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 | $6,500,637 | +6.6% | 44,827 | +6.9% | 1.02% | +7.8% |
| Q2 2023 | $6,100,294 | +14.5% | 41,944 | +2.6% | 0.95% | +6.2% |
| Q1 2023 | $5,326,726 | -1.5% | 40,879 | +1.4% | 0.89% | -9.0% |
| Q4 2022 | $5,408,176 | +29.5% | 40,331 | +0.9% | 0.98% | +20.1% |
| Q3 2022 | $4,176,000 | -5.2% | 39,962 | +2.1% | 0.82% | -5.0% |
| Q2 2022 | $4,407,000 | -14.8% | 39,137 | +3.1% | 0.86% | -7.1% |
| Q1 2022 | $5,174,000 | -11.5% | 37,969 | +3.0% | 0.92% | -9.0% |
| Q4 2021 | $5,844,000 | -0.5% | 36,854 | +2.7% | 1.02% | -10.5% |
| Q3 2021 | $5,873,000 | +6.0% | 35,894 | +0.8% | 1.13% | +7.6% |
| Q2 2021 | $5,541,000 | +4.4% | 35,624 | +2.2% | 1.05% | -10.3% |
| Q1 2021 | $5,307,000 | +22.8% | 34,862 | +2.5% | 1.18% | +19.2% |
| Q4 2020 | $4,322,000 | +36.4% | 34,007 | +3.3% | 0.99% | +32.3% |
| Q3 2020 | $3,169,000 | +3.8% | 32,915 | +1.4% | 0.74% | -10.0% |
| Q2 2020 | $3,052,000 | +8.2% | 32,449 | +3.5% | 0.83% | -15.3% |
| Q1 2020 | $2,822,000 | -53.4% | 31,352 | -27.9% | 0.98% | -30.7% |
| Q4 2019 | $6,061,000 | +13.3% | 43,485 | -4.4% | 1.41% | +5.1% |
| Q3 2019 | $5,349,000 | +5.5% | 45,463 | +0.3% | 1.34% | +40.9% |
| Q2 2019 | $5,069,000 | +8.9% | 45,343 | -1.3% | 0.95% | +5.5% |
| Q1 2019 | $4,653,000 | +6.6% | 45,961 | +2.8% | 0.90% | -5.1% |
| Q4 2018 | $4,365,000 | -1.2% | 44,689 | +5.4% | 0.95% | -4.8% |
| Q3 2018 | $4,420,000 | -0.8% | 42,411 | 0.0% | 1.00% | -0.4% |
| Q2 2018 | $4,456,000 | +2.2% | 42,411 | +6.9% | 1.00% | -6.6% |
| Q1 2018 | $4,359,000 | +2.2% | 39,659 | -0.6% | 1.07% | +7.2% |
| Q4 2017 | $4,267,000 | +6.4% | 39,904 | -4.1% | 1.00% | +7.4% |
| Q3 2017 | $4,012,000 | +4.1% | 41,600 | +0.6% | 0.93% | -1.0% |
| Q2 2017 | $3,855,000 | -0.4% | 41,356 | -7.8% | 0.94% | -6.3% |
| Q1 2017 | $3,869,000 | -3.6% | 44,879 | -2.4% | 1.00% | -11.8% |
| Q4 2016 | $4,013,000 | – | 45,981 | – | 1.14% | – |
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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% |