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JPMorgan Chase & Co 4.20 DP PF

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Thompson Investment Management, Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$47.4K (-$4.1K)
Filed 2026-10-14
First Command Advisory Services, Inc.
INCREASED
Shares2,318 from 994
Change+1,324 (+133%)
Value$36.6K (+$19.6K)
Filed 2026-11-05
Atlas Capital Advisors Inc.
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$205.0K (+$182.6K)
Filed 2026-11-09
PNC Financial Services Group, Inc.
DECREASED
Shares767 from 926
Change-159 (-17%)
Value$12.1K (-$3.8K)
Filed 2026-11-06
Kelleher Financial Advisors
CLOSED
Shares0 from 6,973
Change-6,973 (-100%)
Value$0 (-$119.7K)
Filed 2026-10-30
Ramirez Asset Management, Inc.
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Status
Thompson Investment Management, Inc.
UNCHANGED3,0003,00000%$51.5K$47.4K-$4.1K2026-10-14
First Command Advisory Services, Inc.
INCREASED2,318994+1,324+133%$17.1K$36.6K+$19.6K2026-11-05
Atlas Capital Advisors Inc.
UNCHANGED1,3001,30000%$22.3K$205.0K+$182.6K2026-11-09
PNC Financial Services Group, Inc.
DECREASED767926-159-17%$15.9K$12.1K-$3.8K2026-11-06
Kelleher Financial Advisors
CLOSED06,973-6,973-100%$119.7K$0-$119.7K2026-10-30
Ramirez Asset Management, Inc.
N/A—2,800-2,800-100%$48.1K———
Showing 6 of 6 institutions