SVA Wealth Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 1,902 filers reported holding JPMORGAN CHASE & CO in Q1 2016. The put-call ratio across all filers is 0.80 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
SVA Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2020$12,631,000
+29.1%
99,404
-2.2%
1.10%
+13.5%
Q3 2020$9,787,000
+1.8%
101,660
-0.5%
0.97%
-5.5%
Q2 2020$9,613,000
+6.5%
102,196
+1.9%
1.03%
-1.0%
Q1 2020$9,030,000
-36.0%
100,298
-1.0%
1.04%
-19.9%
Q4 2019$14,120,000
+16.4%
101,291
-1.7%
1.29%
+8.7%
Q3 2019$12,130,000
+4.8%
103,068
-0.4%
1.19%
+4.5%
Q2 2019$11,570,000
-2.6%
103,492
-11.8%
1.14%
-0.9%
Q1 2019$11,884,000
+6.6%
117,398
+2.8%
1.15%
-8.4%
Q4 2018$11,151,000
-9.9%
114,226
+4.1%
1.25%
-0.3%
Q3 2018$12,381,000
+9.8%
109,724
+1.4%
1.26%
+3.3%
Q2 2018$11,276,000
+6.2%
108,218
-2.6%
1.22%
-7.2%
Q1 2018$10,613,000
-9.6%
111,123
+1.2%
1.31%
-4.7%
Q4 2017$11,739,000
+10.6%
109,769
-1.2%
1.38%
+4.9%
Q3 2017$10,613,000
+5.2%
111,123
+0.7%
1.31%
+0.4%
Q2 2017$10,084,000
+7.9%
110,328
+3.7%
1.31%
+3.2%
Q1 2017$9,342,000
-1.9%
106,348
-3.6%
1.27%
-10.7%
Q4 2016$9,520,000
+26.1%
110,321
-2.7%
1.42%
+20.8%
Q3 2016$7,550,000
+8.4%
113,377
+1.1%
1.18%
+4.4%
Q2 2016$6,966,000
+5.4%
112,094
+0.5%
1.13%
+2.9%
Q1 2016$6,607,000
-9.9%
111,559
+0.5%
1.09%
-13.8%
Q4 2015$7,332,000
+19.0%
111,045
+9.9%
1.27%
+10.4%
Q3 2015$6,161,000
-10.1%
101,046
-0.0%
1.15%
-8.8%
Q2 2015$6,850,000
+13.5%
101,089
+1.4%
1.26%
+14.3%
Q1 2015$6,037,000
+199.2%
99,657
+209.0%
1.10%
+50.3%
Q4 2014$2,018,000
+8.0%
32,254
+4.0%
0.73%
-7.9%
Q3 2014$1,868,000
+9.4%
31,014
+4.7%
0.80%
+9.0%
Q2 2014$1,707,000
+2.5%
29,631
+8.0%
0.73%
-7.1%
Q1 2014$1,665,000
+29.4%
27,431
+24.7%
0.79%
+2.3%
Q4 2013$1,287,00022,0010.77%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2016
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