Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | COM | 2451 | $2,619,351 | 18,062 | 0.00 | 0.00 | 19 | 0.11 | 09-30-2023 |
| PEOPLES FINANCIAL SERVICES CORP | COMMON STOCK | 2452 | $3,613,399 | 18,040 | 0.00 | 0.00 | -663 | -3.54 | 03-31-2024 |
| CENTER FOR FINANCIAL PLANNING INC | COM | 2453 | $3,608,749 | 18,017 | 0.00 | 0.00 | 521 | 2.98 | 03-31-2024 |
| AULL & MONROE INVESTMENT MANAGEMENT CORP | COM | 2454 | $2,612,680 | 18,016 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
