JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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 | $619,020,555 | +0.3% | 4,268,464 | +0.6% | 0.87% | +3.0% |
| Q2 2023 | $617,204,704 | +8.0% | 4,243,646 | -3.2% | 0.84% | +3.2% |
| Q1 2023 | $571,223,522 | -6.2% | 4,383,541 | -3.5% | 0.82% | -10.5% |
| Q4 2022 | $609,272,723 | +28.9% | 4,543,361 | +0.4% | 0.92% | +18.2% |
| Q3 2022 | $472,715,000 | -6.0% | 4,523,448 | +1.3% | 0.77% | -1.7% |
| Q2 2022 | $502,746,000 | -18.3% | 4,464,412 | -1.1% | 0.79% | -6.2% |
| Q1 2022 | $615,081,000 | -14.1% | 4,511,994 | -0.2% | 0.84% | -11.4% |
| Q4 2021 | $716,157,000 | +3.1% | 4,522,584 | +6.6% | 0.95% | -7.0% |
| Q3 2021 | $694,557,000 | +6.1% | 4,243,058 | +0.8% | 1.02% | +3.9% |
| Q2 2021 | $654,710,000 | +3.7% | 4,209,236 | +1.5% | 0.98% | -5.9% |
| Q1 2021 | $631,404,000 | +19.4% | 4,147,655 | -0.3% | 1.04% | +10.4% |
| Q4 2020 | $528,803,000 | +34.1% | 4,161,457 | +1.6% | 0.94% | +16.3% |
| Q3 2020 | $394,269,000 | +4.9% | 4,095,432 | +2.5% | 0.81% | -6.1% |
| Q2 2020 | $375,735,000 | +12.5% | 3,994,613 | +7.8% | 0.86% | -6.3% |
| Q1 2020 | $333,856,000 | -41.0% | 3,705,980 | -8.7% | 0.92% | -21.8% |
| Q4 2019 | $565,766,000 | +29.3% | 4,057,315 | +9.1% | 1.18% | +5.6% |
| Q3 2019 | $437,473,000 | +7.7% | 3,717,333 | +2.2% | 1.12% | +6.5% |
| Q2 2019 | $406,376,000 | +11.2% | 3,636,109 | +0.8% | 1.05% | +1.5% |
| Q1 2019 | $365,405,000 | +6.2% | 3,608,871 | +2.3% | 1.03% | -7.2% |
| Q4 2018 | $344,204,000 | -16.8% | 3,526,136 | -3.8% | 1.11% | -6.1% |
| Q3 2018 | $413,621,000 | +10.7% | 3,665,870 | +2.1% | 1.18% | +3.3% |
| Q2 2018 | $373,747,000 | -6.3% | 3,591,394 | -0.9% | 1.15% | -8.8% |
| Q1 2018 | $398,669,000 | +1.0% | 3,625,649 | -1.8% | 1.26% | +0.5% |
| Q4 2017 | $394,766,000 | -5.0% | 3,692,333 | -15.2% | 1.25% | -13.2% |
| Q3 2017 | $415,662,000 | +7.2% | 4,351,736 | +2.5% | 1.44% | +0.6% |
| Q2 2017 | $387,798,000 | +8.3% | 4,243,686 | +4.1% | 1.43% | +3.5% |
| Q1 2017 | $358,076,000 | +2.9% | 4,076,049 | +1.1% | 1.39% | -6.2% |
| Q4 2016 | $347,960,000 | +33.2% | 4,032,589 | +2.9% | 1.48% | +25.8% |
| Q3 2016 | $261,137,000 | +13.0% | 3,920,365 | +5.4% | 1.17% | +9.8% |
| Q2 2016 | $231,071,000 | +10.3% | 3,718,534 | +5.1% | 1.07% | -4.3% |
| Q1 2016 | $209,588,000 | +6.5% | 3,539,163 | +18.7% | 1.12% | +9.0% |
| Q4 2015 | $196,863,000 | +13.3% | 2,981,853 | +4.6% | 1.02% | +5.0% |
| Q3 2015 | $173,752,000 | -53.0% | 2,851,206 | -47.7% | 0.98% | +0.7% |
| Q2 2015 | $369,461,000 | +176.0% | 5,456,456 | +146.8% | 0.97% | +32.2% |
| Q1 2015 | $133,880,000 | -6.3% | 2,211,236 | -3.1% | 0.73% | -7.7% |
| Q4 2014 | $142,910,000 | +112.4% | 2,283,017 | +104.4% | 0.79% | +34.3% |
| Q3 2014 | $67,284,000 | +2.1% | 1,116,939 | -2.4% | 0.59% | -0.2% |
| Q2 2014 | $65,907,000 | +2.2% | 1,144,456 | +7.7% | 0.59% | -4.1% |
| Q1 2014 | $64,497,000 | – | 1,062,382 | – | 0.62% | – |
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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% |