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 | $3,353,077 | -5.7% | 23,121 | -5.5% | 0.23% | -2.1% |
Q2 2023 | $3,557,616 | +14.8% | 24,461 | +2.8% | 0.23% | +11.4% |
Q1 2023 | $3,099,898 | -7.1% | 23,789 | -4.4% | 0.21% | -11.0% |
Q4 2022 | $3,338,315 | +9.8% | 24,894 | -14.4% | 0.24% | +4.9% |
Q3 2022 | $3,040,000 | -13.4% | 29,090 | -6.7% | 0.22% | -12.5% |
Q2 2022 | $3,510,000 | -54.5% | 31,167 | -44.9% | 0.26% | -50.6% |
Q1 2022 | $7,715,000 | +112.2% | 56,592 | +146.4% | 0.52% | +78.7% |
Q4 2021 | $3,636,000 | +0.1% | 22,965 | +3.5% | 0.29% | -8.2% |
Q3 2021 | $3,633,000 | +15.3% | 22,192 | +9.5% | 0.32% | +13.2% |
Q2 2021 | $3,152,000 | -15.1% | 20,265 | -16.9% | 0.28% | -24.3% |
Q1 2021 | $3,714,000 | +28.5% | 24,396 | +7.3% | 0.37% | +9.8% |
Q4 2020 | $2,890,000 | +4.6% | 22,741 | -20.8% | 0.34% | -8.7% |
Q3 2020 | $2,763,000 | +12.7% | 28,704 | +10.1% | 0.37% | +4.5% |
Q2 2020 | $2,451,000 | -14.9% | 26,063 | -18.5% | 0.35% | -22.2% |
Q1 2020 | $2,881,000 | -22.8% | 31,995 | +19.5% | 0.45% | -7.3% |
Q4 2019 | $3,732,000 | +29.9% | 26,773 | +9.7% | 0.49% | +14.0% |
Q3 2019 | $2,872,000 | -8.6% | 24,401 | -13.2% | 0.43% | -13.1% |
Q2 2019 | $3,142,000 | +50.2% | 28,106 | +36.0% | 0.50% | +4.7% |
Q1 2019 | $2,092,000 | +19.5% | 20,661 | +15.2% | 0.47% | -6.2% |
Q4 2018 | $1,751,000 | +7.0% | 17,934 | +23.7% | 0.50% | +17.8% |
Q3 2018 | $1,636,000 | +3.4% | 14,495 | -4.6% | 0.43% | -3.2% |
Q2 2018 | $1,582,000 | -56.5% | 15,186 | -59.3% | 0.44% | -27.4% |
Q1 2018 | $3,639,000 | +53.2% | 37,277 | +67.8% | 0.61% | -17.1% |
Q4 2017 | $2,376,000 | +12.2% | 22,218 | +0.2% | 0.74% | +5.0% |
Q3 2017 | $2,117,000 | +3.9% | 22,163 | -0.5% | 0.70% | +0.9% |
Q2 2017 | $2,037,000 | +11.5% | 22,282 | +7.1% | 0.69% | +3.0% |
Q1 2017 | $1,827,000 | +16.1% | 20,802 | +14.0% | 0.67% | +1.7% |
Q4 2016 | $1,574,000 | +15.7% | 18,246 | -10.8% | 0.66% | +33.4% |
Q3 2016 | $1,361,000 | +67.8% | 20,445 | +56.8% | 0.50% | +64.0% |
Q2 2016 | $811,000 | -15.6% | 13,043 | -19.6% | 0.30% | -22.7% |
Q1 2016 | $961,000 | – | 16,226 | – | 0.39% | – |
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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% |