Morris Capital Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,102 filers reported holding JPMORGAN CHASE & CO in Q4 2016. The put-call ratio across all filers is 0.87 and the average weighting 1.2%.

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
Morris Capital Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2022$392,000
-7.1%
3,7490.0%0.37%
-1.9%
Q2 2022$422,000
-21.3%
3,749
-4.7%
0.38%
-9.4%
Q1 2022$536,000
-14.6%
3,932
-0.9%
0.42%
-9.8%
Q4 2021$628,000
-8.6%
3,967
-5.5%
0.46%
-14.8%
Q3 2021$687,000
-1.7%
4,196
-6.7%
0.54%
+2.5%
Q2 2021$699,000
+2.2%
4,4950.0%0.53%
-4.9%
Q1 2021$684,000
+9.8%
4,495
-8.3%
0.56%
+8.4%
Q4 2020$623,000
+26.4%
4,901
-4.4%
0.51%
+17.7%
Q3 2020$493,000
-0.8%
5,125
-2.9%
0.44%
-3.1%
Q2 2020$497,000
+5.5%
5,279
+0.9%
0.45%
-10.9%
Q1 2020$471,000
-36.9%
5,234
-2.3%
0.50%
-19.4%
Q4 2019$747,000
+13.2%
5,357
-4.5%
0.62%
+7.8%
Q3 2019$660,000
+5.3%
5,6080.0%0.58%
+10.9%
Q2 2019$627,000
+10.4%
5,6080.0%0.52%
+17.5%
Q1 2019$568,000
+3.5%
5,608
-0.3%
0.44%
-4.9%
Q4 2018$549,000
-16.4%
5,623
-3.4%
0.47%
+6.6%
Q3 2018$657,000
+6.1%
5,820
-2.1%
0.44%
+1.2%
Q2 2018$619,000
-5.4%
5,942
-0.1%
0.43%
+0.2%
Q1 2018$654,000
+4.0%
5,950
+1.1%
0.43%
+5.4%
Q4 2017$629,000
+11.7%
5,885
-0.1%
0.41%
+9.0%
Q3 2017$563,000
+5.0%
5,890
+0.4%
0.38%
-0.3%
Q2 2017$536,0000.0%5,867
-3.9%
0.38%
-2.8%
Q1 2017$536,000
+0.6%
6,103
-1.2%
0.39%
+4.9%
Q4 2016$533,000
+31.6%
6,178
+1.5%
0.37%
+47.8%
Q3 2016$405,000
+6.9%
6,089
-0.2%
0.25%
+11.6%
Q2 2016$379,000
+2.4%
6,099
-2.3%
0.22%
-10.0%
Q1 2016$370,0000.0%6,243
+11.4%
0.25%
-3.1%
Q4 2015$370,0005,6020.26%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 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