Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SHIRA RIDGE WEALTH MANAGEMENT | COM | 4801 | $318,009 | 1,588 | 0.00 | 0.00 | 18 | 1.15 | 03-31-2024 |
| CHICKASAW CAPITAL MANAGEMENT LLC | cs | 4802 | $268,000 | 1,575 | 0.01 | 0.01 | 75 | 5.00 | 12-31-2023 |
| ABLE WEALTH MANAGEMENT LLC | Stock | 4803 | $267,623 | 1,573 | 0.00 | 1,573 | +Inf | 12-31-2023 | |
| ARCUS CAPITAL PARTNERS LLC | COM | 4804 | $314,723 | 1,571 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
