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 | $13,051,800 | -0.3% | 90,000 | 0.0% | 0.32% | +5.0% |
| Q2 2023 | $13,089,600 | +11.6% | 90,000 | 0.0% | 0.30% | +5.3% |
| Q1 2023 | $11,727,900 | -2.8% | 90,000 | 0.0% | 0.28% | -6.2% |
| Q4 2022 | $12,069,000 | +28.3% | 90,000 | 0.0% | 0.30% | +17.8% |
| Q3 2022 | $9,405,000 | -7.2% | 90,000 | 0.0% | 0.26% | 0.0% |
| Q2 2022 | $10,135,000 | -17.4% | 90,000 | 0.0% | 0.26% | -5.1% |
| Q1 2022 | $12,269,000 | -13.9% | 90,000 | 0.0% | 0.27% | -9.0% |
| Q4 2021 | $14,252,000 | -3.3% | 90,000 | 0.0% | 0.30% | -17.4% |
| Q3 2021 | $14,732,000 | +5.2% | 90,000 | 0.0% | 0.36% | +5.8% |
| Q2 2021 | $13,999,000 | +2.2% | 90,000 | 0.0% | 0.34% | -3.7% |
| Q1 2021 | $13,701,000 | +19.8% | 90,000 | 0.0% | 0.36% | +14.5% |
| Q4 2020 | $11,436,000 | +32.0% | 90,000 | 0.0% | 0.31% | +17.4% |
| Q3 2020 | $8,664,000 | +2.4% | 90,000 | 0.0% | 0.26% | -7.0% |
| Q2 2020 | $8,465,000 | +4.5% | 90,000 | 0.0% | 0.28% | -12.3% |
| Q1 2020 | $8,103,000 | -35.4% | 90,000 | 0.0% | 0.32% | -20.8% |
| Q4 2019 | $12,546,000 | +18.4% | 90,000 | 0.0% | 0.41% | +8.2% |
| Q3 2019 | $10,592,000 | +5.3% | 90,000 | 0.0% | 0.38% | +2.4% |
| Q2 2019 | $10,062,000 | +65.7% | 90,000 | +50.0% | 0.37% | +50.6% |
| Q1 2019 | $6,074,000 | +3.7% | 60,000 | 0.0% | 0.24% | -6.5% |
| Q4 2018 | $5,857,000 | -13.5% | 60,000 | 0.0% | 0.26% | -0.4% |
| Q3 2018 | $6,770,000 | +8.3% | 60,000 | 0.0% | 0.26% | -1.1% |
| Q2 2018 | $6,252,000 | -5.2% | 60,000 | 0.0% | 0.27% | -7.3% |
| Q1 2018 | $6,598,000 | +2.8% | 60,000 | 0.0% | 0.29% | +1.8% |
| Q4 2017 | $6,416,000 | +12.0% | 60,000 | 0.0% | 0.28% | +8.5% |
| Q3 2017 | $5,731,000 | +4.5% | 60,000 | 0.0% | 0.26% | 0.0% |
| Q2 2017 | $5,484,000 | +4.1% | 60,000 | 0.0% | 0.26% | +1.2% |
| Q1 2017 | $5,270,000 | +1.8% | 60,000 | 0.0% | 0.26% | -9.2% |
| Q4 2016 | $5,177,000 | +29.6% | 60,000 | 0.0% | 0.28% | +27.5% |
| Q3 2016 | $3,995,000 | +7.2% | 60,000 | 0.0% | 0.22% | +5.7% |
| Q2 2016 | $3,728,000 | +4.9% | 60,000 | 0.0% | 0.21% | 0.0% |
| Q1 2016 | $3,553,000 | -10.3% | 60,000 | 0.0% | 0.21% | -16.3% |
| Q4 2015 | $3,962,000 | +8.3% | 60,000 | 0.0% | 0.25% | +5.9% |
| Q3 2015 | $3,658,000 | -10.0% | 60,000 | 0.0% | 0.24% | -6.7% |
| Q2 2015 | $4,066,000 | +11.9% | 60,000 | 0.0% | 0.25% | +16.0% |
| Q1 2015 | $3,635,000 | -3.2% | 60,000 | 0.0% | 0.22% | -4.4% |
| Q4 2014 | $3,755,000 | +3.9% | 60,000 | 0.0% | 0.23% | -3.4% |
| Q3 2014 | $3,614,000 | +4.5% | 60,000 | 0.0% | 0.24% | +2.2% |
| Q2 2014 | $3,457,000 | -5.1% | 60,000 | 0.0% | 0.23% | -12.5% |
| Q1 2014 | $3,643,000 | +3.8% | 60,000 | 0.0% | 0.26% | +2.7% |
| Q4 2013 | $3,509,000 | +13.2% | 60,000 | 0.0% | 0.26% | +4.0% |
| Q3 2013 | $3,101,000 | -2.1% | 60,000 | 0.0% | 0.25% | -6.4% |
| Q2 2013 | $3,167,000 | – | 60,000 | – | 0.26% | – |
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% |