Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| STEPHENS CONSULTING LLC | COM | 3251 | $1,355,503 | 7,969 | 0.00 | 0.00 | -34 | -0.42 | 12-31-2023 |
| ALERA INVESTMENT ADVISORS LLC | Stock | 3252 | $1,354,663 | 7,963 | 0.00 | 0.00 | -231 | -2.82 | 12-31-2023 |
| COASTWISE CAPITAL GROUP LLC | COM | 3253 | $1,154,788 | 7,963 | 0.00 | 0.00 | -407 | -4.86 | 09-30-2023 |
| KEYSTONE FINANCIAL SERVICES | COM | 3254 | $1,156,175 | 7,950 | 0.00 | 0.00 | 7 | 0.09 | 06-30-2023 |
