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 | $47,835,065 | -1.9% | 329,851 | -1.6% | 1.92% | +4.2% |
| Q2 2023 | $48,772,541 | +30.7% | 335,344 | +17.1% | 1.84% | -4.3% |
| Q1 2023 | $37,318,027 | -11.3% | 286,378 | -8.7% | 1.92% | -18.5% |
| Q4 2022 | $42,071,571 | +31.8% | 313,732 | +2.7% | 2.36% | +21.3% |
| Q3 2022 | $31,919,000 | +63.2% | 305,452 | +75.9% | 1.94% | +29.1% |
| Q2 2022 | $19,559,000 | -15.6% | 173,692 | +2.2% | 1.50% | +4.9% |
| Q1 2022 | $23,165,000 | -14.8% | 169,925 | -1.1% | 1.43% | -9.2% |
| Q4 2021 | $27,200,000 | +6.4% | 171,768 | +10.0% | 1.58% | -6.6% |
| Q3 2021 | $25,552,000 | +7.1% | 156,097 | +1.8% | 1.69% | +7.5% |
| Q2 2021 | $23,855,000 | +4.8% | 153,366 | +2.6% | 1.57% | -5.5% |
| Q1 2021 | $22,760,000 | +25.5% | 149,511 | +4.8% | 1.66% | +18.9% |
| Q4 2020 | $18,134,000 | +36.7% | 142,705 | +3.5% | 1.40% | +19.7% |
| Q3 2020 | $13,268,000 | +4.8% | 137,820 | +2.4% | 1.17% | -3.9% |
| Q2 2020 | $12,660,000 | +13.9% | 134,596 | +9.1% | 1.22% | -28.3% |
| Q1 2020 | $11,112,000 | -34.1% | 123,422 | +2.0% | 1.70% | -21.2% |
| Q4 2019 | $16,860,000 | +22.3% | 120,949 | +3.2% | 2.15% | -45.8% |
| Q3 2019 | $13,790,000 | +7.7% | 117,165 | +2.3% | 3.97% | +6.7% |
| Q2 2019 | $12,806,000 | +13.3% | 114,541 | +2.6% | 3.72% | +8.4% |
| Q1 2019 | $11,306,000 | +4.8% | 111,691 | +1.0% | 3.44% | -9.7% |
| Q4 2018 | $10,793,000 | +7.7% | 110,562 | +3.0% | 3.80% | -37.9% |
| Q3 2018 | $10,020,000 | -9.3% | 107,348 | +1.3% | 6.12% | +59.9% |
| Q2 2018 | $11,043,000 | -2.6% | 105,995 | +2.8% | 3.83% | -6.5% |
| Q1 2018 | $11,343,000 | +5.6% | 103,150 | +2.7% | 4.09% | +6.2% |
| Q4 2017 | $10,738,000 | – | 100,412 | – | 3.85% | – |
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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% |