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 | $5,179,536 | -32.0% | 35,716 | -31.8% | 1.22% | -28.4% |
| Q2 2023 | $7,615,097 | -0.6% | 52,359 | -10.9% | 1.70% | -3.7% |
| Q1 2023 | $7,660,400 | -4.9% | 58,786 | -2.2% | 1.76% | -4.3% |
| Q4 2022 | $8,058,351 | +28.0% | 60,092 | -0.3% | 1.84% | +20.1% |
| Q3 2022 | $6,297,000 | -39.7% | 60,258 | -35.0% | 1.54% | +3.5% |
| Q2 2022 | $10,435,000 | -17.9% | 92,652 | -0.6% | 1.48% | -3.3% |
| Q1 2022 | $12,703,000 | -9.3% | 93,186 | +5.3% | 1.53% | -10.7% |
| Q4 2021 | $14,012,000 | -2.0% | 88,488 | +1.3% | 1.72% | -9.7% |
| Q3 2021 | $14,299,000 | -4.4% | 87,357 | -9.2% | 1.90% | -3.3% |
| Q2 2021 | $14,959,000 | +0.4% | 96,167 | -1.7% | 1.97% | -5.8% |
| Q1 2021 | $14,898,000 | +13.8% | 97,871 | -5.0% | 2.09% | +8.3% |
| Q4 2020 | $13,090,000 | +26.9% | 103,016 | -3.8% | 1.93% | +10.0% |
| Q3 2020 | $10,313,000 | +2.4% | 107,123 | +0.0% | 1.75% | -1.3% |
| Q2 2020 | $10,076,000 | -0.3% | 107,115 | -4.6% | 1.78% | -14.7% |
| Q1 2020 | $10,111,000 | -43.1% | 112,301 | -11.9% | 2.08% | -28.8% |
| Q4 2019 | $17,766,000 | +16.7% | 127,444 | -1.5% | 2.93% | +16.6% |
| Q3 2019 | $15,228,000 | +2.0% | 129,394 | -3.1% | 2.51% | +1.7% |
| Q2 2019 | $14,924,000 | +9.9% | 133,489 | -0.5% | 2.47% | +5.5% |
| Q1 2019 | $13,584,000 | +3.4% | 134,186 | -0.2% | 2.34% | -7.3% |
| Q4 2018 | $13,131,000 | -14.2% | 134,515 | -0.8% | 2.53% | -1.6% |
| Q3 2018 | $15,297,000 | +7.7% | 135,571 | -0.6% | 2.57% | +4.3% |
| Q2 2018 | $14,206,000 | -6.8% | 136,335 | -1.7% | 2.46% | -7.9% |
| Q1 2018 | $15,246,000 | -0.4% | 138,641 | -3.1% | 2.67% | +7.1% |
| Q4 2017 | $15,308,000 | +11.6% | 143,141 | -0.4% | 2.50% | +8.9% |
| Q3 2017 | $13,722,000 | +3.6% | 143,671 | -0.9% | 2.29% | +4.4% |
| Q2 2017 | $13,249,000 | +1.8% | 144,946 | -2.1% | 2.20% | +0.9% |
| Q1 2017 | $13,011,000 | -2.6% | 148,120 | -4.3% | 2.18% | -8.5% |
| Q4 2016 | $13,360,000 | +23.7% | 154,821 | -4.6% | 2.38% | +18.4% |
| Q3 2016 | $10,802,000 | +6.9% | 162,205 | -0.2% | 2.01% | +5.9% |
| Q2 2016 | $10,102,000 | +5.0% | 162,568 | +0.1% | 1.90% | +5.1% |
| Q1 2016 | $9,617,000 | -11.4% | 162,400 | -1.2% | 1.80% | -14.4% |
| Q4 2015 | $10,858,000 | +4.2% | 164,431 | -3.8% | 2.11% | +7.4% |
| Q3 2015 | $10,416,000 | -10.0% | 170,840 | -0.0% | 1.96% | -3.0% |
| Q2 2015 | $11,578,000 | +11.0% | 170,867 | -0.8% | 2.02% | +10.3% |
| Q1 2015 | $10,433,000 | +1.6% | 172,223 | +4.9% | 1.83% | -1.5% |
| Q4 2014 | $10,273,000 | +5.3% | 164,162 | +1.4% | 1.86% | -0.9% |
| Q3 2014 | $9,754,000 | +6.0% | 161,934 | +1.4% | 1.88% | +6.5% |
| Q2 2014 | $9,203,000 | -6.9% | 159,722 | -1.9% | 1.76% | -7.6% |
| Q1 2014 | $9,882,000 | -16.0% | 162,768 | -19.1% | 1.91% | -19.5% |
| Q4 2013 | $11,770,000 | +13.6% | 201,267 | +0.4% | 2.37% | +6.8% |
| Q3 2013 | $10,359,000 | -4.7% | 200,409 | -2.6% | 2.22% | -8.2% |
| Q2 2013 | $10,867,000 | +4.4% | 205,854 | -6.1% | 2.42% | +4.7% |
| Q1 2013 | $10,405,000 | +8.2% | 219,241 | +0.2% | 2.31% | -5.4% |
| Q4 2012 | $9,617,000 | – | 218,725 | – | 2.44% | – |
Download | ||||||
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% |