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 | $1,264,574 | -8.9% | 8,720 | -8.6% | 0.40% | -3.2% |
| Q2 2023 | $1,387,643 | +12.4% | 9,541 | +0.7% | 0.41% | +6.5% |
| Q1 2023 | $1,234,818 | -4.7% | 9,476 | -1.9% | 0.38% | -6.8% |
| Q4 2022 | $1,295,406 | +13.3% | 9,660 | -11.7% | 0.41% | +1.5% |
| Q3 2022 | $1,143,126 | -32.3% | 10,939 | -27.0% | 0.41% | -29.3% |
| Q2 2022 | $1,687,369 | -29.9% | 14,984 | -15.2% | 0.57% | -23.6% |
| Q1 2022 | $2,408,800 | -15.5% | 17,670 | -1.8% | 0.75% | -15.5% |
| Q4 2021 | $2,849,063 | -0.2% | 17,992 | +3.2% | 0.89% | -11.3% |
| Q3 2021 | $2,854,948 | +0.2% | 17,441 | -4.8% | 1.00% | -4.3% |
| Q2 2021 | $2,848,278 | +0.4% | 18,312 | -1.8% | 1.05% | -8.2% |
| Q1 2021 | $2,838,205 | +27.7% | 18,644 | +6.6% | 1.14% | +15.3% |
| Q4 2020 | $2,222,859 | +20.9% | 17,493 | -8.4% | 0.99% | +5.3% |
| Q3 2020 | $1,838,582 | +1.6% | 19,098 | -0.7% | 0.94% | -4.0% |
| Q2 2020 | $1,809,826 | +7.1% | 19,241 | +2.5% | 0.98% | -8.7% |
| Q1 2020 | $1,689,430 | -45.9% | 18,765 | -16.3% | 1.07% | -36.9% |
| Q4 2019 | $3,125,374 | +18.5% | 22,420 | +0.1% | 1.70% | +7.9% |
| Q3 2019 | $2,636,513 | +6.8% | 22,402 | +1.5% | 1.58% | +2.2% |
| Q2 2019 | $2,468,565 | +7.4% | 22,080 | -2.8% | 1.54% | -4.3% |
| Q1 2019 | $2,299,053 | +4.2% | 22,711 | +0.5% | 1.61% | -5.4% |
| Q4 2018 | $2,206,230 | -15.1% | 22,600 | -1.9% | 1.70% | -9.0% |
| Q3 2018 | $2,598,952 | +5.5% | 23,032 | -2.6% | 1.87% | +1.6% |
| Q2 2018 | $2,463,516 | -4.4% | 23,642 | +0.9% | 1.84% | -4.0% |
| Q1 2018 | $2,576,948 | +1.2% | 23,433 | -1.6% | 1.92% | +1.8% |
| Q4 2017 | $2,545,513 | +8.0% | 23,803 | -3.6% | 1.88% | +6.0% |
| Q3 2017 | $2,357,205 | +11.6% | 24,680 | +6.8% | 1.78% | +6.0% |
| Q2 2017 | $2,111,631 | -0.6% | 23,103 | -4.5% | 1.68% | -1.1% |
| Q1 2017 | $2,124,167 | +7.3% | 24,182 | +5.5% | 1.69% | -8.3% |
| Q4 2016 | $1,978,742 | – | 22,931 | – | 1.85% | – |
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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% |