Institutional Owners for JPM
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
PEAPACK GLADSTONE FINANCIAL CORP COM 301 $108,799,000 639,619 1.83 1.69 -11,565 -1.78 12-31-2023
CRAWFORD INVESTMENT COUNSEL INC COM 302 $92,840,780 638,344 0.00 0.00 89,904 16.39 06-30-2023
EP WEALTH ADVISORS LLC COM 303 $108,286,343 636,604 0.00 0.00 336,604 112.20 12-31-2023
PINNACLE FINANCIAL PARTNERS INC COM 304 $127,289,164 635,493 0.00 0.00 -1,930 -0.30 03-31-2024
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