Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LANDMARK FINANCIAL ADVISORS LLC | COM | 2301 | $3,502,854 | 20,593 | 0.00 | 0.00 | 157 | 0.77 | 12-31-2023 |
| CASSADAY & CO WEALTH MANAGEMENT LLC | COM | 2302 | $3,491,243 | 20,525 | 0.00 | 0.00 | 76 | 0.37 | 12-31-2023 |
| ARCHER INVESTMENT CORP | Stock | 2303 | $2,973,345 | 20,503 | 0.00 | 20,503 | +Inf | 09-30-2023 | |
| SANDERS MORRIS HARRIS LLC | COM | 2304 | $4,104,948 | 20,494 | 0.00 | 0.00 | 11,633 | 131.28 | 03-31-2024 |
