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JPMorgan Chase & Co

CUSIP: 48127A161 | 28 institutional holders

Quarters

Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q4 2018

KCM Investment Advisors LLC61,012
0.0% of portfolio›$1.6K
Fulton Breakefield Broenniman LLC23,455
0.0% of portfolio›$596
Cobiz Investment Management, LLC22,400
0.0% of portfolio›$569
Roosevelt Investment Group Inc18,000
0.0% of portfolio›$457
Wilmington Savings Fund Society, FSB15,250
0.0% of portfolio›$388
Glenmede Trust Co NA12,745
0.0% of portfolio›$323
Roanoke Asset Management Corp/ NY8,700
0.0% of portfolio›$221
PNC Financial Services Group, Inc.3,315
0.0% of portfolio›$84
Estabrook Capital Management2,200
0.0% of portfolio›$55.9K
Intercontinental Wealth Advisors, LLC1,150
0.0% of portfolio›$29
Ellevest, Inc.600
0.0% of portfolio›$15
Sonora Investment Management, LLC155
0.0% of portfolio›$4
StyleTurnoverLocationFiled
KCM Investment Advisors LLC
61,012$1.6K0.0%CoreVery LowGreenbrae, CA2019-02-12
Fulton Breakefield Broenniman LLC
23,455$5960.0%GrowthLowBethesda, MD2019-02-05
Cobiz Investment Management, LLC
22,400$5690.0%N/AN/ADenver, CO2019-01-15
Roosevelt Investment Group Inc
18,000$4570.0%N/AN/ANew York, NY2019-02-05
Wilmington Savings Fund Society, FSB
15,250$3880.0%ValueLowWilmington, DE2019-08-28
Glenmede Trust Co NA
12,745$3230.0%CoreLowPhiladelphia, PA2019-02-14
Roanoke Asset Management Corp/ NY
8,700$2210.0%GrowthVery LowNew York, NY2019-02-06
PNC Financial Services Group, Inc.
3,315$840.0%GrowthVery LowPittsburgh, PA2019-02-08
Estabrook Capital Management
2,200$55.9K0.0%CoreVery LowNew York, NY2019-02-14
Intercontinental Wealth Advisors, LLC
1,150$290.0%N/AN/ASan Antonio, TX2019-01-31
Ellevest, Inc.
600$150.0%ETFLowNew York, NY2019-01-25
Sonora Investment Management, LLC
155$40.0%N/AN/ATucson, AZ2019-01-25