Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SENTINEL TRUST CO LBA | COM | 1751 | $4,997,000 | 34,360 | 0.68 | 0.64 | -3 | -0.01 | 06-30-2023 |
| JOHNSON FINANCIAL GROUP INC | COM | 1752 | $5,832,050 | 34,286 | 0.00 | 0.00 | -584 | -1.67 | 12-31-2023 |
| FIFTH THIRD WEALTH ADVISORS LLC | COM | 1753 | $5,831,777 | 34,284 | 0.00 | 0.00 | 1,887 | 5.82 | 12-31-2023 |
| MARCUM WEALTH LLC | COM | 1754 | $6,851,931 | 34,208 | 0.00 | 0.00 | -984 | -2.80 | 03-31-2024 |
