JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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 | $86,043,992 | +4.1% | 593,325 | +4.4% | 1.20% | -1.6% |
| Q2 2023 | $82,657,188 | +18.9% | 568,325 | +6.6% | 1.22% | +12.2% |
| Q1 2023 | $69,497,581 | -6.7% | 533,325 | -4.0% | 1.09% | -3.6% |
| Q4 2022 | $74,509,313 | +31.3% | 555,625 | +2.3% | 1.13% | +21.1% |
| Q3 2022 | $56,734,000 | -5.8% | 542,901 | +1.5% | 0.93% | -5.7% |
| Q2 2022 | $60,219,000 | -20.3% | 534,750 | -3.5% | 0.99% | -3.3% |
| Q1 2022 | $75,529,000 | -9.9% | 554,050 | -6.7% | 1.02% | -15.6% |
| Q4 2021 | $83,826,000 | -37.8% | 594,050 | -27.8% | 1.21% | -28.1% |
| Q3 2021 | $134,774,000 | +3.8% | 823,342 | -1.4% | 1.68% | +6.0% |
| Q2 2021 | $129,820,000 | -1.0% | 834,642 | -3.1% | 1.59% | -5.3% |
| Q1 2021 | $131,098,000 | +16.7% | 861,181 | -2.6% | 1.68% | +10.4% |
| Q4 2020 | $112,374,000 | +22.7% | 884,350 | -7.1% | 1.52% | +2.4% |
| Q3 2020 | $91,606,000 | +2.4% | 951,550 | 0.0% | 1.48% | -3.4% |
| Q2 2020 | $89,502,000 | -4.5% | 951,550 | -8.6% | 1.54% | -13.8% |
| Q1 2020 | $93,761,000 | -39.2% | 1,041,450 | -5.9% | 1.78% | -21.7% |
| Q4 2019 | $154,225,000 | -0.9% | 1,106,350 | -16.3% | 2.27% | -5.5% |
| Q3 2019 | $155,652,000 | +5.5% | 1,322,550 | +0.2% | 2.41% | +36.4% |
| Q2 2019 | $147,548,000 | -6.9% | 1,319,750 | -12.2% | 1.76% | -5.7% |
| Q1 2019 | $158,442,000 | -24.0% | 1,503,950 | -29.5% | 1.87% | -30.0% |
| Q4 2018 | $208,346,000 | -13.5% | 2,134,250 | 0.0% | 2.67% | +6.9% |
| Q3 2018 | $240,829,000 | +8.3% | 2,134,250 | 0.0% | 2.50% | +4.8% |
| Q2 2018 | $222,389,000 | -4.6% | 2,134,250 | +0.7% | 2.39% | -6.5% |
| Q1 2018 | $233,020,000 | -11.4% | 2,118,950 | -13.8% | 2.55% | -7.2% |
| Q4 2017 | $262,960,000 | +7.8% | 2,458,950 | -3.7% | 2.75% | +2.8% |
| Q3 2017 | $243,984,000 | +3.8% | 2,554,550 | -0.7% | 2.68% | -1.7% |
| Q2 2017 | $235,122,000 | +9.1% | 2,572,450 | +4.9% | 2.72% | +6.6% |
| Q1 2017 | $215,423,000 | -10.6% | 2,452,450 | -12.1% | 2.55% | -10.7% |
| Q4 2016 | $240,958,000 | +25.1% | 2,788,550 | -3.6% | 2.86% | +20.0% |
| Q3 2016 | $192,681,000 | +7.2% | 2,893,550 | 0.0% | 2.38% | +0.6% |
| Q2 2016 | $179,805,000 | +2.8% | 2,893,550 | -2.0% | 2.37% | +4.7% |
| Q1 2016 | $174,909,000 | -9.4% | 2,953,550 | +1.0% | 2.26% | -12.9% |
| Q4 2015 | $193,042,000 | +6.1% | 2,923,550 | -2.0% | 2.60% | +4.4% |
| Q3 2015 | $181,907,000 | -10.0% | 2,983,550 | 0.0% | 2.49% | -5.8% |
| Q2 2015 | $202,165,000 | +10.4% | 2,983,550 | -1.3% | 2.64% | +9.4% |
| Q1 2015 | $183,165,000 | -1.9% | 3,023,550 | +1.3% | 2.41% | -4.1% |
| Q4 2014 | $186,711,000 | +2.2% | 2,983,550 | -1.6% | 2.52% | -0.4% |
| Q3 2014 | $182,741,000 | +4.3% | 3,033,550 | -0.2% | 2.53% | +5.5% |
| Q2 2014 | $175,185,000 | -3.8% | 3,040,350 | +1.3% | 2.40% | -9.2% |
| Q1 2014 | $182,151,000 | +7.8% | 3,000,350 | +3.8% | 2.64% | +6.1% |
| Q4 2013 | $169,028,000 | +13.1% | 2,890,350 | 0.0% | 2.49% | +4.9% |
| Q3 2013 | $149,402,000 | -7.0% | 2,890,350 | -5.0% | 2.37% | -10.0% |
| Q2 2013 | $160,632,000 | – | 3,042,850 | – | 2.63% | – |
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% |