Clarity Wealth Advisors, LLC - 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
Clarity Wealth Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$4,388,006
+8.2%
30,258
+8.5%
1.99%
+9.3%
Q2 2023$4,055,832
+17.5%
27,887
+5.3%
1.82%
+3.5%
Q1 2023$3,450,334
-2.3%
26,478
+0.6%
1.76%
-13.5%
Q4 2022$3,530,691
+34.8%
26,329
+5.0%
2.03%
+28.9%
Q3 2022$2,619,000
+2.6%
25,070
+10.6%
1.58%
+8.1%
Q2 2022$2,552,000
-10.8%
22,667
+8.0%
1.46%
+7.4%
Q1 2022$2,862,000
-5.1%
20,997
+10.2%
1.36%
-3.1%
Q4 2021$3,017,000
+7.5%
19,053
+11.1%
1.40%
+1.4%
Q3 2021$2,806,000
+17.5%
17,145
+11.6%
1.38%
+11.5%
Q2 2021$2,389,000
+12.2%
15,365
+9.8%
1.24%
+2.1%
Q1 2021$2,130,000
+14.1%
13,995
-4.8%
1.21%
+7.2%
Q4 2020$1,867,000
+40.3%
14,693
+6.2%
1.13%
+18.5%
Q3 2020$1,331,000
+4.6%
13,830
+2.2%
0.96%
-4.8%
Q2 2020$1,272,000
+412.9%
13,526
+390.4%
1.00%
+288.8%
Q1 2020$248,000
-34.9%
2,758
+0.7%
0.26%
-19.4%
Q4 2019$381,0002,7380.32%
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