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Get Institutions for : 
Jpmorgan Chase Capital Xxix 6.70% Capital Securities (JPM.PC)  
$25.12 0.05 (0.2%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 9    0
Total shares held : 
373,809  
% of shares held : 
4.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -3  
Amount of shares held : 
-7,224  
% of shares held change : 
  -0.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$24.55  
Last Quarter's Ending Price : 
$25.31  
Last Quarter's Average Price
$24.83  
Change from last quarter's     
avg. price to the last closing  : 
0.29 (1.17%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
0
 0
 0%
 
Increased Positions :
1
 141
 0.04%
 
Unchanged Positions :
4
 66,837
 17.88%
 
Decreased Positions :
4
-7,365
-1.97%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   WHALEROCK POINT PARTNERS LLC 61 *New 2024-03-31 44,000 $1,108,000 44,000
   Financial Gravity Wealth Inc. 652 *New 2024-03-31 153 $4,000 153

  2 Records found
  1    
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