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 | $17,295,521 | +0.1% | 119,263 | +0.4% | 1.77% | +2.8% |
| Q2 2023 | $17,281,326 | +15.2% | 118,821 | +3.2% | 1.72% | +10.4% |
| Q1 2023 | $15,005,066 | -2.9% | 115,149 | -0.0% | 1.56% | -5.6% |
| Q4 2022 | $15,447,248 | +20.8% | 115,192 | -5.8% | 1.65% | +12.6% |
| Q3 2022 | $12,783,000 | -10.9% | 122,322 | -4.0% | 1.47% | +0.1% |
| Q2 2022 | $14,346,000 | -17.8% | 127,390 | -0.5% | 1.47% | -4.0% |
| Q1 2022 | $17,454,000 | -13.9% | 128,038 | +0.0% | 1.53% | -11.1% |
| Q4 2021 | $20,267,000 | -3.9% | 127,993 | -0.7% | 1.72% | -13.5% |
| Q3 2021 | $21,096,000 | +4.1% | 128,878 | -1.1% | 1.99% | +1.4% |
| Q2 2021 | $20,271,000 | -0.1% | 130,325 | -2.2% | 1.96% | -5.5% |
| Q1 2021 | $20,292,000 | +18.4% | 133,297 | -1.2% | 2.07% | +16.4% |
| Q4 2020 | $17,140,000 | +31.3% | 134,886 | -0.6% | 1.78% | +17.1% |
| Q3 2020 | $13,058,000 | +5.3% | 135,637 | +2.8% | 1.52% | -1.6% |
| Q2 2020 | $12,405,000 | +6.0% | 131,882 | +1.5% | 1.54% | -9.5% |
| Q1 2020 | $11,703,000 | -36.1% | 129,991 | -1.0% | 1.71% | -27.3% |
| Q4 2019 | $18,305,000 | +17.3% | 131,308 | -0.9% | 2.35% | +12.4% |
| Q3 2019 | $15,599,000 | +5.6% | 132,539 | +0.3% | 2.09% | +5.2% |
| Q2 2019 | $14,776,000 | +158.9% | 132,173 | +134.4% | 1.98% | +25.6% |
| Q1 2019 | $5,708,000 | -1.9% | 56,382 | -5.4% | 1.58% | -16.7% |
| Q4 2018 | $5,818,000 | -14.8% | 59,596 | -1.6% | 1.90% | -8.0% |
| Q3 2018 | $6,832,000 | +8.9% | 60,547 | +0.6% | 2.06% | +1.0% |
| Q2 2018 | $6,273,000 | +6.2% | 60,203 | +12.1% | 2.04% | +11.7% |
| Q1 2018 | $5,906,000 | +0.8% | 53,705 | -2.0% | 1.83% | +0.7% |
| Q4 2017 | $5,860,000 | +8.7% | 54,799 | -2.9% | 1.81% | 0.0% |
| Q3 2017 | $5,390,000 | +4.5% | 56,444 | -0.0% | 1.81% | +1.6% |
| Q2 2017 | $5,160,000 | +6.1% | 56,459 | +2.0% | 1.78% | +2.9% |
| Q1 2017 | $4,863,000 | +34.5% | 55,369 | +32.2% | 1.74% | +29.1% |
| Q4 2016 | $3,615,000 | +28.2% | 41,886 | -1.1% | 1.34% | +25.0% |
| Q3 2016 | $2,819,000 | +7.8% | 42,333 | +0.6% | 1.08% | +6.8% |
| Q2 2016 | $2,615,000 | +15.1% | 42,091 | +9.8% | 1.01% | +6.8% |
| Q1 2016 | $2,271,000 | -10.8% | 38,349 | -0.5% | 0.94% | -15.6% |
| Q4 2015 | $2,546,000 | +18.6% | 38,561 | +9.5% | 1.12% | +12.0% |
| Q3 2015 | $2,147,000 | -10.8% | 35,221 | -0.8% | 1.00% | -12.4% |
| Q2 2015 | $2,407,000 | +10.4% | 35,514 | -1.3% | 1.14% | +13.3% |
| Q1 2015 | $2,180,000 | -11.0% | 35,982 | -8.1% | 1.00% | -7.9% |
| Q4 2014 | $2,449,000 | +364.7% | 39,136 | +348.0% | 1.09% | +341.3% |
| Q3 2014 | $527,000 | +14.3% | 8,736 | +9.3% | 0.25% | +14.9% |
| Q2 2014 | $461,000 | -4.4% | 7,996 | -1.3% | 0.22% | -2.7% |
| Q1 2014 | $482,000 | – | 8,104 | – | 0.22% | – |
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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% |