Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| STOKES CAPITAL ADVISORS LLC | COM | 1501 | $6,616,793 | 45,495 | 0.00 | 0.00 | 37 | 0.08 | 06-30-2023 |
| FARMERS & MERCHANTS TRUST CO OF LONG BEACH | COM | 1502 | $9,093,819 | 45,401 | 0.00 | 0.00 | -918 | -1.98 | 03-31-2024 |
| BROWN MILLER WEALTH MANAGEMENT LLC | COM | 1503 | $9,070,000 | 45,284 | 4.00 | 3.73 | 1,359 | 3.09 | 03-31-2024 |
| UNIFIED TRUST COMPANY NA | Equities | 1504 | $7,403,000 | 45,228 | 2.18 | 2.08 | 159 | 0.35 | 09-30-2021 |
