Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SEED PLANNING GROUP LLC | COM | 2701 | $2,787,575 | 13,917 | 0.00 | 0.00 | -707 | -4.83 | 03-31-2024 |
| STONNINGTON GROUP LLC | COM | 2702 | $1,792,832 | 13,899 | 0.00 | 0.00 | -1,100 | -7.33 | 03-31-2023 |
| PROFICIO CAPITAL PARTNERS LLC | COM | 2703 | $2,779,620 | 13,877 | 0.00 | 0.00 | 542 | 4.06 | 03-31-2024 |
| GEOWEALTH MANAGEMENT LLC | COM | 2704 | $2,358,000 | 13,860 | 0.20 | 0.06 | 10,473 | 309.21 | 12-31-2023 |
