Pacific Edge 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
Pacific Edge Advisors, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2021$307,000
+5.1%
1,8780.0%0.15%
-2.0%
Q2 2021$292,000
+9.4%
1,878
+7.0%
0.15%
+17.8%
Q1 2021$267,000
-28.8%
1,755
-40.6%
0.13%
-33.8%
Q4 2020$375,000
+32.0%
2,9550.0%0.20%
+19.6%
Q3 2020$284,000
+2.2%
2,9550.0%0.16%
-0.6%
Q2 2020$278,000
+2.6%
2,955
-2.0%
0.16%
-15.5%
Q1 2020$271,000
-38.8%
3,015
-5.0%
0.19%
-28.1%
Q4 2019$443,000
+26.2%
3,175
+6.5%
0.27%
+17.9%
Q3 2019$351,000
+1.4%
2,980
-3.7%
0.23%
+0.4%
Q2 2019$346,000
-21.2%
3,093
-28.7%
0.23%
-14.3%
Q1 2019$439,000
-0.2%
4,337
-3.8%
0.27%
-5.0%
Q4 2018$440,000
-18.2%
4,509
-5.4%
0.28%
-5.7%
Q3 2018$538,000
-3.8%
4,764
-11.3%
0.30%
-3.6%
Q2 2018$559,000
+0.4%
5,368
+6.0%
0.31%
-10.2%
Q1 2018$557,000
+89.5%
5,064
+84.3%
0.34%
+64.9%
Q4 2017$294,0002,7480.21%
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