Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| HOTALING INVESTMENT MANAGEMENT LLC | COM | 2351 | $2,667,000 | 19,887 | 1.21 | 0.37 | 12,463 | 167.87 | 12-31-2022 |
| PHOENIX WEALTH ADVISORS | COM | 2352 | $3,973,151 | 19,836 | 0.00 | 0.00 | -1,638 | -7.63 | 03-31-2024 |
| RELYEA ZUCKERBERG HANSON LLC | COM | 2353 | $3,970,750 | 19,824 | 0.00 | 0.00 | 1,487 | 8.11 | 03-31-2024 |
| CETERA TRUST COMPANY NA | COM | 2354 | $3,362,197 | 19,766 | 0.00 | 19,766 | +Inf | 12-31-2023 |
