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 | $8,647,833 | -0.9% | 59,632 | -0.6% | 1.16% | +2.8% |
| Q2 2023 | $8,726,690 | +17.3% | 60,002 | +5.1% | 1.12% | +17.7% |
| Q1 2023 | $7,437,964 | +91874.3% | 57,079 | -5.3% | 0.95% | -9.8% |
| Q4 2022 | $8,087 | -99.9% | 60,305 | -2.7% | 1.06% | +16.8% |
| Q3 2022 | $6,477,000 | -13.8% | 61,981 | -7.2% | 0.91% | -6.7% |
| Q2 2022 | $7,518,000 | -18.7% | 66,762 | -1.6% | 0.97% | -6.0% |
| Q1 2022 | $9,250,000 | -18.1% | 67,856 | -4.8% | 1.03% | -12.8% |
| Q4 2021 | $11,289,000 | -9.9% | 71,292 | -6.9% | 1.18% | -15.5% |
| Q3 2021 | $12,535,000 | +4.1% | 76,582 | -1.1% | 1.40% | +4.8% |
| Q2 2021 | $12,039,000 | -0.6% | 77,403 | -2.7% | 1.34% | -2.9% |
| Q1 2021 | $12,107,000 | +11.4% | 79,534 | -7.0% | 1.38% | +3.5% |
| Q4 2020 | $10,872,000 | +34.2% | 85,556 | +1.7% | 1.33% | +12.0% |
| Q3 2020 | $8,100,000 | -4.6% | 84,137 | -6.7% | 1.19% | -10.1% |
| Q2 2020 | $8,487,000 | -1.9% | 90,225 | -6.1% | 1.32% | -19.0% |
| Q1 2020 | $8,649,000 | -40.3% | 96,067 | -7.5% | 1.63% | -26.1% |
| Q4 2019 | $14,481,000 | +7.3% | 103,877 | -9.4% | 2.21% | +1.0% |
| Q3 2019 | $13,497,000 | +2.8% | 114,676 | -2.3% | 2.19% | +3.3% |
| Q2 2019 | $13,129,000 | +0.4% | 117,435 | -9.1% | 2.12% | +0.4% |
| Q1 2019 | $13,081,000 | -3.0% | 129,219 | -6.5% | 2.11% | -13.1% |
| Q4 2018 | $13,490,000 | -16.7% | 138,192 | -3.7% | 2.43% | -3.2% |
| Q3 2018 | $16,199,000 | +8.8% | 143,558 | +0.5% | 2.51% | +3.0% |
| Q2 2018 | $14,884,000 | -12.2% | 142,832 | -7.3% | 2.44% | -11.2% |
| Q1 2018 | $16,947,000 | -7.3% | 154,111 | -9.9% | 2.74% | -1.0% |
| Q4 2017 | $18,285,000 | +11.3% | 170,979 | -0.6% | 2.77% | +2.3% |
| Q3 2017 | $16,431,000 | +13.6% | 172,028 | +8.7% | 2.71% | -14.1% |
| Q2 2017 | $14,461,000 | +5.4% | 158,219 | +1.3% | 3.15% | +3.6% |
| Q1 2017 | $13,720,000 | -3.3% | 156,188 | -5.0% | 3.04% | +20.9% |
| Q4 2016 | $14,183,000 | +29.3% | 164,369 | -0.2% | 2.52% | +22.1% |
| Q3 2016 | $10,969,000 | +15.0% | 164,729 | +7.3% | 2.06% | +11.5% |
| Q2 2016 | $9,542,000 | +18.1% | 153,563 | +12.6% | 1.85% | +18.5% |
| Q1 2016 | $8,079,000 | -0.9% | 136,416 | +10.4% | 1.56% | -9.6% |
| Q4 2015 | $8,156,000 | +6.8% | 123,520 | -1.4% | 1.72% | +5.3% |
| Q3 2015 | $7,639,000 | -23.5% | 125,287 | -15.0% | 1.64% | -11.8% |
| Q2 2015 | $9,986,000 | +13.7% | 147,380 | +1.7% | 1.86% | +41.2% |
| Q1 2015 | $8,783,000 | -19.7% | 144,978 | -17.1% | 1.32% | -24.6% |
| Q4 2014 | $10,941,000 | +0.6% | 174,839 | -3.1% | 1.75% | -2.5% |
| Q3 2014 | $10,871,000 | +1.7% | 180,454 | -2.7% | 1.79% | +6.3% |
| Q2 2014 | $10,686,000 | +37.3% | 185,447 | +44.6% | 1.68% | +20.9% |
| Q1 2014 | $7,784,000 | +2.2% | 128,220 | -1.5% | 1.39% | +4.1% |
| Q4 2013 | $7,613,000 | +15.7% | 130,175 | +2.3% | 1.34% | +7.1% |
| Q3 2013 | $6,578,000 | -7.8% | 127,268 | -5.9% | 1.25% | -11.3% |
| Q2 2013 | $7,137,000 | – | 135,210 | – | 1.41% | – |
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% |