q4 2018 | $4,200,000 | +10.5% | 43,764 | +27.0% | 2.57% | +27.2% |
| Q3 2018 | $3,801,000 | +11.1% | 34,454 | +4.9% | 2.02% | +6.0% |
| Q2 2018 | $3,422,000 | -2.7% | 32,843 | +0.3% | 1.91% | -5.6% |
| Q1 2018 | $3,517,000 | +4.3% | 32,749 | +1.4% | 2.02% | +8.1% |
| Q4 2017 | $3,373,000 | +9.9% | 32,290 | +0.5% | 1.87% | +6.1% |
| Q3 2017 | $3,068,000 | +9.1% | 32,119 | +4.5% | 1.76% | +2.4% |
| Q2 2017 | $2,811,000 | +7.6% | 30,750 | +1.5% | 1.72% | 0.0% |
| Q1 2017 | $2,612,000 | +46.7% | 30,303 | +15.2% | 1.72% | +32.7% |
| Q4 2016 | $1,781,000 | 0.0% | 26,298 | 0.0% | 1.29% | -0.3% |
| Q3 2016 | $1,781,000 | +11.8% | 26,298 | +2.6% | 1.30% | +16.2% |
| Q2 2016 | $1,593,000 | – | 25,638 | – | 1.12% | – |
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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% |