JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,178 filers reported holding JPMORGAN CHASE & CO in Q1 2021. The put-call ratio across all filers is 1.17 and the average weighting 1.1%.
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 | $1,127,821 | -0.6% | 7,777 | -0.3% | 0.65% | +12.8% |
| Q2 2023 | $1,134,723 | +9.9% | 7,802 | -1.6% | 0.58% | +3.0% |
| Q1 2023 | $1,032,967 | +96983.4% | 7,927 | -0.1% | 0.56% | -5.2% |
| Q4 2022 | $1,064 | -99.9% | 7,937 | 0.0% | 0.59% | +17.2% |
| Q3 2022 | $829,000 | -6.0% | 7,937 | +1.4% | 0.50% | -0.8% |
| Q2 2022 | $882,000 | -17.3% | 7,830 | 0.0% | 0.51% | -5.4% |
| Q1 2022 | $1,067,000 | -14.0% | 7,830 | 0.0% | 0.54% | -14.1% |
| Q4 2021 | $1,240,000 | -3.5% | 7,830 | -0.3% | 0.63% | -11.0% |
| Q3 2021 | $1,285,000 | -2.2% | 7,850 | -7.1% | 0.70% | +2.2% |
| Q2 2021 | $1,314,000 | -0.7% | 8,450 | -2.8% | 0.69% | -6.0% |
| Q1 2021 | $1,323,000 | +20.9% | 8,690 | +0.9% | 0.73% | +13.0% |
| Q4 2020 | $1,094,000 | +31.8% | 8,610 | -0.1% | 0.65% | +15.5% |
| Q3 2020 | $830,000 | +2.3% | 8,620 | 0.0% | 0.56% | -6.7% |
| Q2 2020 | $811,000 | -11.1% | 8,620 | -14.9% | 0.60% | -25.9% |
| Q1 2020 | $912,000 | -35.2% | 10,135 | +0.4% | 0.81% | -18.5% |
| Q4 2019 | $1,407,000 | +18.1% | 10,090 | -0.3% | 1.00% | +10.1% |
| Q3 2019 | $1,191,000 | +5.6% | 10,116 | +0.3% | 0.90% | +4.6% |
| Q2 2019 | $1,128,000 | +10.5% | 10,090 | 0.0% | 0.86% | +8.1% |
| Q1 2019 | $1,021,000 | +2.1% | 10,090 | -1.5% | 0.80% | -6.4% |
| Q4 2018 | $1,000,000 | -13.4% | 10,240 | 0.0% | 0.85% | -8.6% |
| Q3 2018 | $1,155,000 | -17.7% | 10,240 | -24.0% | 0.93% | -15.7% |
| Q2 2018 | $1,403,000 | +24.3% | 13,465 | +31.2% | 1.11% | +19.0% |
| Q1 2018 | $1,129,000 | +1.2% | 10,265 | -1.7% | 0.93% | +5.4% |
| Q4 2017 | $1,116,000 | +11.9% | 10,440 | 0.0% | 0.88% | +8.3% |
| Q3 2017 | $997,000 | -4.7% | 10,440 | -8.7% | 0.82% | -7.8% |
| Q2 2017 | $1,046,000 | +4.1% | 11,440 | 0.0% | 0.88% | +0.6% |
| Q1 2017 | $1,005,000 | +1.4% | 11,440 | -0.4% | 0.88% | +2.9% |
| Q4 2016 | $991,000 | – | 11,490 | – | 0.85% | – |
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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% |