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JPMorgan TAX Aware Real Return Fund CL A M/F
Q4 2023 vs Q1 2024
Comparing institutional holders between quarters
Quarters
Q1 2024
Q4 2023
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
0
New
0
Closed
1
Increased
0
Decreased
0
Unchanged
0
No Data
Sort by
Q1 2024 shares — high to low
Q1 2024 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q1 2024 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Wetzel Investment Advisors, Inc.
INCREASED
Shares
7,663
from 7,605
Change
+58
(+1%)
Value
$72.3K
(+$72.2K)
Filed 2024-04-23
Institution
Status
Q1 2024 ↓
Q4 2023
Change
% Change
Q4 2023 Value
Q1 2024 Value
Value Change
Filed
Wetzel Investment Advisors, Inc.
INCREASED
7,663
7,605
+58
+1%
$72
$72.3K
+$72.2K
2024-04-23
Showing 1 of 1 institutions