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 | $223,328 | -3.4% | 1,571,182 | -1.1% | 0.57% | -48.0% |
| Q2 2023 | $231,135 | +10.9% | 1,589,212 | -0.6% | 1.10% | +2.3% |
| Q1 2023 | $208,345 | -15.4% | 1,598,841 | -13.0% | 1.08% | -19.8% |
| Q4 2022 | $246,362 | -99.9% | 1,837,155 | -0.9% | 1.34% | +20.1% |
| Q3 2022 | $193,722,000 | -6.7% | 1,853,796 | +0.5% | 1.12% | -1.9% |
| Q2 2022 | $207,615,000 | -17.6% | 1,843,666 | -0.2% | 1.14% | -0.3% |
| Q1 2022 | $251,828,000 | -16.7% | 1,847,333 | -3.2% | 1.14% | -7.5% |
| Q4 2021 | $302,134,000 | +1.2% | 1,908,016 | +4.7% | 1.24% | -6.0% |
| Q3 2021 | $298,442,000 | +3.2% | 1,823,215 | -2.0% | 1.31% | +4.5% |
| Q2 2021 | $289,268,000 | +1.1% | 1,859,764 | -1.0% | 1.26% | -5.9% |
| Q1 2021 | $286,038,000 | +19.6% | 1,878,988 | -0.2% | 1.34% | +15.3% |
| Q4 2020 | $239,195,000 | +26.6% | 1,882,388 | -4.1% | 1.16% | +15.8% |
| Q3 2020 | $188,999,000 | +1.1% | 1,963,219 | -1.2% | 1.00% | -6.4% |
| Q2 2020 | $186,887,000 | -6.6% | 1,986,889 | -10.6% | 1.07% | -23.4% |
| Q1 2020 | $200,109,000 | -36.2% | 2,222,692 | -1.2% | 1.40% | -21.1% |
| Q4 2019 | $313,455,000 | +17.3% | 2,248,599 | -1.0% | 1.77% | +8.6% |
| Q3 2019 | $267,292,000 | +5.0% | 2,271,157 | -0.2% | 1.63% | +4.2% |
| Q2 2019 | $254,527,000 | +9.1% | 2,276,624 | -1.2% | 1.56% | +4.8% |
| Q1 2019 | $233,365,000 | +4.0% | 2,305,296 | +0.3% | 1.49% | -7.6% |
| Q4 2018 | $224,427,000 | -18.4% | 2,298,985 | -5.7% | 1.61% | -2.9% |
| Q3 2018 | $275,080,000 | +8.2% | 2,437,785 | -0.1% | 1.66% | +0.9% |
| Q2 2018 | $254,252,000 | -6.9% | 2,440,038 | -1.7% | 1.65% | -9.2% |
| Q1 2018 | $273,062,000 | +6.9% | 2,483,060 | +3.9% | 1.81% | +11.4% |
| Q4 2017 | $255,471,000 | +23.0% | 2,388,917 | +9.8% | 1.63% | +8.7% |
| Q3 2017 | $207,734,000 | +2.7% | 2,174,996 | -1.7% | 1.50% | +0.6% |
| Q2 2017 | $202,325,000 | +3.7% | 2,213,622 | -0.3% | 1.49% | +0.5% |
| Q1 2017 | $195,042,000 | +0.8% | 2,220,421 | -1.0% | 1.48% | -4.1% |
| Q4 2016 | $193,493,000 | +34.5% | 2,242,354 | +3.8% | 1.54% | +32.4% |
| Q3 2016 | $143,817,000 | -1.7% | 2,159,740 | -8.3% | 1.17% | -3.6% |
| Q2 2016 | $146,294,000 | -3.5% | 2,354,265 | -8.0% | 1.21% | -3.0% |
| Q1 2016 | $151,558,000 | -9.4% | 2,559,243 | +1.0% | 1.25% | -11.4% |
| Q4 2015 | $167,291,000 | +27.2% | 2,533,564 | +17.4% | 1.41% | +21.3% |
| Q3 2015 | $131,557,000 | -10.6% | 2,157,732 | -0.7% | 1.16% | -3.7% |
| Q2 2015 | $147,186,000 | +10.2% | 2,172,170 | -1.5% | 1.20% | +9.4% |
| Q1 2015 | $133,586,000 | -4.0% | 2,205,113 | -0.9% | 1.10% | -4.3% |
| Q4 2014 | $139,180,000 | +2.7% | 2,224,039 | -1.1% | 1.15% | -0.9% |
| Q3 2014 | $135,519,000 | +3.7% | 2,249,651 | -0.9% | 1.16% | +5.3% |
| Q2 2014 | $130,740,000 | -7.1% | 2,269,012 | -2.1% | 1.10% | -8.3% |
| Q1 2014 | $140,776,000 | +3.0% | 2,318,825 | -0.8% | 1.20% | +2.4% |
| Q4 2013 | $136,641,000 | +2.0% | 2,336,541 | -9.9% | 1.18% | -5.0% |
| Q3 2013 | $134,027,000 | -5.6% | 2,592,903 | -3.6% | 1.24% | -7.5% |
| Q2 2013 | $141,934,000 | – | 2,688,647 | – | 1.34% | – |
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% |