Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SPRENG CAPITAL MANAGEMENT INC | COM | 2501 | $2,484,428 | 17,132 | 0.00 | 0.00 | 3,856 | 29.04 | 09-30-2023 |
| LOUDON INVESTMENT MANAGEMENT LLC | COM | 2502 | $2,482,597 | 17,119 | 0.00 | 0.00 | 748 | 4.57 | 12-31-2023 |
| SYNERGY ASSET MANAGEMENT LLC | COM | 2503 | $3,424,479 | 17,097 | 0.00 | 0.00 | -13,141 | -43.46 | 03-31-2024 |
| AVIDIAN WEALTH SOLUTIONS LLC | COM | 2504 | $3,421,899 | 17,084 | 0.00 | 0.00 | 4,909 | 40.32 | 03-31-2024 |
