Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| S&CO INC | COM | 2101 | $4,252,000 | 24,999 | 0.33 | 0.30 | 0 | 0.00 | 12-31-2023 |
| SUMMIT GLOBAL INVESTMENTS | COM | 2102 | $4,969,000 | 24,806 | 0.37 | 0.25 | 2,341 | 10.42 | 03-31-2024 |
| GREENFIELD SAVINGS BANK | COM | 2103 | $4,968,041 | 24,803 | 0.00 | 0.00 | -127 | -0.51 | 03-31-2024 |
| MCKINLEY CARTER WEALTH SERVICES INC | COM | 2104 | $4,946,162 | 24,694 | 0.00 | 0.00 | -3,218 | -11.53 | 03-31-2024 |
