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 | $1,311,126 | -5.4% | 9,041 | -5.1% | 0.86% | +0.6% |
| Q2 2023 | $1,385,898 | +10.5% | 9,529 | -1.0% | 0.86% | +9.6% |
| Q1 2023 | $1,254,364 | -5.1% | 9,626 | -2.3% | 0.78% | -4.3% |
| Q4 2022 | $1,321,690 | +25.5% | 9,856 | -2.2% | 0.82% | +14.3% |
| Q3 2022 | $1,053,000 | -7.1% | 10,077 | +0.2% | 0.72% | +3.2% |
| Q2 2022 | $1,133,000 | -17.6% | 10,057 | -0.3% | 0.69% | -4.4% |
| Q1 2022 | $1,375,000 | -13.9% | 10,084 | 0.0% | 0.72% | -9.5% |
| Q4 2021 | $1,597,000 | -4.7% | 10,084 | -1.5% | 0.80% | -4.8% |
| Q3 2021 | $1,676,000 | +4.6% | 10,234 | -0.6% | 0.84% | +7.1% |
| Q2 2021 | $1,602,000 | +2.2% | 10,296 | 0.0% | 0.78% | -5.4% |
| Q1 2021 | $1,568,000 | +19.3% | 10,296 | -0.4% | 0.83% | +12.6% |
| Q4 2020 | $1,314,000 | +31.0% | 10,342 | -0.5% | 0.74% | +21.4% |
| Q3 2020 | $1,003,000 | +11.0% | 10,391 | +8.1% | 0.61% | +6.3% |
| Q2 2020 | $904,000 | +3.6% | 9,608 | -1.1% | 0.57% | -6.5% |
| Q1 2020 | $873,000 | -2.7% | 9,718 | +50.9% | 0.61% | +25.2% |
| Q4 2019 | $897,000 | +16.6% | 6,438 | -1.5% | 0.49% | +9.2% |
| Q3 2019 | $769,000 | +5.3% | 6,535 | 0.0% | 0.45% | +5.9% |
| Q2 2019 | $730,000 | +9.6% | 6,535 | -0.7% | 0.42% | +5.5% |
| Q1 2019 | $666,000 | +3.4% | 6,578 | -0.2% | 0.40% | -6.5% |
| Q4 2018 | $644,000 | -13.6% | 6,592 | -0.1% | 0.43% | -2.7% |
| Q3 2018 | $745,000 | +10.4% | 6,599 | +4.4% | 0.44% | +5.3% |
| Q2 2018 | $675,000 | -8.7% | 6,318 | -6.0% | 0.42% | -6.3% |
| Q1 2018 | $739,000 | +1.5% | 6,722 | -1.1% | 0.45% | +7.7% |
| Q4 2017 | $728,000 | +12.0% | 6,795 | -0.2% | 0.41% | +11.6% |
| Q3 2017 | $650,000 | +4.3% | 6,810 | 0.0% | 0.37% | +3.9% |
| Q2 2017 | $623,000 | +2.5% | 6,810 | -1.6% | 0.36% | +3.2% |
| Q1 2017 | $608,000 | -2.1% | 6,918 | -3.8% | 0.35% | -5.5% |
| Q4 2016 | $621,000 | – | 7,194 | – | 0.37% | – |
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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% |