Personal Capital Advisors Corp - 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
Personal Capital Advisors Corp ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2022$143,689,419
+39.1%
1,071,509
+8.4%
0.70%
+25.1%
Q3 2022$103,276,000
-8.8%
988,285
-1.7%
0.56%
-5.9%
Q2 2022$113,252,000
-13.1%
1,005,695
+5.2%
0.59%
-2.6%
Q1 2022$130,272,000
-10.6%
955,633
+4.0%
0.61%
-9.2%
Q4 2021$145,730,000
-1.0%
918,828
+2.1%
0.67%
-9.3%
Q3 2021$147,243,000
+9.0%
899,526
+3.6%
0.74%
+5.4%
Q2 2021$135,086,000
+6.3%
868,499
+4.1%
0.70%
-4.6%
Q1 2021$127,034,000
+28.3%
834,486
+7.1%
0.74%
+16.5%
Q4 2020$98,978,000
+45.4%
778,926
+10.2%
0.63%
+23.2%
Q3 2020$68,058,000
+18.4%
706,945
+15.7%
0.51%
+8.0%
Q2 2020$57,464,000
+11.0%
610,929
+6.5%
0.48%
-7.0%
Q1 2020$51,792,000
-35.2%
573,891
+0.0%
0.51%
-24.1%
Q4 2019$79,964,000
+23.9%
573,631
+4.6%
0.67%
+9.3%
Q3 2019$64,557,000
+11.5%
548,541
+5.9%
0.62%
+4.8%
Q2 2019$57,920,000
+20.1%
518,064
+8.7%
0.59%
+8.7%
Q1 2019$48,238,000
+48.1%
476,516
+42.8%
0.54%
+24.1%
Q4 2018$32,579,000
-10.8%
333,737
+3.2%
0.44%
-6.8%
Q3 2018$36,507,000
+14.9%
323,533
+6.1%
0.47%
+4.7%
Q2 2018$31,779,000
+6.4%
304,983
+12.3%
0.45%
-3.9%
Q1 2018$29,872,000
+343.3%
271,636
+331.1%
0.46%
+304.3%
Q4 2017$6,738,000
+13.1%
63,004
+1.1%
0.12%
-0.9%
Q3 2017$5,955,000
-6.8%
62,347
-10.8%
0.12%
-17.1%
Q2 2017$6,390,000
+0.3%
69,908
-3.1%
0.14%
-12.5%
Q1 2017$6,368,000
+6.2%
72,139
+3.8%
0.16%
-10.6%
Q4 2016$5,998,000
+51.3%
69,515
+15.1%
0.18%
+34.6%
Q3 2016$3,964,000
+27.9%
60,387
+21.1%
0.13%
+11.8%
Q2 2016$3,099,000
+31.8%
49,865
+25.6%
0.12%
+10.2%
Q1 2016$2,352,000
+12.1%
39,712
+25.0%
0.11%
-6.1%
Q4 2015$2,098,000
+38.6%
31,770
+28.0%
0.12%
+15.0%
Q3 2015$1,514,000
+0.9%
24,828
+14.2%
0.10%
-3.8%
Q2 2015$1,501,000
+40.3%
21,735
+23.0%
0.10%
+19.5%
Q1 2015$1,070,000
+34.8%
17,670
-27.7%
0.09%
+61.1%
Q4 2014$794,000
+88.6%
24,440
+249.3%
0.05%0.0%
Q3 2014$421,0006,9960.05%
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