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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $12,039,358 | +15.3% | 70,778 | -1.7% | 2.49% | +3.8% |
| Q3 2023 | $10,443,629 | -1.8% | 72,015 | -1.5% | 2.40% | +5.0% |
| Q2 2023 | $10,630,647 | +27.3% | 73,093 | +14.1% | 2.28% | +18.8% |
| Q1 2023 | $8,351,181 | +178191.7% | 64,087 | +83.5% | 1.92% | +79.9% |
| Q4 2022 | $4,684 | -99.9% | 34,929 | -3.8% | 1.07% | +12.9% |
| Q3 2022 | $3,795,000 | -7.3% | 36,316 | -0.1% | 0.95% | +1.2% |
| Q2 2022 | $4,093,000 | -20.0% | 36,347 | -3.2% | 0.94% | -5.8% |
| Q1 2022 | $5,118,000 | -15.8% | 37,539 | -2.1% | 0.99% | -9.5% |
| Q4 2021 | $6,075,000 | -2.7% | 38,360 | +0.6% | 1.10% | -8.5% |
| Q3 2021 | $6,243,000 | +5.2% | 38,140 | -0.0% | 1.20% | +5.7% |
| Q2 2021 | $5,933,000 | +0.1% | 38,143 | -2.1% | 1.13% | -4.6% |
| Q1 2021 | $5,929,000 | +11.8% | 38,948 | -6.6% | 1.19% | +6.7% |
| Q4 2020 | $5,301,000 | +31.4% | 41,714 | -0.5% | 1.11% | +15.7% |
| Q3 2020 | $4,034,000 | -53.3% | 41,903 | -54.4% | 0.96% | -57.3% |
| Q2 2020 | $8,638,000 | +56.4% | 91,842 | +49.7% | 2.26% | +33.7% |
| Q1 2020 | $5,523,000 | -40.2% | 61,340 | -7.4% | 1.69% | -19.6% |
| Q4 2019 | $9,237,000 | +18.8% | 66,264 | +0.3% | 2.10% | +10.9% |
| Q3 2019 | $7,777,000 | +20.6% | 66,077 | +14.6% | 1.89% | +26.3% |
| Q2 2019 | $6,446,000 | +19.3% | 57,656 | +8.0% | 1.50% | +16.4% |
| Q1 2019 | $5,403,000 | +6.8% | 53,383 | +3.0% | 1.29% | -11.2% |
| Q4 2018 | $5,058,000 | -55.9% | 51,815 | -49.0% | 1.45% | -42.9% |
| Q3 2018 | $11,457,000 | +7.2% | 101,536 | -1.0% | 2.54% | -1.3% |
| Q2 2018 | $10,686,000 | -7.6% | 102,553 | -2.5% | 2.57% | -6.9% |
| Q1 2018 | $11,565,000 | -1.6% | 105,167 | -4.4% | 2.76% | +7.6% |
| Q4 2017 | $11,758,000 | +7.1% | 109,953 | -4.3% | 2.57% | +2.7% |
| Q3 2017 | $10,975,000 | -2.6% | 114,907 | -6.8% | 2.50% | -4.6% |
| Q2 2017 | $11,268,000 | -5.7% | 123,287 | -9.4% | 2.62% | -5.8% |
| Q1 2017 | $11,948,000 | -4.8% | 136,013 | -6.5% | 2.78% | -5.7% |
| Q4 2016 | $12,550,000 | +26.5% | 145,439 | -2.4% | 2.95% | +25.6% |
| Q3 2016 | $9,918,000 | +14.8% | 148,948 | +7.2% | 2.35% | +14.5% |
| Q2 2016 | $8,636,000 | +3.1% | 138,980 | -1.7% | 2.05% | +6.2% |
| Q1 2016 | $8,377,000 | +30.4% | 141,453 | +45.4% | 1.93% | +30.4% |
| Q4 2015 | $6,423,000 | -31.8% | 97,268 | -37.0% | 1.48% | -35.3% |
| Q3 2015 | $9,416,000 | -2.3% | 154,423 | +8.6% | 2.29% | +8.5% |
| Q2 2015 | $9,634,000 | +6.8% | 142,177 | -4.5% | 2.11% | +14.2% |
| Q1 2015 | $9,018,000 | -6.5% | 148,854 | -3.5% | 1.85% | -4.4% |
| Q4 2014 | $9,650,000 | -0.9% | 154,196 | -4.7% | 1.93% | -4.0% |
| Q3 2014 | $9,742,000 | +5.4% | 161,722 | +0.9% | 2.02% | +10.0% |
| Q2 2014 | $9,239,000 | -7.6% | 160,337 | -2.7% | 1.83% | -11.1% |
| Q1 2014 | $10,002,000 | +5.0% | 164,757 | +1.1% | 2.06% | +4.6% |
| Q4 2013 | $9,527,000 | +12.6% | 162,906 | -0.4% | 1.97% | +7.2% |
| Q3 2013 | $8,458,000 | +1.1% | 163,628 | +3.2% | 1.84% | -1.4% |
| Q2 2013 | $8,367,000 | – | 158,493 | – | 1.86% | – |
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% |