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JPMorgan Chase & Co

Q3 2018 vs Q4 2018

Comparing institutional holders between quarters

Quarters

Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
KCM Investment Advisors LLC
DECREASED
Shares61,012 from 64,311
Change-3,299 (-5%)
Value$1.6K (-$95)
Filed 2019-02-12
Fulton Breakefield Broenniman LLC
DECREASED
Shares23,455 from 23,646
Change-191 (-1%)
Value$596 (-$9)
Filed 2019-02-05
Cobiz Investment Management, LLC
INCREASED
Shares22,400 from 22,000
Change+400 (+2%)
Value$569 (+$6)
Filed 2019-01-15
Roosevelt Investment Group Inc
UNCHANGED
Shares18,000 from 18,000
Change0 (0%)
Value$457 (-$3)
Filed 2019-02-05
Wilmington Savings Fund Society, FSB
DECREASED
Shares15,250 from 24,250
Change-9,000 (-37%)
Value$388 (-$232)
Filed 2019-08-28
Glenmede Trust Co NA
UNCHANGED
Shares12,745 from 12,745
Change0 (0%)
Value$323 (-$3)
Filed 2019-02-14
Roanoke Asset Management Corp/ NY
UNCHANGED
Shares8,700 from 8,700
Change0 (0%)
Value$221 (-$2)
Filed 2019-02-06
PNC Financial Services Group, Inc.
INCREASED
Shares3,315 from 3,082
Change+233 (+8%)
Value$84 (+$5)
Filed 2019-02-08
Estabrook Capital Management
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$55.9K (-$374)
Filed 2019-02-14
Intercontinental Wealth Advisors, LLC
NEW
Shares1,150
Change+1,150
Value$29
Filed 2019-01-31
Ellevest, Inc.
NEW
Shares600
Change+600
Value$15
Filed 2019-01-25
Sonora Investment Management, LLC
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$4 ($0)
Filed 2019-01-25
Status
KCM Investment Advisors LLC
DECREASED61,01264,311-3,299-5%$1.6K$1.6K-$952019-02-12
Fulton Breakefield Broenniman LLC
DECREASED23,45523,646-191-1%$605$596-$92019-02-05
Cobiz Investment Management, LLC
INCREASED22,40022,000+400+2%$563$569+$62019-01-15
Roosevelt Investment Group Inc
UNCHANGED18,00018,00000%$460$457-$32019-02-05
Wilmington Savings Fund Society, FSB
DECREASED15,25024,250-9,000-37%$620$388-$2322019-08-28
Glenmede Trust Co NA
UNCHANGED12,74512,74500%$326$323-$32019-02-14
Roanoke Asset Management Corp/ NY
UNCHANGED8,7008,70000%$223$221-$22019-02-06
PNC Financial Services Group, Inc.
INCREASED3,3153,082+233+8%$79$84+$52019-02-08
Estabrook Capital Management
UNCHANGED2,2002,20000%$56.3K$55.9K-$3742019-02-14
Intercontinental Wealth Advisors, LLC
NEW1,150—+1,150——$29—2019-01-31
Ellevest, Inc.
NEW600—+600——$15—2019-01-25
Sonora Investment Management, LLC
UNCHANGED15515500%$4$4$02019-01-25
Showing 12 of 12 institutions