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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $206,671 | -8.5% | 1,421 | -15.7% | 0.02% | -13.8% |
| Q4 2022 | $225,958 | +1.3% | 1,685 | +3.1% | 0.03% | +11.5% |
| Q1 2022 | $223,000 | -17.7% | 1,635 | -4.4% | 0.03% | -13.3% |
| Q4 2021 | $271,000 | -19.3% | 1,710 | -16.7% | 0.03% | -23.1% |
| Q3 2021 | $336,000 | +4.3% | 2,054 | -0.9% | 0.04% | +5.4% |
| Q2 2021 | $322,000 | -1.5% | 2,072 | -3.4% | 0.04% | -9.8% |
| Q1 2021 | $327,000 | +16.0% | 2,146 | -3.3% | 0.04% | +10.8% |
| Q4 2020 | $282,000 | +8.0% | 2,220 | -18.3% | 0.04% | -9.8% |
| Q3 2020 | $261,000 | +2.4% | 2,716 | 0.0% | 0.04% | -4.7% |
| Q2 2020 | $255,000 | -6.9% | 2,716 | -10.8% | 0.04% | -27.1% |
| Q1 2020 | $274,000 | -51.8% | 3,046 | -25.4% | 0.06% | -37.9% |
| Q4 2019 | $569,000 | +14.0% | 4,083 | -3.8% | 0.10% | +8.0% |
| Q3 2019 | $499,000 | -16.3% | 4,243 | -20.4% | 0.09% | -18.5% |
| Q2 2019 | $596,000 | -7.3% | 5,329 | -16.1% | 0.11% | -10.7% |
| Q1 2019 | $643,000 | -7.6% | 6,355 | -10.8% | 0.12% | -20.9% |
| Q4 2018 | $696,000 | +5.8% | 7,125 | +22.2% | 0.15% | +19.5% |
| Q3 2018 | $658,000 | +21.0% | 5,830 | +11.7% | 0.13% | +14.3% |
| Q2 2018 | $544,000 | -5.2% | 5,218 | 0.0% | 0.11% | -5.9% |
| Q1 2018 | $574,000 | +2.9% | 5,218 | 0.0% | 0.12% | -2.5% |
| Q4 2017 | $558,000 | +7.1% | 5,218 | -3.4% | 0.12% | +0.8% |
| Q3 2017 | $521,000 | +11.1% | 5,403 | +7.3% | 0.12% | +0.8% |
| Q2 2017 | $469,000 | +6.8% | 5,037 | -1.2% | 0.12% | 0.0% |
| Q1 2017 | $439,000 | -4.8% | 5,097 | -3.6% | 0.12% | -25.0% |
| Q4 2016 | $461,000 | +34.8% | 5,287 | +2.8% | 0.16% | +33.3% |
| Q3 2016 | $342,000 | +27.6% | 5,141 | +15.6% | 0.12% | +21.2% |
| Q2 2016 | $268,000 | – | 4,449 | – | 0.10% | – |
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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% |