New England Private Wealth Advisors LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,810 filers reported holding JPMORGAN CHASE & CO in Q4 2014. The put-call ratio across all filers is 0.74 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
New England Private Wealth Advisors LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2019$4,183,000
+1.3%
35,545
-3.7%
1.02%
+1.5%
Q2 2019$4,129,000
+13.2%
36,919
+2.4%
1.00%
+5.8%
Q1 2019$3,649,000
+2.9%
36,048
-0.8%
0.94%
-9.3%
Q4 2018$3,547,000
-13.4%
36,332
+0.1%
1.04%
-4.8%
Q3 2018$4,097,000
+7.2%
36,306
-1.0%
1.10%
+1.7%
Q2 2018$3,822,000
-5.2%
36,6680.0%1.08%
-5.4%
Q1 2018$4,031,000
-3.2%
36,668
-5.8%
1.14%
-2.8%
Q4 2017$4,163,000
+14.7%
38,942
+2.5%
1.17%
+8.6%
Q3 2017$3,629,000
+1.7%
37,987
-2.8%
1.08%
-2.0%
Q2 2017$3,570,000
+0.8%
39,062
-3.6%
1.10%
-2.7%
Q1 2017$3,541,000
-0.7%
40,511
-2.0%
1.13%
-8.6%
Q4 2016$3,565,000
+30.6%
41,320
+0.8%
1.24%
+26.2%
Q3 2016$2,730,000
+7.2%
40,985
+0.0%
0.98%
+0.9%
Q2 2016$2,547,000
-0.7%
40,980
-5.4%
0.97%
-7.6%
Q1 2016$2,564,000
-10.3%
43,301
+0.0%
1.05%
-7.2%
Q4 2015$2,859,000
+7.0%
43,296
-1.2%
1.14%
-0.4%
Q3 2015$2,671,000
-13.0%
43,815
-3.3%
1.14%
-2.3%
Q2 2015$3,069,000
+8.9%
45,288
-3.6%
1.17%
+6.1%
Q1 2015$2,819,000
-1.8%
46,975
+2.3%
1.10%
-2.8%
Q4 2014$2,871,000
+6.7%
45,941
+3.1%
1.13%
+4.3%
Q3 2014$2,690,000
+1.7%
44,559
-2.9%
1.08%
-0.2%
Q2 2014$2,646,000
-2.6%
45,913
+2.6%
1.09%
-4.8%
Q1 2014$2,717,000
+1.7%
44,754
-2.0%
1.14%
-5.7%
Q4 2013$2,671,000
+15.8%
45,672
+2.4%
1.21%0.0%
Q3 2013$2,307,000
-2.9%
44,617
-0.8%
1.21%
-18.7%
Q2 2013$2,375,000
+14.7%
44,984
+1.9%
1.49%
-2.4%
Q1 2013$2,071,000
+6.7%
44,1430.0%1.52%
-15.3%
Q4 2012$1,941,00044,1431.80%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2014
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