Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FINANCIAL ADVISORY PARTNERS LLC | COM | 2251 | $4,316,064 | 21,548 | 0.00 | 0.00 | -3,568 | -14.21 | 03-31-2024 |
| SWEENEY & MICHEL LLC | COM | 2252 | $3,115,880 | 21,530 | 0.00 | 0.00 | -1,075 | -4.76 | 09-30-2023 |
| ASHFIELD CAPITAL PARTNERS LLC | COM | 2253 | $2,248,000 | 21,515 | 0.19 | 0.19 | 311 | 1.47 | 09-30-2022 |
| INTELLECTUS PARTNERS LLC | COM | 2254 | $4,308,505 | 21,510 | 0.00 | 0.00 | -35 | -0.16 | 03-31-2024 |
