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 | $4,724,172 | -0.5% | 32,576 | -0.2% | 0.89% | +0.2% |
| Q2 2023 | $4,749,343 | +10.8% | 32,655 | -0.7% | 0.89% | +8.6% |
| Q1 2023 | $4,285,505 | -11.6% | 32,887 | -9.0% | 0.82% | -14.4% |
| Q4 2022 | $4,846,910 | +7.2% | 36,144 | -16.5% | 0.96% | -7.3% |
| Q3 2022 | $4,523,000 | -7.5% | 43,282 | -0.3% | 1.03% | -2.3% |
| Q2 2022 | $4,890,000 | -17.5% | 43,426 | -0.1% | 1.06% | -5.0% |
| Q1 2022 | $5,925,000 | +0.4% | 43,466 | +16.7% | 1.11% | -0.2% |
| Q4 2021 | $5,899,000 | -5.7% | 37,254 | -2.6% | 1.11% | -15.0% |
| Q3 2021 | $6,258,000 | +56.3% | 38,229 | +48.5% | 1.31% | +59.7% |
| Q2 2021 | $4,004,000 | +3.1% | 25,745 | +1.0% | 0.82% | -3.6% |
| Q1 2021 | $3,882,000 | +22.0% | 25,498 | +1.8% | 0.85% | +16.6% |
| Q4 2020 | $3,182,000 | +30.9% | 25,042 | -0.8% | 0.73% | +18.0% |
| Q3 2020 | $2,431,000 | -69.7% | 25,252 | -70.4% | 0.62% | -70.9% |
| Q2 2020 | $8,035,000 | +7.3% | 85,425 | +2.8% | 2.13% | -12.3% |
| Q1 2020 | $7,485,000 | -39.0% | 83,138 | -5.5% | 2.42% | -21.4% |
| Q4 2019 | $12,261,000 | +0.2% | 87,957 | -15.4% | 3.08% | -12.1% |
| Q3 2019 | $12,242,000 | +6.5% | 104,023 | +1.2% | 3.51% | -3.2% |
| Q2 2019 | $11,494,000 | +10.6% | 102,805 | +0.1% | 3.63% | +6.5% |
| Q1 2019 | $10,394,000 | -9.2% | 102,683 | +2.6% | 3.40% | -5.0% |
| Q4 2018 | $11,443,000 | 0.0% | 100,113 | 0.0% | 3.59% | 0.0% |
| Q3 2018 | $11,443,000 | +8.6% | 100,113 | -1.0% | 3.59% | +3.9% |
| Q2 2018 | $10,539,000 | -21.2% | 101,133 | -16.9% | 3.45% | -22.3% |
| Q1 2018 | $13,379,000 | +4.9% | 121,657 | +2.0% | 4.45% | +5.0% |
| Q4 2017 | $12,756,000 | – | 119,283 | – | 4.24% | – |
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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% |