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 | $20,893,177 | +0.1% | 144,071 | +0.4% | 1.98% | +6.2% |
| Q2 2023 | $20,868,459 | +8.9% | 143,485 | -2.4% | 1.87% | +5.6% |
| Q1 2023 | $19,159,740 | -12.5% | 147,032 | -10.0% | 1.77% | -12.7% |
| Q4 2022 | $21,907,381 | +28.9% | 163,366 | +0.5% | 2.03% | +19.6% |
| Q3 2022 | $16,990,000 | -5.2% | 162,594 | +2.1% | 1.69% | +0.7% |
| Q2 2022 | $17,931,000 | -17.4% | 159,230 | +0.0% | 1.68% | -2.4% |
| Q1 2022 | $21,698,000 | -11.4% | 159,171 | +2.9% | 1.72% | -9.5% |
| Q4 2021 | $24,487,000 | -4.7% | 154,638 | -1.5% | 1.91% | -11.8% |
| Q3 2021 | $25,690,000 | +4.6% | 156,940 | -0.6% | 2.16% | +2.1% |
| Q2 2021 | $24,556,000 | +3.0% | 157,873 | +0.8% | 2.12% | -4.9% |
| Q1 2021 | $23,837,000 | +20.9% | 156,592 | +0.9% | 2.23% | +14.8% |
| Q4 2020 | $19,714,000 | +29.3% | 155,142 | -2.1% | 1.94% | +21.9% |
| Q3 2020 | $15,252,000 | +2.8% | 158,421 | +0.4% | 1.59% | -12.4% |
| Q2 2020 | $14,834,000 | +4.5% | 157,717 | +0.0% | 1.82% | -13.8% |
| Q1 2020 | $14,197,000 | -32.2% | 157,705 | +4.9% | 2.11% | -12.5% |
| Q4 2019 | $20,948,000 | +15.4% | 150,268 | -2.6% | 2.41% | +6.1% |
| Q3 2019 | $18,150,000 | -1.9% | 154,210 | -6.8% | 2.27% | +6.6% |
| Q2 2019 | $18,500,000 | +3.2% | 165,483 | -6.5% | 2.13% | +15.5% |
| Q1 2019 | $17,918,000 | +3.2% | 176,994 | -1.7% | 1.84% | -8.1% |
| Q4 2018 | $17,364,000 | -7.1% | 180,082 | +8.7% | 2.01% | +4.3% |
| Q3 2018 | $18,694,000 | +9.6% | 165,660 | +1.2% | 1.92% | +0.3% |
| Q2 2018 | $17,063,000 | -5.7% | 163,747 | -0.5% | 1.92% | -7.9% |
| Q1 2018 | $18,088,000 | +0.7% | 164,490 | -2.0% | 2.08% | +7.4% |
| Q4 2017 | $17,956,000 | +24.9% | 167,908 | +11.5% | 1.94% | +20.4% |
| Q3 2017 | $14,378,000 | +4.4% | 150,533 | -0.1% | 1.61% | -9.1% |
| Q2 2017 | $13,769,000 | +4.4% | 150,641 | +0.3% | 1.77% | +3.0% |
| Q1 2017 | $13,190,000 | +4.5% | 150,156 | +2.7% | 1.72% | -5.0% |
| Q4 2016 | $12,620,000 | +32.3% | 146,252 | +2.1% | 1.81% | +24.6% |
| Q3 2016 | $9,542,000 | +7.6% | 143,296 | +0.4% | 1.45% | +9.3% |
| Q2 2016 | $8,872,000 | +34.8% | 142,762 | +28.5% | 1.33% | +30.0% |
| Q1 2016 | $6,580,000 | -8.2% | 111,100 | +2.3% | 1.02% | -9.0% |
| Q4 2015 | $7,171,000 | +10.0% | 108,597 | +1.6% | 1.12% | +12.7% |
| Q3 2015 | $6,518,000 | -5.8% | 106,915 | +4.6% | 1.00% | +3.4% |
| Q2 2015 | $6,922,000 | +13.2% | 102,172 | +1.3% | 0.96% | +10.9% |
| Q1 2015 | $6,113,000 | -17.4% | 100,910 | -14.7% | 0.87% | -25.1% |
| Q4 2014 | $7,402,000 | +23.2% | 118,279 | +18.6% | 1.16% | +26.6% |
| Q3 2014 | $6,008,000 | +10.9% | 99,718 | +6.1% | 0.92% | +2.5% |
| Q2 2014 | $5,418,000 | +4.5% | 94,022 | +10.1% | 0.89% | +7.1% |
| Q1 2014 | $5,186,000 | +19.6% | 85,418 | +15.2% | 0.84% | +16.5% |
| Q4 2013 | $4,335,000 | +16.3% | 74,128 | +2.8% | 0.72% | +3.6% |
| Q3 2013 | $3,728,000 | +26.0% | 72,129 | +28.7% | 0.69% | +10.2% |
| Q2 2013 | $2,959,000 | – | 56,061 | – | 0.63% | – |
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% |