Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CENTRIC WEALTH MANAGEMENT | COM | 3401 | $1,389,625 | 7,247 | 0.00 | 0.00 | 3,307 | 83.93 | 03-31-2024 |
| ONE WEALTH ADVISORS LLC | COM | 3402 | $1,449,108 | 7,235 | 0.00 | 0.00 | 1,281 | 21.51 | 03-31-2024 |
| ALLEGHENY FINANCIAL GROUP LTD | COM | 3403 | $1,230,527 | 7,234 | 0.00 | 0.00 | 72 | 1.01 | 12-31-2023 |
| GRANGER MANAGEMENT LLC | COM | 3404 | $1,446,967 | 7,224 | 0.00 | 0.00 | 3,521 | 95.09 | 03-31-2024 |
