Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| VESTCOR INC | COM | 1251 | $10,526,000 | 61,883 | 0.36 | 0.33 | -678 | -1.08 | 12-31-2023 |
| CYPRESS ASSET MANAGEMENT INC/TX | COM | 1252 | $10,506,056 | 61,764 | 0.00 | 0.00 | 1,233 | 2.04 | 12-31-2023 |
| MOUNT YALE INVESTMENT ADVISORS LLC | COM | 1253 | $8,937,577 | 61,630 | 0.00 | 0.00 | -3,467 | -5.33 | 09-30-2023 |
| XCEL WEALTH MANAGEMENT LLC | COM | 1254 | $12,320,453 | 61,510 | 0.00 | 0.00 | -2,743 | -4.27 | 03-31-2024 |
