Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ALLSTATE CORP | EQU | 3001 | $1,334,114 | 10,238 | 0.00 | 0.37 | -112,627 | -91.67 | 03-31-2023 |
| ALDEBARAN FINANCIAL INC | COM | 3002 | $1,740,999 | 10,235 | 0.00 | 0.00 | -682 | -6.25 | 12-31-2023 |
| PRENTICE WEALTH MANAGEMENT LLC | COM | 3003 | $1,484,399 | 10,206 | 0.00 | 0.00 | 182 | 1.82 | 06-30-2023 |
| CRA FINANCIAL SERVICES LLC | COM | 3004 | $2,043,652 | 10,203 | 0.00 | 0.00 | 202 | 2.02 | 03-31-2024 |
