Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PETERSON WEALTH SERVICES | COM | 1551 | $8,659,042 | 43,230 | 0.00 | 0.00 | -1,491 | -3.33 | 03-31-2024 |
| COLONIAL TRUST CO / SC | Stock | 1552 | $7,342,138 | 43,164 | 0.00 | 0.00 | 4,674 | 12.14 | 12-31-2023 |
| SAGEVIEW ADVISORY GROUP LLC | COM | 1553 | $7,578,535 | 42,994 | 0.00 | 42,994 | +Inf | 12-31-2023 | |
| SAGE MOUNTAIN ADVISORS LLC | COM | 1554 | $8,611,698 | 42,994 | 0.00 | 0.00 | 806 | 1.91 | 03-31-2024 |
