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 | $6,660,479 | -14.6% | 45,928 | -14.3% | 0.78% | -16.9% |
| Q2 2023 | $7,795,439 | +5.6% | 53,599 | -5.4% | 0.94% | -2.4% |
| Q1 2023 | $7,385,189 | +95637.5% | 56,674 | -1.5% | 0.96% | -7.9% |
| Q4 2022 | $7,714 | -99.9% | 57,521 | -0.2% | 1.05% | +19.0% |
| Q3 2022 | $6,026,000 | -7.2% | 57,661 | +0.0% | 0.88% | -0.7% |
| Q2 2022 | $6,493,000 | -18.4% | 57,652 | -1.2% | 0.88% | -7.0% |
| Q1 2022 | $7,959,000 | -15.9% | 58,381 | -2.3% | 0.95% | -14.9% |
| Q4 2021 | $9,459,000 | -6.7% | 59,736 | -3.5% | 1.12% | -14.4% |
| Q3 2021 | $10,136,000 | +4.1% | 61,921 | -1.1% | 1.31% | +5.8% |
| Q2 2021 | $9,741,000 | -0.3% | 62,629 | -2.4% | 1.24% | -4.6% |
| Q1 2021 | $9,768,000 | +16.4% | 64,161 | -2.9% | 1.30% | -20.6% |
| Q4 2020 | $8,393,000 | +28.9% | 66,061 | -2.3% | 1.63% | +18.6% |
| Q3 2020 | $6,510,000 | +0.5% | 67,630 | -1.8% | 1.38% | -2.5% |
| Q2 2020 | $6,475,000 | +12.1% | 68,837 | +7.3% | 1.41% | +3.1% |
| Q1 2020 | $5,776,000 | -34.8% | 64,156 | +1.0% | 1.37% | -20.7% |
| Q4 2019 | $8,857,000 | +14.0% | 63,536 | -3.8% | 1.73% | +7.0% |
| Q3 2019 | $7,772,000 | +2.3% | 66,032 | -2.9% | 1.61% | -1.2% |
| Q2 2019 | $7,600,000 | +5.9% | 67,975 | -4.1% | 1.63% | -1.9% |
| Q1 2019 | $7,177,000 | -0.6% | 70,894 | -4.2% | 1.66% | -9.9% |
| Q4 2018 | $7,220,000 | -13.4% | 73,964 | +0.2% | 1.85% | +5.5% |
| Q3 2018 | $8,334,000 | +7.7% | 73,852 | -0.5% | 1.75% | +0.7% |
| Q2 2018 | $7,735,000 | -1.2% | 74,235 | +4.2% | 1.74% | -4.3% |
| Q1 2018 | $7,831,000 | +1.8% | 71,220 | -1.0% | 1.82% | +2.0% |
| Q4 2017 | $7,694,000 | +10.9% | 71,943 | -1.0% | 1.78% | +8.0% |
| Q3 2017 | $6,940,000 | +2.7% | 72,667 | -1.7% | 1.65% | +1.8% |
| Q2 2017 | $6,758,000 | +3.5% | 73,943 | -0.6% | 1.62% | +1.6% |
| Q1 2017 | $6,532,000 | -10.9% | 74,362 | -12.5% | 1.59% | -12.3% |
| Q4 2016 | $7,329,000 | +27.8% | 84,940 | -1.4% | 1.82% | +24.5% |
| Q3 2016 | $5,736,000 | +2.7% | 86,139 | -4.2% | 1.46% | +0.2% |
| Q2 2016 | $5,584,000 | +2.9% | 89,870 | -1.9% | 1.46% | +1.1% |
| Q1 2016 | $5,425,000 | -5.4% | 91,603 | +5.5% | 1.44% | -5.9% |
| Q4 2015 | $5,733,000 | +9.8% | 86,814 | +1.4% | 1.53% | +3.2% |
| Q3 2015 | $5,220,000 | -8.8% | 85,625 | +1.4% | 1.48% | -4.3% |
| Q2 2015 | $5,721,000 | +10.6% | 84,406 | -1.1% | 1.55% | +11.4% |
| Q1 2015 | $5,172,000 | -4.5% | 85,375 | -1.3% | 1.39% | -5.8% |
| Q4 2014 | $5,414,000 | +12.7% | 86,501 | +8.4% | 1.48% | +10.7% |
| Q3 2014 | $4,805,000 | +7.8% | 79,772 | +3.1% | 1.33% | +10.6% |
| Q2 2014 | $4,459,000 | -4.7% | 77,389 | +0.4% | 1.20% | -9.3% |
| Q1 2014 | $4,681,000 | +3.0% | 77,094 | -0.8% | 1.33% | +1.9% |
| Q4 2013 | $4,544,000 | -1.4% | 77,704 | -12.9% | 1.30% | -7.8% |
| Q3 2013 | $4,609,000 | -2.7% | 89,179 | -0.6% | 1.42% | -6.7% |
| Q2 2013 | $4,735,000 | – | 89,704 | – | 1.52% | – |
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% |