Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | COM | 1401 | $8,658,000 | 50,901 | 1.97 | 1.84 | -213 | -0.42 | 12-31-2023 |
| ROUNDVIEW CAPITAL LLC | COM | 1402 | $7,380,054 | 50,890 | 0.00 | 0.00 | -463 | -0.90 | 09-30-2023 |
| AMERICAN MONEY MANAGEMENT LLC | COM | 1403 | $7,372,148 | 50,835 | 0.00 | 0.00 | 181 | 0.36 | 09-30-2023 |
| MAGNUS FINANCIAL GROUP LLC | COM | 1404 | $10,162,066 | 50,734 | 0.00 | 0.00 | 4,723 | 10.26 | 03-31-2024 |
