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Get Institutions for : 
JP Morgan Chase & Co (JPM.PD)  
$24.44 0.30 (1.21%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 6    0
Total shares held : 
53,282  
% of shares held : 
0.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -3  
Amount of shares held : 
-2,242  
% of shares held change : 
  -0.02%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$23.53  
Last Quarter's Ending Price : 
$25.00  
Last Quarter's Average Price
$23.97  
Change from last quarter's     
avg. price to the last closing  : 
0.47 (1.96%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
0
 0
 0%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
3
 24,507
 45.99%
 
Decreased Positions :
3
-2,242
-4.21%
 
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

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MATHES COMPANY INC 98 - 2023-12-31 15,200 $380,000 0
   BARTLETT & CO. LLC 392 - 2023-12-31 13,310 $333,000 -960
   BARTLETT & CO. WEALTH MANAGEMENT LLC 392 - 2023-12-31 13,310 $333,000 -960
   ROANOKE ASSET MANAGEMENT CORP/ NY 87 - 2023-12-31 9,000 $225,000 0
   PNC FINANCIAL SERVICES GROUP INC 2922 - 2023-12-31 2,155 $54,000 -322
   THOMPSON INVESTMENT MANAGEMENT INC 277 *New 2024-03-31 1,200 $30,000 1,200
   Private Ocean LLC 383 - 2024-03-31 307 $8,000 0

  7 Records found
  1    
  Page 1 of 1
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