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JPMorgan TR II

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares6,462 from 6,462
Change0 (0%)
Value$558.3K (-$10.1K)
Filed 2026-11-05
Fulton Bank, N.A.
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$388.9K (-$7.1K)
Filed 2026-10-14
Oakworth Capital, Inc.
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$37.0K (+$223)
Filed 2026-10-26
NBT Bank, N.A.
DECREASED
Shares356 from 508
Change-152 (-30%)
Value$30.8K (-$13.9K)
Filed 2026-10-21
Coston, McIsaac & Partners
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$19.4K (+$19.4K)
Filed 2026-11-06
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 1,618
Change-1,618 (-100%)
Value$0 (-$142.4K)
Filed 2026-10-26
Kelleher Financial Advisors
CLOSED
Shares0 from 82
Change-82 (-100%)
Value$0 (-$7.3K)
Filed 2026-10-30
Status
Williams Jones Wealth Management, Llc.
UNCHANGED6,4626,46200%$568.5K$558.3K-$10.1K2026-11-05
Fulton Bank, N.A.
UNCHANGED4,5004,50000%$395.9K$388.9K-$7.1K2026-10-14
Oakworth Capital, Inc.
UNCHANGED42842800%$36.8K$37.0K+$2232026-10-26
NBT Bank, N.A.
DECREASED356508-152-30%$44.7K$30.8K-$13.9K2026-10-21
Coston, McIsaac & Partners
UNCHANGED22422400%$19$19.4K+$19.4K2026-11-06
Vermillion Wealth Management, Inc.
CLOSED01,618-1,618-100%$142.4K$0-$142.4K2026-10-26
Kelleher Financial Advisors
CLOSED082-82-100%$7.3K$0-$7.3K2026-10-30
Showing 7 of 7 institutions