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 | $13,334,444 | -3.1% | 91,949 | -2.9% | 1.84% | +0.9% |
| Q2 2023 | $13,767,350 | +4.9% | 94,660 | -6.1% | 1.83% | -3.2% |
| Q1 2023 | $13,130,166 | -3.2% | 100,761 | -0.4% | 1.89% | -6.2% |
| Q4 2022 | $13,569,043 | +24.2% | 101,186 | -3.2% | 2.01% | +20.9% |
| Q3 2022 | $10,928,000 | -23.3% | 104,573 | -17.3% | 1.66% | -8.9% |
| Q2 2022 | $14,248,000 | -18.2% | 126,520 | -1.0% | 1.83% | -1.8% |
| Q1 2022 | $17,419,000 | -14.0% | 127,780 | -0.0% | 1.86% | -5.7% |
| Q4 2021 | $20,244,000 | -3.3% | 127,842 | -0.0% | 1.97% | -12.0% |
| Q3 2021 | $20,936,000 | +5.3% | 127,903 | +0.0% | 2.24% | +3.9% |
| Q2 2021 | $19,889,000 | -52.3% | 127,870 | -53.0% | 2.16% | -4.6% |
| Q1 2021 | $41,664,000 | +141.4% | 272,269 | +100.5% | 2.26% | +10.7% |
| Q4 2020 | $17,256,000 | +38.9% | 135,805 | +5.2% | 2.04% | +24.0% |
| Q3 2020 | $12,424,000 | +5.7% | 129,049 | +3.2% | 1.65% | -2.8% |
| Q2 2020 | $11,758,000 | +4.6% | 125,008 | +0.1% | 1.69% | -13.9% |
| Q1 2020 | $11,245,000 | -35.6% | 124,905 | -0.2% | 1.97% | -20.8% |
| Q4 2019 | $17,455,000 | +15.5% | 125,210 | -2.5% | 2.48% | +6.7% |
| Q3 2019 | $15,111,000 | +4.5% | 128,390 | -0.7% | 2.33% | +3.9% |
| Q2 2019 | $14,461,000 | +11.9% | 129,348 | +1.3% | 2.24% | +8.2% |
| Q1 2019 | $12,927,000 | +3.0% | 127,696 | -0.7% | 2.07% | -10.2% |
| Q4 2018 | $12,554,000 | -13.6% | 128,594 | -0.2% | 2.31% | +1.9% |
| Q3 2018 | $14,533,000 | +10.1% | 128,794 | +1.7% | 2.27% | +0.4% |
| Q2 2018 | $13,197,000 | -0.2% | 126,644 | +5.3% | 2.26% | -4.6% |
| Q1 2018 | $13,224,000 | +0.9% | 120,251 | -1.8% | 2.37% | +7.6% |
| Q4 2017 | $13,101,000 | +18.3% | 122,505 | +5.6% | 2.20% | +9.9% |
| Q3 2017 | $11,077,000 | +38.2% | 115,982 | +32.2% | 2.00% | +17.2% |
| Q2 2017 | $8,018,000 | +15.0% | 87,724 | +10.5% | 1.71% | +11.7% |
| Q1 2017 | $6,971,000 | +32.8% | 79,354 | +30.5% | 1.53% | +29.0% |
| Q4 2016 | $5,249,000 | +103.8% | 60,830 | +57.3% | 1.18% | +105.4% |
| Q3 2016 | $2,576,000 | +12.7% | 38,680 | +5.1% | 0.58% | +9.7% |
| Q2 2016 | $2,286,000 | +4.7% | 36,790 | -0.3% | 0.53% | +4.0% |
| Q1 2016 | $2,184,000 | -9.6% | 36,890 | +0.8% | 0.51% | -6.1% |
| Q4 2015 | $2,417,000 | +16.3% | 36,615 | +7.4% | 0.54% | +9.3% |
| Q3 2015 | $2,078,000 | -2.3% | 34,090 | +8.6% | 0.49% | +6.9% |
| Q2 2015 | $2,127,000 | +12.9% | 31,390 | +1.0% | 0.46% | +11.9% |
| Q1 2015 | $1,884,000 | -0.3% | 31,090 | +3.0% | 0.41% | -2.6% |
| Q4 2014 | $1,889,000 | +3.1% | 30,175 | -0.8% | 0.42% | -1.9% |
| Q3 2014 | $1,833,000 | +4.0% | 30,425 | -0.6% | 0.43% | +7.5% |
| Q2 2014 | $1,763,000 | -7.9% | 30,595 | -3.0% | 0.40% | -10.1% |
| Q1 2014 | $1,915,000 | +4.8% | 31,545 | +1.0% | 0.45% | -6.7% |
| Q4 2013 | $1,827,000 | -9.6% | 31,245 | -20.1% | 0.48% | -10.2% |
| Q3 2013 | $2,022,000 | +0.8% | 39,124 | +2.9% | 0.53% | -9.7% |
| Q2 2013 | $2,006,000 | – | 38,004 | – | 0.59% | – |
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% |