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JPMorgan Chase & Co

Q4 2020 vs Q1 2021

Comparing institutional holders between quarters

Quarters

Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Crossmark Global Holdings, Inc.
INCREASED
Shares248,289 from 246,164
Change+2,125 (+1%)
Value$6.3K (-$17)
Filed 2021-04-15
Sonora Investment Management, LLC
DECREASED
Shares126,748 from 130,128
Change-3,380 (-3%)
Value$3.2K (-$124)
Filed 2021-04-28
Roanoke Asset Management Corp/ NY
UNCHANGED
Shares41,300 from 41,300
Change0 (0%)
Value$1.1K (-$12)
Filed 2021-05-14
Mathes Company, Inc.
UNCHANGED
Shares17,450 from 17,450
Change0 (0%)
Value$444 (-$5)
Filed 2021-04-28
PNC Financial Services Group, Inc.
INCREASED
Shares6,192 from 3,991
Change+2,201 (+55%)
Value$158 (+$55)
Filed 2021-05-07
Highlander Capital Management, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$10 ($0)
Filed 2021-05-14
Resources Management Corp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3 ($0)
Filed 2021-05-13
Bramshill Investments, LLC
CLOSED
Shares0 from 106,539
Change-106,539 (-100%)
Value$0 (-$4.0K)
Filed 2021-05-17
Edge Wealth Management LLC
CLOSED
Shares0 from 11,000
Change-11,000 (-100%)
Value$0 (-$283)
Filed 2021-04-09
Fairpointe Capital LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$257)
Filed 2021-05-13
Status
Crossmark Global Holdings, Inc.
INCREASED248,289246,164+2,125+1%$6.3K$6.3K-$172021-04-15
Sonora Investment Management, LLC
DECREASED126,748130,128-3,380-3%$3.4K$3.2K-$1242021-04-28
Roanoke Asset Management Corp/ NY
UNCHANGED41,30041,30000%$1.1K$1.1K-$122021-05-14
Mathes Company, Inc.
UNCHANGED17,45017,45000%$449$444-$52021-04-28
PNC Financial Services Group, Inc.
INCREASED6,1923,991+2,201+55%$103$158+$552021-05-07
Highlander Capital Management, LLC
UNCHANGED40040000%$10$10$02021-05-14
Resources Management Corp
UNCHANGED10010000%$3$3$02021-05-13
Bramshill Investments, LLC
CLOSED0106,539-106,539-100%$4.0K$0-$4.0K2021-05-17
Edge Wealth Management LLC
CLOSED011,000-11,000-100%$283$0-$2832021-04-09
Fairpointe Capital LLC
CLOSED010,000-10,000-100%$257$0-$2572021-05-13
Showing 10 of 10 institutions