JPMorgan Chase & Co

Q3 2018 vs Q4 2024

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Itau Unibanco Holding S.A.

NEW

Shares1,478

Change+1,478

Value$354.3K

Filed 2025-02-14

Capital World Investors

CLOSED

Shares0 from 3,716,000

Change-3,716,000 (-100%)

Value$0 (-$270.0K)

Filed 2025-02-13

Hosking Partners LLP

CLOSED

Shares0 from 225,260

Change-225,260 (-100%)

Value$0 (-$16.4K)

Filed 2025-02-05

Morgan Stanley

CLOSED

Shares0 from 162,799

Change-162,799 (-100%)

Value$0 (-$11.8K)

Filed 2025-05-15

Salzhauer Michael

CLOSED

Shares0 from 128,943

Change-128,943 (-100%)

Value$0 (-$9.4K)

Filed 2025-02-13

Manufacturers Life Insurance Company, the

CLOSED

Shares0 from 107,850

Change-107,850 (-100%)

Value$0 (-$7.8K)

Filed 2025-02-14

Teewinot Capital Advisers, L.L.C.

CLOSED

Shares0 from 51,298

Change-51,298 (-100%)

Value$0 (-$3.7K)

Filed 2025-02-14

Brave Asset Management Inc

CLOSED

Shares0 from 42,418

Change-42,418 (-100%)

Value$0 (-$3.1K)

Filed 2025-01-14

D.A. Davidson & Co.

CLOSED

Shares0 from 32,210

Change-32,210 (-100%)

Value$0 (-$2.3K)

Filed 2025-01-31

PL Capital Advisors, LLCA

CLOSED

Shares0 from 26,010

Change-26,010 (-100%)

Value$0 (-$1.9K)

Filed 2025-02-05

Harbor Advisors LLC

CLOSED

Shares0 from 25,000

Change-25,000 (-100%)

Value$0 (-$1.8K)

Filed 2025-02-11

Wittenberg Investment Management, Inc.

CLOSED

Shares0 from 15,100

Change-15,100 (-100%)

Value$0 (-$1.1K)

Filed 2025-02-13

Bank of America Corp

CLOSED

Shares0 from 14,225

Change-14,225 (-100%)

Value$0 (-$1.0K)

Filed 2025-02-14

UBS Group AG

CLOSED

Shares0 from 13,816

Change-13,816 (-100%)

Value$0 (-$1.0K)

Filed 2025-02-14

Scharf Investments, LLC

CLOSED

Shares0 from 12,525

Change-12,525 (-100%)

Value$0 (-$910)

Filed 2025-01-24

Wells Fargo & Company

CLOSED

Shares0 from 11,398

Change-11,398 (-100%)

Value$0 (-$828)

Filed 2025-02-13

LPL Financial LLC

CLOSED

Shares0 from 11,007

Change-11,007 (-100%)

Value$0 (-$800)

Filed 2025-02-11

Royal Bank of Canada

CLOSED

Shares0 from 10,899

Change-10,899 (-100%)

Value$0 (-$792)

Filed 2025-02-14

Russell Investments Group, Ltd.

CLOSED

Shares0 from 9,200

Change-9,200 (-100%)

Value$0 (-$621)

Filed 2025-02-13

Maltese Capital Management LLC

CLOSED

Shares0 from 7,500

Change-7,500 (-100%)

Value$0 (-$545)

Filed 2025-02-14

Adalta Capital Management LLC

CLOSED

Shares0 from 6,775

Change-6,775 (-100%)

Value$0 (-$493)

Filed 2025-02-18

Circle Wealth Management, LLC

CLOSED

Shares0 from 5,247

Change-5,247 (-100%)

Value$0 (-$381)

Filed 2025-02-14

Neuberger Berman Group LLC

CLOSED

Shares0 from 4,375

Change-4,375 (-100%)

Value$0 (-$318)

Filed 2026-10-27

Creative Planning

CLOSED

Shares0 from 4,200

Change-4,200 (-100%)

Value$0 (-$305)

Filed 2025-02-14

Blair William & Co

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$145)

Filed 2025-02-12

Prelude Capital Management, LLC

CLOSED

Shares0 from 1,818

Change-1,818 (-100%)

Value$0 (-$132)

Filed 2025-02-14

Wolverine Asset Management LLC

CLOSED

Shares0 from 783

Change-783 (-100%)

Value$0 (-$57)

Filed 2025-02-03

Twin Tree Management, LP

CLOSED

Shares0 from 66

Change-66 (-100%)

Value$0 (-$6)

Filed 2025-02-10

Centaurus Financial, Inc.

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$109)

Filed 2025-03-12

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2025-02-13

OTA Financial Group L.P.

N/A

Shares— from 295,805

Change-295,805 (-100%)

Value—

Vertex One Asset Management Inc.

N/A

Shares— from 181,379

Change-181,379 (-100%)

Value—

First Republic Investment Management, Inc.

N/A

Shares— from 70,000

Change-70,000 (-100%)

Value—

Concourse Capital Management, LLC

N/A

Shares— from 36,478

Change-36,478 (-100%)

Value—

Raymond James & Associates

N/A

Shares— from 6,410

Change-6,410 (-100%)

Value—

Highlander Capital Management, LLC

N/A

Shares— from 1,063

Change-1,063 (-100%)

Value—

	Status
Itau Unibanco Holding S.A.	NEW	1,478	—	+1,478	—	—	$354.3K	—	2025-02-14
Capital World Investors	CLOSED	0	3,716,000	-3,716,000	-100%	$270.0K	$0	-$270.0K	2025-02-13
Hosking Partners LLP	CLOSED	0	225,260	-225,260	-100%	$16.4K	$0	-$16.4K	2025-02-05
Morgan Stanley	CLOSED	0	162,799	-162,799	-100%	$11.8K	$0	-$11.8K	2025-05-15
Salzhauer Michael	CLOSED	0	128,943	-128,943	-100%	$9.4K	$0	-$9.4K	2025-02-13
Manufacturers Life Insurance Company, the	CLOSED	0	107,850	-107,850	-100%	$7.8K	$0	-$7.8K	2025-02-14
Teewinot Capital Advisers, L.L.C.	CLOSED	0	51,298	-51,298	-100%	$3.7K	$0	-$3.7K	2025-02-14
Brave Asset Management Inc	CLOSED	0	42,418	-42,418	-100%	$3.1K	$0	-$3.1K	2025-01-14
D.A. Davidson & Co.	CLOSED	0	32,210	-32,210	-100%	$2.3K	$0	-$2.3K	2025-01-31
PL Capital Advisors, LLCA	CLOSED	0	26,010	-26,010	-100%	$1.9K	$0	-$1.9K	2025-02-05
Harbor Advisors LLC	CLOSED	0	25,000	-25,000	-100%	$1.8K	$0	-$1.8K	2025-02-11
Wittenberg Investment Management, Inc.	CLOSED	0	15,100	-15,100	-100%	$1.1K	$0	-$1.1K	2025-02-13
Bank of America Corp	CLOSED	0	14,225	-14,225	-100%	$1.0K	$0	-$1.0K	2025-02-14
UBS Group AG	CLOSED	0	13,816	-13,816	-100%	$1.0K	$0	-$1.0K	2025-02-14
Scharf Investments, LLC	CLOSED	0	12,525	-12,525	-100%	$910	$0	-$910	2025-01-24
Wells Fargo & Company	CLOSED	0	11,398	-11,398	-100%	$828	$0	-$828	2025-02-13
LPL Financial LLC	CLOSED	0	11,007	-11,007	-100%	$800	$0	-$800	2025-02-11
Royal Bank of Canada	CLOSED	0	10,899	-10,899	-100%	$792	$0	-$792	2025-02-14
Russell Investments Group, Ltd.	CLOSED	0	9,200	-9,200	-100%	$621	$0	-$621	2025-02-13
Maltese Capital Management LLC	CLOSED	0	7,500	-7,500	-100%	$545	$0	-$545	2025-02-14
Adalta Capital Management LLC	CLOSED	0	6,775	-6,775	-100%	$493	$0	-$493	2025-02-18
Circle Wealth Management, LLC	CLOSED	0	5,247	-5,247	-100%	$381	$0	-$381	2025-02-14
Neuberger Berman Group LLC	CLOSED	0	4,375	-4,375	-100%	$318	$0	-$318	2026-10-27
Creative Planning	CLOSED	0	4,200	-4,200	-100%	$305	$0	-$305	2025-02-14
Blair William & Co	CLOSED	0	2,000	-2,000	-100%	$145	$0	-$145	2025-02-12
Prelude Capital Management, LLC	CLOSED	0	1,818	-1,818	-100%	$132	$0	-$132	2025-02-14
Wolverine Asset Management LLC	CLOSED	0	783	-783	-100%	$57	$0	-$57	2025-02-03
Twin Tree Management, LP	CLOSED	0	66	-66	-100%	$6	$0	-$6	2025-02-10
Centaurus Financial, Inc.	CLOSED	0	2	-2	-100%	$109	$0	-$109	2025-03-12
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2025-02-13
OTA Financial Group L.P.	N/A	—	295,805	-295,805	-100%	$18.8K	—	—	—
Vertex One Asset Management Inc.	N/A	—	181,379	-181,379	-100%	$13.2K	—	—	—
First Republic Investment Management, Inc.	N/A	—	70,000	-70,000	-100%	$5.1K	—	—	—
Concourse Capital Management, LLC	N/A	—	36,478	-36,478	-100%	$2.7K	—	—	—
Raymond James & Associates	N/A	—	6,410	-6,410	-100%	$466	—	—	—
Highlander Capital Management, LLC	N/A	—	1,063	-1,063	-100%	$77	—	—	—

Showing 36 of 36 institutions