Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LAUTERBACH FINANCIAL ADVISORS LLC | COM | 1901 | $5,023,890 | 29,535 | 0.00 | 0.00 | -328 | -1.10 | 12-31-2023 |
| AMERICANA PARTNERS LLC | COM | 1902 | $5,196,659 | 29,510 | 0.00 | 0.00 | -1,098 | -3.59 | 12-31-2023 |
| SECOND HALF FINANCIAL PARTNERS LLC | COM | 1903 | $243,375 | 29,464 | 0.00 | 0.00 | 2,880 | 10.83 | 09-30-2023 |
| CIDEL ASSET MANAGEMENT INC | COM | 1904 | $5,009,785 | 29,452 | 0.00 | 0.00 | 24,129 | 453.30 | 12-31-2023 |
