Clear Perspective Advisors, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,590 filers reported holding JPMORGAN CHASE & CO in Q4 2018. The put-call ratio across all filers is 0.99 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
Clear Perspective Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q4 2021$1,624,000
-4.5%
10,254
-1.3%
0.49%
-15.3%
Q3 2021$1,700,000
+4.9%
10,386
-0.3%
0.58%
+3.6%
Q2 2021$1,620,000
+1.3%
10,418
-0.8%
0.56%
-10.1%
Q1 2021$1,599,000
+25.5%
10,505
+4.7%
0.62%
+20.0%
Q4 2020$1,274,000
+63.5%
10,030
-4.1%
0.52%
+42.3%
Q3 2020$779,000
-26.9%
10,463
-7.6%
0.37%
-37.1%
Q2 2020$1,066,000
+9.8%
11,329
+5.1%
0.58%
-10.2%
Q1 2020$971,000
-45.0%
10,783
-14.8%
0.65%
-40.7%
Q4 2019$1,764,000
+20.8%
12,653
+2.0%
1.09%
+65.0%
Q3 2019$1,460,000
+5.3%
12,408
+0.1%
0.66%
-25.6%
Q2 2019$1,386,000
-23.8%
12,397
-24.3%
0.89%
-31.0%
Q1 2019$1,818,000
+105.9%
16,384
+81.2%
1.29%
+75.7%
Q4 2018$883,000
-2.6%
9,044
+12.5%
0.73%
+9.2%
Q3 2018$907,000
+12.1%
8,038
+3.5%
0.67%
+18.7%
Q2 2018$809,000
+14.6%
7,768
+21.0%
0.57%
+7.4%
Q1 2018$706,000
+86.8%
6,418
+81.5%
0.53%
+82.4%
Q4 2017$378,000
+15.2%
3,537
+2.9%
0.29%
+7.8%
Q3 2017$328,000
+4.5%
3,4370.0%0.27%
+1.5%
Q2 2017$314,000
+10.6%
3,437
+6.2%
0.26%
+40.4%
Q1 2017$284,000
-9.6%
3,237
-11.0%
0.19%
-9.6%
Q4 2016$314,0003,6370.21%
Other shareholders
JPMORGAN CHASE & CO shareholders Q4 2018
NameSharesValueWeighting ↓
Gemsstock Ltd. 209,900$27,352,06929.88%
Guidance Point Advisors, LLC 400,579$52,199,62921.05%
Global Frontier Investments LLC 339,000$44,17519.84%
Courant Investment Management LLC 114,592$14,932,48416.51%
SEARLE & CO. 261,117$36,096,81411.81%
GREENHAVEN ASSOCIATES INC 4,738,784$617,510,9439.58%
New Republic Capital, LLC 83,341$10,860,1548.20%
UDINE WEALTH MANAGEMENT, INC. 39,342$5,126,6567.91%
Saber Capital Managment, LLC 32,169$4,191,9427.85%
PM CAPITAL Ltd 284,889$37,1247.72%
View complete list of JPMORGAN CHASE & CO shareholders