OppenheimerFunds, Inc. - JPMORGAN CHASE & CO ownership

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
OppenheimerFunds, Inc. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q1 2019$739,406,000
-0.9%
7,304,209
-4.4%
0.92%
-13.7%
Q4 2018$746,004,000
-20.9%
7,641,921
-8.6%
1.06%
-2.7%
Q3 2018$943,590,000
+1.8%
8,362,192
-6.0%
1.10%
-1.0%
Q2 2018$926,787,000
-6.9%
8,894,307
-1.7%
1.11%
-10.9%
Q1 2018$995,342,000
+110.7%
9,051,033
+104.9%
1.24%
+117.7%
Q4 2017$472,302,000
+3.3%
4,416,518
-7.7%
0.57%
+1.4%
Q3 2017$457,185,000
-6.0%
4,786,774
-10.0%
0.56%
-6.3%
Q2 2017$486,246,000
+16.1%
5,319,977
+11.6%
0.60%
+18.3%
Q1 2017$418,779,000
-8.9%
4,767,521
-10.6%
0.51%
-12.9%
Q4 2016$459,935,000
+10.2%
5,330,102
-15.0%
0.58%
+11.1%
Q3 2016$417,414,000
-4.2%
6,268,431
-10.6%
0.52%
-8.4%
Q2 2016$435,852,000
-8.5%
7,014,040
-12.8%
0.57%
-9.4%
Q1 2016$476,197,000
-68.2%
8,040,440
-64.6%
0.63%
-34.1%
Q4 2015$1,498,937,000
+108.7%
22,699,528
+92.7%
0.96%
-1.3%
Q3 2015$718,308,000
-23.3%
11,781,339
-14.7%
0.97%
-9.7%
Q2 2015$936,342,000
+45.0%
13,818,511
+29.6%
1.07%
+49.0%
Q1 2015$645,780,000
-4.5%
10,659,961
-1.3%
0.72%
-4.1%
Q4 2014$676,021,000
-7.4%
10,802,502
-10.9%
0.75%
-6.4%
Q3 2014$730,327,000
+4.1%
12,123,610
-0.5%
0.80%
+3.2%
Q2 2014$701,872,000
-22.1%
12,182,441
-17.9%
0.78%
-26.9%
Q1 2014$901,179,000
-14.1%
14,844,001
-17.3%
1.06%
-16.5%
Q4 2013$1,049,155,000
+11.5%
17,940,411
-1.5%
1.27%
+2.2%
Q3 2013$940,993,000
-9.6%
18,204,542
-7.7%
1.25%
-16.9%
Q2 2013$1,041,495,000
-46.4%
19,729,030
-51.8%
1.50%
+3.5%
Q1 2013$1,944,178,00040,964,5721.45%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders