Institutional Owners for JPM
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
ERN LLC COM 3251 $957,000 8,500 1.07 8,500 +Inf 06-30-2022
LEGACY CAPITAL WEALTH PARTNERS LLC COM 3252 $1,193,185 8,490 0.00 0.00 2,271 36.52 03-31-2024
TORTOISE INVESTMENT MANAGEMENT LLC COM 3253 $1,698,340 8,479 0.00 0.00 -239 -2.74 03-31-2024
CFO4LIFE LP COM 3254 $1,134,445 8,460 0.00 8,460 +Inf 12-31-2022
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