Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY FINANCIAL SERVICES GROUP LLC | COMMON STOCK | 3101 | $1,353,625 | 9,334 | 0.00 | 0.11 | 6,573 | 238.07 | 09-30-2023 |
| WAMBOLT & ASSOCIATES LLC | COM | 3102 | $1,853,464 | 9,317 | 0.00 | 0.00 | -4,677 | -33.42 | 03-31-2024 |
| RIKOON GROUP LLC | COM | 3103 | $1,418,000 | 9,313 | 0.38 | 9,313 | +Inf | 03-31-2021 | |
| GREENUP STREET WEALTH MANAGEMENT LLC | Equities | 3104 | $1,350,134 | 9,310 | 0.00 | 9,310 | +Inf | 09-30-2023 |
