JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,528 filers reported holding JPMORGAN CHASE & CO in Q1 2023. The put-call ratio across all filers is 1.07 and the average weighting 0.9%.
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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,549,493 | +20.5% | 26,469 | -6.1% | 2.70% | +16.9% |
| Q3 2022 | $2,946,000 | -10.2% | 28,195 | -3.3% | 2.30% | +4.6% |
| Q2 2022 | $3,282,000 | -15.2% | 29,149 | +2.7% | 2.20% | +18.0% |
| Q1 2022 | $3,871,000 | -44.9% | 28,395 | -36.0% | 1.87% | -35.4% |
| Q4 2021 | $7,028,000 | -3.2% | 44,385 | +0.1% | 2.89% | -3.0% |
| Q3 2021 | $7,261,000 | -1.2% | 44,360 | -6.1% | 2.98% | +3.4% |
| Q2 2021 | $7,351,000 | +91.0% | 47,260 | +86.9% | 2.88% | +81.2% |
| Q1 2021 | $3,849,000 | -17.5% | 25,285 | -31.1% | 1.59% | -11.7% |
| Q4 2020 | $4,663,000 | +14.7% | 36,695 | -18.7% | 1.80% | -32.5% |
| Q1 2020 | $4,064,000 | -4.4% | 45,135 | +48.0% | 2.67% | +28.1% |
| Q4 2019 | $4,252,000 | +50.8% | 30,500 | +27.3% | 2.08% | +38.9% |
| Q3 2019 | $2,819,000 | +16.2% | 23,955 | +10.4% | 1.50% | +15.1% |
| Q2 2019 | $2,427,000 | +52.3% | 21,705 | +37.8% | 1.30% | -8.2% |
| Q1 2019 | $1,594,000 | +14.6% | 15,750 | +10.5% | 1.42% | -3.6% |
| Q4 2018 | $1,391,000 | -72.4% | 14,250 | -82.3% | 1.47% | -17.8% |
| Q4 2014 | $5,035,000 | +3.5% | 80,451 | -0.4% | 1.79% | -0.6% |
| Q3 2014 | $4,866,000 | +3.3% | 80,776 | -1.2% | 1.80% | +4.2% |
| Q2 2014 | $4,712,000 | -6.7% | 81,776 | -1.7% | 1.73% | -10.9% |
| Q1 2014 | $5,050,000 | -1.0% | 83,176 | -4.6% | 1.94% | -3.4% |
| Q4 2013 | $5,101,000 | +4.0% | 87,226 | -8.1% | 2.01% | -3.9% |
| Q3 2013 | $4,905,000 | -14.3% | 94,883 | -12.5% | 2.09% | -13.9% |
| Q2 2013 | $5,723,000 | – | 108,402 | – | 2.43% | – |
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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% |