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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $949,736 | -1.3% | 6,549 | -1.0% | 0.04% | +2.4% |
| Q2 2023 | $962,522 | +8.1% | 6,618 | -3.2% | 0.04% | +2.4% |
| Q1 2023 | $890,539 | -12.6% | 6,834 | -10.1% | 0.04% | -18.0% |
| Q4 2022 | $1,018,892 | +25.9% | 7,598 | -1.9% | 0.05% | +16.3% |
| Q3 2022 | $809,000 | -9.5% | 7,746 | -2.5% | 0.04% | -6.5% |
| Q2 2022 | $894,000 | -16.0% | 7,943 | +1.8% | 0.05% | -4.2% |
| Q1 2022 | $1,064,000 | -12.3% | 7,804 | +1.9% | 0.05% | -2.0% |
| Q4 2021 | $1,213,000 | -1.5% | 7,660 | +1.9% | 0.05% | -7.5% |
| Q3 2021 | $1,231,000 | +2.2% | 7,519 | -2.9% | 0.05% | +6.0% |
| Q2 2021 | $1,204,000 | -6.2% | 7,742 | -8.2% | 0.05% | -7.4% |
| Q1 2021 | $1,284,000 | +25.4% | 8,436 | +4.7% | 0.05% | +22.7% |
| Q4 2020 | $1,024,000 | +41.6% | 8,061 | +7.4% | 0.04% | +33.3% |
| Q3 2020 | $723,000 | -8.7% | 7,506 | -10.9% | 0.03% | -13.2% |
| Q2 2020 | $792,000 | +17.0% | 8,425 | +12.1% | 0.04% | 0.0% |
| Q1 2020 | $677,000 | -50.5% | 7,518 | -23.3% | 0.04% | -32.1% |
| Q4 2019 | $1,367,000 | +20.1% | 9,807 | +1.4% | 0.06% | +16.7% |
| Q3 2019 | $1,138,000 | -1.0% | 9,669 | -6.0% | 0.05% | +2.1% |
| Q2 2019 | $1,149,000 | -9.2% | 10,281 | -17.8% | 0.05% | -7.8% |
| Q1 2019 | $1,266,000 | +4.7% | 12,508 | +1.0% | 0.05% | -7.3% |
| Q4 2018 | $1,209,000 | -56.4% | 12,387 | -49.5% | 0.06% | -43.3% |
| Q3 2018 | $2,770,000 | +3.7% | 24,546 | -4.3% | 0.10% | +2.1% |
| Q2 2018 | $2,672,000 | -7.9% | 25,644 | -2.8% | 0.10% | -4.0% |
| Q1 2018 | $2,902,000 | -3.5% | 26,392 | -6.2% | 0.10% | -2.9% |
| Q4 2017 | $3,007,000 | +10.1% | 28,122 | -1.6% | 0.10% | +8.5% |
| Q3 2017 | $2,730,000 | -5.7% | 28,588 | -9.8% | 0.09% | -11.3% |
| Q2 2017 | $2,896,000 | +3.5% | 31,683 | -0.6% | 0.11% | +1.0% |
| Q1 2017 | $2,799,000 | +0.9% | 31,861 | -0.8% | 0.10% | -6.2% |
| Q4 2016 | $2,773,000 | +20.9% | 32,132 | -6.7% | 0.11% | +20.4% |
| Q3 2016 | $2,294,000 | +6.7% | 34,452 | -0.4% | 0.09% | +3.3% |
| Q2 2016 | $2,149,000 | +923.3% | 34,588 | +987.3% | 0.09% | +1025.0% |
| Q4 2015 | $210,000 | -2.3% | 3,181 | +0.1% | 0.01% | 0.0% |
| Q2 2015 | $215,000 | -91.1% | 3,177 | -92.0% | 0.01% | -91.6% |
| Q1 2014 | $2,413,000 | +2.3% | 39,751 | -1.4% | 0.10% | 0.0% |
| Q4 2013 | $2,359,000 | +11.8% | 40,335 | -1.2% | 0.10% | +5.6% |
| Q3 2013 | $2,110,000 | – | 40,827 | – | 0.09% | – |
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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% |