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 | $4,351,035 | -4.3% | 30,003 | -4.0% | 0.60% | -4.2% |
| Q2 2023 | $4,545,727 | +1.3% | 31,255 | -9.3% | 0.62% | -4.3% |
| Q1 2023 | $4,488,267 | +93914.8% | 34,443 | -3.3% | 0.65% | -4.7% |
| Q4 2022 | $4,774 | -99.9% | 35,604 | 0.0% | 0.68% | +13.1% |
| Q3 2022 | $3,721,000 | -9.3% | 35,604 | -2.2% | 0.60% | -3.5% |
| Q2 2022 | $4,101,000 | -17.4% | 36,422 | 0.0% | 0.63% | -5.4% |
| Q1 2022 | $4,965,000 | -11.4% | 36,422 | +3.0% | 0.66% | -7.0% |
| Q4 2021 | $5,601,000 | -6.7% | 35,373 | -3.6% | 0.71% | -18.2% |
| Q3 2021 | $6,006,000 | -1.2% | 36,692 | -6.1% | 0.87% | +3.4% |
| Q2 2021 | $6,079,000 | -1.0% | 39,085 | -3.1% | 0.84% | -5.6% |
| Q1 2021 | $6,142,000 | +19.5% | 40,350 | -0.3% | 0.89% | +13.0% |
| Q4 2020 | $5,141,000 | +32.0% | 40,460 | 0.0% | 0.79% | +8.5% |
| Q3 2020 | $3,895,000 | +15.6% | 40,460 | +13.0% | 0.73% | +10.0% |
| Q2 2020 | $3,369,000 | +20.1% | 35,819 | +15.0% | 0.66% | -1.2% |
| Q1 2020 | $2,804,000 | -13.1% | 31,142 | +34.5% | 0.67% | +21.2% |
| Q4 2019 | $3,228,000 | +16.5% | 23,154 | -1.6% | 0.55% | +10.8% |
| Q3 2019 | $2,770,000 | +6.0% | 23,538 | +0.7% | 0.50% | +4.0% |
| Q2 2019 | $2,612,000 | +49.7% | 23,363 | +35.5% | 0.48% | +41.6% |
| Q1 2019 | $1,745,000 | +4.3% | 17,240 | +0.6% | 0.34% | -8.4% |
| Q4 2018 | $1,673,000 | -15.8% | 17,137 | -2.7% | 0.37% | -3.1% |
| Q3 2018 | $1,988,000 | -36.0% | 17,614 | -40.9% | 0.38% | -39.3% |
| Q2 2018 | $3,104,000 | -5.2% | 29,785 | +0.1% | 0.63% | -2.2% |
| Q1 2018 | $3,273,000 | +2.2% | 29,767 | -0.6% | 0.64% | +3.0% |
| Q4 2017 | $3,204,000 | -5.5% | 29,959 | -15.6% | 0.62% | -10.0% |
| Q3 2017 | $3,390,000 | +1.7% | 35,492 | -2.7% | 0.69% | -5.1% |
| Q2 2017 | $3,333,000 | +2.7% | 36,467 | -1.3% | 0.73% | -0.3% |
| Q1 2017 | $3,245,000 | -28.0% | 36,938 | -29.3% | 0.73% | -29.2% |
| Q4 2016 | $4,506,000 | +10.0% | 52,220 | -15.1% | 1.03% | +5.8% |
| Q3 2016 | $4,096,000 | +17.0% | 61,509 | +9.2% | 0.98% | 0.0% |
| Q2 2016 | $3,500,000 | +3.3% | 56,331 | -1.5% | 0.98% | +4.2% |
| Q1 2016 | $3,388,000 | -2.9% | 57,213 | +8.3% | 0.94% | -6.6% |
| Q4 2015 | $3,489,000 | +4.0% | 52,844 | -4.0% | 1.00% | +0.9% |
| Q3 2015 | $3,355,000 | -17.5% | 55,034 | -8.4% | 1.00% | -8.5% |
| Q2 2015 | $4,069,000 | +11.6% | 60,053 | -0.3% | 1.09% | +16.6% |
| Q1 2015 | $3,647,000 | +28.3% | 60,204 | +32.6% | 0.93% | +21.8% |
| Q4 2014 | $2,842,000 | +3.9% | 45,414 | 0.0% | 0.76% | +6.5% |
| Q3 2014 | $2,736,000 | +4.1% | 45,414 | -0.4% | 0.72% | +5.9% |
| Q2 2014 | $2,628,000 | -5.7% | 45,616 | -0.6% | 0.68% | -10.6% |
| Q1 2014 | $2,786,000 | +3.2% | 45,884 | -0.6% | 0.76% | +3.7% |
| Q4 2013 | $2,699,000 | +12.6% | 46,150 | -0.5% | 0.73% | +8.3% |
| Q3 2013 | $2,398,000 | -23.6% | 46,395 | -21.9% | 0.68% | -24.6% |
| Q2 2013 | $3,138,000 | – | 59,437 | – | 0.90% | – |
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% |