Partnervest Advisory Services LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,851 filers reported holding JPMORGAN CHASE & CO in Q2 2015. The put-call ratio across all filers is 0.63 and the average weighting 1.1%.

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
Partnervest Advisory Services LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2020$2,869,000
+15.5%
29,800
+12.8%
0.91%
-2.9%
Q2 2020$2,485,000
+9.9%
26,416
+5.1%
0.94%
-7.7%
Q1 2020$2,262,000
-34.9%
25,125
+0.8%
1.02%
-20.3%
Q4 2019$3,475,000
+34.4%
24,926
+13.5%
1.27%
+37.6%
Q3 2019$2,586,000
+34.6%
21,969
+27.8%
0.93%
+21.8%
Q2 2019$1,921,000
+16.2%
17,184
+5.2%
0.76%
+10.8%
Q1 2019$1,653,000
-18.3%
16,329
-99.8%
0.69%
-29.8%
Q4 2018$2,024,000
-32.1%
10,020,720
+37801.3%
0.98%
-17.5%
Q3 2018$2,983,000
+13.8%
26,439
+5.1%
1.18%
-2.3%
Q2 2018$2,621,0000.0%25,154
+5.5%
1.21%
-3.3%
Q1 2018$2,621,000
+5.2%
23,834
+2.3%
1.25%
+3.3%
Q4 2017$2,492,000
+18.2%
23,306
+5.6%
1.21%
+18.1%
Q3 2017$2,108,000
+4.8%
22,076
+0.3%
1.03%
+13.2%
Q2 2017$2,011,000
+6.1%
22,000
+1.9%
0.91%
+6.0%
Q1 2017$1,896,000
+3.8%
21,589
+2.0%
0.86%
+1.3%
Q4 2016$1,827,000
+28.0%
21,172
-1.2%
0.84%
+25.4%
Q3 2016$1,427,000
+12.7%
21,426
+5.1%
0.67%
+7.7%
Q2 2016$1,266,000
+11.7%
20,377
+6.5%
0.63%
+5.7%
Q1 2016$1,133,000
-5.6%
19,130
+5.3%
0.59%
-11.2%
Q4 2015$1,200,000
+6.8%
18,172
-1.5%
0.67%
+4.2%
Q3 2015$1,124,000
-17.5%
18,442
-8.3%
0.64%
-5.5%
Q2 2015$1,363,000
+14.9%
20,110
+2.7%
0.68%
+10.3%
Q1 2015$1,186,000
+0.8%
19,572
+4.1%
0.61%
+7.7%
Q4 2014$1,177,000
+110.9%
18,801
+102.9%
0.57%
+96.6%
Q3 2014$558,000
+8.8%
9,268
+4.2%
0.29%
+26.1%
Q2 2014$513,000
-1.5%
8,895
+3.6%
0.23%
-1.3%
Q1 2014$521,000
+2.2%
8,585
-1.6%
0.23%
-1.7%
Q4 2013$510,000
+10.9%
8,729
-2.0%
0.24%
+0.9%
Q3 2013$460,000
+16.8%
8,907
+19.3%
0.24%
+30.6%
Q2 2013$394,0007,4660.18%
Other shareholders
JPMORGAN CHASE & CO shareholders Q2 2015
NameSharesValueWeighting ↓
Michael & Susan Dell Foundation 313,853$34,514,00054.03%
Lloyds Banking Group plc 28,209$3,101,00024.00%
ADAMCAPITAL Gestao de Recursos Ltda. 4,878,139$536,449,00019.10%
LANSDOWNE PARTNERS (UK) LLP 13,523,497$1,487,169,00015.49%
James Hambro & Partners 341,429$37,538,00014.75%
Spectrum Financial Alliance Ltd LLC 182,873$20,009,00013.12%
GREENHAVEN ASSOCIATES INC 6,670,020$733,502,00011.54%
Providence Wealth Advisors, LLC 65,118$7,023,00010.40%
STEWART WEST INDIES TRADING CO., LTD 1,028,000$113,049,0009.79%
Chubb Ltd 200,000$21,994,0009.56%
View complete list of JPMORGAN CHASE & CO shareholders