Institutional Owners for JPM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC | COM | 3751 | $811,200 | 4,769 | 0.00 | 0.00 | -555 | -10.42 | 12-31-2023 |
| LEHMAN & DERAFELO FINANCIAL RESOURCES LLC | COM | 3752 | $638,740 | 4,763 | 0.00 | 0.08 | 2,209 | 86.49 | 12-31-2022 |
| CAPSTONE TRITON FINANCIAL GROUP LLC | COM | 3753 | $950,824 | 4,747 | 0.00 | 0.00 | 2,825 | 146.98 | 03-31-2024 |
| MOSAIC FAMILY WEALTH LLC | Stock | 3754 | $751,000 | 4,741 | 0.20 | 0.25 | -790 | -14.28 | 12-31-2021 |
