Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| REGAL INVESTMENT ADVISORS LLC | COM | 1801 | $5,507,955 | 32,381 | 0.00 | 0.00 | 8,677 | 36.61 | 12-31-2023 |
| INSCRIPTION CAPITAL LLC | COM | 1802 | $6,370,922 | 32,315 | 0.00 | 0.00 | 20,377 | 170.69 | 03-31-2024 |
| INTERSECT CAPITAL LLC | COM | 1803 | $3,637,000 | 32,301 | 1.10 | 1.04 | -7,445 | -18.73 | 06-30-2022 |
| CHAPIN DAVIS INC | COM | 1804 | $5,493,943 | 32,298 | 0.00 | 0.00 | 53 | 0.16 | 12-31-2023 |
