VICUS CAPITAL - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,103 filers reported holding JPMORGAN CHASE & CO in Q4 2020. The put-call ratio across all filers is 1.12 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
VICUS CAPITAL ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,726,634
+21.7%
11,906
+22.0%
0.18%
+22.3%
Q2 2023$1,418,967
+12.4%
9,756
+0.7%
0.15%
+8.8%
Q1 2023$1,262,867
+91.3%
9,691
+96.9%
0.14%
+81.3%
Q4 2022$659,997
+10.0%
4,922
-14.3%
0.08%
+5.6%
Q3 2022$600,000
-7.4%
5,744
-0.2%
0.07%
-2.7%
Q2 2022$648,000
-18.8%
5,755
-1.7%
0.07%
-8.8%
Q1 2022$798,000
+1.5%
5,857
+10.9%
0.08%0.0%
Q4 2021$786,000
-4.0%
5,279
-1.9%
0.08%
-17.5%
Q1 2021$819,000
+54.2%
5,379
+28.7%
0.10%
+49.2%
Q4 2020$531,000
+18.5%
4,179
-10.2%
0.06%
+1.6%
Q3 2020$448,000
-1.5%
4,656
-3.8%
0.06%
-7.2%
Q2 2020$455,000
-1.5%
4,840
-5.6%
0.07%
-19.8%
Q1 2020$462,000
-34.1%
5,129
+2.0%
0.09%
-18.9%
Q4 2019$701,000
-6.3%
5,030
-20.9%
0.11%
+1.9%
Q3 2019$748,000
+5.2%
6,356
-0.0%
0.10%
+4.0%
Q2 2019$711,000
+14.5%
6,357
+3.6%
0.10%
+2.0%
Q1 2019$621,000
+9.3%
6,134
+5.5%
0.10%
-3.0%
Q4 2018$568,000
-11.9%
5,814
+1.8%
0.10%
-2.9%
Q3 2018$645,000
+5.0%
5,713
-3.1%
0.10%
+3.0%
Q2 2018$614,000
-5.5%
5,893
-0.3%
0.10%
-9.8%
Q1 2018$650,000
+1.9%
5,912
-0.9%
0.11%
+0.9%
Q4 2017$638,000
+11.5%
5,967
-0.3%
0.11%
+0.9%
Q3 2017$572,000
+1.1%
5,987
-3.2%
0.11%
-5.2%
Q2 2017$566,000
-8.1%
6,188
-11.8%
0.12%
-12.8%
Q1 2017$616,000
+11.0%
7,017
+9.1%
0.13%
+7.3%
Q4 2016$555,000
+40.2%
6,432
+8.2%
0.12%
+37.8%
Q3 2016$396,000
+57.1%
5,945
+46.4%
0.09%
+47.5%
Q2 2016$252,000
+5.4%
4,062
+0.5%
0.06%
+13.0%
Q1 2016$239,000
+5.8%
4,041
+18.1%
0.05%
-5.3%
Q4 2015$226,000
+13.0%
3,421
+4.2%
0.06%
+7.5%
Q3 2015$200,000
-2.0%
3,282
+9.0%
0.05%0.0%
Q2 2015$204,000
-1.4%
3,012
-12.0%
0.05%
+32.5%
Q1 2015$207,000
-9.2%
3,424
-6.0%
0.04%
-39.4%
Q4 2014$228,000
+5.1%
3,643
+1.2%
0.07%
-8.3%
Q3 2014$217,000
+3.8%
3,601
-0.9%
0.07%
+7.5%
Q2 2014$209,000
-3.2%
3,635
+1.9%
0.07%
-8.2%
Q1 2014$216,0003,5660.07%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2020
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders