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Jpmorgan Tr I Tax Aware Income Opp Fd
Q4 2015 vs Q2 2016
Comparing institutional holders between quarters
Quarters
Q2 2016
Q4 2015
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
0
New
0
Closed
0
Increased
1
Decreased
0
Unchanged
0
No Data
Sort by
Q2 2016 shares — high to low
Q2 2016 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q2 2016 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
WealthPLAN Partners, LLC
DECREASED
Shares
3,602
from 5,641
Change
-2,039
(-36%)
Value
$36.8K
(-$20.4K)
Filed 2016-08-08
Institution
Status
Q2 2016 ↓
Q4 2015
Change
% Change
Q4 2015 Value
Q2 2016 Value
Value Change
Filed
WealthPLAN Partners, LLC
DECREASED
3,602
5,641
-2,039
-36%
$57.2K
$36.8K
-$20.4K
2016-08-08
Showing 1 of 1 institutions