Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BKA WEALTH CONSULTING INC | COM | 3301 | $954,830 | 7,435 | 0.00 | 7,435 | +Inf | 03-31-2023 | |
| CAPITAL INVESTMENT COUNSEL INC | COM | 3302 | $1,488,630 | 7,432 | 0.00 | 0.00 | -375 | -4.80 | 03-31-2024 |
| TCM ADVISORS LLC | COM | 3303 | $1,258,740 | 7,400 | 0.00 | 0.00 | -600 | -7.50 | 12-31-2023 |
| BURKE & HERBERT BANK & TRUST CO | COMMON | 3304 | $1,075,528 | 7,395 | 0.00 | 0.00 | -623 | -7.77 | 06-30-2023 |
