JPM-PC Institutional Ownership
JPMorgan Chase & Co
1W: -0.8%
1M: -6.4%
3M: -9.7%
YTD: -8.2%
1Y: -9.1%
3Y: +5.4%
5Y: +5.5%
$22.86
-0.15 (-0.65%)
Weekly Expected Move ±1.5%
$22
$23
$23
$23
$24
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Institutional Ownership — JPM-PC
9
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
$3M
Total Invested
2
New Positions
0
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (12 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cascades Capital Asset Management, LLC | 46,020 | $$1M | -15,405 | -25.1% | 8Q | SEC ↗ |
| 2 | WHALEROCK POINT PARTNERS, LLC | 46,000 | $$1M | — | +0.0% | 3Q | SEC ↗ |
| 3 | BECK MACK & OLIVER LLC | 14,312 | $$327K | — | +0.0% | 29Q | SEC ↗ |
| 4 | Estabrook Capital Management | 5,300 | $$121K | — | +0.0% | 30Q | SEC ↗ |
| 5 | PNC Financial Services Group, Inc. | 1,743 | $$40K | -6 | -0.3% | 15Q | SEC ↗ |
| 6 | McMillan Office, Inc. | 666 | $$15K | — | +0.0% | 3Q | SEC ↗ |
| 7 | THURSTON, SPRINGER, MILLER, HERD & TIT NEW | 500 | $$11K | — | +0.0% | 1Q | SEC ↗ |
| 8 | First Command Advisory Services, Inc. NEW | 84 | $$2K | — | +0.0% | 1Q | SEC ↗ |
| 9 | NBC SECURITIES, INC. | 0 | $$0K | -373 | -100.0% | 3Q | SEC ↗ |
| 10 | AR ASSET MANAGEMENT INC | 0 | $$0K | -43,000 | -100.0% | 1Q | SEC ↗ |
| 11 | PROATHLETE WEALTH MANAGEMENT LLC | 0 | $$0K | -500 | -100.0% | 1Q | SEC ↗ |
| 12 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 0 | $$0K | -125 | -100.0% | 13Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| THURSTON, SPRINGER, MILLER, HERD & | 500 | $$11K |
| First Command Advisory Services, In | 84 | $$2K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| AR ASSET MANAGEMENT INC | 43,000 | $$983K |
| PROATHLETE WEALTH MANAGEMENT LLC | 500 | $$11K |
| NBC SECURITIES, INC. | 373 | $$9K |
| BOYD WATTERSON ASSET MANAGEMENT LLC | 125 | $$3K |
Biggest Increases (0)
None.
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cascades Capital Asset Management, | -15,405 | -25.1% | 46,020 |
| PNC Financial Services Group, Inc. | -6 | -0.3% | 1,743 |