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 | $58,123,830 | -0.3% | 400,796 | +0.0% | 23.66% | +5.7% |
| Q2 2023 | $58,270,845 | +11.6% | 400,652 | +0.0% | 22.38% | +6.3% |
| Q1 2023 | $52,199,629 | -2.8% | 400,579 | +0.0% | 21.05% | -7.5% |
| Q4 2022 | $53,717,474 | +28.3% | 400,578 | +0.0% | 22.74% | +19.1% |
| Q3 2022 | $41,860,000 | -7.2% | 400,574 | +0.0% | 19.10% | -1.8% |
| Q2 2022 | $45,108,000 | -17.4% | 400,571 | +0.0% | 19.46% | -5.9% |
| Q1 2022 | $54,605,000 | -13.9% | 400,568 | +0.0% | 20.68% | -10.0% |
| Q4 2021 | $63,410,000 | -3.3% | 400,443 | -0.0% | 22.98% | -4.0% |
| Q3 2021 | $65,565,000 | +5.2% | 400,544 | +0.0% | 23.93% | -1.1% |
| Q2 2021 | $62,300,000 | +2.2% | 400,542 | 0.0% | 24.19% | -4.3% |
| Q1 2021 | $60,974,000 | +19.8% | 400,542 | +0.0% | 25.28% | +8.1% |
| Q4 2020 | $50,891,000 | +32.0% | 400,501 | +0.0% | 23.39% | +10.1% |
| Q3 2020 | $38,553,000 | +2.4% | 400,471 | +0.0% | 21.25% | +1.5% |
| Q2 2020 | $37,667,000 | +4.6% | 400,460 | +0.1% | 20.94% | -10.6% |
| Q1 2020 | $36,019,000 | -35.4% | 400,082 | 0.0% | 23.43% | -14.0% |
| Q4 2019 | $55,771,000 | +18.4% | 400,082 | -0.0% | 27.24% | +5.6% |
| Q3 2019 | $47,090,000 | +5.3% | 400,120 | -0.0% | 25.79% | +1.9% |
| Q2 2019 | $44,739,000 | +10.4% | 400,177 | -0.0% | 25.31% | +5.8% |
| Q1 2019 | $40,514,000 | +3.7% | 400,222 | -0.0% | 23.91% | -5.8% |
| Q4 2018 | $39,072,000 | – | 400,252 | – | 25.38% | – |
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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% |