CX Institutional - JPMORGAN CHASE & CO ownership

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
CX Institutional ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$5,692,804
+100.5%
39,255
+101.0%
0.31%
+113.6%
Q2 2023$2,839,885
+20.7%
19,526
+8.0%
0.15%
+17.6%
Q1 2023$2,352,769
+19.5%
18,072
+23.1%
0.12%
+4.2%
Q4 2022$1,968,263
+64.7%
14,678
+28.3%
0.12%
+44.6%
Q3 2022$1,195,000
-7.4%
11,439
-0.2%
0.08%
-14.4%
Q2 2022$1,291,000
-21.5%
11,460
-5.0%
0.10%
-26.5%
Q1 2022$1,644,000
-10.8%
12,063
+3.7%
0.13%
-10.2%
Q4 2021$1,843,000
-3.5%
11,637
-0.2%
0.15%
-5.8%
Q3 2021$1,909,000
+1.8%
11,662
-3.3%
0.16%
+1.3%
Q2 2021$1,875,000
-2.9%
12,054
-5.0%
0.15%
-11.0%
Q1 2021$1,931,000
-55.0%
12,686
-62.4%
0.17%
-58.1%
Q4 2020$4,287,000
+28.5%
33,737
-2.6%
0.41%
+14.7%
Q3 2020$3,335,000
+16.9%
34,645
+14.2%
0.36%
-4.0%
Q2 2020$2,853,000
+21.4%
30,332
+16.2%
0.38%
-2.1%
Q1 2020$2,350,000
+74.7%
26,107
+170.7%
0.38%
+63.0%
Q4 2019$1,345,000
+22.6%
9,645
+3.4%
0.24%
+32.8%
Q3 2019$1,097,000
-53.2%
9,324
-55.5%
0.18%
-52.4%
Q2 2019$2,343,000
+122.7%
20,957
+101.7%
0.37%
+100.0%
Q1 2019$1,052,000
+7.0%
10,389
+3.2%
0.19%
-10.6%
Q4 2018$983,000
+1284.5%
10,065
+1500.2%
0.21%
+804.3%
Q3 2018$71,000
-22.0%
629
-26.7%
0.02%
+9.5%
Q2 2018$91,0008580.02%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders