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 | $5,117,466 | +2.9% | 35,288 | +3.2% | 2.36% | +2.9% |
| Q2 2023 | $4,972,739 | +11.5% | 34,191 | -0.1% | 2.30% | +4.0% |
| Q1 2023 | $4,461,163 | -3.9% | 34,235 | -1.1% | 2.21% | -13.8% |
| Q4 2022 | $4,639,860 | +24.9% | 34,600 | -2.7% | 2.56% | +5.0% |
| Q3 2022 | $3,715,000 | -5.7% | 35,548 | +1.6% | 2.44% | +0.9% |
| Q2 2022 | $3,940,000 | -23.6% | 34,985 | -7.5% | 2.42% | -6.6% |
| Q1 2022 | $5,157,000 | -13.6% | 37,832 | +0.4% | 2.59% | -11.4% |
| Q4 2021 | $5,968,000 | -3.8% | 37,686 | -0.6% | 2.92% | -11.6% |
| Q3 2021 | $6,206,000 | +7.0% | 37,915 | +1.7% | 3.31% | +10.5% |
| Q2 2021 | $5,799,000 | -5.8% | 37,282 | -7.8% | 2.99% | -7.7% |
| Q1 2021 | $6,155,000 | +19.4% | 40,429 | -0.3% | 3.24% | +21.4% |
| Q4 2020 | $5,153,000 | +31.3% | 40,551 | -0.5% | 2.67% | +16.0% |
| Q3 2020 | $3,924,000 | -2.3% | 40,764 | -4.5% | 2.30% | -5.0% |
| Q2 2020 | $4,016,000 | +2.4% | 42,700 | -1.9% | 2.42% | -12.8% |
| Q1 2020 | $3,920,000 | -29.7% | 43,546 | +8.9% | 2.78% | -17.6% |
| Q4 2019 | $5,576,000 | +17.9% | 40,002 | -0.5% | 3.37% | +5.8% |
| Q3 2019 | $4,730,000 | +5.6% | 40,193 | +0.3% | 3.18% | +3.3% |
| Q2 2019 | $4,479,000 | +19.1% | 40,067 | +7.9% | 3.08% | +23.6% |
| Q1 2019 | $3,760,000 | -8.6% | 37,146 | -11.8% | 2.50% | -11.3% |
| Q4 2018 | $4,113,000 | -15.1% | 42,139 | -1.8% | 2.81% | +4.8% |
| Q3 2018 | $4,843,000 | +8.5% | 42,926 | +0.2% | 2.68% | +3.1% |
| Q2 2018 | $4,462,000 | +2.2% | 42,828 | +7.8% | 2.60% | +4.3% |
| Q1 2018 | $4,368,000 | -6.9% | 39,720 | -9.5% | 2.50% | -6.2% |
| Q4 2017 | $4,691,000 | +16.5% | 43,871 | +4.1% | 2.66% | +3.5% |
| Q3 2017 | $4,025,000 | +4.5% | 42,144 | 0.0% | 2.57% | +7.3% |
| Q2 2017 | $3,851,000 | +24.8% | 42,144 | +19.9% | 2.40% | +24.4% |
| Q1 2017 | $3,086,000 | +74.8% | 35,135 | +71.7% | 1.93% | +45.2% |
| Q4 2016 | $1,765,000 | +345.7% | 20,462 | +243.9% | 1.33% | +355.7% |
| Q3 2016 | $396,000 | +7.3% | 5,950 | 0.0% | 0.29% | -1.4% |
| Q2 2016 | $369,000 | -1.9% | 5,950 | 0.0% | 0.30% | -9.0% |
| Q1 2016 | $376,000 | -4.1% | 5,950 | 0.0% | 0.32% | +6.9% |
| Q4 2015 | $392,000 | +8.3% | 5,950 | 0.0% | 0.30% | +9.4% |
| Q3 2015 | $362,000 | -7.9% | 5,950 | +2.6% | 0.28% | -5.5% |
| Q2 2015 | $393,000 | +8.9% | 5,800 | 0.0% | 0.29% | +15.4% |
| Q1 2015 | $361,000 | -0.3% | 5,800 | 0.0% | 0.25% | +8.5% |
| Q4 2014 | $362,000 | +3.7% | 5,800 | 0.0% | 0.23% | +6.4% |
| Q3 2014 | $349,000 | +4.5% | 5,800 | 0.0% | 0.22% | +3.3% |
| Q2 2014 | $334,000 | -5.1% | 5,800 | 0.0% | 0.21% | -13.1% |
| Q1 2014 | $352,000 | +3.8% | 5,800 | 0.0% | 0.24% | +21.3% |
| Q4 2013 | $339,000 | +13.0% | 5,800 | 0.0% | 0.20% | -2.4% |
| Q3 2013 | $300,000 | +13.6% | 5,800 | +16.0% | 0.21% | +14.4% |
| Q2 2013 | $264,000 | – | 5,000 | – | 0.18% | – |
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% |