SEC 13F Intelligence

Point View Wealth Management, Inc. / JPM

Point View Wealth Management, Inc.’s Jpmorgan Chase & Co Position

Does Point View Wealth Management, Inc. own Jpmorgan Chase & Co (JPM)? Yes — 20.3K shares worth $3M (+1.05% of its 13F portfolio) as of Q4 2020, up from 19.8K shares the prior filed quarter.

Position Value
$3M
Q4 2020
Shares
20.3K
% of Portfolio
+1.05%
Quarters Held
9
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $3MQ2 ’19Q3 ’19: $2MQ4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ2 ’20Q3 ’20: $2MQ4 ’20: $3MQ4 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202020.3K$3M+1.05%
Q3 202019.8K$2M+0.90%
Q2 202019.4K$2M+0.87%
Q1 202019.9K$2M+0.98%
Q4 201920.1K$3M+1.16%
Q3 201920.9K$2M+1.11%
Q2 201923.9K$3M+1.14%
Q1 201923.6K$2M+1.06%
Q4 201823.6K$2M+1.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Point View Wealth Management, Inc.’s full portfolio or all institutional holders of JPM.