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 | $12,704,188 | +0.4% | 87,603 | +0.7% | 0.80% | +3.0% |
| Q2 2023 | $12,651,944 | +8.6% | 86,986 | -2.7% | 0.78% | +2.2% |
| Q1 2023 | $11,648,281 | -4.0% | 89,389 | -1.2% | 0.76% | -6.3% |
| Q4 2022 | $12,135,245 | +23.9% | 90,494 | -3.4% | 0.81% | +19.9% |
| Q3 2022 | $9,793,000 | -11.7% | 93,715 | -4.8% | 0.68% | -5.4% |
| Q2 2022 | $11,087,000 | -16.8% | 98,454 | +0.8% | 0.72% | +1.4% |
| Q1 2022 | $13,320,000 | -20.3% | 97,714 | -7.4% | 0.71% | -14.2% |
| Q4 2021 | $16,717,000 | -1.1% | 105,568 | +2.2% | 0.82% | -9.3% |
| Q3 2021 | $16,909,000 | +3.5% | 103,301 | -1.6% | 0.91% | +4.7% |
| Q2 2021 | $16,335,000 | -5.6% | 105,020 | -7.6% | 0.87% | -11.0% |
| Q1 2021 | $17,303,000 | +19.4% | 113,666 | -0.4% | 0.97% | +9.4% |
| Q4 2020 | $14,497,000 | +36.4% | 114,090 | +3.4% | 0.89% | +3.9% |
| Q3 2020 | $10,626,000 | +0.6% | 110,377 | -1.7% | 0.86% | -7.3% |
| Q2 2020 | $10,558,000 | +5.6% | 112,247 | +1.1% | 0.92% | -7.3% |
| Q1 2020 | $9,997,000 | -31.1% | 111,046 | +6.6% | 1.00% | -14.1% |
| Q4 2019 | $14,515,000 | +40.6% | 104,124 | +18.7% | 1.16% | +29.0% |
| Q3 2019 | $10,327,000 | +10.5% | 87,744 | +5.0% | 0.90% | +7.9% |
| Q2 2019 | $9,346,000 | +12.2% | 83,592 | +1.6% | 0.83% | +7.9% |
| Q1 2019 | $8,330,000 | -5.4% | 82,289 | -8.7% | 0.77% | -18.5% |
| Q4 2018 | $8,802,000 | -16.4% | 90,169 | -3.4% | 0.95% | +2.6% |
| Q3 2018 | $10,532,000 | +24.1% | 93,334 | +14.6% | 0.92% | +6.0% |
| Q2 2018 | $8,484,000 | -20.0% | 81,421 | -15.6% | 0.87% | -20.2% |
| Q1 2018 | $10,603,000 | +7.1% | 96,419 | +4.1% | 1.09% | +14.0% |
| Q4 2017 | $9,902,000 | +20.2% | 92,595 | +7.4% | 0.96% | +8.4% |
| Q3 2017 | $8,236,000 | -2.8% | 86,235 | -7.0% | 0.88% | -6.9% |
| Q2 2017 | $8,476,000 | -3.5% | 92,740 | -7.3% | 0.95% | -3.3% |
| Q1 2017 | $8,787,000 | +5.4% | 100,032 | +3.5% | 0.98% | -0.4% |
| Q4 2016 | $8,336,000 | +29.8% | 96,607 | +0.1% | 0.99% | +20.7% |
| Q3 2016 | $6,424,000 | +26.0% | 96,477 | +17.6% | 0.82% | +21.4% |
| Q2 2016 | $5,100,000 | +6.8% | 82,067 | +1.8% | 0.67% | +0.1% |
| Q1 2016 | $4,776,000 | -14.4% | 80,642 | -4.6% | 0.67% | -17.8% |
| Q4 2015 | $5,582,000 | +9.4% | 84,531 | +1.0% | 0.82% | +2.5% |
| Q3 2015 | $5,104,000 | +13.8% | 83,721 | +26.5% | 0.80% | +22.2% |
| Q2 2015 | $4,485,000 | +15.9% | 66,196 | +3.6% | 0.65% | +16.6% |
| Q1 2015 | $3,871,000 | -3.4% | 63,906 | -0.2% | 0.56% | -7.1% |
| Q4 2014 | $4,007,000 | +12.1% | 64,035 | +7.9% | 0.60% | +2.2% |
| Q3 2014 | $3,574,000 | +2.0% | 59,333 | -2.4% | 0.59% | +3.3% |
| Q2 2014 | $3,504,000 | -4.3% | 60,820 | +0.8% | 0.57% | -7.8% |
| Q1 2014 | $3,662,000 | -8.0% | 60,318 | -11.4% | 0.62% | -9.5% |
| Q4 2013 | $3,980,000 | +14.7% | 68,065 | +1.4% | 0.68% | +5.6% |
| Q3 2013 | $3,470,000 | -40.0% | 67,125 | -38.7% | 0.65% | -45.1% |
| Q2 2013 | $5,781,000 | – | 109,507 | – | 1.18% | – |
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% |