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 | $572,829 | -2.9% | 3,950 | -2.6% | 0.14% | +0.7% |
| Q2 2023 | $589,905 | +11.6% | 4,056 | 0.0% | 0.14% | +5.2% |
| Q1 2023 | $528,537 | -2.8% | 4,056 | 0.0% | 0.13% | -10.1% |
| Q4 2022 | $543,910 | +28.9% | 4,056 | -0.5% | 0.15% | +1.4% |
| Q3 2022 | $422,000 | -8.1% | 4,076 | 0.0% | 0.15% | -9.3% |
| Q2 2022 | $459,000 | -21.3% | 4,076 | -4.7% | 0.16% | -11.0% |
| Q1 2022 | $583,000 | -9.6% | 4,276 | +4.9% | 0.18% | -7.6% |
| Q4 2021 | $645,000 | -0.6% | 4,076 | +2.8% | 0.20% | -10.5% |
| Q3 2021 | $649,000 | +5.2% | 3,964 | 0.0% | 0.22% | +1.9% |
| Q2 2021 | $617,000 | +2.3% | 3,964 | 0.0% | 0.22% | -10.4% |
| Q1 2021 | $603,000 | +18.2% | 3,964 | -1.3% | 0.24% | +6.2% |
| Q4 2020 | $510,000 | +138.3% | 4,017 | +80.9% | 0.23% | +100.9% |
| Q3 2020 | $214,000 | -6.6% | 2,220 | -8.9% | 0.11% | -11.7% |
| Q2 2020 | $229,000 | -23.2% | 2,438 | +14.0% | 0.13% | -24.3% |
| Q4 2019 | $298,000 | +18.3% | 2,138 | 0.0% | 0.17% | +9.7% |
| Q3 2019 | $252,000 | +5.4% | 2,138 | 0.0% | 0.15% | +0.7% |
| Q2 2019 | $239,000 | +1.3% | 2,138 | -8.2% | 0.15% | -5.0% |
| Q1 2019 | $236,000 | +2.2% | 2,329 | -1.4% | 0.16% | -14.4% |
| Q4 2018 | $231,000 | – | 2,362 | – | 0.19% | – |
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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% |