BAILARD, 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
BAILARD, INC. ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$19,926,257
+8.8%
137,404
+9.1%
0.66%
+3.0%
Q2 2023$18,322,605
+11.4%
125,981
-0.2%
0.64%
+8.8%
Q1 2023$16,447,975
-0.8%
126,222
+2.0%
0.59%
-6.8%
Q4 2022$16,586,815
+33.5%
123,690
+4.0%
0.63%
+23.0%
Q3 2022$12,424,000
-10.4%
118,899
-3.4%
0.51%
-5.9%
Q2 2022$13,864,000
-30.2%
123,121
-15.5%
0.55%
-18.3%
Q1 2022$19,865,000
-13.1%
145,727
+0.9%
0.67%
-8.4%
Q4 2021$22,864,000
-0.4%
144,390
+3.0%
0.73%
-7.0%
Q3 2021$22,948,000
+4.3%
140,190
-0.9%
0.78%
+3.2%
Q2 2021$22,007,000
+2.2%
141,487
+0.1%
0.76%
-4.8%
Q1 2021$21,524,000
+51.7%
141,393
+26.6%
0.80%
+23.3%
Q4 2020$14,190,000
+36.4%
111,672
+3.4%
0.65%
+20.0%
Q3 2020$10,401,000
-0.2%
108,041
-2.5%
0.54%
-7.4%
Q2 2020$10,418,000
+31.2%
110,756
+25.6%
0.58%
+2.8%
Q1 2020$7,942,000
-39.8%
88,210
-6.7%
0.57%
-23.8%
Q4 2019$13,185,000
+38.7%
94,585
+17.1%
0.74%
+29.2%
Q3 2019$9,504,000
+5.6%
80,751
+0.3%
0.58%
+4.5%
Q2 2019$8,998,000
+5.6%
80,485
-4.4%
0.55%
+4.2%
Q1 2019$8,520,000
-2.0%
84,162
-5.5%
0.53%
-10.2%
Q4 2018$8,692,000
-15.0%
89,044
-1.7%
0.59%
-1.7%
Q3 2018$10,221,000
-4.6%
90,582
-11.9%
0.60%
-6.3%
Q2 2018$10,715,000
-11.0%
102,831
-6.1%
0.64%
-17.0%
Q1 2018$12,042,000
+2.6%
109,507
-0.2%
0.77%
+4.2%
Q4 2017$11,733,000
+9.1%
109,714
-2.6%
0.74%
-11.4%
Q3 2017$10,755,000
-8.2%
112,604
-12.2%
0.83%
-12.4%
Q2 2017$11,718,000
+5.7%
128,209
+1.6%
0.95%
+3.4%
Q1 2017$11,085,000
+0.7%
126,194
-1.1%
0.92%
-9.9%
Q4 2016$11,008,000
+30.5%
127,574
+0.7%
1.02%
+31.1%
Q3 2016$8,438,000
+95.4%
126,710
+82.3%
0.78%
+51.3%
Q2 2016$4,319,000
+751.9%
69,496
+828.7%
0.52%
+560.3%
Q2 2015$507,000
+148.5%
7,483
+121.9%
0.08%
+178.6%
Q1 2015$204,000
-16.7%
3,372
-17.2%
0.03%
-26.3%
Q3 2014$245,000
-0.8%
4,074
-5.8%
0.04%0.0%
Q2 2014$247,000
-10.2%
4,324
-4.4%
0.04%
-13.6%
Q1 2014$275,000
-74.3%
4,524
-75.3%
0.04%
-74.6%
Q4 2013$1,071,000
+39.8%
18,314
+23.6%
0.17%
+19.3%
Q3 2013$766,000
-59.4%
14,823
-58.5%
0.14%
-57.7%
Q2 2013$1,886,00035,7280.34%
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